Semiconductor News & Analysis Feed
10058 articles
2026-06-12
www.reuters.com
2026-06-12
Reuters
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2026-06-12
cnycentral.com
2026-06-12
WSTM
CLAY, N.Y. — Micron’s planned semiconductor campus in Clay is entering a new phase after the company selected Bechtel to lead engineering, procurement and construction for the first phase of the project.
Bechtel is one of the largest engineering and construction companies in the world. The company has completed projects in more than 160 countries and was recently selected to help build Intel’s se
2026-06-12
content-technology.com
2026-06-12
Content + Technology
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1Legion RTX Pro 6000 Blackwell as Dedicated Infrastructure
By
Brad Watts
12/06/2026
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1Legion, a dedicated bare-metal GPU infrastructure provider, has announced the availability of the NVIDIA RTX Pro 6000 Blackwell as a full bare-metal server on its infrastructure platform.
The offering is purpose-built for media technology ven
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Navitas Semiconductor (NVTS) Stock Valuation After New SiC Package And NVIDIA AI Data Center Role
June 12, 2026
Simply Wall St
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Navitas Semiconductor (NVTS) has drawn fresh attention after unveiling a new ultra high voltage UHV-TO-247-4-ISO package for its GeneSiC SiC MOSFETs, alongside a high profile role in NVIDIA’s AI data center ecosys
2026-06-12
www.koreaherald.com
2026-06-12
The Korea Herald
SK hynix headquarters in Icheon, Gyeonggi Province (Yonhap)
SK hynix is reviewing the use of external generative artificial intelligence models, including ChatGPT, inside the company, as Korea’s major chipmakers move to bring AI deeper into day-to-day work.
The move comes as companies are looking beyond AI as a simple productivity tool and seeking to use it more broadly in research and developme
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
CADFEM APAC and SilTerra Malaysia Partner to Advance Semiconductor Innovation Through Simulation-Driven Engineering
PR Newswire
Thu, June 11, 2026 at 6:30 PM PDT 2 min read
SEBERANG PERAI, Malaysia, June 12, 2026 /PRNewswire/ -- The semiconductor industry is under growing pressure to deliver more capa
2026-06-12
www.aastocks.com
2026-06-12
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Report: TSMC to Moderately Raise Foundry Prices in 2H; 3nm Process May See 15% Hike
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2026/06/12 09:09 CST
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2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
AASTOCKS.com
In 2H, Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) will moderately raise its foundry prices for advanced processes in response to higher upstream costs, Taiwan's Commercial Times, citing supply chain sources, reported. The most capacity-constrained 3nm process is expected to see a hike of 15%.
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2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Infineons, Market
Infineon's Market Cap Breakout: Why AI's Energy Appetite Fueled a 100 Billion Euro Valuation
12.06.2026 - 03:03:49 | boerse-global.de
Infineon's market cap tops EUR 100B as AI data center demand for power semiconductors drives re-rating from cyclical auto supplier to structural growth story.
Infineons - Infineon's Market Cap Breakout: Why AI's Energy Appetite Fueled a 100 Billi
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
AMD and Qualcomm Shares Are Soaring, What You Need To Know
Anthony Lee
Thu, June 11, 2026 at 5:01 PM PDT 3 min read
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A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the
2026-06-12
digitimes.com
2026-06-12
Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales, pressuring its May results and revenues for the first five months of the year. The company disclosed May revenue of NT$63.87 million (US$2 million), down 29.37% month-over-month, and cumulative revenue for the first
2026-06-12
digitimes.com
2026-06-12
Breaking the inference barrier requires a rethink of the whole system architecture, not just faster compute. This was the key takeaway from a recent panel discussion at SuperAI Singapore, which brought chip makers and an AI model accelerator together to address how to overcome inference bottlenecks at a time when compute workloads are hitting up against physical limits.
2026-06-12
digitimes.com
2026-06-12
ChangXin Memory Technologies (CXMT), China's largest DRAM maker, plans to raise approximately CNY29.5 billion (US$4.35 billion) through an IPO on Shanghai's STAR Market, fueling debate about whether China's push into memory semiconductors can eventually erode the dominance of the industry's established players.
2026-06-12
digitimes.com
2026-06-12
Power semiconductors are taking on a central role as AI data centers move from 800V high-voltage input down through multiple power-conversion stages to the ultra-low voltages used by chips. After the post-pandemic inventory correction, industry players say power semiconductors have shifted "from a supporting role to the lead" under the new AI high-voltage direct current (HVDC) power architecture.
2026-06-12
digitimes.com
2026-06-12
DDR4 memory supply remains tight, with the shortage affecting buyers worldwide, from cloud and server operators to industrial and networking customers. Sources indicate that Nanya Technology's limited third-quarter 2026 capacity has led major shareholders and customers to secure output, pushing contract prices higher and making further gains increasingly likely.
2026-06-12
digitimes.com
2026-06-12
China's two leading memory chipmakers, CXMT and YMTC, are moving closer to the capital market, putting the country's memory industry back under the semiconductor spotlight.
2026-06-12
digitimes.com
2026-06-12
Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers, the shift signals a broader race for cloud AI supply, capacity, and influence, as more firms vie for a share of high-value custom chip demand.
2026-06-12
digitimes.com
2026-06-12
The global push for AI and HPC chips is tightening advanced packaging capacity and lifting orders for outsourced semiconductor assembly and test providers. For international customers and supply chains, the shift suggests stronger demand for Taiwan's packaging and testing firms, alongside a broader rebalancing of semiconductor production.
2026-06-12
digitimes.com
2026-06-12
Hanmi Semiconductor plans to invest KRW50 billion (US$32.81 million) in SpaceX, highlighting how space, satellites, and artificial intelligence infrastructure are increasingly linked. For global readers, the deal signals how semiconductor suppliers are positioning themselves around next-generation supply chains, customer demand, and the expansion of AI-driven industrial ecosystems.