Semiconductor News & Analysis Feed
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2026-06-12
www.allaboutcircuits.com
2026-06-12
All About Circuits
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2026-06-12
Yahoo Finance
TSMC Governance Shift Puts Valuation And Board Authority In Focus
Simply Wall St
Thu, June 11, 2026 at 3:13 PM PDT 3 min read
TSM
+3.26%
2330
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Taiwan Semiconductor Manufacturing (TWSE:2330) received shareholder approva
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading 2.7% Higher - Still a Buy?
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
TSMC shares rose 2.7% on Thursday, trading around $419.67 after briefly touching $422.25, as investors continued to react positively to the company’s momentum.
Analysts have been raising earnings estimates and price targets, citing strong
2026-06-12
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2026-06-12
NVIDIA Newsroom
2026-06-12
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2026-06-12
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United States/Semiconductors/NasdaqGS:AMAT
Assessing Applied Materials (AMAT) Valuation After Strong Share Price Momentum And Premium Narrative
June 12, 2026
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Event Overview and Immediate Context
Applied Materials (AMAT) is back in focus after recent trading, as investors weigh its current share price of US$552.64 against the company’s size, with a mark
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Electrical/NYSE:VRT
Vertiv Extends NVIDIA Alliance To Target AI Data Centers And Margins
June 12, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Vertiv Holdings Co (NYSE:VRT) has expanded its collaboration with NVIDIA to co-develop AI focused data center solutions, including an 800 volt DC power architecture.
The company has also launched a production grade digital
2026-06-12
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2026-06-12
The Business Journals
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2026-06-12
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2026-06-12
AD HOC NEWS
Samsung, Weaves
Samsung Weaves AI Into Its Core: From Office Chatbots to 2nm Chips and a $175 Million Genomics Bet
11.06.2026 - 22:53:58 | boerse-global.de
Samsung adopts ChatGPT, Gemini, Claude; partners with STMicro on auto chips, Google on 2nm AI chip; invests $175M in genome sequencing. Analysts see 77% upside.
Samsung - Samsung Electronics 11.06.2026 - Bild: über boerse-global.de
Samsung E
2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
The Globe and Mail
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.
Semiconductor stocks trade at elevated multiples on future earnings, making them disproportionately sensitive to interest rates. Oil falling more than 3% and the 10-year Treasury yield dropping to 4.47% rel
2026-06-12
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2026-06-12
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AMD and Qualcomm Shares Are Soaring, What You Need To Know
AMD and Qualcomm Shares Are Soaring, What You Need To Know
2 min read
AMD
+7.97%
QCOM
+6.15%
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.
Semiconductor sto
2026-06-12
www.tradingview.com
2026-06-12
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Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
2 min read
PENG
+9.93%
ON
+5.26%
PLAB
+7.33%
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressur
2026-06-12
markets.chroniclejournal.com
2026-06-12
The Chronicle-Journal
Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
By:
StockStory
June 11, 2026 at 15:25 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace
2026-06-12
www.financialcontent.com
2026-06-12
FinancialContent
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.
Semiconductor stocks trade at elevated multiples on future earnings, making them disproportionately sensitive to interest rates. Oil falling more than 3% and the 10-year Treasury yield dropp