Semiconductor News & Analysis Feed
1693 articles
2026-06-13
news.google.com
2026-06-13
digitimes
2026-06-13
news.google.com
2026-06-13
digitimes
2026-06-13
digitimes.com
2026-06-13
As cloud service providers ramp up investment in AI infrastructure, Edom chairman Wayne Tseng said rising costs for materials, production equipment and labour will keep overall market supply tight in the second half of 2026, with price increases likely to continue. He also said AI is moving from the cloud into enterprise applications, with power, cybersecurity, optics and the medical sector set to
2026-06-13
digitimes.com
2026-06-13
During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and Omdia at PCIM Europe 2026, one reality was made clear: frictionless, globalized chip manufacturing is ending. While the conversation reflected industry enthusiasm for new applications such as AI servers and industrial motor drives, it was tempered by macroeconomic re
2026-06-13
digitimes.com
2026-06-13
SK Hynix is reviewing rare price increase requests from several tier-one equipment suppliers, a sign that the high-bandwidth memory boom is beginning to reshape pricing power in South Korea's semiconductor equipment supply chain.
2026-06-13
digitimes.com
2026-06-13
Samsung Electronics is set to hold its semiannual global strategy meeting from June 16 to 18, with executives expected to review a split operating environment: strong memory demand is supporting the chip business, while higher component costs are putting pressure on smartphones, PCs, and other consumer devices.
2026-06-13
www.msn.com
2026-06-13
MSN
WASHINGTON – President Donald Trump took action June 11 to restore commercial fishing within three of America's marine national monuments in the Pacific Ocean, rolling back protections for areas that are considered pristine ocean ecosystems.
The White House said the move, reported first by USA TODAY ahead of Trump's action, is aimed at boosting the U.S. fishing industry and lowering seafood price
2026-06-13
www.investing.com
2026-06-13
Investing.com
www.investing.com
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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.barchart.com
2026-06-13
Barchart
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) is a Boise, Idaho-based global memory and storage semiconductor company founded in 1978, and one of only three manufacturers in the world capable of producing cutting-edge DRAM and NAND flash memory at scale.
What has transformed Micron from a volatile commodity chipmaker into a must-own AI infrastructure stock
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.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Rohm, JP3982800009
Rohm SCT4013DLL 750 V SiC MOSFET: AI-ready power device for modern data centers
12.06.2026 - 15:54:08 | ad-hoc-news.de
Rohm's SCT4013DLL 750 V SiC MOSFET targets high-efficiency, high-voltage power stages in AI server battery backup units and industrial systems, combining low loss, compact packaging and robust reliability for demanding data center and power applications.
Rohm
2026-06-12
www.investing.com
2026-06-12
Investing.com
www.investing.com
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2026-06-12
news.google.com
2026-06-12
HotHardware
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.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
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Peterson Wealth Services Sells 175,226 Shares of Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Peterson Wealth Services cut its Cadence Design Systems stake by 93.6% in the fourth quarter, selling 175,226 shares and leaving it with 11,889 shares worth about $3.7 million.
Insiders have also been selling, including VP Paul Scannel
2026-06-12
tomshardware.com
2026-06-12
Mark Tyson
Tens of officers have been fired, and some even arrested, for abuse of the Flock license plate reader system used by police departments throughout the US, according to a new report.
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Texas Instruments (TXN) Stock After 67% YTD Surge Is The Current Price Justified
June 12, 2026
Simply Wall St
Reviewed by Bailey Pemberton
If you are wondering whether Texas Instruments' current share price still offers value, it helps to step back and look at what the recent returns and valuation checks are really telling you.
The stock closed at US$297.1
2026-06-12
www.storyboard18.com
2026-06-12
Storyboard18
Smartphone prices could continue rising well into next year as a worsening shortage of memory chips pushes up manufacturing costs across the industry, according to Nothing co-founder and chief executive Carl Pei.
In a post on X, Pei said memory has become the single most expensive component in modern smartphones, overtaking both processors and displays. In some cases, he noted, memory accounts fo