Semiconductor News & Analysis Feed
880 articles
2026-06-16
digitimes.com
2026-06-16
Qualcomm has been in talks to acquire Tenstorrent, an AI chip startup, The Informationreported, citing a person with direct knowledge of the deal. The two companies have discussed a price of US$8 billion to US$10 billion, the person said, a significant premium to Tenstorrent's last known valuation.
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
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.
2026-06-16
digitimes.com
2026-06-16
TSMC is accelerating its advanced packaging roadmap for AI chips, expanding CoWoS capacity while publicly disclosing new progress in glass substrate technology. The company is also signaling that next-generation packaging competition is shifting from CoWoS toward CoPoS as it builds out a fuller ecosystem ahead of rivals.
2026-06-16
stocktwits.com
2026-06-16
Stocktwits
stocktwits.com
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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
www.theinformation.com
2026-06-16
The Information
Exclusive: Qualcomm in Talks to Buy Tenstorrent to Expand AI Chip Capabilities
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2026-06-16
news.engineering.asu.edu
2026-06-16
Arizona State University (ASU)
news.engineering.asu.edu
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2026-06-16
www.techtimes.com
2026-06-16
Tech Times
By Allen Lee
Published: Jun 15 2026, 15:57 PM EDT
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The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GETTY IMA
2026-06-16
www.pymnts.com
2026-06-16
PYMNTS.com
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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
eetimes.com
2026-06-16
The company said it can consume an order of magnitude less power per token versus GPU alternatives.
2026-06-15
www.tradingview.com
2026-06-15
TradingView
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Nvidia stock jumps after $20B bond offering report as AI chip stocks rally
Nvidia stock jumps after $20B bond offering report as AI chip stocks rally
2 min read
NVDA
+3.48%
Nvidia NVDA shares climbed more than 2% on Monday after a Reuters report said the artificial intelligence chip leader is preparing to raise $20 billion through a US bond offering, marking its return to the inve
2026-06-15
cryptobriefing.com
2026-06-15
Crypto Briefing
Nvidia plans to raise at least $20B from bond sale as AI chip demand surges
The GPU giant is reportedly tapping high-grade debt markets in what would be its largest bond offering ever
2026-06-15
www.benzinga.com
2026-06-15
Benzinga
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2026-06-15
cryptobriefing.com
2026-06-15
Crypto Briefing
ByteDance in talks to acquire AI chips from Iluvatar CoreX in push away from Nvidia
TikTok's parent company is negotiating to buy at least 50,000 AI inference GPUs from the Shanghai-based chipmaker as
2026-06-15
memeburn.com
2026-06-15
Memeburn
TL;DR
Nvidia hired Bruce Andrews, Intel's former government affairs chief and Obama-era Commerce Department official, as its new Chief External Affairs Officer.
The chipmaker's lobbying expenditures surged from $640,000 in 2024 to nearly $5 million in 2025, roughly a 670% increase.
Andrews' appointment comes amid tighter US chip export controls, a June 2026 crackdown on Chinese subsidiary loophol
2026-06-15
digitimes.com
2026-06-15
As global semiconductor supply chains are rebuilt, Southeast Asia is evolving from a back-end test-and-pack region into a resilient, multi-center advanced packaging and equipment ecosystem, according to industry participants. Migration drivers include pushes for local production and service, faster ramps for AI chip capacity, and customer demands for supply chain resilience amid de-Americanization
2026-06-15
digitimes.com
2026-06-15
LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand for substrates used in AI servers, 5G smartphones, and on-device AI chips. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates, as substrate suppliers adjust capacity plans to stronger demand from advanced mobile devices and AI infrastructure.
2026-06-14
www.quiverquant.com
2026-06-14
Quiver Quantitative
Capacity Expansion Focus: Social media conversations center on TSMC's aggressive plans to construct multiple new fabrication facilities each year. Analysts note the firm's target of six-figure monthly wafer output by 2029 amid sustained high demand.
Supply Constraints Persist: Recent commentary emphasizes that TSMC's Arizona plant remains fully booked through 2027, with big tech clients continuin