Semiconductor News & Analysis Feed
1162 articles
2026-06-10
news.google.com
2026-06-10
Insider Monkey
2026-06-10
digitimes.com
2026-06-10
At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward a far more practical challenge — how to rapidly deploy full-scale computing infrastructure under tight constraints of power, time, and construction capacity.
2026-06-10
digitimes.com
2026-06-10
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil fusion, and China's technology supply chain.
2026-06-10
www.investors.com
2026-06-10
Investor's Business Daily
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2026-06-10
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2026-06-10
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2026-06-10
www.fool.com
2026-06-10
The Motley Fool
The artificial intelligence (AI) revolution has boosted several semiconductor players into the realm of trillion-dollar giants. Most recently, Micron Technology (
MU
5.57%
) and its South Korean peers, SK Hynix and Samsung, have joined that exclusive club (though SK Hynix has already slipped back out of it).
Investors who were paying attention to Micron's explosive run understand the pattern: A s
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
Micron (
MU
5.25%
) stock is getting hit with sell-offs in Tuesday's trading and was down 3.7% as of 1:45 p.m. ET. At the same point in the daily session, the S&P 500 and the Nasdaq Composite were down 0.8% and 1.9%, respectively. Micron stock had been off as much as 10% earlier in trading.
Valuations for artificial intelligence (AI) chip stocks are taking substantial steps back today in a broad
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
__fail__
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
More and more artificial intelligence names continue to invade the broader benchmark S&P 500 Index.
The latest addition is the semiconductor company Marvell Technology (
MRVL
10.50%
). The stock surged on the news yesterday but had fallen by more than 7% as of 11:13 a.m. ET today.
Being added to the S&P 500 is a big deal because it is one of, if not the most followed, indexes and market benchmar
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
For a few years now, investors have treated Nvidia as the primary barometer measuring the health of the artificial intelligence (AI) sector. While the GPU leader remains a core pillar supporting the infrastructure boom, Micron Technology (
MU
5.43%
) has emerged as another big name fueling the AI semiconductor space.
On June 24, Micron is scheduled to report earnings for its fiscal 2026 third qua
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Shares of specialty semiconductor foundry Tower Semiconductor (
TSEM
3.74%
) rallied 15.5% in May, according to data from S&P Global Market Intelligence.
Tower delivered strong first-quarter earnings on May 13, and also disclosed that it had received significant orders out to 2028, with customers even pre-paying to secure capacity for Tower's leading silicon photonics technology.
Collapse
NASDAQ
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Micron Technology (
MU
+2.00%
) is the latest AI semiconductor stock to join the $1 trillion club. The memory chipmaker has been one of the hottest stocks over the last 12 months, climbing nearly 800% as of this writing. And some analysts think the stock can continue climbing higher from here.
But investors may be better off buying a different semiconductor stock. A giant in its own right, it's a
2026-06-09
www.moomoo.com
2026-06-09
Moomoo
__fail__
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Applied Materials, Inc. (AMAT) Eyes Growing Southeast Asia Workforce by 25%
Catherine Talavera
Tue, June 9, 2026 at 6:39 AM PDT 2 min read
AMAT
+5.51%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best AI Stocks to Buy in June. On June 3, Nikkei Asia reported that Applied Materials is targeting a 25% expansion of its Southeast Asia workforce this
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Shares of chip designer Marvell Technology (
MRVL
0.92%
) jumped by a whopping 33% on June 2, and Nvidia CEO Jensen Huang was the reason behind this massive surge.
According to Huang, Marvell will join the trillion-dollar market cap club. That seems like an ambitious statement at first, given that Marvell currently has a market cap of almost $230 billion. However, a closer look at the problem tha
2026-06-09
www.tradingkey.com
2026-06-09
TradingKey
TSMC reported Q1 2026 revenue of $35.9 billion, with net income up 58% to NT$572.48 billion and gross margin at 66.2%. High Performance Computing, driven by AI accelerators, comprised 61% of revenue. The company raised its full-year 2026 revenue growth forecast to over 30% and expects Q2 revenue between $39.0-$40.2 billion. CoWoS capacity for AI GPUs is sold out, and 2nm node risk production begin
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Investors have been waiting decades for the next technological leap forward to rival what the internet did for corporate America and Wall Street. With an estimated $15.7 trillion global addressable market by 2030, artificial intelligence (AI) has answered the call.
The foundational companies behind the rise of AI have seen their shares skyrocket. Since the start of 2023, Nvidia (
NVDA
+1.70%
), P
2026-06-09
www.msn.com
2026-06-09
MSN
Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years. Yet, despite delivering another standout quarter recently, investors hit
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
It took a while for the full impact of the personal computer to be appreciated after John Blankenbaker introduced the first PC -- the Kenbak-1 -- in 1971. It might also take a while to digest the ramifications of Nvidia (
NVDA
+1.70%
) CEO Jensen Huang's proclamation a few days ago, "The PC is being reinvented."
What we can know now, though, is that Huang declared war on Intel (
INTC
+11.11%
), A
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Micron Technology (
MU
+9.63%
) is one of the world's leading suppliers of high-bandwidth memory (HBM) for data centers, an essential component in the artificial intelligence (AI) hardware stack. HBM is in short supply right now, so Micron has the power to dictate prices, which is fueling a surge in the company's revenue and earnings.
Micron stock is up by nearly 700% over the past year, but it p