Semiconductor News & Analysis Feed
2345 articles
2026-06-11
digitimes.com
2026-06-11
The Czech Republic and other Central and Eastern European countries have gradually become emerging markets for Taiwanese investment and exports. This follows the donation of vaccines during the Covid-19 pandemic from the Czech Republic to Taiwan, underscoring the shared values of democracy and freedom between the two.
2026-06-11
digitimes.com
2026-06-11
As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking hubs.
2026-06-11
digitimes.com
2026-06-11
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.
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
Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into the stock market and other asset markets. Central bank governor Chin-Long Yang said on June 10 that Taiwan remains far from systemic risk despite concerns over surging market activity.
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
-3.32%
NVDA
-3.73%
AMZN
-2.53%
META
-2.33%
AAPL
+0.35%
Explore stocks on Coinbase
Trading disclosure
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
∙ PAID
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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
seekingalpha.com
2026-06-11
Seeking Alpha
__fail__
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
stockstory.org
2026-06-11
StockStory
__fail__
2026-06-11
www.tradingview.com
2026-06-11
TradingView
News
/
Stock Story
/
onsemi, Teradyne, and Penguin Solutions Shares Are Falling, What You Need To Know
onsemi, Teradyne, and Penguin Solutions Shares Are Falling, What You Need To Know
2 min read
ON
−5.84%
TER
−5.86%
PENG
−5.14%
What Happened?
A number of stocks fell in the afternoon session after the CPI print of 4.2% annual inflation (the hottest since 2023) revived the rate hike narrative.
M
2026-06-11
news.google.com
2026-06-11
FinancialContent
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
SMH vs. SOXX: Which Semiconductor ETF Is the Smarter Chip Bet?
David Beren
Wed, June 10, 2026 at 12:31 PM PDT 4 min read
NVDA
-3.73%
SMH
-3.40%
2330.TW
-2.17%
AMAT
-0.44%
LRCX
-1.64%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SOXX outpaced SMH by 23 percentage points in 2026, but SMH's 10-year return of 2,148% dwarfs SOXX's 1,833%.
SMH concentrates in mega-cap design leaders like N
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
The VanEck Semiconductor ETF (NASDAQ:SMH) and the iShares Semiconductor ETF (NASDAQ:SOXX) appear to be substitutes on a fund screener. Both promise pure-play chip exposure, both charge roughly the same fee, and both ride the same AI cycle. The reason the choice still matters is that their indexes draw different lines around what counts as a chip stock and how much any one name can move the fund. I
2026-06-11
www.eenewseurope.com
2026-06-11
eeNews Europe
Michael Chapman, President, CEO, and Co-founder of Cortus, has worked in processor design since the early days of modern semiconductor development. Over the course of his career, he has contributed to projects ranging from automotive microcontrollers and CAN technology to processor architectures and system-level design tools. In 2005, he co-founded Cortus, a company focused on embedded processor I
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.benzinga.com
2026-06-11
Benzinga
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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
2026-06-10
www.tomshardware.com
2026-06-10
Tom's Hardware
Tech Industry
Google reportedly books Intel for packaging more than 3 million TPUs in 2028 — SK hynix is testing Intel's EMIB packaging for HBM integration
News-analysis
By Luke James published 3 days ago
TSMC's CoWoS lines are sold out through 2027, and Intel's EMIB is the only credible second source.
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