Semiconductor News & Analysis Feed
417 articles
2026-06-08
digitimes.com
2026-06-08
Andhra Pradesh is positioning itself as a semiconductor packaging hub, focusing on an entry point into the chip supply chain while wafer fabrication remains a long-term goal. Officials said packaging activities are already underway, as Indian states used Computex in Taipei to attract Taiwanese electronics and AI supply chain investment.
2026-06-08
digitimes.com
2026-06-08
Nvidia's move to expand AI-powered PCs could reshape where global consumers and companies use artificial intelligence, shifting more work onto local devices rather than cloud services. The timing matters because handset demand is weakening rapidly, and the industry is confronting higher costs, weaker upgrade demand, and a more difficult global outlook.
2026-06-08
digitimes.com
2026-06-08
As hyperscale cloud providers and enterprise customers race to build increasingly powerful artificial intelligence infrastructure, power delivery and energy efficiency are emerging as critical constraints. Industry analysts expect AI rack power requirements to exceed 1 MW per rack in the coming years.
2026-06-08
digitimes.com
2026-06-08
Beneath the rapid expansion of electric vehicles and artificial intelligence infrastructure, a quieter battle is unfolding in the semiconductor supply chain.
2026-06-07
www.moomoo.com
2026-06-07
Moomoo
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2026-06-07
digitimes.com
2026-06-07
Japan's Ministry of Economy, Trade and Industry announced on June 5, 2026, that the government completed an additional JPY150 billion (US$937.9 million) capital injection into Rapidus, the national semiconductor champion formed to commercialize advanced node chips, to fund plant construction, equipment and research for 2nm and 1.4nm chips. The funding was executed through the Information-Technolog
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
www.fool.com
2026-06-06
The Motley Fool
When it comes to outperforming Nvidia (
NVDA
5.93%
), investors may underestimate what a major accomplishment that is. Despite its huge size, the artificial intelligence (AI) chipmaker reported 85% revenue growth in the 2027 fiscal first quarter (ended April 26), a feat difficult for most smaller companies growing from much smaller bases.
Nonetheless, amid a cloud and AI build-out, a key Nvidia p
2026-06-06
www.semiconductors.org
2026-06-06
Semiconductor Industry Association | SIA
Worldwide chip sales in April up 93.9% year-to-year; annual semiconductor sales projected to top $1.5 trillion globally in 2026
WASHINGTON—June 5, 2026—The Semiconductor Industry Association (SIA) today announced global semiconductor sales were $110.5 billion during the month of April 2026, an increase of 11% compared to the March 2026 total of $99.5 billion and 93.9% more than the April 2025 tot
2026-06-06
markets.financialcontent.com
2026-06-06
FinancialContent
Photronics, Qorvo, and Texas Instruments Shares Are Falling, What You Need To Know
By:
StockStory
June 05, 2026 at 13:55 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
A number of stocks fell in the afternoon session after the AVGO earnings overhang and the stronger-than-expe
2026-06-06
www.cnbc.com
2026-06-06
CNBC
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2026-06-06
markets.financialcontent.com
2026-06-06
FinancialContent
Intel and Micron Shares Plummet, What You Need To Know
By:
StockStory
June 05, 2026 at 12:05 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
A number of stocks fell in the morning session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to d
2026-06-06
news.google.com
2026-06-06
FinancialContent
2026-06-06
markets.financialcontent.com
2026-06-06
FinancialContent
Amkor and onsemi Shares Plummet, What You Need To Know
By:
StockStory
June 05, 2026 at 12:05 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
A number of stocks fell in the morning session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to d
2026-06-05
adamtooze.substack.com
2026-06-05
Adam Tooze | Substack
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Top Links 1123 Financially conflicted. How Nvidia nudged Micron onto the AI train. Kültürkampf & Chinmaxxing Russian elites.
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2026-06-05
adamtooze.substack.com
2026-06-05
Adam Tooze | Substack
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2026-06-05
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2026-06-05
Gotrade
2026-06-05
news.google.com
2026-06-05
Bloomberg.com
2026-06-05
news.google.com
2026-06-05
Yahoo! Finance Canada
2026-06-05
news.google.com
2026-06-05
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