Semiconductor News & Analysis Feed
8394 articles
2026-06-11
digitimes.com
2026-06-11
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is increasing worldwide and is expected to influence data centers, device costs, energy use, and the pace of technology development.
2026-06-11
digitimes.com
2026-06-11
Amkor Technology Korea is considering investing about KRW1 trillion (approx. US$650 million) to expand its chip packaging and testing facilities in the South Korean city of Gwangju, according to Korean media reports and city officials. The company has not officially announced the plan.
2026-06-11
eetimes.com
2026-06-11
Pablo Valerio
"RISC-V is now," said Andrea Gallo, CEO of RISC-V International, during his keynote at this week's RISC-V Summit Europe 2026 in Bologna.
2026-06-11
www.tweaktown.com
2026-06-11
TweakTown
Google orders Intel Foundry to produce over three million TPUs for 2028 amid TSMC capacity crunch
The reported order would be the largest external win in Intel Foundry's history, coming as TSMC's capacity crunch pushes customers to look elsewhere.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published Jun 10, 2026 6:10 PM CDT
2 minutes & 15 seconds read time
TL;DR: Google reportedly ordered over th
2026-06-11
www.marketwatch.com
2026-06-11
MarketWatch
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Amazon Is the Latest AI Giant to Sign a Blockbuster Deal With This Under-the-Radar Semiconductor Company (Behind Nvidia and Meta)
Anthony Di Pizio, The Motley Fool
Wed, June 10, 2026 at 3:50 PM PDT 5 min read
GLW
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NVDA
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AMZN
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META
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AAPL
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Corning (NYSE: GLW) has manufactured glass right here in America since 1851. By 1880,
2026-06-11
drrobertcastellano.substack.com
2026-06-11
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
The Best-of-Breed Divide in Semiconductor Equipment Is Becoming Clearer
DR. ROBERT CASTELLANO
JUN 11, 2026
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What’s in this article
The Semiconductor Equipment Market Is No Longer Moving in Unison
Applied Materials Lost Leadership Despite Industry Growth
Table 1: Semiconductor Equipment Revenues for Applied Materials and ASML (2015–2025)
Chart 1: Applied Materials Share of Global WFE Ma
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Corning (
GLW
3.19%
) has manufactured glass right here in America since 1851. By 1880, it was the sole supplier of glass for Thomas Edison's original lightbulb, and today, it makes the glass for all of Apple's iPhones.
However, Corning stock has soared by 230% over the past 12 months because of red-hot demand for the company's fiber-optic cables for data centers, which help accelerate processing
2026-06-11
www.phonearena.com
2026-06-11
PhoneArena
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2026-06-11
www.tikr.com
2026-06-11
TIKR.com
Key Stats for QUALCOMM Stock
Today’s Performance: -7%
52-Week Range: $122 to $260
Valuation Model Target Price: around $200
Implied Upside: about 3%
Analyze your favorite stocks like QUALCOMM Incorporated with TIKR (It’s free) >>>
What Happened?
QUALCOMM Incorporated stock fell about 7% today, recently trading near $191 per share as investors pulled back from semiconductor stocks and questioned
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.jonpeddie.com
2026-06-11
Jon Peddie Research
Researchers at Georgia Tech continue to advance Vortex, an open-source RISC-V GPU project designed to support both graphics and compute workloads. The latest Vortex 3.0 release introduces major architectural enhancements, including a fixed-function graphics pipeline, Vulkan support, tensor computing improvements, and new scheduling capabilities. These additions expand Vortex beyond its original Op
2026-06-11
www.foxbusiness.com
2026-06-11
Fox Business
Market Vector Indexes CEO Steven Schoenfeld discusses Oracle’s fourth-quarter earnings amid a market pullback in artificial intelligence and semiconductor stocks on 'The Claman Countdown.'
Market Vector Indexes CEO Steven Schoenfeld discusses Oracle’s fourth-quarter earnings and the broader AI market. Schoenfeld addresses the semiconductor sector’s recent pullback, calling it a healthy correction
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
www.tradingview.com
2026-06-11
TradingView
News
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GuruFocus
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Micron Moves Ahead With Massive New York Fab
Micron Moves Ahead With Massive New York Fab
Less than 1 min read
MU
−5.22%
Micron Technology
MU
is moving ahead with its New York semiconductor project, naming Bechtel as the construction partner for the massive memory fab.
The facility is being built in Clay, New York, where Micron broke ground in January. Once completed, the pr
2026-06-11
tech-insider.org
2026-06-11
tech-insider.org
Nvidia Earnings: $81.6B Quarter, 92% DC Surge [2026]
MARCUS CHENJUNE 10, 2026HARDWARE
Marcus Chen
June 10, 2026
14 min read
Nvidia just delivered the single largest quarter any technology company has ever reported, and Wall Street barely blinked. The chipmaker posted $81.6 billion in revenue for its first quarter of fiscal 2027, up 85% year over year, with data center revenue alone reaching $75.2
2026-06-11
investingnews.com
2026-06-11
Investing News Network
SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today announced that its CEO Carlos Moreira, will moderate the high-profile panel "Quantum Semiconductors Scaling from Lab to Fab" at the Global Semiconductor Alliance ("GSA") European Executive Forum that is being hel
2026-06-11
www.zacks.com
2026-06-11
Zacks Investment Research
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2026-06-11
www.cdomagazine.tech
2026-06-11
CDO Magazine
CDO AI Forum – Chicago – Westin Chicago River North – June 22, 2026 Join top AI and Data leaders in Chicago to explore the strategies, governance, and innovations driving enterprise performance. Connect, learn, and gai...
The State of AI Reliability: Why Trust Is Becoming the Biggest Barrier to Scaling AI AI adoption is accelerating across the enterprise, but reliability is lagging. In a new rese
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
3 Reasons Why Growth Investors Shouldn't Overlook Micron (MU)
Zacks Equity Research
Wed, June 10, 2026 at 9:45 AM PDT 3 min read
MU
-3.94%
Trade MU on Coinbase
Trading disclosure
Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all