Semiconductor News & Analysis Feed
3103 articles
2026-06-12
www.msn.com
2026-06-12
MSN
KKR has partnered with Nvidia, Vistra, and the Kuwait Investment Authority to launch a $10 billion artificial-intelligence infrastructure company, the latest sign private equity is piling into the AI data center buildout.
KKR announced the new company Helix Digital Infrastructure on Thursday, and said Nvidia would serve as a “cornerstone strategic partner.” Nuclear and natural gas energy provider
2026-06-12
www.barrons.com
2026-06-12
Barron's
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2026-06-12
www.moomoo.com
2026-06-12
Moomoo
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FREMONT, Calif., June 11, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology
2026-06-11
news.google.com
2026-06-11
PC Guide
2026-06-11
www.techinsights.com
2026-06-11
TechInsights
Top-three Semiconductor Spenders Heating up with CHIPS Act Funds
Author: Louis Tran
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Semiconductor equipment order activity increased to 80 °F last week. Memory continued to lead the upturn due to its exposure to AI.
The US advanced-packaging and leading-edge foundry market is heating up long term as CHIPS Act distribution is announced. After rec
2026-06-11
stocktwits.com
2026-06-11
Stocktwits
stocktwits.com
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2026-06-11
ccianet.org
2026-06-11
CCIA
Bottom Line Up Front
Applying 25% Section 232 semiconductor tariffs to data centers would represent a 15.6% tax on data center construction.
When you tax something, you get less of it.
Data center buildout represented 92% of U.S. real GDP growth in the first half of 2025.
A 15.6% tax on data center construction would lead to the relocation, cancellation or delay of about 20% of planned 2026-2030
2026-06-11
news.google.com
2026-06-11
EE Times
2026-06-11
news.google.com
2026-06-11
Samsung
2026-06-11
blogs.nvidia.com
2026-06-11
NVIDIA Blog
Save Big and Play Bigger: GeForce NOW Summer Sale Brings Major Membership Savings
Level up with the best value in gaming, ‘Guild Wars’ and rewards, plus eight new games this week.
June 11, 2026 by GeForce NOW Community
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The GeForce NOW summer sale kicked off today with limited-time savings of up to $70 off a 12-month membership, making now the perfect time to upgrade to get the best of t
2026-06-11
www.tikr.com
2026-06-11
TIKR.com
Key Stats for Micron Technology Stock
Price change for Micron Technology stock in last 5 days: -11%
$MU Share Price as of Jun. 11: $892
52-Week High: $1,089
$MU Stock Price Target: $811
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Micron Technology (MU) stock dropped roughly 5% on Wednesday as a risk-off mood s
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.reuters.com
2026-06-11
Reuters
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2026-06-11
news.google.com
2026-06-11
Investing.com
2026-06-11
www.manilatimes.net
2026-06-11
The Manila Times
FREMONT, Calif., June 11, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today announced the launch of the new IQ9N™ Microinverter for residential solar across key European markets. Built with gallium nitride (GaN) technology, IQ9N Microinverters help enhance energy production from the latest high-power solar panels and are engineered to deliver p
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Enphase Energy Launches IQ9N Microinverters with GaN Technology Across Europe
Enphase Energy, Inc.
Thu, June 11, 2026 at 5:00 AM PDT 5 min read
ENPH
-0.62%
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Enphase Energy, Inc.
FREMONT, Calif., June 11, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: EN
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
wccftech.com
2026-06-11
Wccftech
The 3nm node remains a popular pick for AI firms as it offers a blend of efficiency, performance, and price, but given that there’s only one wafer manufacturer in the entire world to develop this technology with little complications, TSMC appears to have its hands full. According to the latest statistics, even after ramping production up to 175,000 monthly units for Q2 2026, the Taiwanese semicond
2026-06-11
news.google.com
2026-06-11
MarketBeat
2026-06-11
www.engineerlive.com
2026-06-11
Engineer Live
11th June 2026
Image via CGD
Cambridge GaN Devices (CGD), a specialist in innovative GaN (Gallium Nitride)-based power devices, joins forces with NXP Semiconductors to accelerate time to market in data centre and automotive markets
The International Energy Agency predicts that energy use by data centres will double by 2030, making energy-efficiency improvements a key imperative. It is forecasted