Semiconductor News & Analysis Feed
413 articles
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.
2026-06-11
digitimes.com
2026-06-11
CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks fresh capital despite persistent losses, negative gross margins and a long road to profitability.
2026-06-11
digitimes.com
2026-06-11
Wistron ITS has officially changed its name to WITS. Chairman Ching Hsiao pointed out that the rebranding signifies the company's transition from software into the new frontier of "software-hardware integration."
2026-06-11
digitimes.com
2026-06-11
Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future of AI networking, could face further delays as manufacturing yields remain inconsistent.
2026-06-11
digitimes.com
2026-06-11
As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking hubs.
2026-06-11
news.google.com
2026-06-11
FinancialContent
2026-06-11
tomshardware.com
2026-06-11
Jake Roach
AMD has shared the first official results for its 256-core EPYC Venice CPU, saying it beats Nvidia's Vera by 3.3x in a rack-level deployment.
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Taiwan Semiconductor Manufacturing (
TSM
3.01%
), popularly known as TSMC, is the world's largest semiconductor foundry, specializing in the mass production of chips and circuits designed by fabless companies.
TSMC's factories churn out chips for the most important tech companies in the world, including Apple, Sony, Nvidia, Advanced Micro Devices, Qualcomm, and many others. In fact, TSMC notes th
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Nvidia (
NVDA
1.32%
) has long been considered the industry standard for artificial intelligence (AI) computing stocks. Since 2023, it has been an amazing performer and has delivered strong, market-crushing returns for shareholders. However, 2026 hasn't been so kind.
Nvidia's stock is up about 12% this year, which isn't a bad return, but it's only beating the S&P 500 (
^GSPC
0.31%
) by a few perc
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron and Sandisk Have Crushed Nvidia as the Top Artificial Intelligence (AI) Stock in 2026. Can That Continue?
Keithen Drury, The Motley Fool
Wed, June 10, 2026 at 3:50 AM PDT 4 min read
NVDA
-2.56%
MU
-3.72%
SNDK
+0.51%
^GSPC
-0.94%
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Trading disclosure
Nvidia (NASDAQ: NVDA) has long been considered the industry standard for artificial intelligence (AI) computing stock
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Nvidia (
NVDA
2.28%
) may get a lot of the press in the artificial intelligence (AI) investing world, but there are other stocks out there that are growing quicker than Nvidia that don't get nearly as much attention as they deserve. Furthermore, Nvidia is also looking out for these companies, and has actually taken a position in them itself. That's a huge vote of confidence, as Nvidia has several
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
2 Artificial Intelligence (AI) Infrastructure Stocks Outgrowing Nvidia
Keithen Drury, The Motley Fool
Wed, June 10, 2026 at 2:50 AM PDT 4 min read
NVDA
-1.77%
NBIS
+1.52%
CRWV
-0.81%
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Trading disclosure
Nvidia (NASDAQ: NVDA) may get a lot of the press in the artificial intelligence (AI) investing world, but there are other stocks out there that are growing quicker than N
2026-06-10
digitimes.com
2026-06-10
WinWay Technologies said shipments linked to artificial intelligence, high-performance computing, central processing units, and application processors lifted consolidated revenue to NT$1.073 billion (US$33.9 million) in May 2026, the company's second-highest monthly total on record. For global readers tracking the semiconductor supply chain, the results signal how AI infrastructure demand is resha
2026-06-10
digitimes.com
2026-06-10
GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment in AI infrastructure drove a surge in demand for specialty copper materials used in cooling applications. The firm linked the month's performance to rising cooling needs at servers and data centers as computing density i
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Go Parabolic in June (Hint: It's Not Nvidia)
Adam Spatacco, The Motley Fool
Tue, June 9, 2026 at 9:31 AM PDT 5 min read
NVDA
-1.97%
MU
-4.31%
Explore stocks on Coinbase
Trading disclosure
For a few years now, investors have treated Nvidia as the primary barometer measuring the health of the artificial intelligence (AI) sector.
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
For a few years now, investors have treated Nvidia as the primary barometer measuring the health of the artificial intelligence (AI) sector. While the GPU leader remains a core pillar supporting the infrastructure boom, Micron Technology (
MU
5.43%
) has emerged as another big name fueling the AI semiconductor space.
On June 24, Micron is scheduled to report earnings for its fiscal 2026 third qua
2026-06-09
news.google.com
2026-06-09
Watertown Daily Times
2026-06-09
www.kold.com
2026-06-09
KOLD
Programs aim to meet soaring demand for chip technicians as TSMC expands in Arizona
The programs cover multiple specialty tracks and are built to move quickly so students can earn certifications that help them step into semiconductor jobs.
By Alaina Kwan
Published: Jun. 9, 2026 at 10:02 PM GMT+8|Updated: 7 hours ago
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PHOENIX (AZFamily) — Phoenix is in the
2026-06-09
www.azfamily.com
2026-06-09
AZ Family
Programs aim to meet soaring demand for chip technicians as TSMC expands in Arizona
TSMC is partnering with Arizona State University, Northern Arizona University and Grand Canyon University to offer intensive technician certification programs.
By Alaina Kwan
Published: Jun. 9, 2026 at 10:02 PM GMT+8|Updated: 21 minutes ago
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PHOENIX (AZFamily) — P
2026-06-09
bluestudio.estadao.com.br
2026-06-09
Estadão Blue Studio
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