Semiconductor News & Analysis Feed
6100 articles
2026-06-12
www.reuters.com
2026-06-12
Reuters
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2026-06-12
ca.finance.yahoo.com
2026-06-12
Yahoo! Finance Canada
Exclusive-South Korea's SK Hynix to opt for Nasdaq for planned US listing, sources say
Illustration shows SK hynix logo · Reuters
Heekyong Yang and Yantoultra Ngui
Fri, June 12, 2026 at 4:27 a.m. PDT 2 min read
000660.KS
+2.33%
^IXIC
+2.54%
NVDA
+2.22%
MSFT
-1.77%
By Heekyong Yang and Yantoultra Ngui
SEOUL/SINGAPORE, June 12 (Reuters) - South Korean memory chipmaker SK Hynix is looking to choose
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Exclusive-South Korea's SK Hynix to opt for Nasdaq for planned US listing, sources say
Heekyong Yang and Yantoultra Ngui
Fri, June 12, 2026 at 4:27 AM PDT 2 min read
000660.KS
+2.33%
^IXIC
+2.54%
NVDA
+2.22%
MSFT
-1.77%
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By Heekyong Yang and Yantoultra Ngui
SEOUL/SINGAPORE, June 12 (Reuters) - South Korean memory chipmaker SK Hynix is looking to choos
2026-06-12
news.google.com
2026-06-12
Stock Titan
2026-06-12
www.investing.com
2026-06-12
Investing.com
www.investing.com
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
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Sharon AI Announces Six Year Strategic Compute Collaboration with NVIDIA
Business Wire
Fri, June 12, 2026 at 4:20 AM PDT 5 min read
NVDA
+0.02%
SHAZ
-9.19%
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NVIDIA and Sharon AI to deploy 72MW AI factory and up to 40,000 Grace Blackwell GB300 GPUs in Austra
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Micron and Sandisk Are Up Big During the Past Year. Can the Run Continue?
Keithen Drury, The Motley Fool
Fri, June 12, 2026 at 4:20 AM PDT 4 min read
SNDK
+14.50%
MU
+11.66%
NVDA
+2.22%
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If you had the foresight to invest in Micron (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) stock during this time last year, you look like a genius right now. Micron is up a
2026-06-12
www.investing.com
2026-06-12
Investing.com
www.investing.com
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2026-06-12
www.fool.com
2026-06-12
The Motley Fool
If you had the foresight to invest in Micron (
MU
+11.48%
) and Sandisk (
SNDK
+14.50%
) stock during this time last year, you look like a genius right now. Micron is up about 700%, while Sandisk is up more than 3,800%. Those are monster returns in a short time frame, and would thrill any investor.
But that doesn't matter anymore. What really matters is if these two can continue their run.
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2026-06-12
evertiq.com
2026-06-12
Evertiq
© Evertiq
Analysis | June 12, 2026
The semiconductor industry as it is, not as it is told
Dennis Dahlgren
At Evertiq Expo Zürich, Claus Aasholm of Semiconductor Business Intelligence delivered a data-driven examination of a semiconductor industry in structural transition – and the picture looked considerably different from what most quarterly reports suggest.
Claus Aasholm has a habit that most c
2026-06-12
finimize.com
2026-06-12
Finimize
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2026-06-12
www.barrons.com
2026-06-12
Barron's
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2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
The next-gen Xbox Helix is looking in trouble due to surging memory and storage costs that are forcing even a giant like Microsoft to bend down.
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
The Competitive Threat That Never Was: ASML’s Widening Moat Boosts Stock 77% YTD
Trey Thoelcke
Fri, June 12, 2026 at 3:55 AM PDT 3 min read
ASML
+9.53%
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Quick Read
ASML stock surged 77% year-to-date and 142% over the trailing year after Q1 2026 revenue hit $10.34 billion with 53% gross margins.
Pat Gelsinger's xLight remains a lab-stage startup targeting
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Roughly six months ago, we asked whether ASML (NASDAQ: ASML | ASML Price Prediction) finally had a real competitor: xLight, the stealth startup chaired by ousted Intel CEO Pat Gelsinger, was developing free-electron-laser light sources backed by up to $150 million in CHIPS Act funding with the U.S. government taking an equity stake, targeting first silicon wafers by 2028. Half a year on, the threa
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Perseverance Asset Management International Has $8.73 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Perseverance Asset Management International boosted its stake in Taiwan Semiconductor Manufacturing by 814.8% in the fourth quarter, ending with 28,734 shares valued at about $8.73 milli
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
AI, Institutional Buying Sends Micron Shares Up by 758%
Lucas Downey
Fri, June 12, 2026 at 3:32 AM PDT 2 min read
MU
-0.14%
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Trading disclosure
MU makes memory and storage solutions for AI networks, mobile, and embedded systems used by corporate and individual customers globally. The company’s second-quarter fiscal 2026 report showed $23.9 billion in revenue (a 196% year-over-
2026-06-12
tomshardware.com
2026-06-12
Bruno Ferreira
AMD took over four months to fix a critical security bug in its autoupdater, and the security researcher didn't see a dime for his efforts
2026-06-12
www.eenewseurope.com
2026-06-12
eeNews Europe
NVIDIA says its GPUs with Confidential Computing are now being used for confidential inference in Apple’s Private Cloud Compute, as Apple extends the system beyond its own data centres to Google Cloud. The move brings NVIDIA Blackwell GPUs into the hardware security architecture that supports some server-side Apple Intelligence workloads.
2026-06-12
tomshardware.com
2026-06-12
Mark Tyson
Tens of officers have been fired, and some even arrested, for abuse of the Flock license plate reader system used by police departments throughout the US, according to a new report.