Semiconductor News & Analysis Feed
1692 articles
2026-06-16
wccftech.com
2026-06-16
Wccftech
The compact space inside smartphones makes it difficult to adopt High Bandwidth Memory (HBM), not to mention the thermal problem, but a rumor claims that Chinese smartphone brands have a custom-made Low Latency Wide DRAM (LLW) that adopts a similar integrated design as the aforementioned technology. While the design isn’t “true HBM,” it aims to resolve the performance bottleneck issue that LPDDR R
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Move Over, NVIDIA. Meta’s Chip Ambitions May Yet to Be Priced Into the Stock
Joey Frenette
Mon, June 15, 2026 at 9:12 AM PDT 4 min read
META
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Custom silicon from Meta and Google is pressuring Nvidia's GPU dominance, with hyperscalers potentially selling AI compute to third parties.
Zuckerberg's wartime AI approach and MTIA's six-month in
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been a huge winner of the AI revolution, but the big question is whether the competition is finally getting a chance to catch up. It seems like every big tech firm with enough money to spend wants to build its own custom silicon, and it makes a lot of sense, especially since how much money is flowing into Nvidia’s pockets for its GPUs. With a likely
2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
www.quiverquant.com
2026-06-15
Quiver Quantitative
Earnings Anticipation Rises: Social media chatter centers on the upcoming fiscal third-quarter results due June 24, with many noting expectations for robust earnings growth tied to high-bandwidth memory demand from AI applications. Analysts' price targets remain elevated despite recent volatility.
Momentum and Overbought Signals: Observers point to the stock's extended upward trend and record RSI
2026-06-15
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2026-06-15
Rock Paper Shotgun
2026-06-15
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2026-06-15
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2026-06-15
www.citybiz.co
2026-06-15
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CHARLOTTE RALEIGH, GLOBAL PEOPLE, GENERAL BUSINESS
Wolfspeed Names Semiconductor Industry Veteran Dan Whalen Vice President of Investor Relations
JUNE 15, 2026
Dan Whalen
Wolfspeed, Inc. (NYSE: WOLF) has appointed Daniel “Dan” Whalen as Vice President of Investor Relations, effective June 15, as the silicon carbide technology company seeks to strengthen engagement
2026-06-15
www.marketscreener.com
2026-06-15
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2026-06-15
www.thelec.net
2026-06-15
thelec.net
(Source: Iron Device)
Iron Device has been selected as a joint research institution for a government-backed project to develop embedded power module technology for electric vehicle drive circuits, the company disclosed on June 15.
The consortium will develop gallium nitride (GaN) modules for electric vehicles operating in 650-volt (V) environments. Semi-Powerex, the lead institution, will overse
2026-06-15
wccftech.com
2026-06-15
Wccftech
TSMC is expected to raise prices of its 2nm wafers, which might lead NVIDIA and Apple to consider using Samsung as an alternative.
We know that TSMC is already ramping up volume production of its cutting-edge 2nm process, which is also one of the most advanced technologies in the world. But the latest tech also comes at a high price. This is due to significantly higher demand & markups driven by
2026-06-15
tomshardware.com
2026-06-15
Luke James
The FBI, Google, and Lumen Technologies say they’ve dismantled a China-based phishing-as-a-service operation called Outsider Enterprise.
2026-06-15
www.investing.com
2026-06-15
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2026-06-15
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2026-06-15
Trending Now Sustainable Construction
Cambridge GaN Devices (CGD) has joined forces with NXP Semiconductors to accelerate time to market in data centre and automotive markets.
These high-growth markets represent a huge opportunity for GaN. The International Energy Agency expects the energy used by data centres to double by 2030, making energy efficiency improvements a key imperative. It is forecasted that the data centre power semico
2026-06-15
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2026-06-15
Electropages
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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2026-06-15
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NEWS
Stifel Raises Price Target for Cadence Design (CDNS) Following Intel Foundry Partnership
Published on June 15, 2026 at 4:30 am by SHERYAR SIDDIQ in News
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Cadence Design Systems Inc. (NASDAQ:CDNS) ranks among the best 5G stocks to buy right now. On June 9, Stifel maintained its Buy rating on Cadence Design Systems Inc. (NASDAQ:CDNS) and increased its price target from $395 to $432, citin
2026-06-15
uk.finance.yahoo.com
2026-06-15
Yahoo Finance UK
Stifel Raises Price Target for Cadence Design (CDNS) Following Intel Foundry Partnership
Sheryar Siddiq
Mon, 15 June 2026 at 1:30 am GMT-7 2 min read
CDNS
+0.32%
NVDA
+0.16%
Cadence Design Systems Inc. (NASDAQ:CDNS) ranks among the best 5G stocks to buy right now. On June 9, Stifel maintained its Buy rating on Cadence Design Systems Inc. (NASDAQ:CDNS) and increased its price target from $395 to $