Semiconductor News & Analysis Feed
907 articles
2026-06-10
digitimes.com
2026-06-10
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil fusion, and China's technology supply chain.
2026-06-10
digitimes.com
2026-06-10
WD is preparing for a global wave of AI data growth by prioritizing hard drives with higher capacity, faster performance, and lower power consumption. The company says the shift reflects how AI training and inference are generating more data than traditional systems can handle, making storage efficiency and affordability increasingly important worldwide.
2026-06-10
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2026-06-10
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MU Stock Slides 2% After-Hours As Goldman Sachs Doubles Price Target But Keeps Neutral Rating
MU Stock Slides 2% After-Hours As Goldman Sachs Doubles Price Target But Keeps Neutral Rating
2 min read
MU
−1.41%
KEY POINTS:
Micron is scheduled to report fiscal Q3 2026 results after market close on June 24.
According to data from Fiscal AI, Wall Street on average expects the compan
2026-06-10
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2026-06-10
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Allegro MicroSystems, Micron, and onsemi Stocks Trade Down, What You Need To Know
Allegro MicroSystems, Micron, and onsemi Stocks Trade Down, What You Need To Know
2 min read
ALGM
−3.24%
MU
−1.41%
ON
−3.23%
What Happened?
A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop th
2026-06-10
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2026-06-10
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SNPS: AI, Ansys integration, and robust partnerships drive growth, innovation, and margin expansion
SNPS: AI, Ansys integration, and robust partnerships drive growth, innovation, and margin expansion
Less than 1 min read
SNPS
−2.91%
Strong Q2 results led to raised full-year guidance, with double-digit EDA growth and a rebound in IP expected. AI and Ansys integration are driving ne
2026-06-10
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2026-06-10
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2026-06-10
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2026-06-10
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2026-06-09
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2026-06-09
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Can KLA Outgrow Chip Equipment Market Through 2030?
Can KLA Outgrow Chip Equipment Market Through 2030?
3 min read
KLAC
−1.19%
KLA Corporation KLAC is strengthening its position in the chip equipment market as AI-driven semiconductor complexity makes process control increasingly critical to advanced manufacturing. The company’s long-term growth case is tied less to broad capacity a
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
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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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Reuters
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Wolfspeed - Introduces Fifth-Generation Sic Mosfets For 1200 V And 750 V Applications
Wolfspeed - Introduces Fifth-Generation Sic Mosfets For 1200 V And 750 V Applications
RefinitivLess than 1 min read
WOLF
+0.65%
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2026-06-09
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2026-06-09
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Key facts: Intel tests 18A multi‑die; backup AI foundry; Cadence 14A
Key facts: Intel tests 18A multi‑die; backup AI foundry; Cadence 14A
Less than 1 min read
INTC
+11.19%
Intel is testing its 18A process and advanced packaging to see if four GPU dies can be fused into one chip for Nvidia’s 2028 Feynman GPUs; trials assess multi‑die fabrication feasibility.
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2026-06-09
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2026-06-09
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Key facts: AIXTRON to supply G10 GaN system to ROHM; Morgan Stanley >3%
Key facts: AIXTRON to supply G10 GaN system to ROHM; Morgan Stanley >3%
Less than 1 min read
AIXA
+3.33%
AIXTRON (AIXA) will supply a G10-GaN deposition system to ROHM's Hamamatsu plant for in-house 8" GaN epitaxy, targeting volume production of 650V and 100V power device wafers.
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AIXTRON SE (AIXA): Morg
2026-06-09
www.lightreading.com
2026-06-09
Light Reading
Nvidia CEO Jensen Huang clinches AI deals with SK Group, Naver and LG Group in Seoul, following a series of partnerships announced in Taipei last week.
Another week, another slew of Nvidia AI deals with Asian partners.
Last week Nvidia boss Jensen Huang unveiled a series of partnerships on a visit to Taipei, including with SKT on physical AI.
Now he's in Seoul announcing multiple deals with Kor
2026-06-09
digitimes.com
2026-06-09
Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
2026-06-09
digitimes.com
2026-06-09
India's semiconductor push is creating an opening for companies outside the traditional chipmaking chain, including advanced materials suppliers that could serve electronics, sensor, battery, and semiconductor-related applications before the country's own wafer fabrication ecosystem matures.
2026-06-09
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2026-06-09
MSN
2026-06-09
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2026-06-09
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Cadence Announces Collaboration With Intel Foundry To Accelerate Intel 14A Process Optimization For Hpc And Mobile Designs
Cadence Announces Collaboration With Intel Foundry To Accelerate Intel 14A Process Optimization For Hpc And Mobile Designs
RefinitivLess than 1 min read
CDNS
+4.80%
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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 Systems Inc (CDNS) moved up by 5.04%. The Software & IT Services sector is down by 0.02%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) down 1.28%; Alphabet Inc Class A (GOOGL) down 1.04%; Meta Platforms Inc (META) down 1.02%.
Cadence Design Systems (CDNS) experienced significant positive movement, primarily driven by recent st