Semiconductor News & Analysis Feed
10058 articles
2026-06-12
embeddedcomputing.com
2026-06-12
Embedded Computing Design
Openchip Adopts Baya Systems WeaveIP Fabric for AI and RISC-V Platforms
By Chad Cox
PRODUCTION EDITOR
EMBEDDED COMPUTING DESIGN
June 11, 2026
NEWS
Image Credit: Baya Systems and Openchip
Baya Systems and Openchip announced the companies have entered a strategic partnership. Openchip is licensing Baya Systems’ data-movement platform and Network-on-Chip (NoC) fabric technology to offer solutio
2026-06-11
www.techinsights.com
2026-06-11
TechInsights
EUV Lithography: A Power-Hungry Path to Innovation
Discover the energy-intensive realities of EUV lithography and its impact on semiconductor innovation—read how industry leaders are addressing sustainability challenges in our full report.
The Energy Cost of Technological Advancement
Extreme ultraviolet (EUV) lithography has revolutionized semiconductor manufacturing, enabling the production of
2026-06-11
www.techinsights.com
2026-06-11
TechInsights
Wafer Demand Forecast – Q3 2025 Update
2 Min Read September 30, 2025
The semiconductor market is bifurcated, driven by AI growth in HBM, leading to an increase in DRAM's wafer allocation from 16% to nearly 21% by 2030.
The semiconductor market is increasingly bifurcated, with AI-related segments fueling robust growth while the rest of the industry faces headwinds from weaker end-m
2026-06-11
www.techinsights.com
2026-06-11
TechInsights
Top-three Semiconductor Spenders Heating up with CHIPS Act Funds
Author: Louis Tran
Read Full Article Start My Free Trial
Semiconductor equipment order activity increased to 80 °F last week. Memory continued to lead the upturn due to its exposure to AI.
The US advanced-packaging and leading-edge foundry market is heating up long term as CHIPS Act distribution is announced. After rec
2026-06-11
www.marketwatch.com
2026-06-11
MarketWatch
__fail__
2026-06-11
www.washingtontimes.com
2026-06-11
Washington Times
__fail__
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
letsdatascience.com
2026-06-11
Let's Data Science
FUNDING & BUSINESS
nvidia
ai infrastructure
earnings
datacenter
Nvidia Reports Strong AI-driven Revenue and Guidance
1 sources
|
June 11, 2026
8.0
Relevance Score
Photo: static.seekingalpha.com · rights & takedowns
QUICK SUMMARY
Hide
Seeking Alpha reports that Nvidia posted Q1 revenues up 85% year-over-year to $81.6B, with gross margins at 75%, driven by robust demand for AI infrastructure. The a
2026-06-11
www.insidermonkey.com
2026-06-11
Insider Monkey
HEDGE FUND INVESTOR LETTERS
-
NEWS
Texas Instruments Incorporated (TXN) Rallied as the Result Signals Improving End-Market Trend
Published on June 11, 2026 at 11:23 am by SOUMYA ESWARAN in Hedge Fund Investor Letters, News
SHARE
Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Equity Income Fund”. A copy
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Texas Instruments Incorporated (TXN) Rallied as the Result Signals Improving End-Market Trend
Soumya Eswaran
Thu, June 11, 2026 at 8:23 AM PDT 3 min read
TXN
+2.39%
Trade TXN on Coinbase
Trading disclosure
Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Equity Income Fund”. A copy of the letter is avail
2026-06-11
www.zacks.com
2026-06-11
Zacks Investment Research
We use cookies to understand how you use our site and to improve your experience.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In ad
2026-06-11
wccftech.com
2026-06-11
Wccftech
SK Hynix is expected to begin mass production of its 375-Layer NAND Flash solution by the end of 2026, offering higher storage capacities.
SK Hynix and Samsung are in the race to reach the highest number of layers in the NAND Flash segment. While Samsung is aiming beyond 400-layers with dual stacking solutions going up to 1000-layers, Hynix will soon be commencing mass production on its 375-Layer
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Zacks.com featured highlights include Micron Technology, Five Below and Marathon Petroleum
Zacks Equity Research
Thu, June 11, 2026 at 7:48 AM PDT 5 min read
MU
+3.30%
FIVE
+1.54%
MPC
+1.47%
Explore stocks on Coinbase
Trading disclosure
For Immediate Release
Chicago, IL – June 11, 2026 – Stocks in this week’s article are Micron Technology, Inc. MU, Five Below, Inc. FIVE and Marathon Petroleum Cor
2026-06-11
tomshardware.com
2026-06-11
Luke James
Meta has finished separating its operations from Manus, the Chinese-founded agentic AI startup it acquired for roughly $2 billion in December.
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
__fail__
2026-06-11
wpde.com
2026-06-11
WPDE
Start your morning with The National News Desk as Jan Jeffcoat sits down with Education Innovator and CEO of Optima, Adam Mangana, to discuss the use of artificial intelligence in education, bringing insight and context to the stories shaping the day.
Watch weekday mornings from 6 a.m. to 9 a.m. EST, Monday through Friday.
2026-06-11
www.pymnts.com
2026-06-11
PYMNTS.com
__fail__
2026-06-11
news3lv.com
2026-06-11
KSNV
Start your morning with The National News Desk as Jan Jeffcoat sits down with Education Innovator and CEO of Optima, Adam Mangana, to discuss the use of artificial intelligence in education, bringing insight and context to the stories shaping the day.
Watch weekday mornings from 6 a.m. to 9 a.m. EST, Monday through Friday.
2026-06-11
cbs12.com
2026-06-11
WPEC
Start your morning with The National News Desk as Jan Jeffcoat sits down with Education Innovator and CEO of Optima, Adam Mangana, to discuss the use of artificial intelligence in education, bringing insight and context to the stories shaping the day.
Watch weekday mornings from 6 a.m. to 9 a.m. EST, Monday through Friday.