Semiconductor News & Analysis Feed
8441 articles
2026-06-10
biz.chosun.com
2026-06-10
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.10. 06:00
"In the age of artificial intelligence (AI), no single corporations can do everything alone."
On the 3rd in Taipei, Taiwan, Terry Tsao, SEMI Taiwan president and global chief marketing officer (CMO), said the spread of AI is increasing the importance of collaboration within the semiconductor supply chain. Samsung Electronics and TSMC compete in the f
2026-06-10
www.statesman.com
2026-06-10
Austin American-Statesman
__fail__
2026-06-10
www.msn.com
2026-06-10
MSN
Intel stock fell Tuesday as a rebound in chip stocks came to an abrupt end and overshadowed the company’s newly expanded deal with Cadence Design Systems that looks like a sign of confidence in Intel’s next-generation chip-manufacturing process.
Intel shares declined 2.1% to $107.92, but well off an intraday low of $99.46, on Tuesday. The move came after an 11% gain the previous day amid exciteme
2026-06-10
news.google.com
2026-06-10
CIO Dive
2026-06-10
tomshardware.com
2026-06-10
Jeffrey Kampman
After first announcing its scarily capable Mythos Preview model back in April, Anthropic is releasing a public version of Mythos, called Fable 5, that it says is "safe for general use."
2026-06-10
aws.amazon.com
2026-06-10
Amazon Web Services (AWS)
Scale Robot Reinforcement Learning with NVIDIA Isaac Lab on Amazon SageMaker AI
by Roy Allela and Nicolas Jourdan on 09 JUN 2026 in Amazon SageMaker AI, Technical How-to Permalink Share
Physical AI is moving from research into production. Robots are increasingly trained in high-fidelity simulation before being deployed to factories, warehouses, and logistics centers, because training in the real
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron Stock And The Two-Year Sellout
Trefis Team
Tue, June 9, 2026 at 12:48 PM PDT 3 min read
MU
-1.41%
NVDA
-0.22%
WDC
-1.75%
INTC
-2.13%
QCOM
-5.67%
Explore stocks on Coinbase
Trading disclosure
Trefis: MU Stock Insights
Before the memory chipmaker's historic run, management was telling anyone who would listen that its most important product was already sold out for years to come.
When a stoc
2026-06-10
www.trefis.com
2026-06-10
Trefis
Micron Stock And The Two-Year Sellout
June 9th, 2026 by Trefis Team
-62.82%
Downside
949
Market
353
Trefis
MU
Micron Technology
Before the memory chipmaker’s historic run, management was telling anyone who would listen that its most important product was already sold out for years to come.
When a stock delivers a nearly eight-hundred-percent return in a year, as Micron Technology (MU) did, it ca
2026-06-10
www.trefis.com
2026-06-10
Trefis
Micron Stock And The Two-Year Sellout
June 9th, 2026 by Trefis Team
-62.82%
Downside
949
Market
353
Trefis
MU
Micron Technology
Before the memory chipmaker’s historic run, management was telling anyone who would listen that its most important product was already sold out for years to come.
When a stock delivers a nearly eight-hundred-percent return in a year, as Micron Technology (MU) did, it ca
2026-06-10
www.bizjournals.com
2026-06-10
The Business Journals
www.bizjournals.com
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2026-06-10
developer.nvidia.com
2026-06-10
NVIDIA Developer
As AI infrastructure scales, enterprise expectations for operational maturity are increasing. Organizations expect these systems to be provisionable, observable, secure, and manageable at scale—the same standard applied to all critical infrastructure. The moment an AI system moves from development into enterprise deployment, that operational foundation is essential.
NVIDIA DGX Spark and NVIDIA GB
2026-06-10
www.jonpeddie.com
2026-06-10
Jon Peddie Research
SK Hynix turned a long HBM investment cycle into a central position in AI infrastructure. The company built deep ties with Nvidia, aligned with TSMC, and moved memory out of commodity pricing patterns. Its HBM share, operating margin, and product roadmap now reflect a custom-silicon role tied to AI accelerators, robotics, client AI systems, and autonomous fabs. For silicon teams, SK Hynix now shap
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’
Slaven Vlasic / Getty Images Entertainment via Getty Images
Thomas Richmond
Tue, June 9, 2026 at 11:54 AM PDT 4 min read
NVDA
-0.34%
AMZN
-0.38%
AAPL
-3.64%
TSLA
-2.99%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Sacerdote paid 4x earnings for NVDA and 5x for TSLA by targeting earnings powe
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning Apple, we were paying 4 times earnings. When we bought Amazon for AWS, we were getting it for f
2026-06-10
www.barrons.com
2026-06-10
Barron's
__fail__
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Memory and storage stocks are taking it on the chin at midday Tuesday, but the sell-off isn’t hitting every name equally. Micron Technology (NASDAQ:MU | MU Price Prediction) shares are down 6%, and Western Digital (NASDAQ:WDC) stock is off 5%. Yet, SanDisk (NASDAQ:SNDK) shares are holding firm (comparatively speaking) as they trade flat on the session.
Video Muted
The backdrop is a broad chip se
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron Sinks 6%, Western Digital Falls 5% but SanDisk Holds Steady
David Moadel
Tue, June 9, 2026 at 10:55 AM PDT 4 min read
SNDK
-0.37%
MU
-5.73%
WDC
-4.16%
SMH
-3.45%
Explore stocks on Coinbase
Trading disclosure
Quick Read
After surging over 200% year to date, Micron dropped 5% and Western Digital fell 4.5% on profit-taking, not a fundamental breakdown.
With the VanEck Semiconductor ETF down
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Is NVIDIA (NVDA) One of the Best NASDAQ Stocks to Buy and Hold for 3 Years?
Noor Ul Ain Rehman
Tue, June 9, 2026 at 10:23 AM PDT 1 min read
NVDA
-1.73%
MSFT
-2.09%
2454.TW
+9.95%
DELL
-7.62%
0992.HK
+3.34%
Explore stocks on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the best NASDAQ stocks to buy and hold for 3 years. Reuters reported on June 1 that NVIDIA Corporation (
2026-06-10
eetimes.com
2026-06-10
Efinix’ exchangeable logic-and-routing technology aims to cut power and die area while enabling memory integration and greater flexibility for AI edge designs.