Semiconductor News & Analysis Feed
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2026-06-11
www.investors.com
2026-06-11
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2026-06-11
www.pcmag.com
2026-06-11
PCMag
AMD isn't taking Nvidia's recent performance projections on its new Vera CPUs lying down. After Team Green approved some Phoronix test results showing Vera beating AMD's Epyc server chips in several tests, AMD has released estimated comparisons of its next-generation Venice Epyc chips based on its Zen 6 architecture, Tom's Hardware reports. It claims the per-rack performance of its new chips could
2026-06-11
www.tradingview.com
2026-06-11
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Musk's Terafab Plans Put ASML In Investor Spotlight
Musk's Terafab Plans Put ASML In Investor Spotlight
Less than 1 min read
TSLA
+1.18%
ASML
+4.41%
INTC
+7.44%
ASML
+4.84%
Elon Musk is expected to put ASML's annual technology conference firmly on investors' radar on Thursday, as he appears virtually to discuss Terafab, his proposed semiconductor manufacturing venture aimed at
2026-06-11
news.google.com
2026-06-11
Investing.com
2026-06-11
ca.investing.com
2026-06-11
Investing.com Canada
ca.investing.com
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2026-06-11
www.engineering.com
2026-06-11
Engineering.com
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Musk to Address ASML Event as SpaceX IPO Nears and Terafab Plans Advance (SPCX)
Fiona Craig
Thu, June 11, 2026 at 3:44 AM PDT 3 min read
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Elon Musk is set to make a virtual appearance at a technology event hosted by semiconductor equipment leader ASML on Thursday, where he is expected
2026-06-11
www.techtimes.com
2026-06-11
Tech Times
By Kyle Belmonte
Published: Jun 11 2026, 06:15 AM EDT
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APPLE.COM
With supplier component production already underway and a September 2026 launch on the horizon, the iPhone 18 Pro is taking shape as an unusual upgrade cycle — one in which the biggest improvement is optical rather than computatio
2026-06-11
www.gurufocus.com
2026-06-11
GuruFocus
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2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
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2026-06-11
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2026-06-11
www.koreaherald.com
2026-06-11
The Korea Herald
Government push for regional growth fuels speculation over chip giants' investments in Honam
Samsung Electronics logo (left) and SK hynix logo (Yonhap)
Samsung Electronics and SK hynix are being floated as possible investors in new semiconductor facilities in Korea's southwest, fueling hopes that the Honam region could host its first major chip production base, even as both companies say no such
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
onsemi, Teradyne, and Penguin Solutions Shares Are Falling, What You Need To Know
Adam Hejl
Wed, June 10, 2026 at 5:25 PM PDT 3 min read
SPCX
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What Happened?
A number of stocks fell in the afternoon session after the CPI print of 4.2% annual inflation (the hottest since 2023) revived the rate hike narr
2026-06-11
digitimes.com
2026-06-11
Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation server memory platforms.
2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-11
digitimes.com
2026-06-11
Gudeng chairman and CEO Bill Chiu said global demand for AI is driving a wave of 2nm and 3nm advanced-node capacity expansion, but the biggest constraint for chipmakers is not building fabs — it is securing extreme ultraviolet lithography systems.
2026-06-11
digitimes.com
2026-06-11
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen.
2026-06-11
digitimes.com
2026-06-11
Largan Precision is accelerating its push into CPO-related optical components, with chairman Adam Lin revealing that the company is building its first automated pilot line at a new Taiwan facility, scheduled to be ready before September 2026.
2026-06-11
digitimes.com
2026-06-11
Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for the cloud AI connectivity chip supplier as demand grows for scale-up infrastructure in AI clusters.
2026-06-11
digitimes.com
2026-06-11
Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future of AI networking, could face further delays as manufacturing yields remain inconsistent.