Semiconductor News & Analysis Feed
1507 articles
2026-06-12
evertiq.com
2026-06-12
Evertiq
© Evertiq
Analysis | June 12, 2026
The semiconductor industry as it is, not as it is told
Dennis Dahlgren
At Evertiq Expo Zürich, Claus Aasholm of Semiconductor Business Intelligence delivered a data-driven examination of a semiconductor industry in structural transition – and the picture looked considerably different from what most quarterly reports suggest.
Claus Aasholm has a habit that most c
2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
The next-gen Xbox Helix is looking in trouble due to surging memory and storage costs that are forcing even a giant like Microsoft to bend down.
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
The Competitive Threat That Never Was: ASML’s Widening Moat Boosts Stock 77% YTD
Trey Thoelcke
Fri, June 12, 2026 at 3:55 AM PDT 3 min read
ASML
+9.53%
Trade ASML on Coinbase
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Quick Read
ASML stock surged 77% year-to-date and 142% over the trailing year after Q1 2026 revenue hit $10.34 billion with 53% gross margins.
Pat Gelsinger's xLight remains a lab-stage startup targeting
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Roughly six months ago, we asked whether ASML (NASDAQ: ASML | ASML Price Prediction) finally had a real competitor: xLight, the stealth startup chaired by ousted Intel CEO Pat Gelsinger, was developing free-electron-laser light sources backed by up to $150 million in CHIPS Act funding with the U.S. government taking an equity stake, targeting first silicon wafers by 2028. Half a year on, the threa
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Perseverance Asset Management International Has $8.73 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Perseverance Asset Management International boosted its stake in Taiwan Semiconductor Manufacturing by 814.8% in the fourth quarter, ending with 28,734 shares valued at about $8.73 milli
2026-06-12
tomshardware.com
2026-06-12
Bruno Ferreira
Hades malware campaign now tricks AI bots into not scanning development packages, as prompts for bio- and nuclear weapons trigger failsafe mechanisms.
2026-06-12
tomshardware.com
2026-06-12
Mark Tyson
Tens of officers have been fired, and some even arrested, for abuse of the Flock license plate reader system used by police departments throughout the US, according to a new report.
2026-06-12
wccftech.com
2026-06-12
Wccftech
NVIDIA has reportedly reached out to several Chinese clients to adopt its upcoming Vera CPUs & there is a lot of interest building up.
NVIDIA's GPUs have faced a hard time in China. The company saw US regulations restrict them from selling Hopper chips, while the more advanced Blackwell generation is entirely banned. NVIDIA's CEO stated a few months back that their China share has dropped to Zero
2026-06-12
www.digitimes.com
2026-06-12
digitimes
In power electronics engineering, Silicon Carbide (SiC) companies are competing to achieve the absolute lowest thermal resistance (Rth), with the mindset that lower heat signature equates a superior system. However, at PCIM Europe 2026, a collaborative...
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2026-06-12
www.electronicsforyou.biz
2026-06-12
Electronics For You BUSINESS
__fail__
2026-06-12
analyticsindiamag.com
2026-06-12
Analytics India Magazine
"From HBM leader to trillion-dollar giant, SK Hynix has become a critical pillar of the AI supply chain."
Afew years ago, a meme went viral during the AI boom, comparing NVIDIA to a company selling shovels during a gold rush. As AI companies rushed to build models and data centres, NVIDIA supplied the chips that made it all possible.
But every shovel maker needs its own suppliers. For NVIDIA, on
2026-06-12
uk.finance.yahoo.com
2026-06-12
Yahoo Finance UK
NVIDIA Corporation (NVDA): A Forever Stock to Buy amid Growing Business Ties in Korea
Abdul Rahman
Thu, 11 June 2026 at 8:25 pm GMT-7 2 min read
NVDA
+2.22%
SKM
+0.29%
NVIDIA Corporation (NASDAQ:NVDA) is one of the best forever stocks to buy according to analysts. On June 8, South Korean SK Telecom announced it will leverage NVIDIA Corporation (NASDAQ:NVDA)’s DSX platform to build a gigawatt-scal
2026-06-12
www.digitimes.com
2026-06-12
digitimes
As wide-bandgap (WBG) semiconductors like silicon carbide (SiC) and gallium nitride (GaN) take the lead in electric vehicle (EV) powertrains, electronics packaging engineers are facing a thermodynamic reckoning. To extract maximum performance from these...
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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
www.upi.com
2026-06-12
upi.com
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2026-06-12
digitimes.com
2026-06-12
As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans memory modules, controller chips, and niche DRAM, underscoring how China's memory industry is evolving from upstream chipmakers into a broader supply chain ecosystem.
2026-06-12
digitimes.com
2026-06-12
Cadence and Intel Foundry are expanding their collaboration on advanced chip design, a move that could affect future semiconductors used in devices and data centers worldwide. The agreement aims to improve performance, power efficiency, and design readiness as chipmakers race to bring next-generation technologies to market.
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
In power electronics engineering, Silicon Carbide (SiC) companies are competing to achieve the absolute lowest thermal resistance (Rth), with the mindset that lower heat signature equates a superior system. However, at PCIM Europe 2026, a collaborative project between Rohm Semiconductor, Schweizer Electronic, and eMoveUs GmbH exposed a revolutionary counter-intuitive shift in design philosophy: wi
2026-06-12
digitimes.com
2026-06-12
As wide-bandgap (WBG) semiconductors like silicon carbide (SiC) and gallium nitride (GaN) take the lead in electric vehicle (EV) powertrains, electronics packaging engineers are facing a thermodynamic reckoning. To extract maximum performance from these high-frequency, high-efficiency chips, the industry is driving an architectural shift: shrinking inverter volumes, eliminating heavy copper basepl