Semiconductor News & Analysis Feed
2852 articles
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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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
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
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Siemens, Builds
Siemens Builds Out Three Growth Engines: SiC Data Center Chips, Defence Software, and Digital Locomotives
12.06.2026 - 18:24:52 | boerse-global.de
Siemens partners with Infineon on SiC circuit breakers for AI data centers, launches defence production centre, and transforms trains into software platforms, driving growth.
Siemens - Siemens Builds Out Three Growth Engines: SiC Data
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
finance.yahoo.com
2026-06-13
Yahoo Finance
Micron Technology (MU) Stock Valuation After AI Megafab Partnership And Bullish Analyst Upgrades
Simply Wall St
Fri, June 12, 2026 at 9:14 AM PDT 3 min read
MU
-0.26%
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Micron Technology (MU) has been back in the spotlig
2026-06-13
www.taipeitimes.com
2026-06-13
Taipei Times
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2026-06-12
www.chosun.com
2026-06-12
조선일보
By Seongmin K
Published 2026.06.13. 00:44
Samsung Electronics Hwaseong Campus foundry. /Courtesy of Samsung Electronics
Samsung Electronics’ foundry business (semiconductor contract manufacturing) is approaching profitability as it secures more orders. The Information, a U.S. IT-focused media outlet, reported on the 11th (local time) that Google is considering producing components for its next-g
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Taiwan Semiconductor (TSM) Sees AI Chip Demand Outpacing Supply
Jeff Lewis
Fri, June 12, 2026 at 8:37 AM PDT 2 min read
TSM
+0.57%
NVDA
-0.18%
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the
7 Best Compounder Stocks to Buy Now.
On June 4, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) CEO C.C. Wei sai
2026-06-12
www.investopedia.com
2026-06-12
Investopedia
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2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Infineon’s, Dresden
Infineon’s Dresden Fab Lights Up Three Months Early as AI’s Energy Needs Reshape the Chipmaker’s Valuation
12.06.2026 - 16:43:20 | boerse-global.de
Infineon's €5B Dresden fab starts July 2026, ahead of schedule. AI revenue to hit €1.5B, Goldman raises target to €88 amid growing data center and auto demand.
Infineon’s - Infineon’s Dresden Fab Lights Up Three Months Early as AI
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
apacnewsnetwork.com
2026-06-12
APAC Media
Summarize with:
Google AI
Synopsys claims to help customers accelerate silicon innovation, reduce risk, and bring increasingly complex AI-driven systems to market faster. In an exclusive interaction, Sudeep Shivalli, Regional Sales Director, GTM, Synopsys India, tells Bhavya Bagga, Business Reporter, CXO Media, how they are embedding AI across their platforms to enable intelligent design explorat
2026-06-12
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2026-06-12
Investing.com
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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
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
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
finance.yahoo.com
2026-06-12
Yahoo Finance
Sharon AI Shares Jump on Major NVIDIA Compute Infrastructure Partnership (SHAZ)
Fiona Craig
Fri, June 12, 2026 at 5:58 AM PDT 2 min read
NVDA
-0.32%
SHAZ
-11.22%
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artificial intelligence ai chip 2 NEW SIZE ©Asih Wahyuni
Sharon AI Holdings Inc. (NASDAQ:SHAZ) shares surged 25% on Friday after the company announced a six-year strategic compute collaborati
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
The past month or so has not been kind to many chip stocks. Investors have grown increasingly worried that some have become overvalued and may not be worth holding. That's sent the share prices of Nvidia (
NVDA
+0.18%
), Broadcom (
AVGO
1.20%
), and Cerebras (
CBRS
6.84%
) lower over the past several weeks.
But does this volatility among semiconductor stocks really mean you should get out of thes
2026-06-12
www.tradingview.com
2026-06-12
TradingView
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GuruFocus
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Nvidia Opens Another AI Chip Door in China
Nvidia Opens Another AI Chip Door in China
Less than 1 min read
NVDA
−0.07%
Nvidia
NVDA
is pitching its new Vera CPUs to Chinese customers, opening a fresh path into the market as U.S. export controls continue to complicate GPU sales.
Reuters reported that Nvidia has told clients in China they may be able to start placing Vera order
2026-06-12
thedefensepost.com
2026-06-12
The Defense Post
Home/Americas/Northrop Develops GaN Microchip That Acts Like ‘Brain’ to Enhance Wireless Signals
AMERICASTECHNOLOGY
Northrop Develops GaN Microchip That Acts Like ‘Brain’ to Enhance Wireless Signals
AKHSAN ERIDO ELEZHARJUNE 12, 2026
LESS THAN A MINUTE
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Northrop Grumman is advancing a new gallium nitride (GaN) microchip designed to act l