Semiconductor News & Analysis Feed
2625 articles
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
South Korea has begun planning a large-scale research and development program for next-generation power semiconductors as part of its broader "Ultra-Innovation Economy Project," according to a report by the Seoul Economic Daily.
2026-06-16
www.gurufocus.com
2026-06-16
GuruFocus
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2026-06-16
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2026-06-16
Investing.com
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2026-06-16
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2026-06-16
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2026-06-16
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2026-06-16
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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
www.digitimes.com
2026-06-16
digitimes
SK Hynix moved closer to shipping seventh-generation high-bandwidth memory, HBM4E, to key customers as timing emerged as a critical competitive factor in the global memory market. According to Newsis, industry sources reported that SK Hynix had...
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2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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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
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
news.google.com
2026-06-16
marketscreener.com
2026-06-16
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2026-06-16
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Google's Samsung Talks Highlight TSMC Capacity Crunch
Google's Samsung Talks Highlight TSMC Capacity Crunch
Less than 1 min read
GOOG
+2.61%
Alphabet (GOOG, Financials) may be looking beyond Taiwan Semiconductor Manufacturing for part of its future AI chip production, and that says a lot about how tight the market has become.
Google is reportedly in talks with Samsung to make
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.thurrott.com
2026-06-16
Thurrott.com
The Samsung Galaxy Book6 Series of laptops that launched earlier this year with Intel’s Core Ultra Series 3 CPUs is welcoming a new Qualcomm-powered model, the Galaxy Book6 Edge. The 16-inch laptop is powered by a Snapdragon X2 Elite chip, and it also offers 16GB of memory and 1TB of storage for $2,099.99.
The Galaxy Book6 Edge is the successor to the Galaxy Book4 Edge from 2024, which used Qualc
2026-06-16
www.gurufocus.com
2026-06-16
GuruFocus
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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
finance.yahoo.com
2026-06-16
Yahoo Finance
AMD Jumps 8% to a Record High, NVIDIA Climbs 4%, Intel Rises 3% in a Risk-On Chip Surge
David Moadel
Mon, June 15, 2026 at 9:22 AM PDT 4 min read
AMD
-7.30%
NVDA
-2.37%
INTC
-8.45%
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AMD hit a record $558 and crossed $900B in market cap Monday; NVIDIA and Intel shares advanced as a U.S.-Iran peace deal fueled broad chip buying.
AMD's Ryzen A
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
Chip stocks are leading a broad risk-on move at midday on Monday, June 15. Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) stock is up 8% and just printed an intraday record near $558, pushing the company’s market value above $900 billion for the first time.
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NVIDIA (NASDAQ:NVDA) shares are climbing 4% to roughly $214, while Intel (NASDAQ:INTC) stock is up 3% to $128 and ch