Semiconductor News & Analysis Feed
218 articles
2026-06-12
tomshardware.com
2026-06-12
Mark Tyson
AMD’s Radeon RX 9070 XT graphics card has finally penetrated the Steam Survey video card results table, going straight in at position 25.
2026-06-12
digitimes.com
2026-06-12
Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales, pressuring its May results and revenues for the first five months of the year. The company disclosed May revenue of NT$63.87 million (US$2 million), down 29.37% month-over-month, and cumulative revenue for the first
2026-06-12
digitimes.com
2026-06-12
TSMC has been drawn into a patent infringement complaint in the US by Ireland-based patent licensing firms Longitude Licensing and Marlin Semiconductor. The companies have claimed that the US government could block imports to the US of chips made by TSMC as a result of the case, and have enlisted several members of Congress to support their position, drawing market attention.
2026-06-12
digitimes.com
2026-06-12
Sigurd announced that its May revenue reached a historic high, driven by overseas customer expansion, stronger demand for AI-related chips, and rising use of advanced packaging capacity. The result suggests continued momentum in global semiconductor supply chains, with implications for networking, memory, and high-performance computing markets worldwide.
2026-06-11
www.insidermonkey.com
2026-06-11
Insider Monkey
HEDGE FUND INVESTOR LETTERS
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NEWS
Texas Instruments Incorporated (TXN) Rallied as the Result Signals Improving End-Market Trend
Published on June 11, 2026 at 11:23 am by SOUMYA ESWARAN in Hedge Fund Investor Letters, News
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Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Equity Income Fund”. A copy
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Texas Instruments Incorporated (TXN) Rallied as the Result Signals Improving End-Market Trend
Soumya Eswaran
Thu, June 11, 2026 at 8:23 AM PDT 3 min read
TXN
+2.39%
Trade TXN on Coinbase
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Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Equity Income Fund”. A copy of the letter is avail
2026-06-11
tomshardware.com
2026-06-11
Jake Roach
AMD has shared the first official results for its 256-core EPYC Venice CPU, saying it beats Nvidia's Vera by 3.3x in a rack-level deployment.
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Results Strengthened Its Key Role in the AI Trend
Soumya Eswaran
Wed, June 10, 2026 at 8:09 AM AST 4 min read
2330.TW
-2.17%
MSTR
+0.87%
TSM
-1.40%
Sands Capital Management, LLC released its Q1 2026 investor letter for its "Select Growth Strategy". A copy of the letter is available to download here. Select Growth mainly targets leading U.
2026-06-10
digitimes.com
2026-06-10
WinWay Technologies said shipments linked to artificial intelligence, high-performance computing, central processing units, and application processors lifted consolidated revenue to NT$1.073 billion (US$33.9 million) in May 2026, the company's second-highest monthly total on record. For global readers tracking the semiconductor supply chain, the results signal how AI infrastructure demand is resha
2026-06-10
digitimes.com
2026-06-10
GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment in AI infrastructure drove a surge in demand for specialty copper materials used in cooling applications. The firm linked the month's performance to rising cooling needs at servers and data centers as computing density i
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
2026-06-05
news.google.com
2026-06-05
Yahoo! Finance Canada
2026-06-05
news.google.com
2026-06-05
Yahoo Finance
2026-06-05
news.google.com
2026-06-05
Yahoo Finance UK
2026-06-05
news.google.com
2026-06-05
Yahoo Finance
2026-06-04
www.msn.com
2026-06-04
MSN
What happened: Semiconductor stocks, including Intel (INTC), AMD (AMD), Arm Holdings (ARM), and Marvell Technology (MRVL), fell more than 3% pre-market on Thursday as the broader chip sector came under pressure following a disappointing outlook from custom AI chip designer Broadcom (AVGO).
High-flying memory and storage names Micron (MU) and SanDisk (SNDK) also tumbled 6% and 4% respecitvely in p
2026-06-04
news.google.com
2026-06-04
Yahoo Finance
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
uk.finance.yahoo.com
2026-06-04
Yahoo Finance UK
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2026-06-04
simplywall.st
2026-06-04
simplywall.st
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