Semiconductor News & Analysis Feed
213 articles
2026-06-13
www.barchart.com
2026-06-13
Barchart.com
Ai chip by Quality Stock Arts via Shutterstock
Plenty of companies report sales over the years. But few numbers move the global semiconductor sector as much as the monthly update from Taiwan.
Every month, Taiwan Semiconductor Manufacturing Company (TSM) posts one line of revenue. TSM is the company that builds the chips inside Nvidia's (NVDA) AI accelerators, Apple's (AAPL) iPhones, and much of
2026-06-13
www.msn.com
2026-06-13
MSN
WASHINGTON – President Donald Trump took action June 11 to restore commercial fishing within three of America's marine national monuments in the Pacific Ocean, rolling back protections for areas that are considered pristine ocean ecosystems.
The White House said the move, reported first by USA TODAY ahead of Trump's action, is aimed at boosting the U.S. fishing industry and lowering seafood price
2026-06-12
digitimes.com
2026-06-12
Taiwan's semiconductor and electronics supply-chain companies continued to post generally firm sales in May, according to monthly revenue data and company disclosures, with the strongest accumulated growth concentrated in AI-linked logic, testing, substrate, and copper-clad laminate suppliers.
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Electronic Equipment and Components/NYSE:COHR
A Look At Coherent (COHR) Valuation As NVIDIA Investment And AI Demand Reshape Growth And Supply Chain Risks
June 12, 2026
Simply Wall St
Coherent (COHR) has returned to focus after strong AI data center demand, upbeat financial guidance, and a US$2b investment from NVIDIA coincided with fresh supply chain risks tied to critical optical
2026-06-12
www.investing.com
2026-06-12
Investing.com
www.investing.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a0a4cdf6ee219837
Performance and Security by Cloudflare
Privacy
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) and Micron Technology (NASDAQ:MU) both just delivered AI-fueled earnings reports, yet they sit on opposite sides of the data center stack.
Video Muted
Marvell sells the custom silicon and optics that stitch AI clusters together. Micron sells the memory those clusters cannot run without. Their latest results show how AI spending is rewardin
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Marvell vs. Micron: One Stands to Gain More From AI Demand
Vandita Jadeja
Thu, June 11, 2026 at 10:26 AM PDT 4 min read
MU
+11.66%
MRVL
+11.13%
005930.KS
-1.16%
NVDA
+2.22%
000660.KS
+2.59%
Explore stocks on Coinbase
Trading disclosure
Quick Read
MRVL's custom silicon and optics drove 28% revenue growth while MU's HBM shortage pushed gross margins from 37% to 74% in one year.
Micron raised its d
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
Wall Street may be turning on AI, as Oracle (NYSE:ORCL | ORCL Price Prediction) has lost a fifth of its value in just the past five days. This was a celebrated AI darling, whose CEO went on the podium next to President Donald Trump and OpenAI CEO Sam Altman a year ago.
Video Muted
ORCL stock is now up just 2.3% from year-ago prices, and it may not be long until it’s in the red. That’s a major sh
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Oracle’s 20% Plunge Proves What Micron Knew All Along: AI Demand Is About to Collapse
Omor Ibne Ehsan
Thu, June 11, 2026 at 8:38 AM PDT 5 min read
MU
+11.66%
ORCL
-8.53%
NVDA
+2.22%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Oracle stock has been plunging due to Wall Street souring on excessive spending
On the other hand, Micron is not leaning into the euphoria and is taking conser
2026-06-11
www.gurufocus.com
2026-06-11
GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website.
Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details.
Cloudflare Ray ID: a0a1bebc28bdb49c • Your IP: Click to reveal • Performance & security by Cloudflare
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
__fail__
2026-06-11
www.digitimes.com
2026-06-11
digitimes
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time
2026-06-11
digitimes.com
2026-06-11
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is increasing worldwide and is expected to influence data centers, device costs, energy use, and the pace of technology development.
2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-11
digitimes.com
2026-06-11
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
How Record Margins, AI Demand Visibility and Singapore Expansion At Applied Materials (AMAT) Has Changed Its Investment Story
Simply Wall St
Tue, June 9, 2026 at 11:16 PM PDT 3 min read
AMAT
+1.30%
Trade AMAT on Coinbase
Trading disclosure
In recent days, Applied Materials reported record quarterly revenue and its highest gross margin in more than two decades, raised its semiconductor equipment g
2026-06-09
digitimes.com
2026-06-09
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries.
2026-06-09
digitimes.com
2026-06-09
As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain bottlenecks, with industry watchers saying the number of components that are currently in a severe shortage now far exceeds those that are not.
2026-06-09
www.investing.com
2026-06-09
Investing.com
www.investing.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a08a33330d7f706a
Performance and Security by Cloudflare
Privacy
2026-06-08
www.megabites.com.ph
2026-06-08
megabites.com.ph
Cadence and Samsung Foundry announced a full portfolio of Memory and Interface IP, along with expanded certification of Cadence’s agentic AI digital, custom, 3D IC, and system design and analysis (SDA) flows for Samsung Foundry’s second-generation 2nm process. This collaboration delivers a signoff-ready platform for next-generation AI infrastructure and physical AI designs across data center, edge