Semiconductor News & Analysis Feed
2896 articles
2026-06-10
eetimes.com
2026-06-10
India maps out a bold $150B chip strategy for 2035—see why this time might be different.
2026-06-10
news.google.com
2026-06-10
EE Times
2026-06-10
www.bbc.com
2026-06-10
BBC
World's largest chipmaker does not rule out price rises as costs increase
27 minutes ago
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Suranjana Tewari
Asia Business Correspondent, Hsinchu, Taiwan
BBC
The BBC talks to TSMC in a rare interview at the company's headquarters in Taiwan
The world's largest chipmaker has told the BBC that inflation is pushing up the cost of doing business, and did not rule out
2026-06-10
www.eurasiareview.com
2026-06-10
Eurasia Review
www.eurasiareview.com
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2026-06-10
www.newelectronics.co.uk
2026-06-10
New Electronics
www.newelectronics.co.uk
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2026-06-10
cryptobriefing.com
2026-06-10
Crypto Briefing
Broadcom and Marvell lead AI chip market with record revenues in fiscal 2026
Custom AI accelerator chips are driving historic growth at both semiconductor giants, with Broadcom's AI revenue surging 14
2026-06-10
biz.chosun.com
2026-06-10
Chosunbiz
By
Choi Hyo-jung
Published 2026.06.10. 06:00
"In the age of artificial intelligence (AI), no single corporations can do everything alone."
On the 3rd in Taipei, Taiwan, Terry Tsao, SEMI Taiwan president and global chief marketing officer (CMO), said the spread of AI is increasing the importance of collaboration within the semiconductor supply chain. Samsung Electronics and TSMC compete in the f
2026-06-10
www.marketscreener.com
2026-06-10
marketscreener.com
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2026-06-10
defence-industry.eu
2026-06-10
Defence Industry Europe
Northrop Grumman develops new GaN chip for secure W-band links and next-generation wireless connectivity
By Martin Chomsky (Defence Industry Europe)
INDUSTRY SPOTLIGHT
|
June 9, 2026
Photo: Northrop Grumman.
Northrop Grumman has developed a new Gallium Nitride chip designed to improve performance for military and commercial radio frequency applications. The company said the chip sets a new sta
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Elon Musk Says He’s Building a Chip “2 to 3 Times” Better Than NVIDIA at 10% The Cost. Is He Bluffing?
David Moadel
Tue, June 9, 2026 at 12:30 PM PDT 5 min read
NVDA
-0.22%
INTC
-2.13%
AAPL
-3.64%
TSM
+0.26%
TSLA
-3.00%
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Musk's AI5 chip targets a 50x performance leap over AI4 at 10% of NVIDIA's cost, while NVDA's data center revenue hit $75
2026-06-10
hothardware.com
2026-06-10
HotHardware
Intel Foundry Challenges TSMC Dominance With Massive Google AI Chip Order
by Zak Killian — Tuesday, June 09, 2026, 02:45 PM EDT
Comments
Intel's foundry ambitions may have just received their biggest validation yet. According to a report from The Information, Google has placed an order with Intel to manufacture more than three million Tensor Processing Units (TPUs) in 2028 after months of testin
2026-06-10
www.marketwatch.com
2026-06-10
MarketWatch
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2026-06-10
www.tradingview.com
2026-06-10
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Quartr
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SNPS: AI, Ansys integration, and robust partnerships drive growth, innovation, and margin expansion
SNPS: AI, Ansys integration, and robust partnerships drive growth, innovation, and margin expansion
Less than 1 min read
SNPS
−2.91%
Strong Q2 results led to raised full-year guidance, with double-digit EDA growth and a rebound in IP expected. AI and Ansys integration are driving ne
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron, Marvell lead chip stocks lower in AI trade reversal
Ines Ferré · Senior Business Reporter
Updated Tue, June 9, 2026 at 9:13 AM PDT 1 min read
MU
-1.41%
MRVL
-7.61%
000660.KS
+15.91%
SNDK
+0.28%
005930.KS
+8.97%
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What happened: Micron (MU) reversed gains on Tuesday, sinking into negative territory. Memory and storage maker Sandisk (SNDK) also de
2026-06-09
www.marketscreener.com
2026-06-09
marketscreener.com
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2026-06-09
uk.finance.yahoo.com
2026-06-09
Yahoo Finance UK
Micron, Marvell lead chip stocks lower in AI trade reversal
Ines Ferré · Senior Business Reporter
Updated Tue, 9 June 2026 at 9:13 am GMT-7 1 min read
MU
-5.01%
MRVL
-11.04%
000660.KS
+15.91%
SNDK
+0.09%
005930.KS
+8.97%
What happened: Micron (MU) reversed gains on Tuesday, sinking into negative territory. Memory and storage maker Sandisk (SNDK) also declined after initially opening in green terr
2026-06-09
tomshardware.com
2026-06-09
Luke James
Taiwan is considering far stricter export controls that would restrict AI chip sales to every customer in China.
2026-06-09
www.quiverquant.com
2026-06-09
Quiver Quantitative
ON Semiconductor (ON) is down 5.0% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed volatility across semiconductor and AI-adjacent stocks, with investors de-risking after a sharp late-week sector selloff driven by interest-rate worries and elevated expectations. In ON’s case, recent company updates (including a sizable convert
2026-06-09
tomshardware.com
2026-06-09
Luke James
Elon Musk laid out the first detailed design of SpaceX's AI1 satellite in a 30-minute video posted to the company's X account.
2026-06-09
www.tradingview.com
2026-06-09
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Zacks
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Can KLA Outgrow Chip Equipment Market Through 2030?
Can KLA Outgrow Chip Equipment Market Through 2030?
3 min read
KLAC
−1.19%
KLA Corporation KLAC is strengthening its position in the chip equipment market as AI-driven semiconductor complexity makes process control increasingly critical to advanced manufacturing. The company’s long-term growth case is tied less to broad capacity a