Semiconductor News & Analysis Feed
421 articles
2026-06-09
www.trefis.com
2026-06-09
Trefis
Applied Materials Stock Is Defying the Downturn, But What Are You Actually Buying?
June 9th, 2026 by Trefis Team
-49.73%
Downside
492
Market
247
Trefis
AMAT
Applied Materials
The semiconductor giant is riding a powerful AI wave, but its long-term behavior suggests it amplifies your existing market exposure more than it diversifies it.
On its latest earnings call, Applied Materials (AMAT) announc
2026-06-09
www.trefis.com
2026-06-09
Trefis
Applied Materials Stock Is Defying the Downturn, But What Are You Actually Buying?
The semiconductor giant is riding a powerful AI wave, but its long-term behavior suggests it amplifies your existing market exposure more than it diversifies it.
On its latest earnings call, Applied Materials (AMAT) announced it had delivered “record revenue and earnings, along with our highest gross margin in mor
2026-06-09
www.trendforce.com
2026-06-09
TrendForce
[News] Intel Foundry Gains Momentum as Google Reportedly Orders 3M TPUs, NVIDIA Evaluates 18A for Multi-Die GPUs
2026-06-09 Semiconductors editor
News
Please note that this article cites information from The Information, Reuters, The Bull.com, Guru Focus, Wccftech, Futu News, Commercial Times, and Tom’s Hardware.
Amid mounting capacity constraints and a widening shift among leading AI pl
2026-06-09
digitimes.com
2026-06-09
Huawei's chip design arm HiSilicon Technologies has reportedly raised prices for some products, drawing market attention as China's semiconductor sector shows signs of recovery after a prolonged downturn.
2026-06-09
www.ad-hoc-news.de
2026-06-09
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments stock (US8825081040): Earnings beat and growth momentum put focus on chip demand cycle
08.06.2026 - 21:00:19 | ad-hoc-news.de
Texas Instruments surprised with stronger Q1 2026 earnings and a clear growth uptick in its analog and embedded chip business. What is driving the numbers, and what could this mean for the stock in a shifting semiconductor
2026-06-09
www.ad-hoc-news.de
2026-06-09
AD HOC NEWS
Infineon, Rides
Infineon Rides Quantum Security Tailwinds as 27% Monthly Rally Rewrites the Narrative
08.06.2026 - 20:13:25 | boerse-global.de
Infineon shares rally 27% in 30 days following integration of its OPTIGA security chip into Nvidia's Jetson Thor platform, with quantum computing and AI catalysts driving growth.
Infineon - Infineon Rides Quantum Security Tailwinds as 27% Monthly Rally Re
2026-06-08
eetimes.com
2026-06-08
Spain is emerging as a more influential player in Europe’s next chip debate—through design startups, photonics, quantum technologies, and a growing talent base.
2026-06-08
www.asiaresearchnews.com
2026-06-08
Asia Research News |
(a) Schematic diagram of twisted bilayer MoS2 (tb-MoS2) forming periodic moiré patterns stacked on top of thickness-dependent semimetal Bi quantum well states (∆E_QWS). The twisted bilayer MoS2 and the Bi metal thin film provide electronic confinement effects parallel and perpendicular to the film plane, respectively, jointly regulating the spatial arrangement of electrons.
(b) Thickness control o
2026-06-08
news.google.com
2026-06-08
EE Times India
2026-06-08
digitimes.com
2026-06-08
Nvidia's move to expand AI-powered PCs could reshape where global consumers and companies use artificial intelligence, shifting more work onto local devices rather than cloud services. The timing matters because handset demand is weakening rapidly, and the industry is confronting higher costs, weaker upgrade demand, and a more difficult global outlook.
2026-06-07
www.azom.com
2026-06-07
AZoM
By Muhammad Osama
Reviewed by Susha Cheriyedath, M.Sc.
Jun 6 2026
By adjusting the atomic precursor pulses, researchers demonstrated that 2D semiconductor alloys can be built with controlled composition, embedded nanoscale structures, and tunable light-emitting behavior.
Study: Control of composition and atomic distribution in ternary molybdenum tungsten disulfide monolayers by sub-atomic layer
2026-06-07
digitimes.com
2026-06-07
Zhen Ding Technology Group reported that May consolidated revenue reached a 2026 high as robust demand for high-end AI products drove significant year-over-year growth, the company said. The firm attributed the performance to a sharp uptick in server and optical module shipments, which rose nearly 2.5 times year-over-year, and strong momentum in IC substrate sales, which grew nearly 80% year-over-
2026-06-06
simplywall.st
2026-06-06
simplywall.st
__fail__
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
__fail__
2026-06-05
tomshardware.com
2026-06-05
Luke James
Anthropic has published a report warning that the development path it’s on could eventually leave humans unable to control AI systems.
2026-06-05
www.chartmill.com
2026-06-05
ChartMill
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Micron Technology (NASDAQ:MU) Rises as Affordable Growth Strategy Gains Momentum on Wall Street
By Mill Chart – Last update: Jun 5, 2026
Quotes Stocks Mentioned
Article Mentions:
MU
(936.40 ▼ -5.98%)
A new breed of growth stock is capturing attention on Wall Street, not for sky-high valuations or unproven business models, but for a more grounded approach: afforda
2026-06-05
www.intelligentcio.com
2026-06-05
Intelligent CIO
D-Wave signs US$100 million CHIPS Act funding deal to accelerate US quantum computing leadership
Bill Tanner | 5 June, 2026
D-Wave Quantum has signed a Letter of Intent (LOI) with the US Department of Commerce for proposed funding of US$100 million under the CHIPS and Science Act – a move designed to accelerate domestic quantum computing development and strengthen US technology leadership.
Under
2026-06-05
news.google.com
2026-06-05
digitimes
2026-06-05
news.google.com
2026-06-05
EurekAlert!
2026-06-05
news.google.com
2026-06-05
simplywall.st