Semiconductor News & Analysis Feed
13503 articles
2026-06-17
en.sedaily.com
2026-06-17
Seoul Economic Daily
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2026-06-17
www.digitimes.com
2026-06-17
digitimes
Taiwan Semiconductor Manufacturing Company (TSMC) and Amkor Technology have signed a 10-year agreement to jointly expand advanced semiconductor packaging capacity in Arizona, a move that would bring a more complete chip supply chain onto American soil.
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Can Nvidia Stock Reach $743 in the Next 12 Months?
Justin Pope, The Motley Fool
Tue, June 16, 2026 at 5:50 PM PDT 3 min read
NVDA
-2.37%
Trade NVIDIA on Coinbase
Trading disclosure
The artificial intelligence (AI) revolution has made Nvidia (NASDAQ: NVDA) the world's largest public company at a market cap of approximately $5 trillion today. That's a share price of $205, thanks to stock splits. Bu
2026-06-17
news.google.com
2026-06-17
Trefis
2026-06-17
news.google.com
2026-06-17
Yahoo Finance
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
The artificial intelligence (AI) revolution has made Nvidia (
NVDA
2.16%
) the world's largest public company at a market cap of approximately $5 trillion today. That's a share price of $205, thanks to stock splits. But despite Nvidia's historic run these past several years, there could be more upside ahead.
How much? Wall Street analysts have 12-month price targets as high as $743 per share. It'
2026-06-17
www.trefis.com
2026-06-17
Trefis
What Applied Materials Stock Was Shouting Before The Surge
June 16th, 2026 by Trefis Team
-56.46%
Downside
568
Market
247
Trefis
AMAT
Applied Materials
Before the stock took off, the company’s overall growth looked sluggish, but management was explicitly forecasting a boom in its most important AI-related businesses.
When a stock jumps more than two hundred percent in a year, as Applied Material
2026-06-17
digitimes.com
2026-06-17
Poland is seeking major Taiwanese investment to strengthen its manufacturing base, a shift that could reshape Europe's supply chains and technology capacity. The plan spans electric vehicles, semiconductors, and industrial policy, and reflects how governments are adapting to geopolitical pressure and shortages in key global sectors.
2026-06-17
digitimes.com
2026-06-17
Semiconductor materials suppliers are moving to rebuild depleted inventories and recover sharply higher costs from Samsung Electronics, SK Hynix and other memory chip customers after the 106-day US-Iran war strained supply chains for precursors, specialty gases and other key chipmaking inputs.
2026-06-17
digitimes.com
2026-06-17
Huawei has notified partners and channel distributors that it will raise end-customer prices across its Intelligent Collaboration product line from July 1 this year, as the AI computing buildout tightens chip and component supply across the global semiconductor chain. The move follows Lenovo's earlier price increase and underscores mounting cost pressure on enterprise devices.
2026-06-17
digitimes.com
2026-06-17
EssilorLuxottica and Applied Materials have agreed to a long-term partnership to speed development of intelligent optical systems for augmented reality and AI-powered smart eyewear, a move that could help shape future consumer devices used by people around the world. The companies said the effort aims to make advanced display glasses lighter, more capable, and easier to manufacture at scale.
2026-06-17
digitimes.com
2026-06-17
Li Auto announced details of its new Mach M100 chip, a self-developed 5nm chip focused on autonomous driving, on June 15. This development marks the latest entry among Chinese automakers into designing in-house chips as they compete on cost and smart-driving features.
2026-06-17
digitimes.com
2026-06-17
Powerchip Semiconductor Manufacturing (PSMC) announced on June 16 that, effective from May 22, 2026, it purchased semiconductor production facilities and machinery from Lam Research for use in wafer production, in a transaction totaling NT$1.04 billion (approx. US$32.94 million). The move comes as the company steps up investment in equipment and new technologies to seize artificial intelligence (A
2026-06-17
digitimes.com
2026-06-17
AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could strengthen global supply chains for the lasers and optical components that connect data centers, chips, and servers worldwide.
2026-06-17
digitimes.com
2026-06-17
Chinese foundry Nexchip is expanding beyond wafer manufacturing with the establishment of a new wholly owned subsidiary, marking its latest move to deepen its presence across the semiconductor value chain.
2026-06-17
digitimes.com
2026-06-17
The US has held back from adding Chinese AI startup DeepSeek, memory chipmaker CXMT, and more than 100 other entities to a key trade blacklist, underscoring Washington's struggle to balance national security controls with a broader effort to contain tensions with Beijing.
2026-06-17
digitimes.com
2026-06-17
Suzhou Dongshan Precision Manufacturing (DSBJ) will invest US$1.2 billion to expand optical chip and optical module capacity at Source Photonics, accelerating its shift from PCB manufacturing into AI data center optical communications.
2026-06-17
semiengineering.com
2026-06-17
Ann Mutschler
On-die monitors, localized analytics, and lifecycle data are giving architects new ways...
2026-06-17
digitimes.com
2026-06-17
Singapore-based Galatek Technologies is expanding into scarce advanced packaging equipment as it builds localized manufacturing capacity in Malaysia, aiming to capture demand from a shifting global semiconductor supply chain.
2026-06-17
digitimes.com
2026-06-17
Global chip buyers, including BYD, Google, AMD, and Tesla, are turning to Samsung Electronics as TSMC's advanced production lines remain fully booked, Nikkei Asiareported. The shift underscores how AI demand and supply-chain risk are reshaping where cutting-edge chips are made.