Semiconductor News & Analysis Feed
10821 articles
2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
On June 10, 2026, TSMC reported consolidated net revenue of NT$416.98 billion for May 2026, up 1.5% from April and 30.1% year on year, with revenue for January through May reaching NT$1.96 trillion, a 30.0% increase over the same period in 2025. The filing also detailed intercompany financial arrangements, including funds lent via TSMC Development to its wholly owned U.S. subsidiary TSMC Washingto
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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Marvell Technology: Better AI Stock Than Nvidia
Jun 11, 2026, 7:31 AM ETMarvell Technology, Inc. (MRVL) Stock
Bears of Wall Street
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Summary
Marvell Technology is evolving into a pivotal AI infrastructure player, with recent earnings, guidance, and strategic moves reinforcing its value proposition.
MRVL's
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Apple's AI Reveal Hands An Unexpected Win To Google, NVIDIA
Anusuya Lahiri
Thu, June 11, 2026 at 4:31 AM PDT 6 min read
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Apple Inc.’s latest AI announcements sparked a fresh debate on Wall Street, with a
2026-06-11
wccftech.com
2026-06-11
Wccftech
With multiple supply chain reports focusing on Intel's EMIB-T chip packaging technology, analyst Ming-Chi Kuo has shared that TSMC's next-generation packaging technology, CoPoS, will enter mass production in 2028. CoPoS, short for chip-on-panel-on-substrate, seeks to overcome the limitations of the current CoWoS (chip-on-wafer-on-substrate) packaging technology by increasing the area on which the
2026-06-11
www.wsj.com
2026-06-11
WSJ
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2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Export Review Puts TSMC AI Chip Growth And Valuation In Focus
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Taiwan is weighing stricter controls on exports of advanced AI chips to China, including possible criminal penalties for violations.
The review focuses on the most advanced AI accelerators and supporting technologies th
2026-06-11
www.wsj.com
2026-06-11
WSJ
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2026-06-11
wccftech.com
2026-06-11
Wccftech
The 3nm node remains a popular pick for AI firms as it offers a blend of efficiency, performance, and price, but given that there’s only one wafer manufacturer in the entire world to develop this technology with little complications, TSMC appears to have its hands full. According to the latest statistics, even after ramping production up to 175,000 monthly units for Q2 2026, the Taiwanese semicond
2026-06-11
www.barrons.com
2026-06-11
Barron's
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2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Saturna Capital Corp
Written by MarketBeat
June 11, 2026
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KEY POINTS
Saturna Capital Corp reduced its stake in Taiwan Semiconductor Manufacturing by 4.6% in the fourth quarter, selling 98,334 shares. It still remains a major holder, with TSM as its largest position and about $620.3 million invested
2026-06-11
www.investing.com
2026-06-11
Investing.com
www.investing.com
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2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Are Qualcomm’s New Edge AI Partnerships Reframing QCOM’s Role Beyond Smartphones In Investor Models?
June 11, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In recent days, Primax Electronics Ltd. announced an AI conference solution platform built on Qualcomm’s Dragonwing Q-7790 Edge AI processor, while Qualcomm also advanced partnerships in automotive a
2026-06-11
news.google.com
2026-06-11
Yahoo Finance Singapore
2026-06-11
tomshardware.com
2026-06-11
Zhiye Liu
Notebookcheck reports that 8TB SD cards will soon hit the retail market, although an exact launch date and pricing remain a mystery.
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
J.Safra Asset Management Corp Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
J.Safra Asset Management Corp raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 95.3% during the 4th quarter, according to its most recent disclosure with the Securities and E
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Air Liquide Deepens SK Hynix Ties And Semiconductor Exposure In Korea
Simply Wall St
Thu, June 11, 2026 at 3:09 AM PDT 3 min read
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Air Liquide (ENXTPA:AI) has signed a major long term contract with SK hynix to supply gases and services for advanced
2026-06-11
tomshardware.com
2026-06-11
Aaron Klotz
Right to Repair activist Louis Rossman threatens to sue Samsung after the SSD maker failed to replace his dead 990 Pro 4TB SSD under warranty.
2026-06-11
tomshardware.com
2026-06-11
Luke James
The zoo has filed a zoning appeal to overturn DC BLOX's approved permits.
2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
Key Points
AMD has a ton of future growth priced into it.
However, Nvidia's growth rates far outpace AMD's.
10 stocks we like better than Nvidia ›
In 2026, some stocks have overtaken Nvidia(NASDAQ: NVDA) as the best artificial intelligence (AI) stock to buy. One of those has been longtime rival AMD(NASDAQ: AMD).
AMD's stock has risen around 130% so far in 2026, leaving Nvidia's 12% gains in t