Semiconductor News & Analysis Feed
2092 articles
2026-06-03
news.google.com
2026-06-03
Business Wire
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.msn.com
2026-06-03
MSN
Quick Read
TXN outpaces NVDA 76% to 19% year to date, powered by a Q1 data center revenue explosion of 90% year over year.
ADI's 55% year-to-date gain validates the AI broadening thesis beyond GPUs, while TXN's pending $7.6 billion SLAB acquisition extends its embedded processing reach.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
tomshardware.com
2026-06-03
Jake Roach
Intel knows that Arrow Lake dealt a blow to its reputation among enthusiasts. Arrow Lake Refresh was an effort to correct that issue, laying the groundwork for Nova Lake later this year.
2026-06-03
tomshardware.com
2026-06-03
Andrew E. Freedman
Microsoft's Majorana 2 quantum computing chip switches to lead-based materials. Microsoft is accelerating its roadmap and expects a practical machine in 2029.
2026-06-03
www.aol.com
2026-06-03
AOL.com
Texas Instruments Is Smashing NVIDIA in 2026: Rotational Fluke, or Paradigm Shift
DAVID MOADEL
Wed, June 3, 2026 at 3:03 AM GMT+8
0
Texas Instruments / Wikimedia Commons
Quick Read
Texas Instruments (TXN) stock is up 76% year to date versus NVIDIA’s (NVDA) 19% gain, driven by a convergence of factors.
Texas Instruments’ smaller market capitalization leaves more room for surprise, the analog cycl
2026-06-03
www.aol.com
2026-06-03
AOL.com
Texas Instruments Is Smashing NVIDIA in 2026: Rotational Fluke, or Paradigm Shift
DAVID MOADEL
Wed, June 3, 2026 at 3:03 AM GMT+8
0
Texas Instruments / Wikimedia Commons
Quick Read
Texas Instruments (TXN) stock is up 76% year to date versus NVIDIA’s (NVDA) 19% gain, driven by a convergence of factors.
Texas Instruments’ smaller market capitalization leaves more room for surprise, the analog cycl
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
247wallst.com
2026-06-03
24/7 Wall St.
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2026-06-03
simplywall.st
2026-06-03
simplywall.st
__fail__
2026-06-03
www.quiverquant.com
2026-06-03
Quiver Quantitative
Aptiv PLC (APTV) is up 6.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to Aptiv’s June 1, 2026 announcement of an expanded collaboration with NVIDIA aimed at turning Jetson platforms into commercially supported, production-ready edge AI offerings with long-term software and security support. The gain may also reflect momentum after
2026-06-03
www.quiverquant.com
2026-06-03
Quiver Quantitative
Amkor Technology (AMKR) is up 6.2% today. Here is some analysis on what might have caused this price movement.
Analysis: AMKR’s move appears tied to a mix of ongoing investor optimism around advanced packaging demand and company-specific momentum from recent disclosures about expanding its Arizona footprint and deepening work with large chip customers. The rally may also be getting an extra push
2026-06-03
tomshardware.com
2026-06-03
Zhiye Liu
Reputable Intel hardware leaker Jaykihn reveals new information about Intel's next-generation LGA1954 socket.
2026-06-03
www.marketbeat.com
2026-06-03
MarketBeat
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2026-06-03
www.tradingview.com
2026-06-03
TradingView
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2026-06-03
tomshardware.com
2026-06-03
Andrew E. Freedman
At Microsoft Build, the company debuted its Surface RTX Spark Dev Box, a system for developers to come up with new AI applications.
2026-06-02
www.investing.com
2026-06-02
Investing.com
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2026-06-02
247wallst.com
2026-06-02
24/7 Wall St.
__fail__
2026-06-02
www.quiverquant.com
2026-06-02
Quiver Quantitative
onsemi (ON) is up 6.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to a broader semiconductor risk-on session after a widely followed industry outlook update reinforced expectations for strong 2026 demand, particularly tied to AI infrastructure. The stock may also be benefiting from positioning ahead of onsemi’s scheduled June 3, 202