Semiconductor News & Analysis Feed
2956 articles
2026-06-06
startupfortune.com
2026-06-06
Startup Fortune
Elon Musk's Terafab plan is no longer just a big idea on stage. It is now moving through local approvals, supplier talks and the bottleneck every advanced chip project eventually meets: ASML.
The most important part of Musk's chip ambition may not be the Texas land, the tax break or even the headline investment number. It is whether his companies can get close enough to the machinery layer that d
2026-06-06
seekingalpha.com
2026-06-06
Seeking Alpha
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2026-06-06
www.aol.com
2026-06-06
AOL.com
Nvidia Wants to Sell AI Factories, Not Chips
LAWRENCE NGA, THE MOTLEY FOOL
Sat, June 6, 2026 at 7:57 PM GMT+8
0
Key Points
Nvidia's ambitions extend far beyond chips.
AI factories could unlock a much larger opportunity for the company.
While competitors can design rival chips, Nvidia's ecosystem extends well beyond hardware.
10 stocks we like better than Nvidia ›
For years, investors viewed N
2026-06-06
www.cnbc.com
2026-06-06
CNBC
It’s been one of the wildest stock markets on record lately but you wouldn’t have known it looking at the Cboe Volatility Index
. Friday’s sell-off just made things a lot clearer.
The non-stop, two-month 80% rally in semiconductor stocks that added roughly half a trillion dollars in market cap to the Nasdaq 100
, spurred one of the most successful ETF launches in history, and birthed dozens of ey
2026-06-06
www.cnbc.com
2026-06-06
CNBC
It’s been one of the wildest stock markets on record lately but you wouldn’t have known it looking at the Cboe Volatility Index
. Friday’s sell-off just made things a lot clearer.
The non-stop, two-month 80% rally in semiconductor stocks that added roughly half a trillion dollars in market cap to the Nasdaq 100
, spurred one of the most successful ETF launches in history, and birthed dozens of ey
2026-06-06
www.aol.com
2026-06-06
AOL.com
Nvidia Wants to Sell AI Factories, Not Chips
LAWRENCE NGA, THE MOTLEY FOOL
Sat, June 6, 2026 at 7:57 PM GMT+8
0
Key Points
Nvidia's ambitions extend far beyond chips.
AI factories could unlock a much larger opportunity for the company.
While competitors can design rival chips, Nvidia's ecosystem extends well beyond hardware.
10 stocks we like better than Nvidia ›
For years, investors viewed N
2026-06-06
www.theglobeandmail.com
2026-06-06
The Globe and Mail
Key Points
Nvidia's ambitions extend far beyond chips.
AI factories could unlock a much larger opportunity for the company.
While competitors can design rival chips, Nvidia's ecosystem extends well beyond hardware.
10 stocks we like better than Nvidia ›
For years, investors viewed Nvidia (NASDAQ: NVDA) as a semiconductor company. The company designed graphics processing units (GPUs), sold the
2026-06-06
tomshardware.com
2026-06-06
Luke James
A research group that includes Huawei Technologies says it completed full-parameter post-training of DeepSeek's V4-Pro, a 1.6-trillion-parameter model.
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
www.bisinfotech.com
2026-06-06
Bisinfotech
www.bisinfotech.com
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2026-06-06
www.fool.com
2026-06-06
The Motley Fool
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2026-06-06
www.ad-hoc-news.de
2026-06-06
AD HOC NEWS
Infineons, Correction
Infineon's 13% Correction Puts the Focus on PCIM as NVIDIA Partnership Takes Center Stage
06.06.2026 - 12:57:40 | boerse-global.de
Infineon shares fell 13% on Friday amid Broadcom's AI miss and rate fears, but remain up 94% YTD. Analysts see valuation reset, not thesis broken. Warburg downgraded to Hold, P/T €84.
Infineons - Infineon's 13% Correction Puts the Focus on PCIM
2026-06-06
zamin.uz
2026-06-06
Zamin.uz
EU Announces Restrictions on US Cloud Services and Chips Act 2.0
15:22 / 06.06.2026
·
9
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Technology
The European Commission has presented a new package of initiatives aimed at reducing the European Union's technological dependence on the US and China. The proposals include support for microchip manufacturers, development of a private cloud services network, and new requirements for storing and p
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
kalkinemedia.com
2026-06-06
Kalkine Media
Advanced Micro Faces Fresh AI Chip Market Attention
NASDAQ COMPOSITE
AMD
6 min read | June 06, 2026 01:20 AM PDT | By Anmol Khazanchi
Google News:
Image source: Shutterstock
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the-decoder.com
2026-06-06
the-decoder.com
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SpaceX signs $920 million per month deal with Google for 110,000 Nvidia AI chips ahead of IPO
Matthias Bastian
View the LinkedIn Profile of Matthias Bastian
Jun 6, 2026
SpaceX signed a $920 million per month contract with Google, according to an SEC filing. The deal runs from October 2026 through June 2029, potentially
2026-06-06
www.tikr.com
2026-06-06
TIKR.com
Key Fundamental Metrics for CDNS Stock
52-Week Range: $262.75 to $416.69
Current Stock Price: $376.19
Street Consensus Target Price: ~$384
Q1 2026 Revenue: $1.474B (+20% YoY)
Q1 2026 Non-GAAP Operating Margin: 44.7%
Q1 2026 Non-GAAP EPS: $1.96 (+25% YoY)
Record Backlog: $8.0B
FY2026 Revenue Guidance: ~17% YoY growth
Mid-Case 10-Year Forward Stock Price Target: ~$848
Now Live: Discover how much up
2026-06-06
simplywall.st
2026-06-06
simplywall.st
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2026-06-06
www.tbsnews.net
2026-06-06
The Business Standard
Chip slump erases $1.3t in stock market value
Nvidia, the world's most valuable chipmaker, fell about 6%, cleaving more than $300 billion from its market capitalisation
Semiconductor chips are seen on a circuit board of a computer in this illustration picture taken February 25, 2022. REUTERS/Florence Lo/Illustration/File Photo
US-traded chipmakers plunged on Friday, losing about $1.3 trillion in
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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