Semiconductor News & Analysis Feed
695 articles
2026-06-10
digitimes.com
2026-06-10
Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made a compelling case for why AI is no longer enough to save hardware companies from costly operational challenges. The industry, she argued, must embrace a transition toward deep, native domain enterprise integration to bu
2026-06-10
digitimes.com
2026-06-10
QBit Semiconductor said it will buy a 60% stake in Singapore-based Sinchip Technology, a move that gives it control of the company and expands its reach across major chip markets. The deal could affect global demand for customized semiconductors used in AI, computing, communications, and vehicles.
2026-06-10
digitimes.com
2026-06-10
Lens maker Largan Precision held its shareholders' meeting on June 9, where chairman Adam Lin, long known for his terse public remarks, appeared relaxed and offered unusually detailed views on the industry, technology, and Largan's own operations. His comments showed clear optimism toward the company's development of fiber array units (FAUs).
2026-06-10
eetimes.com
2026-06-10
Pablo Valerio
IT departments find that purchasing servers and computers has become much more difficult because of surging memory prices and shortages.
2026-06-10
www.tradingview.com
2026-06-10
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MU Stock Slides 2% After-Hours As Goldman Sachs Doubles Price Target But Keeps Neutral Rating
MU Stock Slides 2% After-Hours As Goldman Sachs Doubles Price Target But Keeps Neutral Rating
2 min read
MU
−1.41%
KEY POINTS:
Micron is scheduled to report fiscal Q3 2026 results after market close on June 24.
According to data from Fiscal AI, Wall Street on average expects the compan
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron (MU) Registers a Bigger Fall Than the Market: Important Facts to Note
Micron (MU) Registers a Bigger Fall Than the Market: Important Facts to Note · Zacks
Zacks Equity Research
Tue, June 9, 2026 at 2:45 PM PDT 2 min read
MU
-1.41%
^GSPC
-0.26%
^DJI
+0.17%
^IXIC
-0.97%
Trade MU on Coinbase
Trading disclosure
In the latest trading session, Micron (MU) closed at $935.89, marking a -1.41% move
2026-06-10
news.google.com
2026-06-10
Stock Titan
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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Trading disclosure
Quick Read
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
communityimpact.com
2026-06-10
Community Impact | News
The University of Texas at Austin will be the south node of a national workforce development program to connect job seekers with educational opportunities and employers in the semiconductor industry.
What you need to know
The university announced its selection to lead part of a national effort to expand the semiconductor workforce June 9 at the Texas Advanced Computing Center on the university's
2026-06-10
www.inc.com
2026-06-10
inc.com
__fail__
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
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Earnings Analysis
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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
2.71K Followers
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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.
Recent pr
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
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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Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
ASML Holding stock:
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
finance.yahoo.com
2026-06-09
Yahoo Finance
Here's How Much a $1000 Investment in Applied Materials Made 10 Years Ago Would Be Worth Today
Zacks Equity Research
Tue, June 9, 2026 at 5:30 AM PDT 3 min read
AMAT
+5.52%
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Trading disclosure
For most investors, how much a stock's price changes over time is important. Not only can it impact your investment portfolio, but it can also help you compare investment results acros
2026-06-09
www.barrons.com
2026-06-09
Barron's
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2026-06-09
wifinowglobal.com
2026-06-09
Wi-Fi NOW Global
Qualcomm’s new Dragonwing MBM silicon solution combines interactive multimedia with top-tier connectivity & on-device AI
June 9, 2026 | INTELLIGENT CONNECTIVITY | by Claus Hetting, Wi-Fi NOW CEO & Chairman
By Claus Hetting, WiFi NOW CEO & Chairman
It is not often that major chipset vendors introduce an entirely new class of AI-enabled connectivity platforms but Qualcomm did exactly that only tw
2026-06-09
bluestudio.estadao.com.br
2026-06-09
Estadão Blue Studio
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2026-06-09
www.tradingview.com
2026-06-09
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Key facts: Intel tests 18A multi‑die; backup AI foundry; Cadence 14A
Key facts: Intel tests 18A multi‑die; backup AI foundry; Cadence 14A
Less than 1 min read
INTC
+11.19%
Intel is testing its 18A process and advanced packaging to see if four GPU dies can be fused into one chip for Nvidia’s 2028 Feynman GPUs; trials assess multi‑die fabrication feasibility.
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2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Why Are Micron (MU) Shares Soaring Today
Adam Hejl
Mon, June 8, 2026 at 8:57 PM PDT 3 min read
MU
+9.87%
000660.KS
+15.91%
NVDA
+1.73%
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Trading disclosure
What Happened?
Shares of memory chips maker Micron (NASDAQ:MU) jumped 7.9% in the afternoon session after investor optimism in the AI memory sector improved, sparked by Nvidia's announcement of a multi-year technology