Semiconductor News & Analysis Feed
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2026-06-09
simplywall.st
2026-06-09
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United States/Semiconductors/NasdaqGS:NVDA
NVIDIA And Two Quiet AI Beneficiaries Of The OpenAI IPO
June 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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OpenAI’s confidential IPO filing, at a reported $852b valuation and paired with an employee share tender, is sharpening attention on listed companies tied to AI. You do not need to chase private deals to have exposure to this t
2026-06-09
www.eenewseurope.com
2026-06-09
eeNews Europe
Japanese power semiconductor supplier ROHM Semiconductor is expanding its gallium nitride (GaN) manufacturing capabilities through a new production partnership with German equipment maker AIXTRON. The move will see ROHM bring GaN epitaxy in-house at its Hamamatsu plant in Japan using AIXTRON’s G10-GaN deposition platform.
2026-06-09
simplywall.st
2026-06-09
simplywall.st
United States/Semiconductors/NYSE:TSM
A Look At Taiwan Semiconductor Manufacturing (NYSE:TSM) Valuation After Strong Recent Share Price Gains
June 09, 2026
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Recent performance context for Taiwan Semiconductor Manufacturing (TSM)
Taiwan Semiconductor Manufacturing (NYSE:TSM) has drawn investor attention after recent share price moves. The stock is up 2.8
2026-06-09
www.chosun.com
2026-06-09
조선일보
By Park Ji-min
Published 2026.06.09. 15:28
Updated 2026.06.09. 15:37
Intel. /Reuters-News1
Google is reportedly set to produce some of its in-house artificial intelligence (AI) chips at Intel Foundry (a semiconductor contract manufacturer). Intel Foundry, which had struggled to secure major clients, is now seeing interest from Google following Apple’s tentative agreement last month. Analysts sug
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Google's 4-Pronged AI Strategy Could Help it Leapfrog Nvidia to Become the World's Most Valuable Company
Danny Vena, CPA, The Motley Fool
Tue, June 9, 2026 at 12:15 AM PDT 5 min read
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2026-06-09
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Key facts: Intel tests 18A multi‑die; backup AI foundry; Cadence 14A
Key facts: Intel tests 18A multi‑die; backup AI foundry; Cadence 14A
Less than 1 min read
INTC
+11.19%
Intel is testing its 18A process and advanced packaging to see if four GPU dies can be fused into one chip for Nvidia’s 2028 Feynman GPUs; trials assess multi‑die fabrication feasibility.
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2026-06-09
news.google.com
2026-06-09
Stock Titan
2026-06-09
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2026-06-09
Astute Group
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2026-06-09
nebius.com
2026-06-09
Nebius
London, June 9, 2026 — Nebius, the AI cloud company, today announced the Physical AI Living Lab, a six-month program that equips British and European robotics startups with NVIDIA’s physical AI development tools and Nebius’s AI cloud infrastructure.
Physical AI depends on large-scale simulation, synthetic data, and accelerated compute that most early-stage robotics companies cannot assemble on th
2026-06-09
whtc.com
2026-06-09
WHTC
By Aditya Soni and Anhata Rooprai
June 8 (Reuters) – Nvidia’s entry into the AI PC market with its RTX Spark superchip last week is less a breakthrough for regular users than a high-stakes bet that a largely unproven concept can find wider appeal, analysts said.
At the Computex trade show in Taiwan, the chipmaker pitched a future where laptops run large AI models locally and act as personal dig
2026-06-09
news.google.com
2026-06-09
Stock Titan
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
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2026-06-09
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2026-06-09
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2026-06-09
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2026-06-09
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Key facts: AIXTRON to supply G10 GaN system to ROHM; Morgan Stanley >3%
Key facts: AIXTRON to supply G10 GaN system to ROHM; Morgan Stanley >3%
Less than 1 min read
AIXA
+3.33%
AIXTRON (AIXA) will supply a G10-GaN deposition system to ROHM's Hamamatsu plant for in-house 8" GaN epitaxy, targeting volume production of 650V and 100V power device wafers.
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AIXTRON SE (AIXA): Morg
2026-06-09
www.investing.com
2026-06-09
Investing.com
Oil pares gains as Iran, Israel halt strikes after Trump says stop ’shooting’
S&P 500, Nasdaq rebound after their worst session of the year while Dow slips
Investing.com-- South Korean memory chip giants Samsung Electronics and SK Hynix rose sharply on Tuesday, rebounding from steep losses in the prior session as bargain buyers stepped in to acquire battered artificial intelligence stocks.
SK
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Nokia’s AI Pivot Draws €1b NVIDIA Backing And Shifts Investor Focus
Simply Wall St
Mon, June 8, 2026 at 9:33 PM PDT 4 min read
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Nokia Oyj (HLSE:NOKIA) has outlined a transformation into an
2026-06-09
www.digitimes.com
2026-06-09
digitimes
Onsemi has introduced an online design tool to help engineers match SiC MOSFETs and gate drivers more quickly. The company said the platform could reduce early-stage trial-and-error in power electronics, with potential implications for AI data centers,...
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2026-06-09
www.ft.com
2026-06-09
Financial Times
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2026-06-09
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2026-06-09
Financial Times
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2026-06-09
www.fool.com
2026-06-09
The Motley Fool
On Monday, Amazon (
AMZN
0.26%
) handed an old-line glassmaker one of its biggest endorsements yet in the AI build-out. The cloud and e-commerce giant announced a multiyear, multibillion-dollar agreement to buy the optical fiber and connectivity that will wire its expanding U.S. data centers from Corning (
GLW
+5.61%
) -- a deal expected to create 1,000 manufacturing jobs at the company's North Ca