Semiconductor News & Analysis Feed
7208 articles
2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
Key Points
Nvidia and Broadcom are competing for computing space in data centers.
Nvidia is growing faster overall.
Nvidia is far cheaper by one valuation metric.
10 stocks we like better than Broadcom ›
Broadcom(NASDAQ: AVGO) has had a solid 2026, but a rough couple of weeks recently. It's up more than 13% for the year, but it used to be up around 40% prior to its earnings announcement. Now,
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Is Broadcom Stock Now a Better Buy Than Nvidia?
Keithen Drury, The Motley Fool
Wed, June 10, 2026 at 11:25 PM PDT 4 min read
AVGO
-5.12%
NVDA
-3.73%
INTC
-0.82%
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Broadcom (NASDAQ: AVGO) has had a solid 2026, but a rough couple of weeks recently. It's up more than 13% for the year, but it used to be up around 40% prior to its earnings announcement. Now,
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Broadcom (
AVGO
5.12%
) has had a solid 2026, but a rough couple of weeks recently. It's up more than 13% for the year, but it used to be up around 40% prior to its earnings announcement. Now, it's down around 20% from its all-time highs.
Prior to the sell-off, it was pretty clear that Nvidia (
NVDA
3.39%
) was a better buy than Broadcom, but now that there has been a significant price correction
2026-06-11
www.megabites.com.ph
2026-06-11
megabites.com.ph
At Computex 2026, Cadence (Nasdaq: CDNS) announced the industry’s first fully autonomous virtual agentic AI design engineer, extending the ChipStack™ AI Super Agent to Level-5 autonomy. Built on Cadence’s AI-driven electronic design automation (EDA) portfolio with NVIDIA Nemotron models, and secured by NVIDIA OpenShell runtime, the new agentic capabilities enable customers to run dynamic simulatio
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
IREN’s 5.8 GW Buildout And Nvidia Deal Reframe AI Growth Story
Simply Wall St
Wed, June 10, 2026 at 10:13 PM PDT 3 min read
IREN
-4.63%
NVDA
-3.73%
MSFT
-1.50%
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IREN (NasdaqGS:IREN) has expanded its global data ce
2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Software/NasdaqGS:NBIS
Nebius And NVIDIA Physical AI Lab Links Cloud GPUs To Robotics Growth
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nebius Group (NasdaqGS:NBIS) and NVIDIA have launched a Physical AI Living Lab for robotics startups in the UK and Europe.
The six month program offers simulation environments, synthetic data tools, and access to Nebius GPU infrastruct
2026-06-11
siliconangle.com
2026-06-11
SiliconANGLE
Cloud-based artificial intelligence infrastructure startup TensorWave Inc. said today it has closed on a bumper $350 million Series B funding round as it strives to meet demand for an alternative to Nvidia Corp.’s graphics processing units. The round was co-led by Magnetar and AMD Ventures, the venture capital arm of the chipmaker Advanced Micro Devices Inc. Maverick Silicon, Nexus Venture Partner
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Nvidia Corp (NVDA) Strengthens AI Platform with Micron HBM4
Neha Gupta
Wed, June 10, 2026 at 5:58 PM PDT 3 min read
NVDA
-3.73%
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Trading disclosure
Nvidia Corp (NASDAQ:NVDA) is one of the best data center stocks to invest in according to billionaires. Nvidia shares are up 14% over the past month and up more than 48% over the past year.
On June 6, Micron Technology (NASDAQ
2026-06-11
simplywall.st
2026-06-11
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix NVIDIA AI Memory Pact And What It May Mean For Valuation
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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SK hynix and NVIDIA have agreed a multiyear technology partnership to co-develop and supply next generation memory solutions for AI infrastructure, personal AI, and robotics platforms.
The collaboration covers co-enginee
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Nvidia (NVDA) Valuation Check After Major South Korea AI Memory And Data Center Agreements
Simply Wall St
Wed, June 10, 2026 at 5:20 PM PDT 3 min read
NVDA
-3.73%
000660.KS
+0.20%
SKM
-8.25%
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NVIDIA (NVDA) just signed multi-year agreement
2026-06-11
www.techradar.com
2026-06-11
TechRadar
Pro
A knee-jerk reaction or something more? Nvidia's market cap dropped by almost $330 billion in 24 hours as the AI giant reeled from Broadcom's poor guidance
News
By Rahim Amir published 6 hours ago
A peer-based correction in chipmaker stocks
When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works.
A picture from Nvidia's Computex 2026 Keynote eve
2026-06-11
digitimes.com
2026-06-11
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains tight after disrupting the high-end ABF substrate market. HVLP4 copper foil is set to become the next constraint in the second half of 2026.
2026-06-11
digitimes.com
2026-06-11
Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year, pushing large-scale production and deployment beyond 2028. The reports also claim that major cloud service providers (CSPs) could postpone adoption of the technology.
2026-06-11
digitimes.com
2026-06-11
Andy Hock, chief strategy officer at Cerebras Systems, walked onto the Main Stage at SuperAI Singapore 2026 on Wednesday carrying the company's Wafer Scale Engine — the physical chip itself — and held it up for an audience of 10,000 before placing it next to a slide showing it to scale against Nvidia's latest B200 platform. The size difference was stark.
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Amazon Is the Latest AI Giant to Sign a Blockbuster Deal With This Under-the-Radar Semiconductor Company (Behind Nvidia and Meta)
Anthony Di Pizio, The Motley Fool
Wed, June 10, 2026 at 3:50 PM PDT 5 min read
GLW
-3.32%
NVDA
-3.73%
AMZN
-2.53%
META
-2.33%
AAPL
+0.35%
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Trading disclosure
Corning (NYSE: GLW) has manufactured glass right here in America since 1851. By 1880,
2026-06-11
news.google.com
2026-06-11
SiliconANGLE
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Corning (
GLW
3.19%
) has manufactured glass right here in America since 1851. By 1880, it was the sole supplier of glass for Thomas Edison's original lightbulb, and today, it makes the glass for all of Apple's iPhones.
However, Corning stock has soared by 230% over the past 12 months because of red-hot demand for the company's fiber-optic cables for data centers, which help accelerate processing
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
__fail__
2026-06-11
www.barchart.com
2026-06-11
Barchart
A concept image showing a ray of light passing through cyberspace_ Image by metamorworks via Shutterstock_
Quantum computing just got its “Uncle Sam” moment.
The U.S. government is investing more than $2 billion into quantum initiatives, and that changes the conversation. This is no longer just a futuristic science project buried inside research labs. It’s becoming a national technology race, a
2026-06-11
news.google.com
2026-06-11
Yahoo Finance