Semiconductor News & Analysis Feed
453 articles
2026-06-10
semiengineering.com
2026-06-10
Bryon Moyer
CXL is also gaining traction in AI processing, while MIPI and others are growing at the...
2026-06-10
cryptobriefing.com
2026-06-10
Crypto Briefing
Broadcom and Marvell lead AI chip market with record revenues in fiscal 2026
Custom AI accelerator chips are driving historic growth at both semiconductor giants, with Broadcom's AI revenue surging 14
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
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.
2026-06-09
www.trefis.com
2026-06-09
Trefis
What Lit a Fire Under Qualcomm Stock?
June 9th, 2026 by Trefis Team
-16.48%
Downside
218
Market
182
Trefis
QCOM
Qualcomm
The chipmaker has been a market laggard for years, so what suddenly convinced investors it was time to get on board?
If you blinked, you might have missed it. Between March 10, 2026, and June 8, 2026, shares of Qualcomm (QCOM) quietly staged a monster rally, jumping 61.7%. For
2026-06-09
www.trefis.com
2026-06-09
Trefis
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 can feel like a lottery ticket you wish you’d bought. But sometimes, the story has little to do with a sudden stroke of luck. Inste
2026-06-09
news.google.com
2026-06-09
Morningstar
2026-06-09
www.bdtonline.com
2026-06-09
Bluefield Daily Telegraph
HANOI, VIETNAM - Media OutReach Newswire – 9 June 2026 – VinRobotics, Vingroup's pioneering robotics company, today announced the signing of a Memorandum of Understanding (MoU) with Infineon Technologies AG, a global semiconductor leader in power systems and IoT, to explore collaboration opportunities in building next-generation robotics applications based on advanced semiconductor technology. The
2026-06-09
www.bdtonline.com
2026-06-09
Bluefield Daily Telegraph
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2026-06-09
www.trefis.com
2026-06-09
Trefis
Applied Materials Stock Is Defying the Downturn, But What Are You Actually Buying?
June 9th, 2026 by Trefis Team
-49.73%
Downside
492
Market
247
Trefis
AMAT
Applied Materials
The semiconductor giant is riding a powerful AI wave, but its long-term behavior suggests it amplifies your existing market exposure more than it diversifies it.
On its latest earnings call, Applied Materials (AMAT) announc
2026-06-09
simplywall.st
2026-06-09
simplywall.st
United States/Software/NasdaqGS:HUT
Is Hut 8’s Nvidia-Backed Beacon Point Financing Quietly Redefining HUT’s Core Investment Story?
June 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Earlier this month, Hut 8 Corp. announced that its subsidiary Beacon Point DC priced a US$4.25 billion private offering of 6.129% senior secured notes due 2042 to fund the Beacon Point data center campus in Texa
2026-06-09
www.trefis.com
2026-06-09
Trefis
The Tell-Tale Rally in Micron’s Stock
June 9th, 2026 by Trefis Team
-62.82%
Downside
949
Market
353
Trefis
MU
Micron Technology
The stock ignored its own good news last week, so what finally sent it flying? A deal for its biggest competitor.
If you were watching Micron Technology (MU) last week, you might be feeling a little dizzy.
On Friday, the company got the nod it was waiting for: confirma
2026-06-09
simplywall.st
2026-06-09
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
NVIDIA And Two Quiet AI Beneficiaries Of The OpenAI IPO
June 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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OpenAI’s confidential IPO filing, at a reported $852b valuation and paired with an employee share tender, is sharpening attention on listed companies tied to AI. You do not need to chase private deals to have exposure to this t
2026-06-09
www.trefis.com
2026-06-09
Trefis
Applied Materials Stock Is Defying the Downturn, But What Are You Actually Buying?
The semiconductor giant is riding a powerful AI wave, but its long-term behavior suggests it amplifies your existing market exposure more than it diversifies it.
On its latest earnings call, Applied Materials (AMAT) announced it had delivered “record revenue and earnings, along with our highest gross margin in mor
2026-06-09
cryptobriefing.com
2026-06-09
Crypto Briefing
Nvidia CEO Jensen Huang calls tech stock selloff a buying opportunity as AI ‘just beginning’
Huang pitched investors on discounted AI stocks during a Seoul visit, days after a $1.3 trillion chipmaker
2026-06-09
cryptobriefing.com
2026-06-09
Crypto Briefing
Nvidia and SK Hynix sign multi-year pact to develop next-gen AI memory chips
The partnership targets HBM4 memory for Nvidia's Vera Rubin platform, with initial deliveries planned for Q3 2026.
2026-06-09
tomshardware.com
2026-06-09
Andrew E. Freedman,
At WWDC, Apple revealed its upcoming macOS update, macOS 27 Golden Gate, with a more refined Liquid Glass design and cross-platform Siri and Apple Intelligence features.
2026-06-08
cryptobriefing.com
2026-06-08
Crypto Briefing
Elon Musk to speak at ASML’s virtual technology conference amid employee backlash
The Tesla and SpaceX CEO will join ASML's CEO for a fireside chat focused on the ambitious $55B Terafab semiconductor
2026-06-08
simplywall.st
2026-06-08
simplywall.st
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