Semiconductor News & Analysis Feed
5479 articles
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
www.fool.com
2026-06-06
The Motley Fool
When it comes to outperforming Nvidia (
NVDA
5.93%
), investors may underestimate what a major accomplishment that is. Despite its huge size, the artificial intelligence (AI) chipmaker reported 85% revenue growth in the 2027 fiscal first quarter (ended April 26), a feat difficult for most smaller companies growing from much smaller bases.
Nonetheless, amid a cloud and AI build-out, a key Nvidia p
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
www.investing.com
2026-06-06
Investing.com
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2026-06-06
cryptobriefing.com
2026-06-06
Crypto Briefing
Nvidia’s $150B Taiwan investment supercharges the silicon shield as Computex puts AI center stage
Jensen Huang's tenfold spending increase in Taiwan reinforces the island's position as the world's mos
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
www.magzter.com
2026-06-06
Magzter
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TSMC expects demand for artificial intelligence chips to outpace supply for an extended period, with CEO C. C. Weiindicating it will take “a long time” before the company can fully meet global needs.
The outlook underscores how deeply Al has reshaped the semiconducto
2026-06-06
www.kavout.com
2026-06-06
Kavout
The semiconductor sector, a bellwether for technology and often a leading indicator for broader market sentiment, experienced a sharp downturn on June 5, 2026, with bellwethers Advanced Micro Devices (AMD) and Intel (INTC) leading the decline. AMD shares plummeted 10.86% to close at $466.38, while Intel saw an even steeper drop of 11.28%, ending the day at $99.17. This significant sell-off followe
2026-06-06
michaelparekh.substack.com
2026-06-06
AI: Reset to Zero
WEEKLY ROUNDUP
AI: TSMC's 'AI Fed' 30% Target, Nvidia AI PCs, Anthropic Files IPO & More. AI-RTZ #1109.
.....busy week ending Friday June 5, 2026
MICHAEL PAREKH
JUN 06, 2026
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TSMC is still the Fed of the Global AI Economy: Taiwan Semiconductor (TSMC) CEO C.C. Wei did his best Fed chairman impersonation and bounded AI chip growth at a 30% rate for the near term for this AI Tech Wave. He said
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
www.fool.com
2026-06-06
The Motley Fool
Many tech stocks fell on Friday, as the artificial intelligence (AI)-fueled rally ran out of steam.
Here's how some of the top AI stocks fared today:
Nvidia (
NVDA
5.93%
), down 6%
Intel (
INTC
11.92%
), down 11%
Nebius (
NBIS
12.17%
), down 12%
Arm Holdings (
ARM
12.75%
), down 13%
Marvell Technology (
MRVL
15.74%
), down 16%
Image source: Getty Images.
The culprit
The downturn appears to ha
2026-06-06
digitimes.com
2026-06-06
Phison Electronics CEO K.S. Pua said the company is moving beyond its roots as an IC component supplier and repositioning itself as a system solutions provider, warning that AI-driven memory shortages could become more severe in 2027 than in the second half of 2026.
2026-06-06
digitimes.com
2026-06-06
Nvidia CEO Jensen Huang dined with the heads of South Korea's largest technology conglomerates in Hongdae on June 5, turning a barbecue dinner into one of the most theatrical corporate appearances of his Korea trip.
2026-06-06
simplywall.st
2026-06-06
simplywall.st
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2026-06-06
eetimes.com
2026-06-06
Jensen Huang and AI frenzy steal the show at Computex 2026—dive in to see how Taiwan leads the electronics.
2026-06-06
news.google.com
2026-06-06
The Motley Fool
2026-06-06
www.investors.com
2026-06-06
Investor's Business Daily
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2026-06-06
www.techtimes.com
2026-06-06
Tech Times
By Richard L. Wells
Published: Jun 05 2026, 16:21 PM EDT
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The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GE
2026-06-06
www.theglobeandmail.com
2026-06-06
The Globe and Mail
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 5.9% in the afternoon session after macro pressure and an impending Senate hearing on China chip sales overwhelmed the impressive product updates earlier in the week.
For those that missed it, the Computex announcements on June 1 were substantive. Jensen Huang confirmed Vera Rubin (Blackwell's successor) is in full production