Semiconductor News & Analysis Feed
5467 articles
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
India has expanded exemptions from mandatory quality certification requirements for imports by Special Economic Zone (SEZ) units and developers, a policy change that industry observers say could ease the establishment of semiconductor manufacturing facilities in the country.
2026-06-13
digitimes.com
2026-06-13
ITE Tech said its embedded controller chip and HDMI 2.1 retimer have been adopted by a US agentic AI computing platform, with mass production expected as early as the second half of 2026. The win could ripple through global PC supply chains, as the company prepares to serve major brand customers and ODM partners worldwide.
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
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.
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2026-06-13
www.investing.com
2026-06-13
Investing.com
www.investing.com
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2026-06-13
quantumzeitgeist.com
2026-06-13
Quantum Zeitgeist
QUANTUM HARDWARE, DEEP TECH
SiC Transistors Mimic Brain Cells at 10mK for Quantum Control
June 12, 2026
BY IVY DELANEY
Engineers at HKU have demonstrated the first “brain-like” chip capable of mimicking biological neurons at a frigid 10 millikelvin, a crucial step toward solving the wiring challenges that limit quantum computer scalability. The team, led by Professor Yuhao Zhang and PhD student X
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Forget ASML: As Post-June 5 Volatility Shakes High-Beta Tech, This Dividend-Paying Chip Index Is a No-Brainer Buy
Alex Sirois
Fri, June 12, 2026 at 10:19 AM PDT 4 min read
ASML.AS
+3.40%
NVDA
-0.03%
SOXX
+1.90%
ASML
-1.34%
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Trading disclosure
Quick Read
SOXX delivered 160% returns over the past year and nearly 2,000% over ten years, holding the full AI chip supply chain
2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
ASML (NASDAQ:ASML | ASML Price Prediction) is the name dominating every chip-equipment headline this month after its shares rose 78.18% year to date on AI-driven lithography demand. The setup deserves scrutiny.
Video Muted
Tighter central bank liquidity is punishing overextended growth multiples, and ASML now trades at a trailing P/E of 60 with a forward multiple of 48. That is a premium reserve
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Forget Micron Technology: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
Alex Sirois
Fri, June 12, 2026 at 10:06 AM PDT 4 min read
ORCL
-1.28%
MU
-0.23%
ORCL-PD
-2.80%
NVDA
+0.08%
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Trading disclosure
Quick Read
Oracle dropped 22.1% after a record Q4 while FY27 guidance rose to $90 billion, creating a classic contrarian entry as forward estima
2026-06-13
news.google.com
2026-06-13
24/7 Wall St.
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies Stock (DE0006231004): Goldman Sachs lifts price target on AI-chip tailwinds
12.06.2026 - 19:02:14 | ad-hoc-news.de
Goldman Sachs has raised its Infineon Technologies price target to 88 euros and reiterated its Buy rating, citing stronger growth prospects from AI-related chips, while the stock trades in the high-70s euro range on Xetra.
Infineon, DE000
2026-06-13
news.google.com
2026-06-13
Healthcare Dive
2026-06-13
news.google.com
2026-06-13
Fierce Healthcare
2026-06-13
www.tomshardware.com
2026-06-13
Tom's Hardware
PC Components CPUs
Nvidia preps to sell its Vera CPUs into China as its GPU sales stay frozen — customers encouraged to place orders for CPU shipments as early as August
News
By Luke James published 4 hours ago
Chinese cloud firms are reportedly testing more than 300 Vera servers overseas.
(Image credit: Getty / Patrick T Fallon)
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2026-06-13
www.barchart.com
2026-06-13
Barchart
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) is a Boise, Idaho-based global memory and storage semiconductor company founded in 1978, and one of only three manufacturers in the world capable of producing cutting-edge DRAM and NAND flash memory at scale.
What has transformed Micron from a volatile commodity chipmaker into a must-own AI infrastructure stock
2026-06-13
www.taipeitimes.com
2026-06-13
Taipei Times
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2026-06-12
www.quiverquant.com
2026-06-12
Quiver Quantitative
Amkor Technology, Inc. (AMKR) is up 7.6% today. Here is some analysis on what might have caused this price movement.
Analysis: The day’s specific catalyst is not clearly identifiable from widely circulated company news, but the move appears consistent with renewed optimism around Amkor’s advanced packaging roadmap and multi-year growth targets discussed recently. This could also be momentum tied
2026-06-12
www.tradingview.com
2026-06-12
TradingView
News
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Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective…
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
4 min read
IFX
+3.89%
Infineon Technologies AG
Infineon Technologies AG: Release acc