Semiconductor News & Analysis Feed
5467 articles
2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Infineon Technologies AG, DE0006231004
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
12.06.2026 - 17:20:03 | dgap.de
Infineon Technologies AG / DE0006231004
EQS Voting Rights Announcement: Infineon Technologies AG
12.06.2026 / 17:20 CET/CEST
Dissemination of a Voting Rights Ann
2026-06-12
www.boerse.de
2026-06-12
boerse.de
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2026-06-12
tomshardware.com
2026-06-12
Bruno Ferreira
Nightmare-Eclipse's vendetta against Microsoft and Windows continues apace — researcher publishes RoguePlanet and GreatXML local privilege escalation zero-day exploits
2026-06-12
news.google.com
2026-06-12
NVIDIA Developer
2026-06-12
www.ept.ca
2026-06-12
Electronic Products & Technology
Sourceability report highlights continued memory allocation, AI-adjacent tightening and raw-material cost pressure
The electronics industry continues to see supply chain constraints squeeze the chip market as geopolitics and AI impact lead times and prices, according to a report from hybrid global distributor Sourceability. The report details how the electronic components market is being shaped b
2026-06-12
www.kiplinger.com
2026-06-12
Kiplinger
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2026-06-12
www.investing.com
2026-06-12
Investing.com
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2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
Micron Technology, Inc.MU appears well-positioned to benefit from the rapid adoption of artificial intelligence (AI), which is creating a new growth cycle for the storage industry. As AI models become larger and more data-intensive, demand for storage solutions is rising across cloud and enterprise data centers. This trend is favoring Micron Technology’s NAND business.
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
Semiconductors
Tech
China’s Nvidia challenger MetaX eyes Hong Kong share sale to fund AI ambitions
Shanghai-listed AI chipmaker plans H-share sale to fund next-generation GPU development, supply-chain investment and global expansion
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Wency Chenin Shanghai
Published: 9:44pm, 12 Jun 2026
MetaX, a Shanghai-based graphics processing unit (GPU) design
2026-06-12
www.tomshardware.com
2026-06-12
Tom's Hardware
Tech Industry
Republican lawmakers urge federal agency to block imports of infringing TSMC chips as patent ruling nears — five asserted U.S. patents come from United Microelectronics Corporation
News
By Luke James published 3 hours ago
An initial determination in the case targeting TSMC's 7nm and smaller nodes is expected this month.
(Image credit: Getty / Bloomberg)
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2026-06-12
tomshardware.com
2026-06-12
Luke James
Four Republican members of Congress have urged the U.S. ITC to block imports of foreign-made chips found to infringe U.S. patents
2026-06-12
news.google.com
2026-06-12
HotHardware
2026-06-12
www.globalconstructionreview.com
2026-06-12
Global Construction Review
News
Bechtel to build $100bn semiconductor plant, biggest in US
Joe Quirke
12.06.26
Render courtesy of Bechtel/Micron
Micron Technology has picked Bechtel to build the first phase of what’s billed as the US’ biggest semiconductor plant in Clay, New York.
Bechtel will use digital-enabled construction technologies, modularisation and project controls to support time management, operations and coord
2026-06-12
www.barchart.com
2026-06-12
Barchart
Jen-Hsun Huan NVIDIA's Founder, President and CEO by jamesonwu1972 via Shutterstock
Analysts keep raising their Nvidia Inc (NVDA) FY 2027 revenue forecasts and their NVDA price targets. This implies that free cash flow (FCF) will be higher than expected. NVDA stock could be worth $330, +61% higher. This is based on conservative FCF margin and FCF yield assumptions.
NVDA closed at $204.87 on Thur
2026-06-12
www.siliconrepublic.com
2026-06-12
Silicon Republic
BUSINESS
Chipmaker Infineon readies to open new German fab
by Suhasini Srinivasaragavan
12 JUN 2026
SAVE ARTICLE
Image: © Kara/Stock.adobe.com
The new fab marks a win for the EU in its attempts to improve the bloc’s chipmaking capacity.
Global semiconductor company Infineon Technologies is set to open a new €5bn chip factory in Germany, extending its existing campus in Dresden.
The factor
2026-06-12
www.reuters.com
2026-06-12
Reuters
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVIDIA's CPU Ambitions Expand: Can It Challenge x86 Giants Now?
Anirudha Bhagat
Fri, June 12, 2026 at 5:37 AM PDT 3 min read
NVDA
+0.22%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation NVDA is no longer focused solely on graphics processing units (GPUs). The company is making a bigger push into the central processing units (CPU) market as it looks to capture a larger share of the r
2026-06-12
sg.finance.yahoo.com
2026-06-12
Yahoo Finance Singapore
AI Storage Boom Aids NAND Demand: Can Micron Capitalize on the Trend?
Anirudha Bhagat
Fri, 12 June 2026 at 5:34 am GMT-7 4 min read
MU
-0.54%
STX
+6.55%
SNDK
+4.93%
Micron Technology, Inc. MU appears well-positioned to benefit from the rapid adoption of artificial intelligence (AI), which is creating a new growth cycle for the storage industry. As AI models become larger and more data-intensive,
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
AI Storage Boom Aids NAND Demand: Can Micron Capitalize on the Trend?
Anirudha Bhagat
Fri, June 12, 2026 at 5:34 AM PDT 4 min read
MU
-0.28%
STX
+8.34%
SNDK
+5.78%
Explore stocks on Coinbase
Trading disclosure
Micron Technology, Inc. MU appears well-positioned to benefit from the rapid adoption of artificial intelligence (AI), which is creating a new growth cycle for the storage industry. As AI m
2026-06-12
www.tikr.com
2026-06-12
TIKR.com
Key Stats for Applied Materials Stock
Current Price: $548.71
TIKR Mid-Case Target: ~$533
TIKR High-Case Target: ~$928 | Total Return: ~87% | IRR: ~8%/year
Street Mean Target: ~$513
Earnings Reaction: -0.89% (reported May 14, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Applied Materials, Inc. (AMAT) gain