Semiconductor News & Analysis Feed
149 articles
2026-06-12
www.eenewseurope.com
2026-06-12
eeNews Europe
Belgian research hub Imec has taken another step toward high-frequency chiplet-based systems, extending its 300mm RF silicon interposer platform to support system-level integration of III-V chiplets with Si-CMOS technology. The development targets emerging mmWave and sub-THz wireless applications, as well as high-speed signal handling for next-generation data centers.
2026-06-12
www.newelectronics.co.uk
2026-06-12
New Electronics
www.newelectronics.co.uk
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2026-06-12
www.tweaktown.com
2026-06-12
TweakTown
The current memory crisis means that one of the only real ways to ease the burden on the consumer market and meet the insatiable demand from the AI and data center sectors is for key players to ramp up production of existing and next-gen memory chips. As one of the biggest players in the space, SK hynix is looking to do just that and, in the process, triple its wafer production.2VIEW GALLERY - 2 I
2026-06-12
digitimes.com
2026-06-12
Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers, the shift signals a broader race for cloud AI supply, capacity, and influence, as more firms vie for a share of high-value custom chip demand.
2026-06-12
digitimes.com
2026-06-12
Power semiconductors are taking on a central role as AI data centers move from 800V high-voltage input down through multiple power-conversion stages to the ultra-low voltages used by chips. After the post-pandemic inventory correction, industry players say power semiconductors have shifted "from a supporting role to the lead" under the new AI high-voltage direct current (HVDC) power architecture.
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
This Semiconductor Stock Has More Than Tripled This Year – But Wolfe Research Sees Another 36% Upside
Rounak Jain
Thu, June 11, 2026 at 8:24 AM PDT 3 min read
MU
+5.47%
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Trading disclosure
Wolfe raised its Micron forecasts to reflect an approximately 45% increase in memory pricing in the third quarter and stronger pricing trends through 2026.
The firm also raised its calendar
2026-06-11
stocktwits.com
2026-06-11
Stocktwits
stocktwits.com
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2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Bechtel Megafab Deal Tests AI Memory Growth And Cash Discipline
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Micron Technology selected Bechtel as its engineering, procurement, and construction partner for the first phase of its new memory chip megafab in Clay, New York.
The project is described as the largest private investment in New Y
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.barrons.com
2026-06-11
Barron's
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2026-06-11
stocktwits.com
2026-06-11
Stocktwits
stocktwits.com
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
MU, SNDK, WDC, STX Rebound After Iran Jitters: SK Hynix To Triple Wafer Capacity By 2034
Yuvraj Malik
Thu, June 11, 2026 at 1:18 AM PDT 3 min read
MU
-4.70%
000660.KS
+2.59%
SNDK
-0.20%
STX
-3.55%
WDC
-5.34%
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Micron stock gains 3.6% in Thursday’s premarket session, while DRAM is up 4.5%.
SK Group Chairman Chey Tae-won said the Korean chipmaker would t
2026-06-11
www.investing.com
2026-06-11
Investing.com
www.investing.com
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Teradyne And Tokyo Electron Target AI Chiplet Test As Adoption Watchpoint
Simply Wall St
Wed, June 10, 2026 at 3:14 PM PDT 4 min read
TER
-5.86%
8035.T
+3.19%
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Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Teradyne (NasdaqGS:TER) has introduced a new integrated test solution for AI and data cent
2026-06-11
asia.nikkei.com
2026-06-11
Nikkei Asia
Japan 'excellent candidate' for South Korean chipmaker's overseas plants
SK Group Chairman Chey Tae-won says Japan would be an ideal candidate for the South Korean conglomerate to expands its chip operations. (Photo by Yuki Nakao)
TOKYO -- South Korea's SK Hynix will triple its wafer capacity by 2034 to meet soaring demand for its memory chips critical for artificial intelligence computing, SK
2026-06-09
news.google.com
2026-06-09
EE Times Asia
2026-06-09
simplywall.st
2026-06-09
simplywall.st
United States/Semiconductors/NasdaqGS:TER
Assessing Teradyne (TER) Valuation After New AI Chiplet Test Cell Launch With Tokyo Electron
June 09, 2026
Simply Wall St
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Teradyne (TER) shares moved higher after the company and Tokyo Electron introduced an integrated test cell solution for known good device screening in advanced AI and data center chiplet designs.
See our latest analysi
2026-06-09
digitimes.com
2026-06-09
Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones, AI PCs, and optical modules. The company also said drone-related revenue could grow multiple times over the next two years.
2026-06-08
www.gizmochina.com
2026-06-08
Gizmochina
DJINews
DJI announces its first 140W GaN charger with USB-C triple output and real-time display cable
By Rajesh Regmi -
Jun 8, 2026
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DJI is a household name when it comes to drones and gimbals. The popular camera drone maker is now entering a new category with the new DJI POWER 140W GaN Charger.
It is DJI’s first high-efficiency gallium nitrid
2026-06-08
www.bisinfotech.com
2026-06-08
Bisinfotech
www.bisinfotech.com
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