Semiconductor News & Analysis Feed
228 articles
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Stock Holdings Decreased by Analog Century Management LP
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Analog Century Management LP trimmed its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 2.8% during the 4th quarter, according to the company in its most recent Form 13F filing w
2026-06-13
tomshardware.com
2026-06-13
Jake Roach
The name came up a few times during our conversations at Computex. Intel has declined to comment on it.
2026-06-12
digitimes.com
2026-06-12
Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales, pressuring its May results and revenues for the first five months of the year. The company disclosed May revenue of NT$63.87 million (US$2 million), down 29.37% month-over-month, and cumulative revenue for the first
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
www.gurufocus.com
2026-06-11
GuruFocus
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2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.barchart.com
2026-06-11
Barchart
A concept image showing a ray of light passing through cyberspace_ Image by metamorworks via Shutterstock_
Quantum computing just got its “Uncle Sam” moment.
The U.S. government is investing more than $2 billion into quantum initiatives, and that changes the conversation. This is no longer just a futuristic science project buried inside research labs. It’s becoming a national technology race, a
2026-06-11
www.tradingview.com
2026-06-11
TradingView
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ASML Surges 64%, Yet Trades At Cheapest Relative Valuation In A Decade
ASML Surges 64%, Yet Trades At Cheapest Relative Valuation In A Decade
1 min read
ASML
−2.45%
AMAT
−0.44%
TSM
−4.48%
ASML
−0.08%
ASML Holding
ASML
has climbed to fresh record highs in 2026, but the rally is telling investors a more complicated story. Shares are up 64% this year, yet ASML has still lagged t
2026-06-11
news.google.com
2026-06-11
Decrypt
2026-06-10
digitimes.com
2026-06-10
Chang Wah Technology has declared that the global semiconductor inventory correction has ended, with demand recovering in industrial control, networking, and AI data center power management. The shift signals firmer supply-chain conditions, rising leadframe demand, and broader pressure on packaging capacity across Asia — factors with direct implications for global electronics buyers and investors.
2026-06-09
news.google.com
2026-06-09
Stock Titan
2026-06-09
qz.com
2026-06-09
qz.com
POLITICS & GOVERNMENT
Jensen Huang turned down a Senate request to testify on Nvidia's China chip sales
Warren said Huang should have time to answer questions from Congress if he could attend a Mar-a-Lago dinner and fly to meet President Xi
By
Cris Tolomia
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Published 14 minutes ago
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Harun Ozalp / Anadolu
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Nvidia CEO Jensen Huang Just Declared War on Intel, AMD, and Qualcomm -- and the PC Market Will Never Be the Same
Keith Speights, The Motley Fool
Tue, June 9, 2026 at 1:05 AM PDT 4 min read
NVDA
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INTC
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It took a while for the full impact of the personal computer to be appreciated after John Blankenbaker introduced t
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
It took a while for the full impact of the personal computer to be appreciated after John Blankenbaker introduced the first PC -- the Kenbak-1 -- in 1971. It might also take a while to digest the ramifications of Nvidia (
NVDA
+1.70%
) CEO Jensen Huang's proclamation a few days ago, "The PC is being reinvented."
What we can know now, though, is that Huang declared war on Intel (
INTC
+11.11%
), A
2026-06-09
semiengineering.com
2026-06-09
Gregory Haley
Analog behavior is difficult to compress into simple pass/fail decisions that could red...
2026-06-09
www.cnbc.com
2026-06-09
CNBC
Nvidia
CEO Jensen Huang has declined an invitation from Sen. Elizabeth Warren to testify before the Senate Banking Committee this Thursday, as lawmakers increase scrutiny of the chipmaker’s China business and its role at the center of the global AI boom.
Huang’s decision means one of the most powerful executives in AI will not appear at a hearing focused on American AI development, innovation, a
2026-06-09
www.cnbc.com
2026-06-09
CNBC
Nvidia
CEO Jensen Huang has declined an invitation from Sen. Elizabeth Warren to testify before the Senate Banking Committee this Thursday, as lawmakers increase scrutiny of the chipmaker's China business and its role at the center of the global AI boom.
Huang's decision means one of the most powerful executives in AI will not appear at a hearing focused on American AI development, innovation, a
2026-06-09
news.google.com
2026-06-09
NBC News
2026-06-09
the-decoder.com
2026-06-09
The Decoder
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Intel gets a second life as Google and Nvidia explore it as a TSMC backup for AI chips
Matthias Bastian
View the LinkedIn Profile of Matthias Bastian
Jun 8, 2026
Google and Nvidia are looking at Intel as an alternative chipmaker as TSMC struggles to keep up with surging demand for AI chips. According to The Information,
2026-06-09
www.techtimes.com
2026-06-09
Tech Times
By Jerry Owens
Published: Jun 08 2026, 13:00 PM EDT
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The logo for Micron Technology is posted at their headquarters on June 25, 2025 in San Jose, California. Semiconductor maker Micron Technology will report third-quarter earnings today after the closing bell. JUSTIN SULLIVAN/GETTY IMAGES
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