Semiconductor News & Analysis Feed
380 articles
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
SLB & Qualcomm Team Up to Advance Edge AI in the Energy Sector
Zacks Equity Research
Wed, June 10, 2026 at 8:24 AM AST 2 min read
QCOM
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SLB
+0.47%
SLB N.V. SLB has announced a memorandum of understanding (MoU) with Qualcomm Technologies to develop edge artificial intelligence (AI) solutions for the energy industry, combining Qualcomm’s low-power edge computi
2026-06-10
news.crunchbase.com
2026-06-10
Crunchbase News
news.crunchbase.com
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2026-06-10
www.moomoo.com
2026-06-10
Moomoo
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智通财经APP获悉，光大证券发布研报称，玻璃基板凭借其优异特性，逐步成为新一代先进封装介质。当前TGV玻璃基板正处于从实验室基础研究向量产工程化跨越的历史性节点，且呈国外进度领先、国内加速追赶态势。建议紧盯下游客户验证与量产线建
2026-06-10
www.bisinfotech.com
2026-06-10
Bisinfotech
www.bisinfotech.com
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2026-06-10
digitimes.com
2026-06-10
Malaysia's electronics sector is expected to keep expanding into 2026, even as tariffs, geopolitical tensions, and rising input costs weigh on manufacturers. Industry leaders say the country's neutral position in the US-China contest, along with a deepening semiconductor ecosystem, should help sustain export growth for global supply chains.
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.
2026-06-10
digitimes.com
2026-06-10
WinWay Technologies said shipments linked to artificial intelligence, high-performance computing, central processing units, and application processors lifted consolidated revenue to NT$1.073 billion (US$33.9 million) in May 2026, the company's second-highest monthly total on record. For global readers tracking the semiconductor supply chain, the results signal how AI infrastructure demand is resha
2026-06-10
defence-industry.eu
2026-06-10
Defence Industry Europe
Northrop Grumman develops new GaN chip for secure W-band links and next-generation wireless connectivity
By Martin Chomsky (Defence Industry Europe)
INDUSTRY SPOTLIGHT
|
June 9, 2026
Photo: Northrop Grumman.
Northrop Grumman has developed a new Gallium Nitride chip designed to improve performance for military and commercial radio frequency applications. The company said the chip sets a new sta
2026-06-10
www.marketwatch.com
2026-06-10
MarketWatch
__fail__
2026-06-09
www.quiverquant.com
2026-06-09
Quiver Quantitative
ON Semiconductor (ON) is down 5.0% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed volatility across semiconductor and AI-adjacent stocks, with investors de-risking after a sharp late-week sector selloff driven by interest-rate worries and elevated expectations. In ON’s case, recent company updates (including a sizable convert
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Micron, Marvell lead chip stocks lower in AI trade reversal
Ines Ferré · Senior Business Reporter
Updated Tue, June 9, 2026 at 9:13 AM PDT 1 min read
MU
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MRVL
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Trading disclosure
What happened: Micron (MU) reversed gains on Tuesday, sinking into negative territory. Memory and storage maker Sandisk (SNDK) also d
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.msn.com
2026-06-09
MSN
Key Points
History has been commonplace in recent weeks, with the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite all hitting new highs.
The Iran war is wreaking havoc on prices, with trailing 12-month inflation rising from a reported 2.4% in February to an estimated 4.18% in May.
The Cleveland Fed's Inflation Nowcasting tool estimates a modest decline in inflation for June -- but t
2026-06-09
technode.global
2026-06-09
TNGlobal
Silicon Box, a Singapore-based advanced semiconductor panel-level packaging and chiplet integration firm, has on Monday announced that it has secured S$100 million ($77.65 million) in debt financing from leading institutional investors – funds managed by Ares Management Corporation (Ares), InnoVen Capital, January Capital Growth Credit (January Capital), and Abound Capital.
The facility includes
2026-06-09
digitimes.com
2026-06-09
Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones, AI PCs, and optical modules. The company also said drone-related revenue could grow multiple times over the next two years.
2026-06-09
digitimes.com
2026-06-09
Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive month. Macronix International also reached a single-month record high of NT$6.26 billion.
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
Huawei's chip design arm HiSilicon Technologies has reportedly raised prices for some products, drawing market attention as China's semiconductor sector shows signs of recovery after a prolonged downturn.
2026-06-09
news.bloomberglaw.com
2026-06-09
Bloomberg Law News
Redstone filed a federal lawsuit accusing chip maker Qualcomm of making and selling products that infringe on its patent for a specific method of communication between processor cores in a multi-core processor.
Redstone Logics LLC previously sued Qualcomm Inc. and Qualcomm Technologies Inc., alleging patent infringement for its implementation of ARM’s processor architecture in a September 2024 la
2026-06-09
news.bloomberglaw.com
2026-06-09
Bloomberg Law News
Redstone filed a federal lawsuit accusing chip maker Qualcomm of making and selling products that infringe on its patent for a specific method of communication between processor cores in a multi-core processor.
Redstone Logics LLC previously sued Qualcomm Inc. and Qualcomm Technologies Inc., alleging patent infringement for its implementation of ARM’s processor architecture in a September 2024 la