Semiconductor News & Analysis Feed
22734 articles
2026-06-09
worldoil.com
2026-06-09
World Oil
(WO) — SLB and Qualcomm Technologies have entered into a collaboration aimed at bringing edge artificial intelligence capabilities closer to oilfield operations, enabling real-time decision-making across wells, production facilities and energy infrastructure.
Under a memorandum of understanding announced Monday, the companies will combine Qualcomm's low-power edge computing and AI processing tec
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
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Micron: Dancing Near The Exit (Downgrade)
Jun 09, 2026, 11:39 AM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA StockSOXX, SOXL
Kenio Fontes
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Summary
Micron Technology, Inc. is downgraded to a Sell rating due to excessive volatility and stretched expectations post $1 trillion market cap.
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2026-06-09
simplywall.st
2026-06-09
simplywall.st
United States/Communications/NasdaqGS:LITE
Does AI-Fueled Guidance And Nvidia Deal Reshape The Bull Case For Lumentum Holdings (LITE)?
June 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Lumentum Holdings recently raised its fourth-quarter guidance and reported very large year-over-year revenue growth, citing intense AI-driven demand for its cloud networking and optical compon
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
TradingView
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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
2026-06-09
cryptorank.io
2026-06-09
CryptoRank
On June 9, 2026 Nvidia shares fell 1.3% to $206.13 as the S&P 500 slipped 0.38% and the Nasdaq dropped nearly 1%, reversing early gains amid broader semiconductor weakness. Apple confirmed some Apple Intelligence features will run on Nvidia GPUs and its Apple Foundation Model Cloud Pro will use Google and Nvidia infrastructure, reinforcing Nvidia's AI infrastructure adoption and partnerships and p
2026-06-09
www.citybiz.co
2026-06-09
citybiz
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GLOBAL, SAN FRANCISCO AI, GENERAL BUSINESS, MERGERS & ACQUISITIONS
Celera Semiconductor Acquires SiliconGate to Expand AI-Driven Analog Chip Design Capabilities
JUNE 9, 2026
Celera Semiconductor has acquired Portugal-based SiliconGate, a specialist in analog integrated circuit design and supply, in a move aimed at expanding its engineering capacity and accelerating
2026-06-09
tomshardware.com
2026-06-09
Hassam Nasir
It was likely a parting gift from the company.
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Assessing ASML Holding (NasdaqGS:ASML) Valuation After A Strong Multi‑Period Share Price Run
Simply Wall St
Tue, June 9, 2026 at 8:11 AM PDT 4 min read
ASML
-1.68%
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2026-06-09
www.barchart.com
2026-06-09
Barchart.com
NVIDIA Corp logo outside building-by BING-JHEN_HONG via iStock
Nvidia Corporation (NVDA) investors may want to clear their schedules for June 11, but not for the reason many investors initially expected. Nvidia CEO Jensen Huang has reportedly declined an invitation to testify before the U.S. Senate Banking Committee at a hearing focused on artificial intelligence (AI), China, and national securit
2026-06-09
pro.thestreet.com
2026-06-09
TheStreet Pro
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Google Likes Intel. Nvidia Appears to as Well. And So Do I
Here’s how I’m going to handle this tech name as Alphabet and Nvidia reportedly eye INTC as backup to Taiwan Semiconductor.
Stephen Guilfoyle·Jun 9, 2026, 10:55 AM EDT
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2026-06-09
news.google.com
2026-06-09
Watertown Daily Times
2026-06-09
tomshardware.com
2026-06-09
Etiido Uko
SpaceX's new Gigasat factory will mass-produce AI satellites for orbital data centers. Musk says the company is targeting 1 GW of space AI compute by 2027 and 100 GW per year by 2030.
2026-06-09
www.gurufocus.com
2026-06-09
GuruFocus
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2026-06-09
www.slb.com
2026-06-09
SLB
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2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Shares of specialty semiconductor foundry Tower Semiconductor (
TSEM
3.74%
) rallied 15.5% in May, according to data from S&P Global Market Intelligence.
Tower delivered strong first-quarter earnings on May 13, and also disclosed that it had received significant orders out to 2028, with customers even pre-paying to secure capacity for Tower's leading silicon photonics technology.
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NASDAQ
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
The Tell-Tale Rally in Micron's Stock
Trefis Team
Tue, June 9, 2026 at 7:30 AM PDT 2 min read
MU
-5.44%
^GSPC
-0.71%
NVDA
-1.66%
AMD
-5.25%
WDC
-2.56%
Explore stocks on Coinbase
Trading disclosure
Trefis: MU Stock Insights
The stock ignored its own good news last week, so what finally sent it flying? A deal for its biggest competitor.
If you were watching Micron Technology (MU) last week, you mi
2026-06-09
www.benzinga.com
2026-06-09
Benzinga
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2026-06-09
www.iracing.com
2026-06-09
iRacing.com
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2026-06-09
news.google.com
2026-06-09
Stock Titan