Semiconductor News & Analysis Feed
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2026-06-11
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2026-06-11
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Micron Moves Ahead With Massive New York Fab
Micron Moves Ahead With Massive New York Fab
Less than 1 min read
MU
−5.22%
Micron Technology
MU
is moving ahead with its New York semiconductor project, naming Bechtel as the construction partner for the massive memory fab.
The facility is being built in Clay, New York, where Micron broke ground in January. Once completed, the pr
2026-06-11
tech-insider.org
2026-06-11
tech-insider.org
Nvidia Earnings: $81.6B Quarter, 92% DC Surge [2026]
MARCUS CHENJUNE 10, 2026HARDWARE
Marcus Chen
June 10, 2026
14 min read
Nvidia just delivered the single largest quarter any technology company has ever reported, and Wall Street barely blinked. The chipmaker posted $81.6 billion in revenue for its first quarter of fiscal 2027, up 85% year over year, with data center revenue alone reaching $75.2
2026-06-11
www.forbes.com
2026-06-11
Forbes
INNOVATION
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Nvidia Buys Kumo AI To Bring AI Predictions To Business Data
ByJanakiram MSV,
Senior Contributor.
I cover emerging technologies with a focus on infrastructure and AI
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Jun 10, 2026, 10:31am EDTJun 10, 2026, 02:40pm EDT
Nvidia HQ
NVIDIA
Nvidia has acquired Kumo AI, a four-year-old startup that builds foundation models for making predictions from business data, Fort
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Micron (
MU
4.50%
) stock is getting hit with another sizable pullback in Wednesday's trading. The company's share price was down 3.4% as of 2:10 p.m. ET amid the backdrop of a 0.8% decline for the S&P 500 and a 4.2% decline for the Nasdaq Composite.
The market's reaction to the latest Consumer Price Index (CPI) report published by the Bureau of Labor Statistics (BLS) is weighing on stocks today.
2026-06-11
investingnews.com
2026-06-11
Investing News Network
SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today announced that its CEO Carlos Moreira, will moderate the high-profile panel "Quantum Semiconductors Scaling from Lab to Fab" at the Global Semiconductor Alliance ("GSA") European Executive Forum that is being hel
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Why Micron Stock Is Losing Ground Again Today
Keith Noonan, The Motley Fool
Wed, June 10, 2026 at 11:36 AM PDT 3 min read
MU
-4.12%
SPCX
0.00%
^GSPC
-1.32%
^IXIC
-1.65%
NVDA
-3.33%
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Micron (NASDAQ: MU) stock is getting hit with another sizable pullback in Wednesday's trading. The company's share price was down 3.4% as of 2:10 p.m. ET amid the backdrop
2026-06-11
blog.adafruit.com
2026-06-11
Adafruit
blog.adafruit.com
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2026-06-11
www.benzinga.com
2026-06-11
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2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
Shares of Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) are down 6% to $193 and change in midday trading Wednesday, while Arm Holdings (NASDAQ:ARM) stock is off 5% to $309.75. The moves come as mobile and edge-compute chip names lag the broader semiconductor tape.
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The iShares Semiconductor ETF (NASDAQ:SOXX) is down by 2.3% on the session, signaling that the weakness extends well bey
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.tradingview.com
2026-06-11
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Nvidia CEO Delivers a Blunt Message For TSMC Stock Fans
Nvidia CEO Delivers a Blunt Message For TSMC Stock Fans
Less than 1 min read
TSM
−4.15%
2330
−2.17%
Nvidia CEO Jensen Huang said artificial intelligence is insanely profitable for Taiwan Semiconductor Manufacturing Co
TSM
during a speech in Taiwan, highlighting the company's key role in the global chip industry.
Huang m
2026-06-11
simplywall.st
2026-06-11
simplywall.st
Taiwan/Semiconductors/TWSE:2330
TSMC And Two AI Trade Stocks Reshaping Critical Supply Chains
June 11, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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AI related trade is surging, tariffs are reshaping supply chains, and competition for critical minerals is tightening. These shifts are already filtering through to company earnings risks and opportunities, especially for businesses
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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Micron's Parabolic Run May Have More Room To Go
Jun 10, 2026, 1:22 PM ETMicron Technology, Inc. (MU) Stock
Cavenagh Research
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Micron's equity story shines as AI-driven demand transforms memory from a commodity to a strategic infrastructure asset.
MU's exposure spans HBM, server DRAM, and SSDs, positi
2026-06-11
www.investing.com
2026-06-11
Investing.com
www.investing.com
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2026-06-11
www.automotivetestingtechnologyinternational.com
2026-06-11
Automotive Testing Technology International
Texas Instruments (TI) has launched a high-cell-count battery monitor with an integrated electrochemical impedance spectroscopy (EIS) engine, bringing predictive intelligence, comprehensive data and real-time diagnostics to battery monitoring in electric vehicles and energy storage system applications.
The BQ79826Z-Q1 battery monitor enhances safety and extends battery life by detecting potential
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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Nvidia: Vera CPU And RTX Spark Widen The Company's Growth Runway
Jun 10, 2026, 12:44 PM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA Stock, ZNVD:CA StockMSFT, MSFT:CA, ZMSF:CA
, GOOG, GOOG:CA, ZGOO:CA, GOOGL, META, META:CA, ZMET:CA, AMZN, AMZN:CA, ZAMZ:CA, AVGO, AVGO:CA, ZAVG:CA
Vinay Utham, CFA
1.47K Followers
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Nvidi
2026-06-11
tomshardware.com
2026-06-11
Hassam Nasir
The physical die and package size have shrunk compared to current-gen offerings.
2026-06-11
www.benzinga.com
2026-06-11
Benzinga
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Assessing Texas Instruments (TXN) Valuation After AI Tailwinds And New EV Battery Monitoring Launch
Simply Wall St
Wed, June 10, 2026 at 9:15 AM PDT 4 min read
TXN
-1.76%
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Texas Instruments (TXN) is back in focus after a rebound in semiconduct
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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