Semiconductor News & Analysis Feed
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2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:ON
Assessing ON Semiconductor (ON) Valuation After A Powerful Run In Recent Returns
June 11, 2026
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Why ON Semiconductor’s Recent Performance Has Investors Paying Attention
ON Semiconductor (ON) has drawn fresh interest after a strong past year for the stock, with total return over the period outpacing its longer ter
2026-06-11
stocktwits.com
2026-06-11
Stocktwits
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
MU, SNDK, WDC, STX Rebound After Iran Jitters: SK Hynix To Triple Wafer Capacity By 2034
Yuvraj Malik
Thu, June 11, 2026 at 1:18 AM PDT 3 min read
MU
-4.70%
000660.KS
+2.59%
SNDK
-0.20%
STX
-3.55%
WDC
-5.34%
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Trading disclosure
Micron stock gains 3.6% in Thursday’s premarket session, while DRAM is up 4.5%.
SK Group Chairman Chey Tae-won said the Korean chipmaker would t
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.digitimes.com
2026-06-11
digitimes
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is...
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2026-06-11
www.digitimes.com
2026-06-11
digitimes
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t
2026-06-11
www.astutegroup.com
2026-06-11
Astute Group
www.astutegroup.com
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2026-06-11
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2026-06-11
marketscreener.com
2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:ASML
Assessing ASML Holding (NasdaqGS:ASML) Valuation After Strong Recent Share Price Performance
June 11, 2026
Simply Wall St
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ASML Holding stock snapshot after recent performance
ASML Holding (NasdaqGS:ASML) has drawn fresh attention after a period of strong returns, with the stock up about 11% over the past month and about 28% over the past 3
2026-06-11
www.investing.com
2026-06-11
Investing.com
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2026-06-11
simplywall.st
2026-06-11
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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
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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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
semiengineering.com
2026-06-11
Ann Mutschler
Standalone GPUs are being replaced by heterogeneous SoCs and chiplets that combine CPUs...
2026-06-11
digitimes.com
2026-06-11
CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks fresh capital despite persistent losses, negative gross margins and a long road to profitability.
2026-06-11
digitimes.com
2026-06-11
As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking hubs.
2026-06-11
digitimes.com
2026-06-11
Largan Precision is accelerating its push into CPO-related optical components, with chairman Adam Lin revealing that the company is building its first automated pilot line at a new Taiwan facility, scheduled to be ready before September 2026.
2026-06-11
digitimes.com
2026-06-11
Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for the cloud AI connectivity chip supplier as demand grows for scale-up infrastructure in AI clusters.
2026-06-11
digitimes.com
2026-06-11
Gudeng chairman and CEO Bill Chiu said global demand for AI is driving a wave of 2nm and 3nm advanced-node capacity expansion, but the biggest constraint for chipmakers is not building fabs — it is securing extreme ultraviolet lithography systems.
2026-06-11
digitimes.com
2026-06-11
TSS Semiconductor Alliance, a group of 18 small and medium-sized Taiwanese suppliers of semiconductor materials, components and equipment, is preparing to form a third cohort as members seek to expand their role in global chip supply chains.