Semiconductor News & Analysis Feed

432 articles
2026-06-04
www.theglobeandmail.com 2026-06-04 The Globe and Mail
Texas Instruments IncorporatedTXN has been one of the strongest performers in the semiconductor industry lately, supported by solid financial execution, growing demand for its analog and embedded chips and increasing exposure to artificial intelligence (AI)-related opportunities. Over the past six months, TXN shares have surged 69.1%, significantly outperforming the broader Zacks Semiconductor – G
2026-06-04
www.theglobeandmail.com 2026-06-04 The Globe and Mail
Texas Instruments IncorporatedTXN has been one of the strongest performers in the semiconductor industry lately, supported by solid financial execution, growing demand for its analog and embedded chips and increasing exposure to artificial intelligence (AI)-related opportunities. Over the past six months, TXN shares have surged 69.1%, significantly outperforming the broader Zacks Semiconductor – G
2026-06-04
www.theglobeandmail.com 2026-06-04 The Globe and Mail
Broadcom (NASDAQ:AVGO) reported record fiscal second-quarter 2026 revenue and issued a sharply higher outlook for the current quarter, as President and CEO Hock Tan said demand for the company’s artificial intelligence semiconductors remains “simply insatiable.” On the earnings call, Tan said total revenue for the quarter reached $22.2 billion, up 48% from a year earlier and above the company’s g
2026-06-04
www.theglobeandmail.com 2026-06-04 The Globe and Mail
On May 27, 2026, Texas Instruments’ board appointed long-time executive Julie Knecht as senior vice president and chief financial officer, with the role effective August 1, 2026. She will also continue as chief accounting officer, reflecting the company’s preference for promoting experienced internal talent into top finance leadership roles. Knecht, 54, has been with Texas Instruments for more th
2026-06-03
www.theglobeandmail.com 2026-06-03 The Globe and Mail
MUNICH, June 3, 2026 /CNW/ -- Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physical AI sy
2026-06-03
www.theglobeandmail.com 2026-06-03 The Globe and Mail
MUNICH, June 3, 2026 /CNW/ -- Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physical AI sy
2026-06-03
www.theglobeandmail.com 2026-06-03 The Globe and Mail
MUNICH, June 3, 2026 /CNW/ -- Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physical AI sy
2026-06-03
www.theglobeandmail.com 2026-06-03 The Globe and Mail
A number of stocks jumped in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and how long the AI chip cycle will run.  The first announcement — Vera Rubin entering full production — confirmed the next wave of data center AI compute is now locked in. Vera Rubin, Nvidia's successor to Blackwell, delivers a 10x reduction in inference token
2026-06-02
www.theglobeandmail.com 2026-06-02 The Globe and Mail
A High-Conviction, Actively Managed ETF Built Around the Memory Semiconductor Ecosystem - the Critical Bottleneck Powering Artificial Intelligence, High-Performance Computing, and Data Center Infrastructure Tuttle Capital Management announces the launch of the Tuttle Capital Concentrated Memory Stack ETF (HBMX), a thematic, actively managed ETF designed to provide focused exposure to companies op
2026-06-02
www.theglobeandmail.com 2026-06-02 The Globe and Mail
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2026-06-02
www.theglobeandmail.com 2026-06-02 The Globe and Mail
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2026-06-02
www.theglobeandmail.com 2026-06-02 The Globe and Mail
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2026-06-02
www.theglobeandmail.com 2026-06-02 The Globe and Mail
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2026-06-02
www.theglobeandmail.com 2026-06-02 The Globe and Mail
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2026-06-02
www.theglobeandmail.com 2026-06-02 The Globe and Mail
Key Points Cathie Wood is known for making big bets on the future. Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker. Cerebras Systems just went public, and it's challenging the traditional semiconductor industry. 10 stocks we like better than Cerebras Systems › For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-02
www.theglobeandmail.com 2026-06-02 The Globe and Mail
Key Points Cathie Wood is known for making big bets on the future. Nvidia and Advanced Micro Devices are in her portfolios, and she just added another chipmaker. Cerebras Systems just went public, and it's challenging the traditional semiconductor industry. 10 stocks we like better than Cerebras Systems › For even more artificial intelligence (AI) chipmaker exposure outside of Nvidia and Adva
2026-06-01
www.theglobeandmail.com 2026-06-01 The Globe and Mail
Key Points So far this year, Micron stock has surged more than 200%. Micron recently joined Nvidia, Broadcom, TSMC, Samsung, and SK Hynix as a trillion-dollar chip stock. With earnings around the corner, some investors might be wondering if all the good news is already priced into Micron. 10 stocks we like better than Micron Technology › As Micron Technology(NASDAQ: MU) gears up to report fis
2026-06-01
www.theglobeandmail.com 2026-06-01 The Globe and Mail
Key Points So far this year, Micron stock has surged more than 200%. Micron recently joined Nvidia, Broadcom, TSMC, Samsung, and SK Hynix as a trillion-dollar chip stock. With earnings around the corner, some investors might be wondering if all the good news is already priced into Micron. 10 stocks we like better than Micron Technology › As Micron Technology(NASDAQ: MU) gears up to report fis
2026-06-01
www.theglobeandmail.com 2026-06-01 The Globe and Mail
Key Points Just as Micron's memory chips play an essential role in AI data centers, Ciena's networking components do the same. Ciena's revenue and earnings growth have been quite strong in recent quarters, and there is ample evidence that it will continue to grow. 10 stocks we like better than Ciena › Micron Technology (NASDAQ: MU) stock has delivered outstanding gains to investors so far in 2
2026-06-01
news.google.com 2026-06-01 The Globe and Mail