Semiconductor News & Analysis Feed
992 articles
2026-06-10
247wallst.com
2026-06-10
24/7 Wall St.
Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning Apple, we were paying 4 times earnings. When we bought Amazon for AWS, we were getting it for f
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’
Slaven Vlasic / Getty Images Entertainment via Getty Images
Thomas Richmond
Tue, June 9, 2026 at 11:54 AM PDT 4 min read
NVDA
-0.34%
AMZN
-0.38%
AAPL
-3.64%
TSLA
-2.99%
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Quick Read
Sacerdote paid 4x earnings for NVDA and 5x for TSLA by targeting earnings powe
2026-06-09
tomshardware.com
2026-06-09
Hassam Nasir
It was likely a parting gift from the company.
2026-06-09
www.marketscreener.com
2026-06-09
marketscreener.com
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2026-06-09
news.google.com
2026-06-09
marketscreener.com
2026-06-09
www.msn.com
2026-06-09
MSN
Micron Technology stock was rising Tuesday as investors continued buying the dip in memory-chip makers, which took a beating in last week’s brutal artificial-intelligence selloff.
Shares of Micron climbed 4.3% to $988.85 ahead of the opening bell, having surged 9.9% the previous session. Futures tracking the benchmark S&P 500 were 0.4% higher.
The premarket gains meant Micron was trading about 8
2026-06-09
www.marketscreener.com
2026-06-09
marketscreener.com
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2026-06-09
www.barrons.com
2026-06-09
Barron's
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2026-06-09
news.google.com
2026-06-09
Stock Titan
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
JPMorgan Expects Ambitious Data Center Targets From Qualcomm (QCOM)
Vardah Gill
Mon, June 8, 2026 at 11:58 PM AST 2 min read
JPM
-0.40%
QCOM
+0.85%
With a net profit margin of 22.31%, QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 10 Most Profitable Dividend Stocks to Invest In Now.
JPMorgan Expects Ambitious Data Center Targets From Qualcomm (QCOM)
On June 5, JPMorgan raised its pr
2026-06-09
eu.36kr.com
2026-06-09
36Kr
36Kr Exclusive | AI Chip Processor IP Company Secures Nearly 100 Million Yuan in Financing, Core Team Hails from Top Semiconductor Firms Including Synopsys and ARM
乔钰杰
2026-06-09 09:56
Simultaneously deploying IP and EDA platforms, it has achieved customer implementation in multiple fields.
Author | Qiao Yujie
Editor | Yuan Silai
Yingke learned that Sunzhan Technology Co., Ltd. (hereinafter ref
2026-06-09
digitimes.com
2026-06-09
MAtek reported May 2026 revenue of NT$544 million (US$17.23 million), a 26.87% increase year-over-year and a 0.69% increase month-over-month, marking its third consecutive month of record sales, the firm announced. For the first five months of 2026, revenue reached NT$2.51 billion, up 19.01% from the same period in 2025, with the company's leadership attributing growth to demand for outsourced mat
2026-06-09
digitimes.com
2026-06-09
Passive component prices are staying elevated as AI continues to drive demand, with industry sources saying pricing in 2026 will remain at high levels. Panasonic is set to launch a new round of price increases in July, mainly for its SP-Cap capacitor products, with hikes ranging from 5% to 30% depending on the specification.
2026-06-09
digitimes.com
2026-06-09
As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain bottlenecks, with industry watchers saying the number of components that are currently in a severe shortage now far exceeds those that are not.
2026-06-09
digitimes.com
2026-06-09
Topco Scientific said strong demand from artificial intelligence and high-performance computing drove higher shipments of advanced-process materials, lifting consolidated revenue in May to NT$6.54 billion, up 18.6% year over year and the third-highest monthly level on record. For the first five months of 2026, consolidated revenue reached NT$31.85 billion, up 17.6% year over year, as semiconductor
2026-06-09
digitimes.com
2026-06-09
SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand strains supplies of advanced memory chips.
2026-06-09
digitimes.com
2026-06-09
Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending Nvidia developer events, GTC Taipei, and a Computex tour, and once again hosting his "trillion-dollar banquet."
2026-06-09
digitimes.com
2026-06-09
Computex, Asia's largest technology trade show, opened this year with many of the industry's most prominent executives gathering in Taiwan. Yet while Nvidia used the event to unveil new products and reinforce its ambitions in artificial intelligence (AI), Intel's appearance left some industry observers underwhelmed.
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Artificial intelligence (AI) stocks have led the S&P 500's gains throughout this bull market. And chip designers, key players in the AI story, have been among the biggest winners. These companies, such as Nvidia (
NVDA
+1.70%
), Broadcom (
AVGO
+2.81%
), and Advanced Micro Devices, power tasks that are crucial for the development of AI and have been among the first to generate significant revenue
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Should You Buy AI Chip Stocks on the Dip? Words from Nvidia's Jensen Huang Offer an Answer That's Crystal Clear (and Echoes Warren Buffett's Wisdom).
Adria Cimino, The Motley Fool
Mon, June 8, 2026 at 4:30 PM PDT 5 min read
NVDA
+1.73%
AVGO
+2.82%
^GSPC
+0.30%
AMD
+5.14%
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Trading disclosure
Artificial intelligence (AI) stocks have led the S&P 500's gains throughout this