Semiconductor News & Analysis Feed
368 articles
2026-06-12
digitimes.com
2026-06-12
Silicon Labs is deepening its presence in India through expanded research operations and a greater commercial focus on smart infrastructure applications, even as the US-based wireless chipmaker prepares for an acquisition by Texas Instruments.
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
TSMC Governance Shift Puts Valuation And Board Authority In Focus
Simply Wall St
Thu, June 11, 2026 at 3:13 PM PDT 3 min read
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Taiwan Semiconductor Manufacturing (TWSE:2330) received shareholder approva
2026-06-12
news.google.com
2026-06-12
GuruFocus
2026-06-12
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2026-06-12
GuruFocus
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Samsung Collaborations On 2nm And 3D‑IC Put Investor Focus On Valuation
Simply Wall St
Thu, June 11, 2026 at 10:10 AM PDT 2 min read
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Samsung Electronics has expanded its collaborations with S
2026-06-11
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2026-06-11
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2026-06-11
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2026-06-11
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2026-06-11
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2026-06-11
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United States/Semiconductors/NYSE:TSM
Taiwan Export Review Puts TSMC AI Chip Growth And Valuation In Focus
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Taiwan is weighing stricter controls on exports of advanced AI chips to China, including possible criminal penalties for violations.
The review focuses on the most advanced AI accelerators and supporting technologies th
2026-06-11
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2026-06-11
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2026-06-11
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2026-06-11
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2026-06-11
digitimes.com
2026-06-11
Taiwan Mask (TMC), a Taiwanese photomask manufacturing process company, has approved the sale of its Plant 6 in Zhunan, Taiwan. The company said the move is primarily a strategic measure aimed at activating assets and focusing on its core business. It is also intended to improve the group's capital allocation efficiency, optimize its balance sheet, and boost earnings per share (EPS).
2026-06-11
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2026-06-11
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Taiwan Export Curbs Put TSMC China Exposure And Valuation In Focus
Simply Wall St
Wed, June 10, 2026 at 9:14 AM PDT 3 min read
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Taiwan is weighing stricter export controls on advanced AI chips to China, including potential crim
2026-06-10
www.msn.com
2026-06-10
MSN
KLA Corp. (KLAC), Lam Research (LRCX), Applied Materials (AMAT), and ASML (ASML) were in focus on Wednesday as Cantor Fitzgerald upped its price targets on the aforementioned chip equipment makers, citing continued strong spending.
“We tweak our CY26 [wafer fab equipment] estimate to $145B (or ~32% growth Y/Y) from $140B, with upside likely capped in the $150B territory as a result of lack of cle
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
How AI and HBM Focus at Investor Day At FormFactor (FORM) Has Changed Its Investment Story
Simply Wall St
Wed, June 10, 2026 at 6:12 AM PDT 3 min read
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In recent days, FormFactor’s Investor Day focused on its expanding role in AI, high‑performance computing, high‑bandwidth memory, and advanced packaging, prompting analysts to update their views
2026-06-10
www.thefoothillsfocus.com
2026-06-10
The Foothills Focus
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2026-06-10
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2026-06-10
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2026-06-10
digitimes.com
2026-06-10
At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward a far more practical challenge — how to rapidly deploy full-scale computing infrastructure under tight constraints of power, time, and construction capacity.
2026-06-10
simplywall.st
2026-06-10
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron’s Sold Out HBM4 Supply Puts AI Valuation Premium In Focus
June 10, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Micron Technology (NasdaqGS:MU) has its 2026 HBM4 AI memory supply fully committed under long-term agreements, highlighting tight industry capacity.
The company has signed new multi-year supply deals and unveiled product
2026-06-10
eetimes.com
2026-06-10
India maps out a bold $150B chip strategy for 2035—see why this time might be different.