Semiconductor News & Analysis Feed
1693 articles
2026-06-12
longbridge.com
2026-06-12
Longbridge
TSMC's 3nm capacity remains constrained despite Q2 ramp-up to 160,000–175,000 wafers, failing to meet surging AI-driven demand. Supply chain sources indicate TSMC plans a price hike of up to 15% for 3nm foundry services in H2 2026 due to persistent order backlogs and supply gaps.
Despite TSMC having ramped up its 3nm monthly capacity to 160,000–175,000 wafers in the second quarter, it still canno
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Lattice Semiconductor (LSCC) Is Down 6.0% After AMI Acquisition Financing Signals Bigger Balance Sheet Bet
Simply Wall St
Thu, June 11, 2026 at 11:11 PM PDT 3 min read
LSCC
+7.92%
Trade LSCC on Coinbase
Trading disclosure
Lattice Semiconductor recently completed a cash-and-stock agreement to acquire AMI for about US$1.65 billion, supported by a US$1.15 billion financing package, amid sector-wide
2026-06-12
technode.com
2026-06-12
TechNode
Despite TSMC having ramped up its 3nm monthly capacity to 160,000–175,000 wafers in the second quarter, it still cannot fully meet strong customer demand and order backlogs, according to supply chain sources. Industry insiders said TSMC is planning another price increase for 3nm foundry services in the second half of 2026, with hikes of up to 15%.
The Fab 18 complex in the Southern Taiwan Science
2026-06-12
www.aastocks.com
2026-06-12
AASTOCKS.com
__fail__
2026-06-12
www.aastocks.com
2026-06-12
AASTOCKS.com
In 2H, Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) will moderately raise its foundry prices for advanced processes in response to higher upstream costs, Taiwan's Commercial Times, citing supply chain sources, reported. The most capacity-constrained 3nm process is expected to see a hike of 15%.
(Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes del
2026-06-12
www.aastocks.com
2026-06-12
AASTOCKS.com
Desktop
Quote
RT Quote
Market
News
Indices
HSI1 24,631 +382.08 75.95B
HSCEI1 8,345 +128.02 18.33B
Back
Zoom + Zoom -
Report: TSMC to Moderately Raise Foundry Prices in 2H; 3nm Process May See 15% Hike
Recommend0Positive2Negative0
2026/06/12 09:09 CST
aacat by AASTOCKS
Open a new trading account to get 1 Intel/Selected Gold ETF share!
In 2H, Taiwan Semiconductor Manufacturing Company Lt
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
TSMC has been drawn into a patent infringement complaint in the US by Ireland-based patent licensing firms Longitude Licensing and Marlin Semiconductor. The companies have claimed that the US government could block imports to the US of chips made by TSMC as a result of the case, and have enlisted several members of Congress to support their position, drawing market attention.
2026-06-12
digitimes.com
2026-06-12
Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March. Retail prices for some models could rise by as much as CNY1,000 (approx. US$148).
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
digitimes.com
2026-06-12
Cadence and Intel Foundry are expanding their collaboration on advanced chip design, a move that could affect future semiconductors used in devices and data centers worldwide. The agreement aims to improve performance, power efficiency, and design readiness as chipmakers race to bring next-generation technologies to market.
2026-06-12
digitimes.com
2026-06-12
DDR4 memory supply remains tight, with the shortage affecting buyers worldwide, from cloud and server operators to industrial and networking customers. Sources indicate that Nanya Technology's limited third-quarter 2026 capacity has led major shareholders and customers to secure output, pushing contract prices higher and making further gains increasingly likely.
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
uk.finance.yahoo.com
2026-06-12
Yahoo Finance UK
Lattice Semiconductor and Texas Instruments Shares Skyrocket, What You Need To Know
Adam Hejl
Thu, 11 June 2026 at 4:45 pm GMT-7 2 min read
^IXIC
+2.54%
LSCC
+7.92%
TXN
+5.35%
INTC
+9.27%
Lattice Semiconductor and Texas Instruments Shares Skyrocket, What You Need To Know
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace de
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Lattice Semiconductor and Texas Instruments Shares Skyrocket, What You Need To Know
Adam Hejl
Thu, June 11, 2026 at 4:45 PM PDT 2 min read
^IXIC
+2.54%
LSCC
+7.92%
TXN
+5.35%
INTC
+9.27%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate press
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Assessing Applied Materials (AMAT) Valuation After Strong Share Price Momentum And Premium Narrative
June 12, 2026
Simply Wall St
Share
Copy Link
Advertisement
Event Overview and Immediate Context
Applied Materials (AMAT) is back in focus after recent trading, as investors weigh its current share price of US$552.64 against the company’s size, with a mark
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
stockstory.org
2026-06-12
StockStory
__fail__
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%
Explore stocks on Coinbase
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