Semiconductor News & Analysis Feed
318 articles
2026-06-18
www.prnewswire.com
2026-06-18
PR Newswire
Constraints Squeeze the Chip Market as Geopolitics and AI Impact Lead Times and Prices
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Sourceability
Jun 18, 2026, 09:00 ET
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Sourceability's upcoming Q2 Lead Time Report and webinar highlight continued memory allocation, AI-adjacent tightening, and raw-material cost pressure
AUSTIN, Texas, June 18, 2026 /PRNewswire/ -- Sourceability, a data-driven hybr
2026-06-18
www.mk.co.kr
2026-06-18
매일경제
사진 확대
Samsung Electronics' System LSI Business said it has set profitability improvement as its top priority after posting record quarterly sales in the first quarter of this year. It also said it plans to enter the AI data center market and expand its mobile-centered business structure into the future infrastructure sector.
At a business briefing held on the 18th, Yong-In Park, president and hea
2026-06-18
news.futunn.com
2026-06-18
富途牛牛
Recently, domestic passenger vehicle ADAS domain controller chip installation data for April 2026 was released. According to statistics from NE Times New Energy, the total installation volume of ADAS domain controller chips in China’s passenger vehicle market reached 600,000 units in April. NVIDIA maintained its leading position with over 300,000 units installed, capturing a market share of 50.9%.
2026-06-18
www.brookings.edu
2026-06-18
Brookings
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2026-06-18
futurumgroup.com
2026-06-18
The Futurum Group
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2026-06-17
www.openpr.com
2026-06-17
openPR.com
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2026-06-17
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2026-06-17
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2026-06-17
autonews.gasgoo.com
2026-06-17
Gasgoo
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China Auto Chongqing Summit | BYD: EV Adoption Is Driving Growth in the Automotive Chip Market
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China Auto Chongqing Summit | BYD: EV Adoption Is Driving Growth in the Automotive Chip Market
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June 17 , 2026 12:38 BJT
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Gasgoo Munich- Ling Heping is vice president of BYD's Automotive Engineering Research Institute. Speaking at
2026-06-17
cryptobriefing.com
2026-06-17
Crypto Briefing
Nvidia’s AI inference chip market share rises to 74%, cementing dominance in fastest-growing AI sector
The chipmaker expanded its lead from 66% as the AI inference market races toward $100 billion, wi
2026-06-17
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2026-06-17
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2026-06-16
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2026-06-16
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2026-06-16
www.zacks.com
2026-06-16
Zacks Investment Research
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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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Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market
Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market
5 min read
AMD
−7.30%
INTC
−8.45%
NVDA
−2.37%
The artificial intelligence (AI) infrastructure trade has shifted from pure-play generative AI-based semiconductors to other AI-powered data center infrastructures. Moreover, the explosion of agenti
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market
Nalak Das
Tue, June 16, 2026 at 5:52 AM PDT 5 min read
NVDA
-2.37%
Trade NVIDIA on Coinbase
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The artificial intelligence (AI) infrastructure trade has shifted from pure-play generative AI-based semiconductors to other AI-powered data center infrastructures. Moreover, the explosion of agentic AI is expanding th
2026-06-16
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2026-06-16
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2026-06-16
briefglance.com
2026-06-16
BriefGlance
STMicroelectronics’ Deft $1.5B Maneuver in a Surging Chip Market
📊 KEY DATA
$1.5 billion convertible bond offering by STMicroelectronics
5.5% dip in share price following the announcement
200% stock surge this year, reflecting strong market position
🎯 EXPERT CONSENSUS
Experts would likely conclude that STMicroelectronics' $1.5 billion bond offering is a strategic move to fortify its financial fou
2026-06-15
www.theinformation.com
2026-06-15
The Information
Amazon’s Jassy Raised Concerns About Anthropic Model Before Trump Crackdown
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2026-06-15
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2026-06-15
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2026-06-14
tradersunion.com
2026-06-14
Traders Union
Bill Gurley points out that discussions on AI chips in China often focus solely on Huawei, overlooking a broader ecosystem. He emphasizes that, similar to the U.S. having companies like Cerebras, Google TPU, Amazon Tanium, and AMD, China boasts a significant range of AI chip competitors. Gurley highlights Cambricon as an example, noting its $40 billion market cap and public listing.