Semiconductor News & Analysis Feed
6622 articles
2026-06-11
www.msn.com
2026-06-11
MSN
With AI semiconductor revenue as the driving factor, Broadcom (AVGO) stock has trended higher by 56% in the last 52 weeks. The rally has been supported by robust top-line growth and upside in cash flows.
Yesterday, Broadcom reported Q2 results, and the company delivered revenue and earnings beats. Q2 revenue increased by 48% on a year-on-year (YoY) basis to $22.2 billion. For the same period, adj
2026-06-11
news.google.com
2026-06-11
AASTOCKS.com
2026-06-11
www.digitimes.com
2026-06-11
digitimes
Congressional Republicans are urging stronger exclusion orders in the ongoing Section 337 investigation tied to TSMC's advanced-node chips, while the company reiterates compliance with local laws and highlights ongoing legal uncertainty in its quarterly...
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2026-06-11
www.investing.com
2026-06-11
Investing.com
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2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Software/NasdaqGS:NBIS
Nebius And NVIDIA Physical AI Lab Links Cloud GPUs To Robotics Growth
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Nebius Group (NasdaqGS:NBIS) and NVIDIA have launched a Physical AI Living Lab for robotics startups in the UK and Europe.
The six month program offers simulation environments, synthetic data tools, and access to Nebius GPU infrastruct
2026-06-11
www.tikr.com
2026-06-11
TIKR.com
Key Stats for Rigetti Computing Stock
Price change for Rigetti Computing stock: -10%
$RGTI Share Price as of Jun. 9: $20
52-Week High: $58
$RGTI Stock Price Target: $29
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Rigetti Computing (RGTI) stock fell roughly 10% on Tuesday despite two genuinely positive developm
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
SLB Qualcomm Edge AI Pact Adds New Angle To Valuation Story
Simply Wall St
Wed, June 10, 2026 at 6:14 PM PDT 2 min read
QCOM
-6.92%
SLB
-0.61%
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SLB (NYSE:SLB) and Qualcomm Technologies signed a memorandum of understanding to co-develop edge arti
2026-06-11
www.indexbox.io
2026-06-11
IndexBox
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2026-06-11
www.koreatimes.co.kr
2026-06-11
The Korea Times
OpenAI CEO Sam Altman will meet with executives of Samsung Electronics in Korea next week to discuss the company's efforts to integrate artificial intelligence (AI) into its business operations, industry sources said Thursday.
Altman is scheduled to visit Samsung's office in Suwon, south of Seoul, on Monday, where he will deliver a lecture on the transformative impact of AI technologies and strat
2026-06-11
www.thefastmode.com
2026-06-11
The Fast Mode
SDG&E, Qualcomm Technologies, and the University of California San Diego’s Scripps Institution of Oceanography announced Edge Alert Sentinel (EAS), a new collaboration that brings artificial intelligence (AI) directly to the front lines of wildfire and extreme weather response.
Designed to detect and analyze rapidly changing conditions in real time, the initiative represents a new approach to en
2026-06-11
simplywall.st
2026-06-11
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix NVIDIA AI Memory Pact And What It May Mean For Valuation
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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SK hynix and NVIDIA have agreed a multiyear technology partnership to co-develop and supply next generation memory solutions for AI infrastructure, personal AI, and robotics platforms.
The collaboration covers co-enginee
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
onsemi, Teradyne, and Penguin Solutions Shares Are Falling, What You Need To Know
Adam Hejl
Wed, June 10, 2026 at 5:25 PM PDT 3 min read
SPCX
0.00%
ON
-5.84%
TER
-5.86%
^DJI
-1.87%
PENG
-5.14%
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What Happened?
A number of stocks fell in the afternoon session after the CPI print of 4.2% annual inflation (the hottest since 2023) revived the rate hike narr
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Nvidia (NVDA) Valuation Check After Major South Korea AI Memory And Data Center Agreements
Simply Wall St
Wed, June 10, 2026 at 5:20 PM PDT 3 min read
NVDA
-3.73%
000660.KS
+0.20%
SKM
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NVIDIA (NVDA) just signed multi-year agreement
2026-06-11
digitimes.com
2026-06-11
TSS Semiconductor Alliance, a group of 18 small and medium-sized Taiwanese suppliers of semiconductor materials, components and equipment, is preparing to form a third cohort as members seek to expand their role in global chip supply chains.
2026-06-11
digitimes.com
2026-06-11
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains tight after disrupting the high-end ABF substrate market. HVLP4 copper foil is set to become the next constraint in the second half of 2026.
2026-06-11
digitimes.com
2026-06-11
Taiwan Mask (TMC), a Taiwanese photomask manufacturing process company, has approved the sale of its Plant 6 in Zhunan, Taiwan. The company said the move is primarily a strategic measure aimed at activating assets and focusing on its core business. It is also intended to improve the group's capital allocation efficiency, optimize its balance sheet, and boost earnings per share (EPS).
2026-06-11
digitimes.com
2026-06-11
Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation server memory platforms.
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
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
Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future of AI networking, could face further delays as manufacturing yields remain inconsistent.