Semiconductor News & Analysis Feed
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2026-06-09
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SLB Collaborates with Qualcomm on Edge AI Solutions for Energy Operations
Business Wire
Tue, 9 June 2026 at 7:28 am GMT-7 4 min read
QCOM
-9.01%
SLB
-2.63%
Collaboration combines edge computing and energy workflows to support real-time operational decision-making
HOUSTON, June 09, 2026--(BUSINESS WIR
2026-06-09
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2026-06-09
Yahoo Finance
Prediction: 1 Semiconductor Stock That Will Be Worth More Than Micron by 2028
Adam Levy, The Motley Fool
Tue, June 9, 2026 at 7:06 AM PDT 5 min read
MU
-6.84%
NVDA
-2.72%
INTC
-6.78%
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Micron Technology (NASDAQ: MU) is the latest AI semiconductor stock to join the $1 trillion club. The memory chipmaker has been one of the hottest stocks over the last 12
2026-06-09
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2026-06-09
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2026-06-09
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2026-06-09
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Trump says Netanyahu did not defy him by attacking Iran - BBC
Stocks open higher with Israel-Iran tensions cooling, chip rebound in focus
Investing.com - Stifel raised its price target on Cadence Design Systems Inc. (NASDAQ:CDNS) to $432 from $395 while maintaining a Buy rating on the stock. The shares currently trade at $403.56, up 26% year-to-date and near their 52-week high of $416.69, though
2026-06-09
uk.investing.com
2026-06-09
Investing.com UK
FTSE 100 today: Stocks down Trump’s Iran deal clock ticks down
European natural gas edges lower after Israel, Iran halt attacks
Sterling today: Pound gains as tech rebound eases risk-off pressure
Investing.com - Stifel raised its price target on Cadence Design Systems Inc. (NASDAQ:CDNS) to $432 from $395 while maintaining a Buy rating on the stock. The shares currently trade at $403.56, up 26%
2026-06-09
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2026-06-09
MIT Sloan Management Review Middle East
Apple Taps Google and Nvidia to Power Next-Generation AI
At the WWDC, Apple also announced an overhauled version of Siri, as it bid farewell to its longtime chief Tim Cook, who will be succeeded by John Ternus
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Apple Taps Google and Nvidia to Po
2026-06-09
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2026-06-09
The Motley Fool
Micron Technology (
MU
+2.00%
) is the latest AI semiconductor stock to join the $1 trillion club. The memory chipmaker has been one of the hottest stocks over the last 12 months, climbing nearly 800% as of this writing. And some analysts think the stock can continue climbing higher from here.
But investors may be better off buying a different semiconductor stock. A giant in its own right, it's a
2026-06-09
www.barchart.com
2026-06-09
Barchart.com
Barcharts
AMD (AMD) stock has been one of the top performers in 2026. Shares have surged more than 130% year-to-date (YTD), significantly outperforming rival Nvidia (NVDA), whose stock has gained about 13% over the same period.
The rally reflects growing investor confidence in AMD's position within the artificial intelligence (AI) ecosystem. Demand for the company's Instinct GPUs continues to ac
2026-06-09
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2026-06-09
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2026-06-09
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2026-06-09
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2026-06-09
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2026-06-09
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Cadence Design's deal with Intel's foundry is 'incrementally positive' for EDA firm: Stifel
Jun 09, 2026, 9:19 AM ETCadence Design Systems, Inc. (CDNS) Stock, INTC StockTSM, SSNLFBy: Chris Ciaccia, SA News Editor
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Cadence Design Systems's (CDNS) announcement of an expanded deal with Intel Foundry (INTC) to accelerate Intel 14A process optimization is “increm
2026-06-09
www.tradingkey.com
2026-06-09
TradingKey
TSMC reported Q1 2026 revenue of $35.9 billion, with net income up 58% to NT$572.48 billion and gross margin at 66.2%. High Performance Computing, driven by AI accelerators, comprised 61% of revenue. The company raised its full-year 2026 revenue growth forecast to over 30% and expects Q2 revenue between $39.0-$40.2 billion. CoWoS capacity for AI GPUs is sold out, and 2nm node risk production begin
2026-06-09
www.cnbc.com
2026-06-09
CNBC
In the increasingly competitive AI chip market, there's another startup in production that claims an advantage over Nvidia, the world's most valuable company.
D-Matrix, located three miles away from Nvidia's Silicon Valley headquarters, says its chips can run inference workloads 10 times faster and using five times less energy than a standalone graphics processing unit from the market leader — as
2026-06-09
www.techtimes.com
2026-06-09
Tech Times
By Allen Lee
Published: Jun 09 2026, 08:56 AM EDT
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A visitor takes a picture of a model of SK hynix's high-bandwidth memory (HBM) technology during the 2025 World IT Show in Seoul on April 24, 2025. South Korean chip giant SK hynix reported record quarterly profits on April 24, thanks to soaring
2026-06-09
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2026-06-09
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TSMC Shares Slip as Taiwan Considers Tougher Restrictions on AI Chip Exports to China (TSM)
Fiona Craig
Tue, June 9, 2026 at 5:51 AM PDT 2 min read
TSM
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Taiwan Semiconductor Manufacturing (NYSE:TSM) shares fell around 1% in premarket trading on Tuesday following a Bloomberg report that Taiwan is evaluating s