Semiconductor News & Analysis Feed
11217 articles
2026-06-12
www.tradingpedia.com
2026-06-12
TradingPedia
Nvidia Courts China Buyers Vera AI CPUs Export Snags US
Written by Sandra Leggero, | Updated: June 12, 2026
Key Moments
Nvidia has informed Chinese customers that Vera CPUs for AI data centers could be available as early as August, and is already inviting orders, according to three sources.
A major Chinese cloud provider is preparing an initial order for more than 300 dual-Vera-CPU servers, while
2026-06-12
www.harianbasis.co
2026-06-12
HarianBasis.co
www.harianbasis.co
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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
2026-06-12
eetimes.com
2026-06-12
NoPo scales HiPco single-walled carbon nanotube output for sub-2-nm chips and anodes.
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Burkett Asset Management Ltd Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Burkett Asset Management opened a new position in Taiwan Semiconductor Manufacturing, buying 15,060 shares worth about $4.58 million. The stake now makes up 4.6% of the firm’s holdings and is its 6th-largest posit
2026-06-12
news.google.com
2026-06-12
MarketBeat
2026-06-12
www.newelectronics.co.uk
2026-06-12
New Electronics
www.newelectronics.co.uk
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2026-06-12
semiengineering.com
2026-06-12
Semiconductor Engineering
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2026-06-12
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2026-06-12
MarketBeat
29,560 Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM Bought by AI Squared Management Ltd
Written by MarketBeat
June 12, 2026
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KEY POINTS
AI Squared Management opened a new position in Taiwan Semiconductor Manufacturing, buying 29,560 shares valued at about $8.98 million. The stake makes TSMC its second-largest holding, accounting for 10.4% of the p
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Aviva PLC
Written by MarketBeat
June 12, 2026
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Aviva PLC decreased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 6.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. Th
2026-06-12
www.digitimes.com
2026-06-12
digitimes
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.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they vis
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Banco BTG Pactual S.A. Acquires 46,564 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Banco BTG Pactual S.A. increased its stake in Taiwan Semiconductor Manufacturing by 73.3% in the fourth quarter, adding 46,564 shares to reach 110,096 shares valued at about $33.5 million.
TSMC reported strong recent
2026-06-12
seekingalpha.com
2026-06-12
Seeking Alpha
Nvidia pitches new Vera CPUs to Chinese clients, orders set for August: Reuters
Jun 12, 2026, 3:12 AM ETNVIDIA Corporation (NVDA) StockBy: Arundhati Sarkar, SA News Editor
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Nvidia (NVDA) told clients in China that they can start placing orders for its new Vera central processors, which may be available as soon as August, Reuters reported, citing sources.
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2026-06-12
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2026-06-12
The Edge Singapore
www.theedgesingapore.com
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2026-06-12
The Edge Singapore
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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
www.marketscreener.com
2026-06-12
marketscreener.com
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2026-06-12
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2026-06-12
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2026-06-12
news.financial
2026-06-12
news.financial
June 12th, 2026 | 08:15 CEST
PAY ATTENTION! SOMETHING IS BREWING HERE: IS HPQ SILICON UNDERVALUED? ARE INFINEON AND SIEMENS ENERGY OVERVALUED?
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The global economy is in the midst of one of the biggest industrial upheavals since the advent of the internet. Electric mobility, artificial intelligence (AI), and data centers a
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