Semiconductor News & Analysis Feed
10801 articles
2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
China, GaN
China GaN Ban Tests Infineon's AI Data Center Momentum as Forward P/ E Hits 34x
15.06.2026 - 21:05:17 | boerse-global.de
Infineon accelerates €5B Dresden fab to 2026, but patent dispute in China forces halt of GaN sales. AI power chip revenue forecast to grow, stock up 111% YTD.
China - China GaN Ban Tests Infineon's AI Data Center Momentum as Forward P/E Hits 34x 15.06.2026 - Bild: ü
2026-06-16
stocksdownunder.com
2026-06-16
Stocks Down Under
KEY POINTS
Micron makes a special memory chip (HBM) that AI computers need, and it is sold out for all of 2026.
The stock jumped about 11% on Monday to a record high near US$1,089, up more than 700% in a year, making it roughly a US$1.2 trillion company.
Experts strongly disagree: some see it rising to US$1,750, while others see it falling sharply from here.
The next big test is the company’s ear
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
AMD acquires MEXT to get Predictive Memory Engine that offloads infrequently accessed data from DRAM to NAND storage.
2026-06-16
www.investors.com
2026-06-16
Investor's Business Daily
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2026-06-16
www.moomoo.com
2026-06-16
Moomoo
__fail__
2026-06-16
mexicobusiness.news
2026-06-16
Mexico Business News
Nvidia is preparing a US$20 billion corporate bond issuance, marking its first investment-grade debt offering in five years. The transaction reflects growing capital requirements across the AI ecosystem and highlights how leading technology companies are using debt markets to finance infrastructure, product development, and balance sheet management.
Nvidia plans to raise US$20 billion through a U
2026-06-16
stockstotrade.com
2026-06-16
StocksToTrade
Wolfspeed Inc. New stocks have been trading up by 14.65 percent on strong investor optimism over its latest strategic developments.
Key Takeaways
Wolfspeed signed an MOU with GE Aerospace to supply 10 kV silicon carbide MOSFET die and co-develop high‑voltage SiC power module formats for industrial, AI, aerospace, and defense markets.
The company launched fifth‑generation silicon carbide MOSFETs w
2026-06-16
wccftech.com
2026-06-16
Wccftech
Memory manufacturer Micron could benefit from high DRAM and HBM prices in 2026 and 2027, believes financial firm Aletheia Capital. Micron, like SK hynix and Samsung, has benefited from the strong demand for AI chips in the current buildout as memory production constraints have pushed prices up. The financial firm believes that the value of memory chips in the AI ecosystem will become the most impo
2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
TSMC, TW0002330008
AI packaging push: how TSMC’s CoWoS advanced packaging is scaling for the next wave
15.06.2026 - 19:54:24 | ad-hoc-news.de
TSMC’s CoWoS advanced packaging platform is at the center of the AI accelerator boom. Capacity for the 2.5D chip-on-wafer-on-substrate technology is ramping hard, with the foundry targeting well over 100,000 wafers per month as hyperscaler demand keeps clim
2026-06-16
www.yolegroup.com
2026-06-16
Yole Group
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2026-06-16
wccftech.com
2026-06-16
Wccftech
US-based AI company, Tensordyne, has announced the successful tape-out of its Napier chip, which it claims to demolish NVIDIA's Blackwell & Rubin chips with leading token throughput and efficiency.
The Napier chip will be the core component of the Tensordyne Napier TDN system, which is designed in collaboration with Broadcom and HPE Juniper Networks. The Napier platform has one goal: to unify AI
2026-06-16
www.barchart.com
2026-06-16
Barchart.com
NVIDIA Corp logo outside building-by BING-JHEN_HONG via iStock
Nvidia (NVDA) has announced a six-year strategic compute collaboration with SharonAI (SHAZ), a neocloud company focused on high-performance computing and artificial intelligence (AI) infrastructure.
The deal will enable 72 MW of new data center capacity in Australia, deploying NVDA’s DSX AI factory design and scaling up to 40,000 GB3
2026-06-16
wccftech.com
2026-06-16
Wccftech
The compact space inside smartphones makes it difficult to adopt High Bandwidth Memory (HBM), not to mention the thermal problem, but a rumor claims that Chinese smartphone brands have a custom-made Low Latency Wide DRAM (LLW) that adopts a similar integrated design as the aforementioned technology. While the design isn’t “true HBM,” it aims to resolve the performance bottleneck issue that LPDDR R
2026-06-16
www.msn.com
2026-06-16
MSN
Nvidia (NVDA) is looking to raise at least $20 billion in the bond market, turning the AI chip giant into the latest company to tap Wall Street for the boom it helped create.
The company is marketing bonds in seven parts, with maturities running from two years to 30 years, according to Bloomberg. It would be Nvidia's first corporate bond sale since 2021.
This is not a distress signal. Nvidia is
2026-06-16
developer.nvidia.com
2026-06-16
NVIDIA Developer
Mixture-of-experts (MoE) models have quickly become a foundational component of modern, large-scale AI systems. They are widely adopted because they enable substantially larger model capacity while activating only a subset of parameters for each token, offering an unparalleled approach for scaling performance within a practical compute budget. As model scales continue to grow, the optimization of
2026-06-16
qz.com
2026-06-16
qz.com
MARKETS
Nvidia is joining the AI borrowing frenzy
Nvidia is joining a broad wave of technology companies borrowing in bond markets to finance spending tied to the AI buildout
By
Colleen Cabili
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Nvidia $NVDA +3.36% is selling at least $2
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Nvidia joins Wall Street's AI funding wave
Jared Blikre
Mon, June 15, 2026 at 9:32 AM PDT 2 min read
NVDA
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SPCX
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Trading disclosure
Nvidia (NVDA) is looking to raise at least $20 billion in the bond market, turning the AI chip giant into the latest company to tap Wall Street for the boom it helped create.
The company is marketing bonds in seve
2026-06-16
www.aol.com
2026-06-16
AOL.com
Forget ASML Holding: 1 Unstoppable AI Cash-Flow Machine to Buy Hand Over Fist After the Pullback
ALEX SIROIS
Updated Mon, June 15, 2026 at 11:48 PM GMT+8
0
Quick Read
NVIDIA generated $97 billion in free cash flow last year and trades at 31x earnings, which is roughly half ASML's multiple, after a 9% pullback.
ASML burned $3 billion in free cash flow in Q1 2026 while trading at 62x earnings with
2026-06-16
www.mercurynews.com
2026-06-16
The Mercury News
BUSINESS
News
Nvidia joins AI debt boom with bond sale targeting $20 billion
Chipmaking giant Nvidia Corp. is looking to sell at least $20 billion of bonds on Monday, joining a wave of companies that are borrowing as they pay for investments in the artificial intelligence boom
By BLOOMBERG | wordpress@medianewsgroup.com | Bloomberg
PUBLISHED: June 15, 2026 at 9:09 AM PDT | UPDATED: June 15, 2026 a
2026-06-16
eetimes.com
2026-06-16
The company said it can consume an order of magnitude less power per token versus GPU alternatives.