Semiconductor News & Analysis Feed
459 articles
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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2026-06-07
cryptobriefing.com
2026-06-07
Crypto Briefing
PHLX Semiconductor Index plunges 10%, marking worst day in 6 years
Chip stocks shed over $1 trillion in market value as AI-fueled rally meets gravity, dragging the Nasdaq and S&P 500 down with it.
2026-06-07
cryptobriefing.com
2026-06-07
Crypto Briefing
Micron, Marvell shares tumble as chip sector faces worst day in six years
The semiconductor index plunged 10.3% in a single session, erasing more than $1 trillion in market value as AI demand concerns
2026-06-07
cryptobriefing.com
2026-06-07
Crypto Briefing
SK Hynix drops below $1T market cap after brief stint in the trillion-dollar club
The South Korean memory chipmaker's stock fell nearly 10% in a single session, erasing its recently achieved trillion-
2026-06-07
www.trefis.com
2026-06-07
Trefis
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2026-06-07
cryptobriefing.com
2026-06-07
Crypto Briefing
EToro reports record retail investor buying in semiconductor stocks in May 2026
Retail traders piled into Micron, Nvidia, and AMD at historic levels last month, but analysts warn the AI chip rally may
2026-06-07
cryptobriefing.com
2026-06-07
Crypto Briefing
Elon Musk to pitch SpaceX’s Terafab chip project to ASML employees
Musk will join ASML's CEO for a fireside chat unveiling the $20B+ semiconductor initiative to the Dutch chipmaking giant's workforce.
2026-06-07
cryptobriefing.com
2026-06-07
Crypto Briefing
3x semiconductor ETF SOXL surpasses trading volume of Apple and Amazon combined
The leveraged chip fund traded over 100 million shares in a single session, reflecting an extraordinary surge of specula
2026-06-07
digitimes.com
2026-06-07
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e
2026-06-07
news.google.com
2026-06-07
Crypto Briefing
2026-06-07
cryptobriefing.com
2026-06-07
Crypto Briefing
Nvidia’s profit margins projected to remain above 70% through 2030
Hyperscalers' deep dependence on Nvidia's AI chips leaves few alternatives, giving the company pricing power that most industries can
2026-06-06
cryptobriefing.com
2026-06-06
Crypto Briefing
Nvidia’s $150B Taiwan investment supercharges the silicon shield as Computex puts AI center stage
Jensen Huang's tenfold spending increase in Taiwan reinforces the island's position as the world's mos
2026-06-06
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2026-06-06
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2026-06-06
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2026-06-06
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2026-06-06
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2026-06-06
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