Semiconductor News & Analysis Feed
5479 articles
2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
On June 10, 2026, TSMC reported consolidated net revenue of NT$416.98 billion for May 2026, up 1.5% from April and 30.1% year on year, with revenue for January through May reaching NT$1.96 trillion, a 30.0% increase over the same period in 2025. The filing also detailed intercompany financial arrangements, including funds lent via TSMC Development to its wholly owned U.S. subsidiary TSMC Washingto
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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Canon: Potential Challenger Of ASML's EUV Process
Jun 11, 2026, 7:45 AM ETCanon Inc. (CAJPY) Stock, CAJFF Stock
Gytis Zizys
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Summary
Canon is downgraded to hold due to a weak short-term outlook and sluggish growth outside its Imaging segment.
CAJPY’s profitability is pressured by tariffs, cost inflation, and an unfavorable m
2026-06-11
www.cnbc.com
2026-06-11
CNBC
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2026-06-11
tomshardware.com
2026-06-11
Anton Shilov
Biwin signs a 24-months supply agreement with an unknown NAND maker to get memory worth $1.86 billion.
2026-06-11
www.intelligentcio.com
2026-06-11
Intelligent CIO
www.intelligentcio.com
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2026-06-11
www.investing.com
2026-06-11
Investing.com
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2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Are Qualcomm’s New Edge AI Partnerships Reframing QCOM’s Role Beyond Smartphones In Investor Models?
June 11, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In recent days, Primax Electronics Ltd. announced an AI conference solution platform built on Qualcomm’s Dragonwing Q-7790 Edge AI processor, while Qualcomm also advanced partnerships in automotive a
2026-06-11
news.google.com
2026-06-11
Yahoo Finance Singapore
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
J.Safra Asset Management Corp Raises Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
J.Safra Asset Management Corp raised its stake in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 95.3% during the 4th quarter, according to its most recent disclosure with the Securities and E
2026-06-11
tomshardware.com
2026-06-11
Joe Shields
We tested the top 20 chargers on the market across different power segments to find out which models provide the most consistent power and the best charging experience without thermal throttling.
2026-06-11
www.barrons.com
2026-06-11
Barron's
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2026-06-11
www.businessinsider.com
2026-06-11
Business Insider
Rising memory prices are making AI infrastructure more expensive — and Nvidia's biggest customers could be in for serious sticker shock.
Last month, Meta CEO Mark Zuckerberg and Microsoft CFO Amy Hood cited rising memory costs for chips and data centers as a key factor in their increased AI spending. The surge has helped fuel a boom in memory stocks.
Research firm Bernstein said in a note to inv
2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
Key Points
AMD has a ton of future growth priced into it.
However, Nvidia's growth rates far outpace AMD's.
10 stocks we like better than Nvidia ›
In 2026, some stocks have overtaken Nvidia(NASDAQ: NVDA) as the best artificial intelligence (AI) stock to buy. One of those has been longtime rival AMD(NASDAQ: AMD).
AMD's stock has risen around 130% so far in 2026, leaving Nvidia's 12% gains in t
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Better Artificial Intelligence (AI) Stock Buy in June: AMD vs. Nvidia (The Winner Might Surprise You)
Keithen Drury, The Motley Fool
Thu, June 11, 2026 at 1:35 AM PDT 4 min read
NVDA
-3.73%
AMD
-4.86%
INTC
-0.82%
Explore stocks on Coinbase
Trading disclosure
In 2026, some stocks have overtaken Nvidia (NASDAQ: NVDA) as the best artificial intelligence (AI) stock to buy. One of those has been longt
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
In 2026, some stocks have overtaken Nvidia (
NVDA
3.39%
) as the best artificial intelligence (AI) stock to buy. One of those has been longtime rival AMD (
AMD
4.63%
).
AMD's stock has risen around 130% so far in 2026, leaving Nvidia's 12% gains in the dust. For longtime Nvidia bulls like myself who have championed Nvidia's stock over AMD's, this is disappointing. However, a change in market sent
2026-06-11
www.marketbeat.com
2026-06-11
MarketBeat
Convergence Financial LLC Reduces Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Convergence Financial LLC trimmed its NVIDIA stake by 4.9% in the fourth quarter, selling 3,245 shares and leaving it with 62,437 shares valued at about $11.65 million.
NVIDIA’s recent earnings beat expectations, reporting $1.87 EPS on $81.62 billi
2026-06-11
www.benzinga.com
2026-06-11
Benzinga
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2026-06-11
www.miragenews.com
2026-06-11
Mirage News
Science
11 JUN 2026 5:18 PM AEST
Share
Europe Boosts Chip Design, DTU Unites Researchers
Technical University of Denmark
Chip design has attracted growing attention in Europe in recent years. This momentum was clearly visible last week, when DTU hosted a two-day summer school on chip design for PhD students, followed by the international conference Async 2026 (The International Symposium on Async
2026-06-11
news.google.com
2026-06-11
Business Wire
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
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QCraft Demonstrates Urban NOA on Qualcomm's Latest Snapdragon Ride SoC, Targets 2026 Global Mass Production
Business Wire
Thu, June 11, 2026 at 12:06 AM PDT 2 min read
QCOM
-6.92%
Trade QCOM on Coinbase
Trading disclosure
QCraft is Collaborating with Qualcomm to Build a New Generation of Intelligent Dr