Semiconductor News & Analysis Feed
3178 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
www.digitimes.com
2026-06-11
digitimes
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is...
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2026-06-11
www.digitimes.com
2026-06-11
digitimes
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time t
2026-06-11
www.astutegroup.com
2026-06-11
Astute Group
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2026-06-11
news.futunn.com
2026-06-11
富途牛牛
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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
www.thefastmode.com
2026-06-11
The Fast Mode
Following a record-setting year for the semiconductor industry, the start of the new year has continued the momentum, as semiconductor revenue grew 27% in 1Q26 from 4Q25 to reach $319bn, according to new research form Omdia.
Memory revenue drove the increase, rising over 80% sequentially in 1Q26 from 4Q25.
Since Omdia began tracking the semiconductor market at a quarterly level in1Q02, this 27%
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
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
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is increasing worldwide and is expected to influence data centers, device costs, energy use, and the pace of technology development.
2026-06-11
digitimes.com
2026-06-11
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.
2026-06-11
digitimes.com
2026-06-11
While marketing initiatives promote an ultra-fast transition to wide-bandgap (WBG) semiconductors, fully automated smart factories, and an all-electric automotive future, the sentiment across the PCIM Europe 2026 exhibition floor is more pragmatic. The industry has reached a transitional maturity wall where the realities of material physics, fragmented design silos, and macroeconomic supply shocks
2026-06-11
digitimes.com
2026-06-11
As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking hubs.
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Amazon Is the Latest AI Giant to Sign a Blockbuster Deal With This Under-the-Radar Semiconductor Company (Behind Nvidia and Meta)
Anthony Di Pizio, The Motley Fool
Wed, June 10, 2026 at 3:50 PM PDT 5 min read
GLW
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NVDA
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AMZN
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META
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AAPL
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Corning (NYSE: GLW) has manufactured glass right here in America since 1851. By 1880,
2026-06-11
drrobertcastellano.substack.com
2026-06-11
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
The Best-of-Breed Divide in Semiconductor Equipment Is Becoming Clearer
DR. ROBERT CASTELLANO
JUN 11, 2026
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What’s in this article
The Semiconductor Equipment Market Is No Longer Moving in Unison
Applied Materials Lost Leadership Despite Industry Growth
Table 1: Semiconductor Equipment Revenues for Applied Materials and ASML (2015–2025)
Chart 1: Applied Materials Share of Global WFE Ma
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Corning (
GLW
3.19%
) has manufactured glass right here in America since 1851. By 1880, it was the sole supplier of glass for Thomas Edison's original lightbulb, and today, it makes the glass for all of Apple's iPhones.
However, Corning stock has soared by 230% over the past 12 months because of red-hot demand for the company's fiber-optic cables for data centers, which help accelerate processing
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.foxbusiness.com
2026-06-11
Fox Business
Market Vector Indexes CEO Steven Schoenfeld discusses Oracle’s fourth-quarter earnings amid a market pullback in artificial intelligence and semiconductor stocks on 'The Claman Countdown.'
Market Vector Indexes CEO Steven Schoenfeld discusses Oracle’s fourth-quarter earnings and the broader AI market. Schoenfeld addresses the semiconductor sector’s recent pullback, calling it a healthy correction
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
SMH vs. SOXX: Which Semiconductor ETF Is the Smarter Chip Bet?
David Beren
Wed, June 10, 2026 at 12:31 PM PDT 4 min read
NVDA
-3.73%
SMH
-3.40%
2330.TW
-2.17%
AMAT
-0.44%
LRCX
-1.64%
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Quick Read
SOXX outpaced SMH by 23 percentage points in 2026, but SMH's 10-year return of 2,148% dwarfs SOXX's 1,833%.
SMH concentrates in mega-cap design leaders like N
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
The VanEck Semiconductor ETF (NASDAQ:SMH) and the iShares Semiconductor ETF (NASDAQ:SOXX) appear to be substitutes on a fund screener. Both promise pure-play chip exposure, both charge roughly the same fee, and both ride the same AI cycle. The reason the choice still matters is that their indexes draw different lines around what counts as a chip stock and how much any one name can move the fund. I