Semiconductor News & Analysis Feed
1127 articles
2026-06-07
digitimes.com
2026-06-07
JCET has opened a new advanced manufacturing facility at its Chengdong production base in Jiangyin, strengthening the Chinese OSAT provider's push into advanced packaging for AI computing, power modules, and next-generation data centers.
2026-06-06
startupfortune.com
2026-06-06
Startup Fortune
Elon Musk's Terafab plan is no longer just a big idea on stage. It is now moving through local approvals, supplier talks and the bottleneck every advanced chip project eventually meets: ASML.
The most important part of Musk's chip ambition may not be the Texas land, the tax break or even the headline investment number. It is whether his companies can get close enough to the machinery layer that d
2026-06-06
www.investing.com
2026-06-06
Investing.com
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2026-06-06
seekingalpha.com
2026-06-06
Seeking Alpha
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2026-06-06
www.bloomberg.com
2026-06-06
Bloomberg.com
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2026-06-06
www.investing.com
2026-06-06
Investing.com
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2026-06-06
www.tbsnews.net
2026-06-06
The Business Standard
Chip slump erases $1.3t in stock market value
Nvidia, the world's most valuable chipmaker, fell about 6%, cleaving more than $300 billion from its market capitalisation
Semiconductor chips are seen on a circuit board of a computer in this illustration picture taken February 25, 2022. REUTERS/Florence Lo/Illustration/File Photo
US-traded chipmakers plunged on Friday, losing about $1.3 trillion in
2026-06-06
news.google.com
2026-06-06
Yahoo Finance UK
2026-06-06
finance.yahoo.com
2026-06-06
Yahoo Finance
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2026-06-06
www.moneycontrol.com
2026-06-06
Moneycontrol.com
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2026-06-06
digitimes.com
2026-06-06
Nvidia CEO Jensen Huang dined with the heads of South Korea's largest technology conglomerates in Hongdae on June 5, turning a barbecue dinner into one of the most theatrical corporate appearances of his Korea trip.
2026-06-06
eetimes.com
2026-06-06
Jensen Huang and AI frenzy steal the show at Computex 2026—dive in to see how Taiwan leads the electronics.
2026-06-06
www.theglobeandmail.com
2026-06-06
The Globe and Mail
Shares of leading designer of graphics chips Nvidia (NASDAQ:NVDA) fell 5.9% in the afternoon session after macro pressure and an impending Senate hearing on China chip sales overwhelmed the impressive product updates earlier in the week.
For those that missed it, the Computex announcements on June 1 were substantive. Jensen Huang confirmed Vera Rubin (Blackwell's successor) is in full production
2026-06-06
stockstory.org
2026-06-06
StockStory
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2026-06-06
www.reuters.com
2026-06-06
Reuters
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2026-06-06
www.tradingview.com
2026-06-06
TradingView
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2026-06-06
www.barchart.com
2026-06-06
Barchart.com
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2026-06-06
isimarkets.com
2026-06-06
ISI Markets
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The AI-driven semiconductor supercycle accelerates
The AI-driven semiconductor supercycle accelerates
CEIC
PUBLICATIONS
ANA CUELLO FRANCO
05.06.2026
UNDER A MINUTE READ
Past semiconductor cycles were tied to inventory restocking or short-term electronics demand. But a multitude of indicators suggest the industry is pricing in an infrastructure buildout that
2026-06-06
news.bloomberglaw.com
2026-06-06
Bloomberg Law News
The Federal Circuit wrestled Friday with whether Micron Technology Inc.'s two lawsuits accusing Netlist Inc. of bad-faith patent assertion under an Idaho law belong in state or federal court.
Netlist urged a three-judge panel to correct a federal judge in Boise who ruled the cases should stay in state court and warned the court to be wary of letting state courts encroach on the federal courts tra
2026-06-06
tomshardware.com
2026-06-06
Bruno Ferreira
US National Security Agency reportedly using Mythos for conducting cyber-attacks — report reveals Anthropic engineers inside the NSA