Semiconductor News & Analysis Feed
575 articles
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
cryptobriefing.com
2026-06-10
Crypto Briefing
Broadcom and Marvell lead AI chip market with record revenues in fiscal 2026
Custom AI accelerator chips are driving historic growth at both semiconductor giants, with Broadcom's AI revenue surging 14
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
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Broadcom, Nvidia, And The Tech Sector: A Call To Moderate The AI Excitement
Jun 09, 2026, 7:00 AM ETBroadcom Inc. (AVGO) StockNVDA
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Summary
Broadcom delivered record Q2 results, but a minor revenue miss triggered a massive sector-wide selloff, highlighting extreme valuation sensitivity in AI semiconductors.
AV
2026-06-09
www.aol.com
2026-06-09
AOL.com
AI Juggernauts Nvidia, Palantir, Micron, and Broadcom Are Sending Shockwaves Through Wall Street With This Nearly $13 Billion Warning
SEAN WILLIAMS, THE MOTLEY FOOL
Tue, June 9, 2026 at 5:26 PM GMT+8
0
Key Points
AI is the largest addressable opportunity in decades, and it's sent shares of Nvidia, Palantir Technologies, Micron Technology, and Broadcom soaring over the trailing three years.
Insid
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
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2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Investors have been waiting decades for the next technological leap forward to rival what the internet did for corporate America and Wall Street. With an estimated $15.7 trillion global addressable market by 2030, artificial intelligence (AI) has answered the call.
The foundational companies behind the rise of AI have seen their shares skyrocket. Since the start of 2023, Nvidia (
NVDA
+1.70%
), P
2026-06-09
mybroadband.co.za
2026-06-09
MyBroadband
mybroadband.co.za
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2026-06-09
www.msn.com
2026-06-09
MSN
Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years. Yet, despite delivering another standout quarter recently, investors hit
2026-06-09
www.phoronix.com
2026-06-09
Phoronix
Fedora 44 RISC-V Images Released, Including New "Omni" Kernel For Broader RISC-V Hardware Support
Written by Michael Larabel in Fedora on 8 June 2026 at 08:25 PM EDT. Add A Comment
Following the official Fedora 44 images released one month ago, Fedora 44 RISC-V images were published today for those wanting to run this newest Fedora Linux on RISC-V hardware.
RISC-V images of Fedora 44 are now avai
2026-06-09
digitimes.com
2026-06-09
ELAN Microelectronics is broadening beyond notebook PCs into agentic AI PCs, unmanned vehicles, and optical communication chips, moves that could influence technology supply chains across Asia, the US, and Europe. The company also disclosed a strategic investment in US-based PETA Optronics, signaling a deeper push into next-generation hardware markets worldwide.
2026-06-09
digitimes.com
2026-06-09
AMD said on June 8 it plans to invest up to GBP2 billion (approx. US$2.67 billion) in the UK over the next five years to accelerate AI innovation and research and broaden access to advanced computing resources. The company said the funding is intended to support long-term economic growth and scientific leadership nationwide.
2026-06-09
www.investing.com
2026-06-09
Investing.com
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2026-06-09
247wallst.com
2026-06-09
24/7 Wall St.
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and Qualcomm (NASDAQ:QCOM) just gave investors two different reads on the AI chip economy. Broadcom posted a record quarter driven by custom AI silicon for hyperscalers.
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Qualcomm beat estimates while nursing a handset slump, leaning on automotive growth and a fresh data center engagement. Both stocks fell last week, making the $25,000 qu
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Got $25,000? Broadcom or Qualcomm: The Clear Winner for Growth Investors This Year
Vandita Jadeja
Mon, June 8, 2026 at 9:47 AM PDT 3 min read
AVGO
+2.31%
QCOM
+1.87%
NVDA
+1.83%
Explore stocks on Coinbase
Trading disclosure
Quick Read
AVGO's AI chip revenue surged 143% to $10.8B, while QCOM trades at 23x earnings with a new hyperscaler silicon deal set to ship this year.
Qualcomm's $20B buyback
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Is It Too Late to Buy Nvidia and Broadcom? Here's What History Says.
Manali Pradhan, CFA, The Motley Fool
Mon, June 8, 2026 at 8:20 AM PDT 6 min read
NVDA
+1.39%
AVGO
+2.51%
INTC
+11.16%
Explore stocks on Coinbase
Trading disclosure
Shares of Nvidia (NASDAQ: NVDA) and Broadcom (NASDAQ: AVGO) have gained nearly 442% and 401% in the past three years. After such extraordinary gains, investors may wo
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
Shares of Nvidia (
NVDA
+1.34%
) and Broadcom (
AVGO
+2.46%
) have gained nearly 442% and 401% in the past three years. After such extraordinary gains, investors may wonder whether there is still enough upside potential left in these stocks or whether the artificial intelligence (AI) opportunity is already priced in.
Image source: Getty Images.
That question becomes harder because Nvidia and Bro
2026-06-08
www.barchart.com
2026-06-08
Barchart.com
A close-up of the Broadcom logo on a smartphone by Timon via Adobe Stock
Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years.
2026-06-08
news.google.com
2026-06-08
TradingView
2026-06-08
futurumgroup.com
2026-06-08
The Futurum Group
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2026-06-08
news.google.com
2026-06-08
Barron's