Semiconductor News & Analysis Feed

11264 articles
2026-06-11
www.tikr.com 2026-06-11 TIKR.com
Key Stats for Rigetti Computing Stock Price change for Rigetti Computing stock: -10% $RGTI Share Price as of Jun. 9: $20 52-Week High: $58 $RGTI Stock Price Target: $29 Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>> What Happened? Rigetti Computing (RGTI) stock fell roughly 10% on Tuesday despite two genuinely positive developm
2026-06-11
www.tradingview.com 2026-06-11 TradingView
News / TradingView / Key facts: TSMC May Revenue Up 30.1% YoY; AI Chips Boost Growth Key facts: TSMC May Revenue Up 30.1% YoY; AI Chips Boost Growth Less than 1 min read 2330 −0.22% TSMC (2330) May 2026 revenue NT$416.975B (~$13.17B), +30.1% YoY, +1.5% MoM; Jan–May revenue NT$1,961.804B (~$62B), +30.0% YoY, driven by AI infrastructure, smartphones, HPC demand 1 2 TSMC (2330) gains from rising A
2026-06-11
finance.yahoo.com 2026-06-11 Yahoo Finance
onsemi, Teradyne, and Penguin Solutions Shares Are Falling, What You Need To Know Adam Hejl Wed, June 10, 2026 at 5:25 PM PDT 3 min read SPCX 0.00% ON -5.84% TER -5.86% ^DJI -1.87% PENG -5.14% Explore stocks on Coinbase Trading disclosure What Happened? A number of stocks fell in the afternoon session after the CPI print of 4.2% annual inflation (the hottest since 2023) revived the rate hike narr
2026-06-11
cryptobriefing.com 2026-06-11 Crypto Briefing
Republican lawmakers challenge TSMC’s influence in Washington as lobbying spend hits $3.28M The Taiwanese chip giant has deployed 22 lobbyists to shape US semiconductor policy, with 18 of them coming
2026-06-11
digitimes.com 2026-06-11
MicroIP has opened a nearly 300-ping southern R&D center at Kaohsiung's PIER F, with plans to expand smart manufacturing and smart transportation applications. The move signals a deeper push to link AI development with local logistics, industry, and public infrastructure.
2026-06-11
digitimes.com 2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-11
digitimes.com 2026-06-11
Congressional Republicans are urging stronger exclusion orders in the ongoing Section 337 investigation tied to TSMC's advanced-node chips, while the company reiterates compliance with local laws and highlights ongoing legal uncertainty in its quarterly filing.
2026-06-11
digitimes.com 2026-06-11
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is increasing worldwide and is expected to influence data centers, device costs, energy use, and the pace of technology development.
2026-06-11
digitimes.com 2026-06-11
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen.
2026-06-11
digitimes.com 2026-06-11
Gudeng chairman and CEO Bill Chiu said global demand for AI is driving a wave of 2nm and 3nm advanced-node capacity expansion, but the biggest constraint for chipmakers is not building fabs — it is securing extreme ultraviolet lithography systems.
2026-06-11
digitimes.com 2026-06-11
Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers are irreversible, meaning DRAM and flash will stay in short supply, and the memory industry will continue to profit at least throughout the first half of 2027.
2026-06-11
digitimes.com 2026-06-11
Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future of AI networking, could face further delays as manufacturing yields remain inconsistent.
2026-06-11
digitimes.com 2026-06-11
Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into the stock market and other asset markets. Central bank governor Chin-Long Yang said on June 10 that Taiwan remains far from systemic risk despite concerns over surging market activity.
2026-06-11
semiengineering.com 2026-06-11 Ann Mutschler
Standalone GPUs are being replaced by heterogeneous SoCs and chiplets that combine CPUs...
2026-06-11
digitimes.com 2026-06-11
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains tight after disrupting the high-end ABF substrate market. HVLP4 copper foil is set to become the next constraint in the second half of 2026.
2026-06-11
eetimes.com 2026-06-11 Pablo Valerio
"RISC-V is now," said Andrea Gallo, CEO of RISC-V International, during his keynote at this week's RISC-V Summit Europe 2026 in Bologna.
2026-06-11
digitimes.com 2026-06-11
CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks fresh capital despite persistent losses, negative gross margins and a long road to profitability.
2026-06-11
digitimes.com 2026-06-11
Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for the cloud AI connectivity chip supplier as demand grows for scale-up infrastructure in AI clusters.
2026-06-11
digitimes.com 2026-06-11
As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking hubs.
2026-06-11
digitimes.com 2026-06-11
Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation server memory platforms.