Semiconductor News & Analysis Feed
907 articles
2026-06-12
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2026-06-12
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Nvidia Taps Veteran Lobbyist for Washington Role
Nvidia Taps Veteran Lobbyist for Washington Role
Less than 1 min read
NVDA
−0.14%
Nvidia (NVDA, Financials) has brought in veteran Washington insider Bruce Andrews to lead its government affairs efforts, strengthening its presence in the U.S. capital as artificial intelligence and chip policy become increasingly important.
Andre
2026-06-12
www.siliconrepublic.com
2026-06-12
Silicon Republic
BUSINESS
Chipmaker Infineon readies to open new German fab
by Suhasini Srinivasaragavan
12 JUN 2026
SAVE ARTICLE
Image: © Kara/Stock.adobe.com
The new fab marks a win for the EU in its attempts to improve the bloc’s chipmaking capacity.
Global semiconductor company Infineon Technologies is set to open a new €5bn chip factory in Germany, extending its existing campus in Dresden.
The factor
2026-06-12
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2026-06-12
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Nvidia Stock Fans Just Got Good News From China
Nvidia Stock Fans Just Got Good News From China
Less than 1 min read
NVDA
+0.07%
Nvidia
NVDA
has begun telling Chinese customers they can place orders for its new Vera central processors, with shipments potentially starting in August, as the company looks for another route into a market constrained by U.S. export rules.
One maj
2026-06-12
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2026-06-12
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Nvidia Opens Another AI Chip Door in China
Nvidia Opens Another AI Chip Door in China
Less than 1 min read
NVDA
−0.07%
Nvidia
NVDA
is pitching its new Vera CPUs to Chinese customers, opening a fresh path into the market as U.S. export controls continue to complicate GPU sales.
Reuters reported that Nvidia has told clients in China they may be able to start placing Vera order
2026-06-12
www.tradingpedia.com
2026-06-12
TradingPedia
Nvidia Courts China Buyers Vera AI CPUs Export Snags US
Written by Sandra Leggero, | Updated: June 12, 2026
Key Moments
Nvidia has informed Chinese customers that Vera CPUs for AI data centers could be available as early as August, and is already inviting orders, according to three sources.
A major Chinese cloud provider is preparing an initial order for more than 300 dual-Vera-CPU servers, while
2026-06-12
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2026-06-12
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Banks curb hedge fund bets on SK Hynix and Samsung, Bloomberg News reports
Banks curb hedge fund bets on SK Hynix and Samsung, Bloomberg News reports
RefinitivLess than 1 min read
000660
+3.76%
005930
+7.86%
C
+3.52%
JPM
+1.41%
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2026-06-12
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2026-06-12
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Banks Curb Hedge Fund Bets On SK Hynix, Samsung After Wild Moves- Bloomberg News
Banks Curb Hedge Fund Bets On SK Hynix, Samsung After Wild Moves- Bloomberg News
RefinitivLess than 1 min read
000660
+5.05%
005930
+8.53%
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2026-06-12
www.azom.com
2026-06-12
AZoM
From Forge Nano
Jun 12 2026
Forge Nano, Inc., a leading U.S. based semiconductor equipment and advanced materials company pioneering Atomic Layer Deposition ("ALD") technology for artificial intelligence ("AI")-era chip manufacturing and defense battery applications, which has signed an agreement to merge with Archimedes Tech SPAC Partners II Co. ("Archimedes II"), today announced that a leading
2026-06-12
www.bitget.com
2026-06-12
Bitget
On June 12, Infineon Technologies AG announced that it is preparing to launch its largest single investment to date—a semiconductor factory costing €5 billion (approximately 39.2 billion RMB). The construction of this factory has received subsidies from the European Union, aimed at increasing chip production. Infineon's Chief Operating Officer Alexander Gorski stated on-site this week that this po
2026-06-12
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2026-06-12
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Key facts: Samsung may make Google TPU interface on 2nm; memory bonuses
Key facts: Samsung may make Google TPU interface on 2nm; memory bonuses
Less than 1 min read
005930
+11.87%
Samsung Electronics (005930) may make the interface chip for Google’s next‑gen Tensor TPU using its 2nm process; TSMC would supply the main compute die. Mass production possible by 2028.
1
Samsung E
2026-06-12
digitimes.com
2026-06-12
China's two leading memory chipmakers, CXMT and YMTC, are moving closer to the capital market, putting the country's memory industry back under the semiconductor spotlight.
2026-06-12
digitimes.com
2026-06-12
Cadence and Intel Foundry are expanding their collaboration on advanced chip design, a move that could affect future semiconductors used in devices and data centers worldwide. The agreement aims to improve performance, power efficiency, and design readiness as chipmakers race to bring next-generation technologies to market.
2026-06-12
digitimes.com
2026-06-12
SK Hynix is preparing to begin mass production of its next-generation 375-layer 3D NAND flash memory by year-end, while pushing ahead with a broader capacity buildout and moving toward a US listing as early as August.
2026-06-12
news.google.com
2026-06-12
Stock Titan
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading 2.7% Higher - Still a Buy?
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
TSMC shares rose 2.7% on Thursday, trading around $419.67 after briefly touching $422.25, as investors continued to react positively to the company’s momentum.
Analysts have been raising earnings estimates and price targets, citing strong
2026-06-12
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2026-06-12
MarketWatch
2026-06-12
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2026-06-12
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AMD and Qualcomm Shares Are Soaring, What You Need To Know
AMD and Qualcomm Shares Are Soaring, What You Need To Know
2 min read
AMD
+7.97%
QCOM
+6.15%
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.
Semiconductor sto
2026-06-12
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2026-06-12
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Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
2 min read
PENG
+9.93%
ON
+5.26%
PLAB
+7.33%
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressur
2026-06-12
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2026-06-12
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Nvidia Deepens Microsoft AI Alliance
Nvidia Deepens Microsoft AI Alliance
Less than 1 min read
NVDA
+1.04%
MSFT
−2.30%
NVIDIA (NVDA, Financials) is adding to its long-running work with Microsoft as more companies look for practical ways to use AI.
The latest effort connects Nvidia's chips and software with Microsoft's Azure cloud, Windows devices and business data tools. In si
2026-06-11
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2026-06-11
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Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
3 min read
NVDA
+0.61%
AMD
+3.57%
INTC
+5.55%
Semiconductor stocks rallied on Thursday after Bank of America identified agentic AI as the next major growth catalyst for the industry, creating a potentially massive opportunity for chipmaker