Semiconductor News & Analysis Feed
10796 articles
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Key Points
Musk has ambitious goals to develop an AI chip that would be superior to Nvidia's GPUs.
However, turning his vision into reality won't be easy.
Nvidia investors shouldn't panic about the threat from Musk, but they shouldn't ignore it either.
10 stocks we like better than Nvidia ›
The world's first trillionaire has the world's biggest company in his crosshairs.
Thanks primarily to
2026-06-16
www.infoworld.com
2026-06-16
InfoWorld
Nvidia’s RTX Spark paints a future in which AI agents and locally tuned language models live on the laptop in your backpack.
Credit: ViDI Studio/Shutterstock.com
Nvidia’s new RTX Spark is one of the most interesting personal computing announcements in years. That’s because it’s not just another PC platform, but tries to redefine the role of the personal computer in the age of AI. Announced at Co
2026-06-16
www.msn.com
2026-06-16
MSN
Record-breaking raise: Nvidia secured $25 billion in bonds, its largest debt deal ever, after orders more than tripled the offering size.
Strategic financing: Beyond refinancing debt, Nvidia aims to set a liquid credit benchmark to ease future borrowing amid AI market expansion.
AI capital race: The sale aligns with big tech's $700B AI spending push, positioning Nvidia as a key player in the sec
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Micron Technology (
MU
5.50%
) has been one of the best performers in the S&P 500 (
^GSPC
0.57%
) year to date, with shares up 240%. The stock has become a popular way to participate in the artificial intelligence trade because the company is a key supplier of memory chips.
I think Micron will reach $1,500 per share after the company reports fourth-quarter financial results for fiscal 2027 (which
2026-06-16
astanatimes.com
2026-06-16
The Astana Times
BY AIDA HAIDAR in EDITOR’S PICKS, INTERNATIONAL on 16 JUNE 2026
ASTANA — Kazakhstan signed $10 billion worth of agreements with the United States AI infrastructure company Firebird and technology leader NVIDIA to develop large-scale artificial intelligence infrastructure, marking one of the country’s most ambitious technology investments to date.
The agreements, signed following a June 16 meetin
2026-06-16
www.digitimes.com
2026-06-16
digitimes
Global semiconductor manufacturing equipment sales reached a record US$36.55 billion in the first quarter of 2026, driven by AI-related investment in advanced logic, DRAM, and advanced packaging capacity, according to the latest Worldwide Semiconductor...
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2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
Lam Research, US5128071082
AI wafer demand lifts Lam Research’s Sense.i platform into the spotlight
16.06.2026 - 10:44:18 | ad-hoc-news.de
Lam Research’s Sense.i etch platform is emerging as one of the key workhorses for high-aspect-ratio 3D NAND and advanced logic, as chipmakers ramp AI data center capacity and high-bandwidth memory. The modular system targets lower cost per wafer and tighter pr
2026-06-16
technode.global
2026-06-16
TNGlobal
Kenanga Research said Monday that advanced packaging will become the next battleground in semiconductor value chain and benefit Malaysia’s technology players.
The research house said in a note that advanced packaging has emerged as a critical enabler of next-generation semiconductor performance, particularly as Moore’s Law slows and artificial intelligence (AI)/ high performance computing (HPC) w
2026-06-16
www.mk.co.kr
2026-06-16
매일경제
사진 확대
Employees of KT's partner companies are packing set-top boxes. KT
As demand for high-bandwidth memory (HBM) for artificial intelligence (AI) servers has soared, the price of general-purpose memory in set-top boxes is also soaring. Accordingly, KT is the first telecommunications company to pay advance payments to its partners to stabilize the supply chain.
KT announced on the 16th that it re
2026-06-16
focustaiwan.tw
2026-06-16
Focus Taiwan
Taipei, June 16 (CNA) Liao Cheng-wei (廖承威), director general of Taiwan's Intellectual Property Office (TIPO), said on Tuesday that he suspected two firms currently suing contract chipmaker Taiwan Semiconductor Manufacturing Co. (TSMC) for patent infringement are so-called "patent trolls."
When asked whether TIPO has knowledge of the details of the case filed with the U.S. International Trade Comm
2026-06-16
news.google.com
2026-06-16
TradingView
2026-06-16
news.google.com
2026-06-16
digitimes
2026-06-16
www.digitimes.com
2026-06-16
digitimes
On June 15, Synopsys celebrated the 35th anniversary of its Taiwan operations and officially opened its new office at Hsinchu Science Park X Software Park.
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2026-06-16
www.eenewseurope.com
2026-06-16
eeNews Europe
SEMICON Taiwan 2026 is set to return to Taipei in September with record-scale ambitions, reflecting the semiconductor industry’s continued expansion amid booming demand for AI and high-performance computing (HPC). Organizers expect the event to draw more than 100,000 professionals from 65 countries and feature over 1,300 exhibitors across 4,300 booths, both new highs for the show.
2026-06-16
www.digitimes.com
2026-06-16
digitimes
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC...
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2026-06-16
www.insidermonkey.com
2026-06-16
Insider Monkey
NEWS
Taiwan Semiconductor Manufacturing Company Limited (TSM)’s CEO Expresses Concern About Water, Talent Shortages
Published on June 16, 2026 at 2:27 am by ASHAR JAWAD in News
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the 10 Stocks ChatGPT Predicts Could Make You Wealthy in 3 Years. While speaking at a ceremony for a new science park in Pingtung, the company’s
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Taiwan Semiconductor Manufacturing Company Limited (TSM)’s CEO Expresses Concern About Water, Talent Shortages
Ashar Jawad
Mon, June 15, 2026 at 11:27 PM PDT 2 min read
2330.TW
-1.46%
TSM
-3.53%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the 10 Stocks ChatGPT Predicts Could Make You Wealthy in 3 Years. While speaking at a ceremo
2026-06-16
www.mk.co.kr
2026-06-16
매일경제
Preemptive response to a 7-fold jump in memory values
Set-top box costs also doubled
Funding first-time carrier materials purchases
"Prevent supply chain disruptions and stabilize supply chains"
사진 확대
The manufacturing site of KT's set-top box partner. KT
As demand for high-bandwidth memory (HBM) for artificial intelligence (AI) servers has soared, the price of general-purpose memory in set-top b
2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
Infineon’s, Two-Pronged
Infineon’s Two-Pronged Growth Bet: Humanoid Robots and AI Power Grids Fuel Rally
16.06.2026 - 07:51:18 | boerse-global.de
Infineon rides humanoid robotics and AI power waves, shares up 111% YTD. GaN tech for robots, SiC modules for data centers. Guidance raised, market cap over €100B.
Infineon’s - Infineon’s Two-Pronged Growth Bet: Humanoid Robots and AI Power Grids Fuel
2026-06-16
news.google.com
2026-06-16
EE Times Asia