Semiconductor News & Analysis Feed
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
AD HOC NEWS
Infineon’s, Dresden
Infineon’s €5B Dresden Fab Opens Early as China GaN Sales Ban Clouds Outlook
15.06.2026 - 04:13:47 | boerse-global.de
Infineon opens €5B Dresden smart-power fab ahead of schedule, but a Chinese patent ruling bans its GaN products, forcing a strategic pivot amid booming AI and EV demand.
Infineon’s - Infineon’s €5B Dresden Fab Opens Early as China GaN Sales Ban Clouds Outlook
2026-06-15
www.techtimes.com
2026-06-15
Tech Times
By Allen Lee
Published: Jun 14 2026, 20:45 PM EDT
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A photo taken on May 19, 2026 shows the US multinational technology and Internet-related services company Google displayed on a smartphone (bottom) in front of the Google's logo on a laptop screen in Frankfurt am Main, western Germany. KIRILL KU
2026-06-15
digitimes.com
2026-06-15
Taiwan's fabless semiconductor design sector posted its strongest year-over-year growth figures in years as of May 2026, with a cluster of memory-adjacent and storage chip makers leading a recovery that is both remarkable in scale and strikingly uneven in distribution. Of the 105 companies tracked, 69 reported positive accumulated year-over-year growth through May, but the top performers are lappi
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Dear Future SK Hynix Stock Investors, Mark Your Calendars for June 22
Ai chip by Quality Stock Arts via Shutterstock
Faisal Humayun Khan
Sun, June 14, 2026 at 11:00 AM PDT 3 min read
000660.KS
+6.42%
005930.KS
+4.50%
AI-related stocks have been on a roll not just in the United States, but globally. With the shortfall of memory chips globally, the South Korean markets surged to record highs. This
2026-06-15
www.barchart.com
2026-06-15
Barchart.com
Ai chip by Quality Stock Arts via Shutterstock
AI-related stocks have been on a roll not just in the United States, but globally. With the shortfall of memory chips globally, the South Korean markets surged to record highs. This rally was driven by technology giants like Samsung Electronics (SMSN.L.EB) and SK Hynix. The ferocity of the rally can be judged by the fact that SK Hynix stock has retur
2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Ams, Osram
Ams Osram Marries Debt Reprieve with Agri-Tech Ambition as Infineon Sale Nears Completion
14.06.2026 - 15:05:36 | boerse-global.de
Ams Osram slashes annual interest by €40M, targets under €150M by 2028, while expanding into horticulture LEDs and awaiting €570M sensor division sale to Infineon.
Ams - Ams Osram Marries Debt Reprieve with Agri-Tech Ambition as Infineon Sale Nears Complet
2026-06-14
tomshardware.com
2026-06-14
Etiido Uko
A preprint claims Pearl’s AI mining network consumes 320,000 GPU-equivalents and 112 MW while producing no verified useful AI computation.
2026-06-14
simplywall.st
2026-06-14
simplywall.st
Germany/Semiconductors/XTRA:IFX
Infineon Technologies (XTRA:IFX) Stock After China GaN Sales Ban A Fresh Look At Valuation
June 14, 2026
Simply Wall St
Infineon Technologies (XTRA:IFX) is under fresh scrutiny after China’s Supreme People’s Court upheld a sales injunction on its Gallium Nitride products in mainland China, ending a key patent dispute with Innoscience.
See our latest analysis for I
2026-06-14
www.insidermonkey.com
2026-06-14
Insider Monkey
NEWS
Taiwan Semiconductor (TSM) Posts Strong May Sales, UBS Names Stock a Top Pick on Agentic AI Outlook
Published on June 13, 2026 at 1:59 pm by FAHEEM TAHIR in News
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With a profit margin of 47.34% and net income of $55.13 billion (FY25), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the most profitable blue chip stocks to buy according to hedge funds. Meanwhile,
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Taiwan Semiconductor (TSM) Posts Strong May Sales, UBS Names Stock a Top Pick on Agentic AI Outlook
Faheem Tahir
Sat, June 13, 2026 at 10:59 AM PDT 2 min read
2330.TW
+2.67%
DX-Y.NYB
+0.06%
TSM
+0.68%
Trade TSM on Coinbase
Trading disclosure
With a profit margin of 47.34% and net income of $55.13 billion (FY25), Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the most pr
2026-06-13
digitimes.com
2026-06-13
Linkotech said its fan-out panel-level packaging rollout is showing early momentum, with certification from a North American low-Earth-orbit satellite communications customer and first equipment deliveries completed in the first half of 2026. The company said related sales could quickly rise to double digits as a share of annual revenue, with implications for supply chains worldwide.
2026-06-13
digitimes.com
2026-06-13
Nvidia has begun telling Chinese clients that its new Vera central processing unit (CPU) could be available as soon as August and that they can start placing orders, Reutersreported, citing three people familiar with the matter.
2026-06-13
www.tomshardware.com
2026-06-13
Tom's Hardware
PC Components CPUs
Nvidia preps to sell its Vera CPUs into China as its GPU sales stay frozen — customers encouraged to place orders for CPU shipments as early as August
News
By Luke James published 4 hours ago
Chinese cloud firms are reportedly testing more than 300 Vera servers overseas.
(Image credit: Getty / Patrick T Fallon)
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2026-06-13
tomshardware.com
2026-06-13
Luke James
Nvidia has told Chinese clients that its Arm-based Vera server CPUs could be available as soon as August.
2026-06-12
www.moomoo.com
2026-06-12
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2026-06-12
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Google AI
Synopsys claims to help customers accelerate silicon innovation, reduce risk, and bring increasingly complex AI-driven systems to market faster. In an exclusive interaction, Sudeep Shivalli, Regional Sales Director, GTM, Synopsys India, tells Bhavya Bagga, Business Reporter, CXO Media, how they are embedding AI across their platforms to enable intelligent design explorat
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
Semiconductors
Tech
China’s Nvidia challenger MetaX eyes Hong Kong share sale to fund AI ambitions
Shanghai-listed AI chipmaker plans H-share sale to fund next-generation GPU development, supply-chain investment and global expansion
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Make SCMP preferred on Google
Wency Chenin Shanghai
Published: 9:44pm, 12 Jun 2026
MetaX, a Shanghai-based graphics processing unit (GPU) design
2026-06-12
news.google.com
2026-06-12
HotHardware
2026-06-12
www.reuters.com
2026-06-12
Reuters
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