Semiconductor News & Analysis Feed
5475 articles
2026-06-12
digitimes.com
2026-06-12
As wide-bandgap (WBG) semiconductors like silicon carbide (SiC) and gallium nitride (GaN) take the lead in electric vehicle (EV) powertrains, electronics packaging engineers are facing a thermodynamic reckoning. To extract maximum performance from these high-frequency, high-efficiency chips, the industry is driving an architectural shift: shrinking inverter volumes, eliminating heavy copper basepl
2026-06-12
digitimes.com
2026-06-12
Taiwanese power management IC supplier Global Mixed-mode Technology (GMT) will follow peers in seeking price increases from customers as tight chip supply continues to reshape capacity allocation across the industry.
2026-06-12
digitimes.com
2026-06-12
Google is considering using Samsung Electronics to manufacture part of a future artificial intelligence (AI) chip, a move that would mark a notable shift in the US tech group's supply chain as demand for advanced AI silicon strains capacity at TSMC.
2026-06-12
digitimes.com
2026-06-12
Samsung Electronics is regaining ground in high-bandwidth memory and foundry services, but advanced packaging remains a weak point in its bid to capture a larger share of the AI chip supply chain, according to industry sources and Korean media reports.
2026-06-12
digitimes.com
2026-06-12
Sigurd announced that its May revenue reached a historic high, driven by overseas customer expansion, stronger demand for AI-related chips, and rising use of advanced packaging capacity. The result suggests continued momentum in global semiconductor supply chains, with implications for networking, memory, and high-performance computing markets worldwide.
2026-06-12
digitimes.com
2026-06-12
United Nova Technology (UNT) is expanding from automotive and industrial chips into AI server power management and optical interconnects through a CNY20 billion (US$3 billion) 12-inch mixed-signal fab project.
2026-06-12
digitimes.com
2026-06-12
Taiwan's semiconductor and electronics supply-chain companies continued to post generally firm sales in May, according to monthly revenue data and company disclosures, with the strongest accumulated growth concentrated in AI-linked logic, testing, substrate, and copper-clad laminate suppliers.
2026-06-12
digitimes.com
2026-06-12
In power electronics engineering, Silicon Carbide (SiC) companies are competing to achieve the absolute lowest thermal resistance (Rth), with the mindset that lower heat signature equates a superior system. However, at PCIM Europe 2026, a collaborative project between Rohm Semiconductor, Schweizer Electronic, and eMoveUs GmbH exposed a revolutionary counter-intuitive shift in design philosophy: wi
2026-06-12
digitimes.com
2026-06-12
Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales, pressuring its May results and revenues for the first five months of the year. The company disclosed May revenue of NT$63.87 million (US$2 million), down 29.37% month-over-month, and cumulative revenue for the first
2026-06-12
sg.finance.yahoo.com
2026-06-12
Yahoo Finance Singapore
Infineon to open German chip fab as part of EU sovereignty push
Christina Kyriasoglou / Bloomberg
Thu, 11 June 2026 at 3:50 pm GMT-7 3 min read
IFX.DE
+3.89%
Infineon is preparing to open its largest single investment, a €5 billion semiconductor factory built with the help of EU subsidies, as the bloc seeks to boost chip production.
BERLIN (June 12): Infineon Technologies AG is preparing to open
2026-06-12
eetimes.com
2026-06-12
Rebellions leverages memory-centric AI chip designs with SK Hynix and Samsung to fuel IPO ambitions.
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Electrical/NYSE:VRT
Vertiv Extends NVIDIA Alliance To Target AI Data Centers And Margins
June 12, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Vertiv Holdings Co (NYSE:VRT) has expanded its collaboration with NVIDIA to co-develop AI focused data center solutions, including an 800 volt DC power architecture.
The company has also launched a production grade digital
2026-06-12
www.bizjournals.com
2026-06-12
The Business Journals
www.bizjournals.com
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2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Samsung, Weaves
Samsung Weaves AI Into Its Core: From Office Chatbots to 2nm Chips and a $175 Million Genomics Bet
11.06.2026 - 22:53:58 | boerse-global.de
Samsung adopts ChatGPT, Gemini, Claude; partners with STMicro on auto chips, Google on 2nm AI chip; invests $175M in genome sequencing. Analysts see 77% upside.
Samsung - Samsung Electronics 11.06.2026 - Bild: über boerse-global.de
Samsung E
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Arm (ARM), NVIDIA (NVDA) Executive Highlight Shift Toward Agentic AI Computing
Maham Fatima
Thu, June 11, 2026 at 1:15 PM PDT 2 min read
ARM
+11.32%
NVDA
+2.22%
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Trading disclosure
Arm Holdings (NASDAQ:ARM) is one of the best IPO stocks to buy and hold for 2 years. On June 2, Chris Bergey, Arm's Executive VP of the Edge AI Business Unit, announced that the newly unveiled
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
Semiconductor stocks were routed last Friday, June 5, with the sector losing a whopping $1.4 trillion in market cap in a single day. The PHLX Semiconductor Sector index shed more than 10% of its value in a single session, driven by a stronger-than-expected jobs report that has led to an increase in the odds of the Federal Reserve raising interest rates this year.
Not surprisingly, major semicondu
2026-06-12
tomshardware.com
2026-06-12
Luke James
OpenAI says it has banned two clusters of ChatGPT accounts it believes are operating from China, and that used its models for covert influence campaigns targeting U.S. tech and policy debates.
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Why 1 Veteran Analyst Firm Hiked Its Qualcomm Stock Price Target for 2026
Financial Data by Mer_Studio via Shutterstock
Nauman Khan
Thu, June 11, 2026 at 11:22 AM PDT 5 min read
QCOM
+6.15%
GOOGL
+0.39%
AMZN
+1.47%
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Trading disclosure
Qualcomm (QCOM) is a big player in wireless chips and mobile technology. For a few months now, the company has been in the spotlight as ch
2026-06-12
www.pymnts.com
2026-06-12
PYMNTS.com
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2026-06-12
stockstotrade.com
2026-06-12
StocksToTrade
Entegris Inc. stocks have been trading up by 11.38 percent on optimism surrounding strengthened semiconductor supply-chain demand.
Key Takeaways For ENTG Traders
Mizuho lifted its Entegris (ENTG) price target to $180 from $175 and kept an Outperform rating, pointing to strength in wafer fab equipment and Entegris’ leverage to the WFE upcycle.
A new cross-licensing pact with JSR and Inpria ends a