Semiconductor News & Analysis Feed
880 articles
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Artificial intelligence (AI) infrastructure spending is booming, and two of the companies with leading chips in this field are Nvidia (
NVDA
2.16%
) with its graphics processing units (GPUs) and Alphabet (
GOOGL
+1.10%
) (
GOOG
+1.19%
) with its Tensor Processing Units (TPUs). The success of both is undeniable, as they are the two largest companies in the world by market cap as of this writing.
L
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia's China Woes Deepen As TikTok Parent ByteDance Eyes AI Chips From Iluvatar CoreX, Baidu: Report
Namrata Sen
Tue, June 16, 2026 at 12:31 PM PDT 6 min read
9903.HK
-1.89%
0700.HK
-0.45%
NVDA
-2.37%
688256.SS
+1.00%
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ByteDance, the parent company of
2026-06-17
eetimes.com
2026-06-17
Edge AI chip company said it can speed up engineer productivity when transferring to its hardware from months to hours.
2026-06-17
www.sphericalinsights.com
2026-06-17
Spherical Insights
According to market research firm Spherical Insights, which has been working in the semiconductor, advanced packaging, chip manufacturing, artificial intelligence hardware, and electronics supply chain industry for the last 10 years, their market study indicates that the global advanced chip packaging market is experiencing substantial growth and is expected to expand significantly through 2035.
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
__fail__
2026-06-16
memeburn.com
2026-06-16
Memeburn
TL;DR
Google is reportedly in talks with Samsung to help manufacture its future AI chip, codenamed Icefish.
TSMC will likely remain the primary producer, but capacity constraints are pushing Google to diversify suppliers.
The move highlights how the AI boom is reshaping the global semiconductor industry and supply chains.
Google could soon give Samsung a major role in building one of its most ad
2026-06-16
www.tomshardware.com
2026-06-16
Tom's Hardware
Tech Industry Artificial Intelligence
Qualcomm mulls taking over Jim Keller's Tenstorrent, report claims — deal for AI chipmaker would value the company at between $8 billion and $10 billion
News
By Anton Shilov published 15 hours ago
But for what?
When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works.
(Image credit: Tenstorrent)
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2026-06-16
www.msn.com
2026-06-16
MSN
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2026-06-16
www.msn.com
2026-06-16
MSN
Key Points
Elon Musk's SpaceX went public at an initial market value of $1.8 trillion, making it the largest IPO in history.
Among the 15 largest U.S. IPOs on record, the average stock dropped 33% during its first year on the market.
SpaceX trades at 115 times sales, which is 95% more expensive than the most richly valued stock in the S&P 500.
10 stocks we like better than Space Exploration Te
2026-06-16
www.msn.com
2026-06-16
MSN
WASHINGTON, June 16 (Reuters) - U.S. President Donald Trump has invoked the Defense Production Act to address constraints in weapons supply and development for munitions production and supply chains, according to a memo made public on Tuesday.
The move comes amid growing concern in Washington about the capacity of U.S. weapons manufacturers to meet demand.
Solid rocket motors, igniters and guida
2026-06-16
www.theregister.com
2026-06-16
The Register
SYSTEMS
Qualcomm said to be circling AI chip biz Tenstorrent in $10B RISC-V power play
Potential takeover would represent significant commitment to the open instruction set architecture
Dan Robinson
1
Published Tue 16 Jun 2026 // 11:15 UTC
Qualcomm is reportedly moving to buy AI chip firm Tenstorrent, an acquisition that could prove a major boost to the RISC-V ecosystem.
This comes from The I
2026-06-16
letsdatascience.com
2026-06-16
Let's Data Science
INFRASTRUCTURE
tsmc
chip packaging
cowos
copos
TSMC highlights CoWoS strength over panel packaging for largest AI chips
1 sources
|
June 16, 2026
6.8
Relevance Score
Photo: cdn.mos.cms.futurecdn.net · rights & takedowns
QUICK SUMMARY
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At TSMC's European Technology Symposium, Kevin Zhang, TSMC's senior vice president of business development and global sales and deputy co-COO, said that panel-l
2026-06-16
www.barrons.com
2026-06-16
Barron's
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2026-06-16
www.wsj.com
2026-06-16
WSJ
__fail__
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
evertiq.com
2026-06-16
Evertiq
© Air Liquide
Electronics Production | June 16, 2026
Air Liquide invests €200M in Korea to back SK hynix’s AI chip project
Evertiq
In order to supply SK hynix’s new packaging and testing fab “P&T7”, located in Cheongju, in the Chungcheongbuk province, Air Liquide will build and operate a state-of-the-art nitrogen production unit.
France’s Air Liquide has signed a long-term contract with SK hynix.
2026-06-16
www.msn.com
2026-06-16
MSN
Elon Musk’s SpaceX went public on Friday, exploding onto the scene with a valuation that quickly eclipsed $2 trillion.
Things went swimmingly for a while, with shares steadily rising from a debut $150 — a premium of 11 percent over the original asking price — on Friday to well over $200 on Tuesday. But after peaking at $222 Tuesday morning, SpaceX started its first sustained decline of its nascen
2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
ASE Tech, TW0003711008
New high-density fan-out module, ASE Technology pushes advanced packaging for AI chips
16.06.2026 - 03:43:12 | ad-hoc-news.de
ASE Technology is highlighting its FOCoS fan-out module as a high-density packaging option for AI and data center processors, combining multiple dies and high-bandwidth memory in a single advanced substrate stack for hyperscale and HPC customers.
AS
2026-06-16
www.msn.com
2026-06-16
MSN
Record price target: TD Cowen lifted Micron's target to $1,500, projecting strong AI-fueled growth and sustained pricing power.
Supply sold out: Micron's 2026 high-bandwidth memory output is fully booked, with 2027 orders already under negotiation.
Earnings in focus: Investors await June 24 results for signs of long-term contracts and profit margin strength.
Record-breaking rally: Micron stock
2026-06-16
digitimes.com
2026-06-16
Global expansion in AI chips, advanced logic processes, and multilayer 3D NAND flash memory is driving demand for tungsten hexafluoride (WF6), a critical electronic specialty gas used in semiconductor manufacturing. Limited short-term supply additions and low industry inventories are widening the supply-demand gap, triggering a rapid price increase.