Semiconductor News & Analysis Feed
8323 articles
2026-06-13
digitimes.com
2026-06-13
During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and Omdia at PCIM Europe 2026, one reality was made clear: frictionless, globalized chip manufacturing is ending. While the conversation reflected industry enthusiasm for new applications such as AI servers and industrial motor drives, it was tempered by macroeconomic re
2026-06-13
digitimes.com
2026-06-13
TSMC's financial dominance has reached unprecedented heights, with the world's leading foundry posting first-quarter 2026 profit of over NT$570 billion (approx. US$18.04 billion) and holding an immense NT$3 trillion cash reserve. By June 11, 2026, its market value surged to NT$58.3 trillion, triggering a bizarre banking phenomenon where local financial institutions offer TSMC deposit rates that ex
2026-06-13
digitimes.com
2026-06-13
Optical industry leaders Largan and Genius Electronic Optical (GSEO) have recently discussed progress in co-packaged optics (CPO), a key non-smartphone growth driver, and their strategies differ sharply. As customer demand and orders become clearer and more firmly secured, both companies have also turned markedly more confident, having taken a more cautious stance in prior quarters.
2026-06-13
www.kvoa.com
2026-06-13
KVOA
Pima County's Taiwan trip lands MOUs, semiconductor leads
24 mins ago
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TUCSON, Ariz. (KVOA) - Pima County officials say a recent delegation trip to Taiwan has resulted in two new international agreements and multiple promising leads for bringing semiconductor and technology companies to Southern Arizona.
According to a memo, the visit focused o
2026-06-13
blogs.nvidia.com
2026-06-13
NVIDIA Blog
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2026-06-13
developer.nvidia.com
2026-06-13
NVIDIA Developer
AI agents have fundamentally changed the complexity of inference workloads. Until now, the industry has struggled to define a standard for measuring how inference systems perform under these conditions. Artificial Analysis AgentPerf (AA-AgentPerf) offers the industry’s first multi-vendor open benchmarks profiling trajectories that are representative of real-world AI agent coding tasks.
This post
2026-06-13
www.theregister.com
2026-06-13
The Register
SYSTEMS
SK Hynix to boost memory production 3x ... you can wait another 8 years, right?
We're moving as fast as we can, says SK Group chair
Tobias Mann
Systems editor
Published Fri 12 Jun 2026 // 21:05 UTC
Amid the unrelenting demand for AI infrastructure, SK Hynix, the world’s largest supplier of HBM memory used in high-end GPUs, now expects to triple its wafer capacity. You'll just have to w
2026-06-13
www.foreignpolicyjournal.com
2026-06-13
foreignpolicyjournal.com
NVIDIA (NASDAQ: NVDA) and AMD (NASDAQ: AMD) both reported earnings in May, and the results paint a striking picture of where the AI hardware market stands today.
NVIDIA posted a massive $81.6 billion quarter driven by its Blackwell platform, while AMD reported $10.25 billion, with a landmark Meta partnership beginning to reshape its data center narrative in meaningful ways.
President Donald Trum
2026-06-13
stockstory.org
2026-06-13
StockStory
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2026-06-13
www.tradingview.com
2026-06-13
TradingView
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Stock Story
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Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
2 min read
LRCX
+1.18%
AMAT
+2.64%
What Happened?
A number of stocks jumped in the afternoon session after President Trump canceled planned military strikes on Iran and signaled a peace deal could be signed over the weekend.
I
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
What Vistra (VST)'s New Role Powering KKR–Nvidia Helix AI Data Centers Means For Shareholders
Simply Wall St
Fri, June 12, 2026 at 12:12 PM PDT 3 min read
VST
+1.12%
NVDA
+0.16%
Explore stocks on Coinbase
Trading disclosure
In recent days, KKR announced the launch of Helix Digital Infrastructure, a more than US$10.00 billion AI-focused venture backed by Nvidia and the Kuwait Investment Authority,
2026-06-13
www.upi.com
2026-06-13
upi.com
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2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Applied Materials (AMAT) Stock Valuation Check After Powerful 1-Year Run
Simply Wall St
Fri, June 12, 2026 at 12:11 PM PDT 3 min read
AMAT
+2.64%
Trade AMAT on Coinbase
Trading disclosure
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
Applied Materials stock snapshot
Applied Materials (AMAT) has drawn f
2026-06-13
eetimes.com
2026-06-13
UCLA launches a $125M semiconductor hub to smash chip bottlenecks with AI research.
2026-06-13
www.tradingview.com
2026-06-13
TradingView
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Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
3 min read
MU
−1.43%
NVDA
+0.16%
Riding the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU outpaced Jensen Huang-led NVIDIA Corporation NVDA over the past year, rising 761.5% compared to NVIDIA’s 44.3%. Let us thus see how both companies per
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
Tirthankar Chakraborty
Fri, June 12, 2026 at 12:00 PM PDT 3 min read
MU
-1.43%
NVDA
+0.16%
Explore stocks on Coinbase
Trading disclosure
Riding the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU outpaced Jensen Huang-led NVIDIA Corporation NVDA over the past year, rising 761.5% compared to NVIDIA’s 44.3%. Let us
2026-06-13
www.indexbox.io
2026-06-13
IndexBox
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2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Q1 Earnings Outperformers: Lam Research (NASDAQ:LRCX) And The Rest Of The Semiconductor Manufacturing Stocks
Q1 Earnings Outperformers: Lam Research (NASDAQ:LRCX) And The Rest Of The Semiconductor Manufacturing Stocks
Kayode Omotosho
Fri, June 12, 2026 at 11:45 AM PDT 4 min read
LRCX
+1.18%
Trade LRCX on Coinbase
Trading disclosure
As the craze of earnings season draws to a close, here’s a look b
2026-06-13
www.zacks.com
2026-06-13
Zacks Investment Research
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2026-06-13
www.jonpeddie.com
2026-06-13
Jon Peddie Research
Nvidia is changing how AI can be achieved, bringing the full stack of its AI and graphics technology to Windows PCs through its RTX Spark platform. And this is just the “Spark” that a software company like Adobe has been waiting, enabling it to boost its creative apps including Photoshop, Premiere Pro, and Substance 3D.
Nvidia has changed up the recipe for client computing with the recent introd