Semiconductor News & Analysis Feed
3854 articles
2026-06-16
digitimes.com
2026-06-16
China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity for the second half of the year. But supply chain players say the long-term priority is still to expand substrate capacity from non-China sources, with supply security for the AI industry outweighing price.
2026-06-16
digitimes.com
2026-06-16
NAND flash memory supplier Kioxia Holdings has surpassed Toyota Motor in market capitalisation, becoming Japan's most valuable company. The development highlights how the global artificial intelligence (AI) boom is reshaping Japan's corporate landscape.
2026-06-16
digitimes.com
2026-06-16
Shanghai Enflame Technology is nearing a STAR Market listing, bringing another Chinese AI chipmaker closer to public markets while losses, Tencent concentration, and a small share in Nvidia-led accelerators remain unresolved.
2026-06-16
digitimes.com
2026-06-16
AI, high-performance computing, and early pull-ins from TV, PC, and notebook supply chains pushed the global foundry market to a record high in the first quarter of 2026. China's Nexchip Semiconductor delivered the key ranking shift, overtaking Taiwan's Vanguard International Semiconductor (VIS) for the first time to become the world's eighth-largest foundry.
2026-06-16
digitimes.com
2026-06-16
AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance, reduce infrastructure costs, and accelerate the deployment of AI, analytics, and high-performance workloads across cloud and enterprise systems.
2026-06-16
digitimes.com
2026-06-16
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 substrate suppliers,Unimicron,Kinsus, andNanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.
2026-06-16
digitimes.com
2026-06-16
Austria's AT&S plans to invest up to EUR2 billion (approx. US$2.32 billion) to expand its Kulim plant and a previously unused building at the second site in Kulim, Malaysia, as part of a broader push to capitalize on AI demand. The company said the investments will be fully supported and financed by long-term customer commitments, and it expects to represent at least five leading US tech partners.
2026-06-16
crypto.news
2026-06-16
crypto.news
Nvidia taps $20B debt market as AI boom reshapes Bitcoin mining
By Lawrence Mondal
Jun 16, 2026 at 07:58 AM GMT+8
Edited by Lawrence Mondal
NEWS
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Nvidia has raised the stakes in the artificial intelligence infrastructure race with plans to borrow at least $20 billion from debt markets, a move that comes as Bitcoin miners increasingly reposition themselves as AI and high-performance computi
2026-06-16
sg.finance.yahoo.com
2026-06-16
Yahoo Finance Singapore
Why AI investor Aschenbrenner is shorting Nvidia, buying HIVE
Why AI investor Aschenbrenner is shorting Nvidia, buying HIVE · TheStreet
Jackson Alton Hinkle
Mon, 15 June 2026 at 4:56 pm GMT-7 3 min read
HIVE
+2.78%
BTC-USD
-0.82%
NVDA
-2.37%
Leopold Aschenbrenner, the former OpenAI researcher whose AI-focused fund posted blockbuster 2025 returns, used his Q1 2026 13F to do something counterintuit
2026-06-16
simplywall.st
2026-06-16
simplywall.st
Germany/Semiconductors/XTRA:AIXA
AIXTRON (XTRA:AIXA) Stock Valuation After ROHM GaN Partnership And Strong AI Power Demand
June 16, 2026
Simply Wall St
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ROHM Semiconductor’s decision to deploy AIXTRON (XTRA:AIXA) G10-GaN equipment for in-house gallium nitride epitaxy puts fresh attention on the stock, as investors weigh what this partnership could mean for growth-focused power elec
2026-06-16
news.google.com
2026-06-16
NBC 7 San Diego
2026-06-16
www.frontier-enterprise.com
2026-06-16
Frontier Enterprise
Frontier TechAI & MLNews
Foxconn, Taiwan hospitals tap NVIDIA for agentic and physical AI
By Staff Writer -
June 16, 2026
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Foxconn and Taiwan’s leading medical centers are deploying NVIDIA-powered special agent workforces to scale the region’s transition to AI‑driven health systems.
Agentic AI represents a new hospital operating system that is adaptive, orchestrated and built to scale clin
2026-06-16
stocktwits.com
2026-06-16
Stocktwits
stocktwits.com
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2026-06-16
simplywall.st
2026-06-16
simplywall.st
United States/Semiconductors/NasdaqGS:POWI
Does Power Integrations’ (POWI) Kyber-Optimized GaN Push Redefine Its High-Voltage AI Data Center Ambitions?
June 16, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In June 2026, Power Integrations introduced two ultra-slim auxiliary power supply reference designs for 800 VDC AI data centers, including a 15 W single-output and a 35 W six-
2026-06-16
simplywall.st
2026-06-16
simplywall.st
United States/Software/NasdaqGS:CDNS
How Cadence’s Expanded Intel 14A AI Collaboration Will Impact Cadence Design Systems (CDNS) Investors
June 16, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier in June 2026, Cadence Design Systems announced an expanded multi-year collaboration with Intel Foundry to co-optimize Intel’s upcoming 14A process node, combining Cadence’s agentic
2026-06-16
eetimes.com
2026-06-16
GlobalFoundries leads with the first silicon to support OCI MSA, shaking up AI data centers.
2026-06-16
www.latimes.com
2026-06-16
Los Angeles Times
The Nvidia Corp. logo during the Computex conference in Taipei, Taiwan, on Wednesday, May 21, 2025.
By Brian Smith and Gerson Freitas Jr.
June 15, 2026 3 PM PT
Chipmaking giant Nvidia Corp. sold $25 billion of high-grade bonds, joining a wave of jumbo debt offerings from tech heavyweights as investors clamor to get exposure to the artificial intelligence boom.
The deal, priced on Monday, attract
2026-06-16
www.digitimes.com
2026-06-16
digitimes
After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of...
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2026-06-16
sherwood.news
2026-06-16
Sherwood News
Luke Kawa
6/15/26
Qualcomm reportedly in talks to acquire AI chip design company Tenstorrent
QualcommQCOM $215.32 (-3.17%) is in talks to acquire AI chip design firm Tenstorrent for $8 billion to $10 billion, according to The Information.
This transaction, if completed, would be another concrete signal of the San Diego-based chip company’s attempt to carve out a niche in the upstream AI space (d
2026-06-16
news.google.com
2026-06-16
thestreet.com