Semiconductor News & Analysis Feed
907 articles
2026-06-15
www.benzinga.com
2026-06-15
Benzinga
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2026-06-15
www.lightreading.com
2026-06-15
Light Reading
Nvidia's plans to build a chip for the radio unit have not changed minds at Ericsson about the economic rationale for doing purpose-built 5G.
Ericsson's investors were in a flap last week as news of Nvidia's latest plans sent the Swedish 5G company's share price down 6% on June 9. The giant American chipmaker had already urged 5G radio access network (RAN) vendors to use its graphics processing u
2026-06-15
www.tradingview.com
2026-06-15
TradingView
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London Stock Exchange
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REG - IQE PLC - IQE plc: Tower Semiconductor InP supply agreement
REG - IQE PLC - IQE plc: Tower Semiconductor InP supply agreement
Refinitiv4 min read
IQE
+5.35%
TSEM
+1.77%
RNS Number : 1844I IQE PLC 15 June 2026
IQE plc
Cardiff, UK
15 June 2026
IQE and Tower Semiconductor announce multi-year InP epiwafer supply agreement
- Supporting planned growth in I
2026-06-15
www.digitimes.com
2026-06-15
digitimes
SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for HBM4, a move that underscores mounting pressure on advanced memory suppliers to keep pace with demand from AI infrastructure.
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2026-06-15
digitimes.com
2026-06-15
SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for HBM4, a move that underscores mounting pressure on advanced memory suppliers to keep pace with demand from AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
Taiwan's fabless semiconductor design sector posted its strongest year-over-year growth figures in years as of May 2026, with a cluster of memory-adjacent and storage chip makers leading a recovery that is both remarkable in scale and strikingly uneven in distribution. Of the 105 companies tracked, 69 reported positive accumulated year-over-year growth through May, but the top performers are lappi
2026-06-15
www.tradingview.com
2026-06-15
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Reuters
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Sunrise Energy Metals Agrees To Strategic Investment In Advanced Alscn Memory Semiconductor Developer Agni Semiconductor
Sunrise Energy Metals Agrees To Strategic Investment In Advanced Alscn Memory Semiconductor Developer Agni Semiconductor
RefinitivLess than 1 min read
SRL
−3.82%
© Copyright Thomson Reuters 2026. Click For Restrictions - https://agency.reuters.com/en/copyright.h
2026-06-14
www.digitimes.com
2026-06-14
digitimes
Chunghwa Leading Photonics Tech, a subsidiary of Chunghwa Telecom, is set to list on the Taipei Emerging Stock Board. The company has recorded record-high revenue and gross margin in the first four months of 2026, boosted by rising demand in Industry 5.0...
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2026-06-14
digitimes.com
2026-06-14
Chunghwa Leading Photonics Tech, a subsidiary of Chunghwa Telecom, is set to list on the Taipei Emerging Stock Board. The company has recorded record-high revenue and gross margin in the first four months of 2026, boosted by rising demand in Industry 5.0 applications, advanced semiconductor process inspection, and AI data center optical communication. With short-wave infrared (SWIR) transmissive a
2026-06-13
digitimes.com
2026-06-13
TSMC's financial dominance has reached unprecedented heights, with the world's leading foundry posting first-quarter 2026 profit of over NT$570 billion (approx. US$18.04 billion) and holding an immense NT$3 trillion cash reserve. By June 11, 2026, its market value surged to NT$58.3 trillion, triggering a bizarre banking phenomenon where local financial institutions offer TSMC deposit rates that ex
2026-06-13
developer.nvidia.com
2026-06-13
NVIDIA Developer
AI agents have fundamentally changed the complexity of inference workloads. Until now, the industry has struggled to define a standard for measuring how inference systems perform under these conditions. Artificial Analysis AgentPerf (AA-AgentPerf) offers the industry’s first multi-vendor open benchmarks profiling trajectories that are representative of real-world AI agent coding tasks.
This post
2026-06-13
www.marketwatch.com
2026-06-13
MarketWatch
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2026-06-13
www.tradingview.com
2026-06-13
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Stock Story
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Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
2 min read
LRCX
+1.18%
AMAT
+2.64%
What Happened?
A number of stocks jumped in the afternoon session after President Trump canceled planned military strikes on Iran and signaled a peace deal could be signed over the weekend.
I
2026-06-13
stockstory.org
2026-06-13
StockStory
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2026-06-13
www.tradingview.com
2026-06-13
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Zacks
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Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
3 min read
MU
−1.43%
NVDA
+0.16%
Riding the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU outpaced Jensen Huang-led NVIDIA Corporation NVDA over the past year, rising 761.5% compared to NVIDIA’s 44.3%. Let us thus see how both companies per
2026-06-12
www.tradingview.com
2026-06-12
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EQS
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Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective…
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
4 min read
IFX
+3.89%
Infineon Technologies AG
Infineon Technologies AG: Release acc
2026-06-12
www.boerse.de
2026-06-12
boerse.de
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2026-06-12
www.tradingview.com
2026-06-12
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Can Synopsys' Design IP Business Rebound in Fiscal 2026?
Can Synopsys' Design IP Business Rebound in Fiscal 2026?
3 min read
SNPS
+1.13%
Synopsys’ SNPS Design IP segment faced pressure in the second quarter of fiscal 2026. Revenues declined to $454.2 million from $482 million in the year-ago quarter, while adjusted operating margin fell to 24% from 31%. The weakness was not limited
2026-06-12
news.google.com
2026-06-12
TradingView
2026-06-12
www.tradingview.com
2026-06-12
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GuruFocus
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Nvidia Strikes Major AI Deal. This Stock Is Exploding Higher
Nvidia Strikes Major AI Deal. This Stock Is Exploding Higher
Less than 1 min read
SHAZ
−9.09%
NVDA
+0.37%
Sharon AI
SHAZ
surged about 25% on Friday after entering a six-year strategic compute collaboration with NVIDIA
NVDA
.
Sharon AI said the agreement will support the rollout of 72 megawatts of new data-center c