Semiconductor News & Analysis Feed
420 articles
2026-06-16
tomshardware.com
2026-06-16
Jowi Morales
Local governments demand more time to study how they can manage the impacts of huge data center projects.
2026-06-16
eetimes.com
2026-06-16
The company said it can consume an order of magnitude less power per token versus GPU alternatives.
2026-06-15
tomshardware.com
2026-06-15
Luke James
China's Supreme People's Court on Friday upheld an injunction prohibiting Infineon from selling disputed GaN products in mainland China.
2026-06-15
www.tomshardware.com
2026-06-15
Tom's Hardware
Tech Industry
China's supreme court bans Infineon from selling GaN power chips in China — market-leader Innoscience secures major victory in multi-region patent war
News
By Luke James published 37 minutes ago
Two suppliers building Nvidia's 800V AI-rack power chips now block each other from key markets.
(Image credit: Getty / Pla2na)
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2026-06-15
news.google.com
2026-06-15
24/7 Wall St.
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Sequoia’s Sean Maguire Compares SpaceX to ‘Nvidia Three Years Ago’ and Plans to Hold Forever
Omor Ibne Ehsan
Mon, June 15, 2026 at 6:10 AM PDT 5 min read
NVDA
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RKLB
+4.87%
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NVDA surged 420% from the inflection Maguire maps SpaceX to; RKLB, the closest public launch proxy, has already climbed 320% over the past year.
Maguir
2026-06-15
www.moomoo.com
2026-06-15
Moomoo
__fail__
2026-06-15
www.sustainableconstruction-now.com
2026-06-15
Trending Now Sustainable Construction
Cambridge GaN Devices (CGD) has joined forces with NXP Semiconductors to accelerate time to market in data centre and automotive markets.
These high-growth markets represent a huge opportunity for GaN. The International Energy Agency expects the energy used by data centres to double by 2030, making energy efficiency improvements a key imperative. It is forecasted that the data centre power semico
2026-06-15
simplywall.st
2026-06-15
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron’s AI Memory Push and New Board Expertise Could Be A Game Changer For Micron Technology (MU)
June 15, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this month, Micron Technology appointed AI and cloud infrastructure veteran Dr. Alexis Black Björlin to its board and showcased an expanded portfolio of AI-optimized memory and st
2026-06-15
news.google.com
2026-06-15
IndexBox
2026-06-15
digitimes.com
2026-06-15
Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive electronics, and future device upgrades lifts orders while memory shortages weigh on shipments across the broader electronics supply chain.
2026-06-15
digitimes.com
2026-06-15
INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year, citing a supply-demand imbalance in the memory market and sharp raw material price increases. The company said it expected a gradual recovery in the second half of 2026 as industry inventories normalized and new products and customers began contributing. INPAQ also ou
2026-06-15
digitimes.com
2026-06-15
Taiwan-based UBright Optronics is accelerating its transformation from an LCD optical film specialist into a diversified technology supplier, expanding into semiconductor materials, passive components and smart acoustics. The new businesses are expected to begin generating revenue in 2026 as product certifications advance, but the company has not yet offered guidance on their revenue impact.
2026-06-15
digitimes.com
2026-06-15
Samsung Electronics' foundry division chief told employees on June 12 that a return to profitability in the contract chipmaking business looks difficult next year, with 2028 emerging as a more likely timeline, Yonhap, ZDNet Korea,and Chosunreported.
2026-06-15
digitimes.com
2026-06-15
Samsung Electronics announced that its Exynos 2600 mobile application processor delivered more than double the on-device AI performance of the Exynos 2500, according to benchmark results released in June 2026. The company said the chip, manufactured on a 2nm foundry process and slated for Galaxy S26 standard and Plus models in early 2026, showed broad gains across natural language processing and i
2026-06-15
digitimes.com
2026-06-15
China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026 batch shipped at the end of May following an earlier release in 2025, easing a capacity bottleneck in the optical communications market. Taiwanese compound semiconductor suppliers including Visual Photonics Epitaxy (VPEC) and Global Communication Semiconductors (GCS)
2026-06-15
digitimes.com
2026-06-15
Wus Printed Circuit is pressing ahead with an AI-driven transformation, with its chairman and president outlining plans to move toward profitability as demand builds across high-performance computing and emerging technology markets.
2026-06-14
tomshardware.com
2026-06-14
Hassam Nasir
Intel's Raptor Lake family might be coming back for a third time and sit alongside Nova Lake on shelves as the budget-oriented offering from the company.
2026-06-14
fortune.com
2026-06-14
Fortune
Recent tech layoffs would initially appear to indicate the great labor shift from human workers to AI may already be happening.
Meta announced in a memo earlier this year it plans to lay off 10% of its workforce, about 8,000 employees, as well as scrap plans to hire for 6,000 open positions. It’s part of an effort to “run the company more efficiently and to allow us to offset the other investmen
2026-06-14
tomshardware.com
2026-06-14
Mark Tyson
In the context of the recent tech export bans, we look back at the Apple PowerMac G4 export ban from 1999 and Steve Jobs making marketing gold from the situation.