Semiconductor News & Analysis Feed
880 articles
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Semiconductor Stocks Just Had Their Worst Day in Years. Is the AI Chip Boom Cracking, or Is This a Buying Opportunity?
Daniel Sparks, The Motley Fool
Mon, June 8, 2026 at 9:43 PM AST 5 min read
NVDA
+1.73%
MRVL
+9.63%
^IXIC
+0.86%
MU
+9.87%
INTC
+11.19%
Friday was brutal for chip stocks. The iShares Semiconductor ETF (NASDAQ: SOXX), a broad gauge of the group, sank about 10% to around $540 -- one
2026-06-09
digitimes.com
2026-06-09
Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
2026-06-09
digitimes.com
2026-06-09
MAtek reported May 2026 revenue of NT$544 million (US$17.23 million), a 26.87% increase year-over-year and a 0.69% increase month-over-month, marking its third consecutive month of record sales, the firm announced. For the first five months of 2026, revenue reached NT$2.51 billion, up 19.01% from the same period in 2025, with the company's leadership attributing growth to demand for outsourced mat
2026-06-09
digitimes.com
2026-06-09
Tencent is sharpening a dual-track AI chip strategy, combining self-developed semiconductors for its own business workloads with deeper partnerships across China's domestic AI computing supply chain.
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Artificial intelligence (AI) stocks have led the S&P 500's gains throughout this bull market. And chip designers, key players in the AI story, have been among the biggest winners. These companies, such as Nvidia (
NVDA
+1.70%
), Broadcom (
AVGO
+2.81%
), and Advanced Micro Devices, power tasks that are crucial for the development of AI and have been among the first to generate significant revenue
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Should You Buy AI Chip Stocks on the Dip? Words from Nvidia's Jensen Huang Offer an Answer That's Crystal Clear (and Echoes Warren Buffett's Wisdom).
Adria Cimino, The Motley Fool
Mon, June 8, 2026 at 4:30 PM PDT 5 min read
NVDA
+1.73%
AVGO
+2.82%
^GSPC
+0.30%
AMD
+5.14%
Explore stocks on Coinbase
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Artificial intelligence (AI) stocks have led the S&P 500's gains throughout this
2026-06-09
news.google.com
2026-06-09
Stock Titan
2026-06-09
www.techinsights.com
2026-06-09
TechInsights
Chips Act 2.0 - Can €120 Billion Buy Europe a Seat at the AI Chip Table?
2 Min Read June 08, 2026
Europe’s Chips Act 2.0 aims to boost AI independence with €120B in funding, a flagship AI foundry, and new safeguards against foreign providers.
The European Commission unveiled Chips Act 2.0 on June 3, 2026, shifting from the original act's ineffective supply-side subsidies to a dema
2026-06-09
the-decoder.com
2026-06-09
The Decoder
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Intel gets a second life as Google and Nvidia explore it as a TSMC backup for AI chips
Matthias Bastian
View the LinkedIn Profile of Matthias Bastian
Jun 8, 2026
Google and Nvidia are looking at Intel as an alternative chipmaker as TSMC struggles to keep up with surging demand for AI chips. According to The Information,
2026-06-08
www.indexbox.io
2026-06-08
IndexBox
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2026-06-08
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2026-06-08
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2026-06-08
ca.finance.yahoo.com
2026-06-08
Yahoo! Finance Canada
Intel vs. Lattice Semiconductor: Which AI Chip Stock is a Better Buy?
Supriyo Bose
Mon, June 8, 2026 at 8:18 a.m. PDT 6 min read
INTC
+12.33%
AMD
+5.09%
NVDA
+1.79%
LSCC
+3.69%
Intel Corporation INTC and Lattice Semiconductor Corporation LSCC are two premier semiconductor firms focusing on AI (artificial intelligence), advanced chip technologies and the data center semiconductor ecosystem. Intel
2026-06-08
www.zacks.com
2026-06-08
Zacks Investment Research
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2026-06-08
bits-chips.com
2026-06-08
Bits&Chips
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TSMC: AI chip shortage to persist for years despite capacity expansion
8 June 2026
Paul van Gerven
Editor at Bits&Chips
Reading time: 1 minute
TSMC CEO CC Wei expects global demand for AI chips to outstrip supply for years. Speaking at the company’s annual shareholders’ meeting in Hsinchu, Wei said planned capacity additions, including new fabs in the United States, won’t be sufficient t
2026-06-08
www.myeverydaytech.com
2026-06-08
My Everyday Tech
Consumer News & Events
Cadence strikes new partnership with Samsung Foundry to deliver 2nm platform for AI chips
8 minutes ago Calvin Liew
Cadence and Samsung Foundry announced a multi-year expansion of their collaboration to develop a full portfolio of Memory and Interface IP certified for Samsung Foundry’s second-generation 2nm process technology.Mobile & Wireless
The signoff-ready platfor
2026-06-08
nasilemaktech.com
2026-06-08
Nasi Lemak Tech
nasilemaktech.com
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2026-06-08
www.tech-critter.com
2026-06-08
Tech Critter
Cadence has recently worked out a new deal with Samsung Foundry that pushes their existing partnership to a new high, as they focus on 2nm chip design for AI-heavy workloads, starting from concept to deliverable products, especially as designs get more complex with AI, HPC, and 3D-IC integration.
For Cadence, they are expanding their Memory and Interface IP portfolio on Samsung’s second-generatio
2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
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2026-06-08
simplywall.st
2026-06-08
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
AI Chips Today - NVIDIA and SK hynix: Advancing AI Infrastructure Together
June 08, 2026
Simply Wall St
NVIDIA and SK hynix have announced a multiyear technology partnership aimed at developing next-generation memory to support the global buildout of AI factories. This collaboration is set to enhance memory supply aligned with NVIDIA's AI infrastructure
2026-06-08
www.gasworld.com
2026-06-08
gasworld
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Nvidia and SK hynix expand AI chip partnership
By Sophie Gregory
9 min ago
2 min read
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US semiconductor technology company Nvidia and South Korean memory semiconductor firm SK hynix have signed a multi-year deal to develop next-generation memory technologies for AI infrastructure applications.
SK hynix will co-develop advanced memory technologies with Nvidia while expandin