Semiconductor News & Analysis Feed
575 articles
2026-06-11
www.barrons.com
2026-06-11
Barron's
__fail__
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.trendforce.com
2026-06-11
TrendForce
[News] SK hynix Advances DRAM and NAND Roadmap, Targets 3x Wafer Output by 2034, 375-Layer NAND at Year-End
2026-06-11 Semiconductors editor
News
Please note that this article cites information from Nikkei, The Elec, Newsis, Hankyung, and Global Economic.
While SK hynix had only last week outlined plans to double capacity over the next five years, the memory giant is now signaling an eve
2026-06-11
www.gurufocus.com
2026-06-11
GuruFocus
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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
MicroIP has opened a nearly 300-ping southern R&D center at Kaohsiung's PIER F, with plans to expand smart manufacturing and smart transportation applications. The move signals a deeper push to link AI development with local logistics, industry, and public infrastructure.
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Citi names Broadcom, Texas Instruments, and Applied Materials top chip picks
Luke Juricic
Wed, June 10, 2026 at 1:36 PM PDT 2 min read
AVGO
+3.62%
TXN
+5.35%
AMAT
+11.19%
^GSPC
+1.75%
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Investing.com -- As the semiconductor sector navigates a massive market rally, Wall Street is increasingly looking to separate the core secular winners from short-term c
2026-06-11
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2026-06-11
Investing.com Australia
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2026-06-11
Investing.com India
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2026-06-11
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2026-06-11
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2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Semiconductor stocks are under renewed pressure midday Wednesday. Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are down 4% to $375, Advanced Micro Devices (NASDAQ:AMD) stock is off 4% to $457, and NVIDIA (NASDAQ:NVDA) shares are down 3% to $202. The intraday selloff extends a rough stretch for AI-hardware leaders.
Video Muted
No single catalyst fully explains the slide. Three overlap
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Broadcom and AMD Sink 4%, NVIDIA Slides 3% as the Chip Selloff Deepens
David Moadel
Wed, June 10, 2026 at 8:49 AM PDT 4 min read
AMD
-4.39%
AVGO
-4.84%
NVDA
-2.55%
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Quick Read
Broadcom and AMD each fell 4% while NVIDIA slid 3%, as AI guidance disappointment, Fed fears, and looming mega IPOs deepened the chip rout.
Broadcom's Q3 AI revenue outlook of $
2026-06-10
www.tomshardware.com
2026-06-10
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Analyzing TSMC's fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks
Features
By Anton Shilov published 4 hours ago
TSMC kicks off unprecedented capacity expansion plan.
(Image credit: Getty Images / Jimmy Beunardeau)
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Scott Galloway Says Tesla, Nvidia, Broadcom Could Get Caught In The Crossfire Of The Space X IPO
Daragh Thomas
Wed, June 10, 2026 at 2:45 AM PDT 5 min read
TSLA
-2.81%
NVDA
-2.82%
SPCX
0.00%
ANTH.PVT
AVGO
-4.57%
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NYU professor Scott Galloway warns a wa
2026-06-10
digitimes.com
2026-06-10
Chang Wah Technology has declared that the global semiconductor inventory correction has ended, with demand recovering in industrial control, networking, and AI data center power management. The shift signals firmer supply-chain conditions, rising leadframe demand, and broader pressure on packaging capacity across Asia — factors with direct implications for global electronics buyers and investors.
2026-06-10
digitimes.com
2026-06-10
AI adoption in PCB manufacturing is now widespread, yet fewer than 10% of companies have fully scaled deployments, underscoring a global gap between experimentation and factory-wide integration. For readers worldwide, the findings point to a sector where quality gains are real, but talent, data, and governance constraints are slowing broader industrial change.