Semiconductor News & Analysis Feed
321 articles
2026-06-16
digitimes.com
2026-06-16
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers,Unimicron,Kinsus, andNanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.
2026-06-16
digitimes.com
2026-06-16
Global expansion in AI chips, advanced logic processes, and multilayer 3D NAND flash memory is driving demand for tungsten hexafluoride (WF6), a critical electronic specialty gas used in semiconductor manufacturing. Limited short-term supply additions and low industry inventories are widening the supply-demand gap, triggering a rapid price increase.
2026-06-15
www.barchart.com
2026-06-15
Barchart.com
Artificial Intelligence AI by 13_Phunkod via Shutterstock
Qualcomm (QCOM), known primarily for making smartphone processors, is slowly gaining traction in three new markets: Data Centers, Automotive, and IoT. This has led J.P. Morgan’s analyst, Samik Chatterjee, to put the semiconductor company on a positive catalyst watch. He expects Qualcomm to announce revenue targets of over $3 billion by 202
2026-06-15
tomshardware.com
2026-06-15
Jowi Morales
This isn't a new issue at all, but it seems that automakers still don't care enough for cybersecurity on their vehicles.
2026-06-15
wccftech.com
2026-06-15
Wccftech
The 2nm GAA process is slowly gaining traction through improved yields, with Samsung’s more mature 4nm and 8nm nodes increasing in utilization, becoming one of the reasons why the Korean giant is slowly approaching the path of profitability. Unfortunately, there’s always some resistance in the way, and according to the company’s semiconductor head, it’s performance-based bonuses and a mobile-centr
2026-06-15
digitimes.com
2026-06-15
Samsung Electronics' foundry division chief told employees on June 12 that a return to profitability in the contract chipmaking business looks difficult next year, with 2028 emerging as a more likely timeline, Yonhap, ZDNet Korea,and Chosunreported.
2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
ASML (NASDAQ:ASML | ASML Price Prediction) is the name dominating every chip-equipment headline this month after its shares rose 78.18% year to date on AI-driven lithography demand. The setup deserves scrutiny.
Video Muted
Tighter central bank liquidity is punishing overextended growth multiples, and ASML now trades at a trailing P/E of 60 with a forward multiple of 48. That is a premium reserve
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Forget ASML: As Post-June 5 Volatility Shakes High-Beta Tech, This Dividend-Paying Chip Index Is a No-Brainer Buy
Alex Sirois
Fri, June 12, 2026 at 10:19 AM PDT 4 min read
ASML.AS
+3.40%
NVDA
-0.03%
SOXX
+1.90%
ASML
-1.34%
Explore stocks on Coinbase
Trading disclosure
Quick Read
SOXX delivered 160% returns over the past year and nearly 2,000% over ten years, holding the full AI chip supply chain
2026-06-12
tomshardware.com
2026-06-12
Bruno Ferreira
Nightmare-Eclipse's vendetta against Microsoft and Windows continues apace — researcher publishes RoguePlanet and GreatXML local privilege escalation zero-day exploits
2026-06-12
news.futunn.com
2026-06-12
富途牛牛
__fail__
2026-06-12
digitimes.com
2026-06-12
Elon Musk's planned Terafab chipmaking project has taken an early equipment-sourcing step, with South Korean equipment maker HPSP reportedly receiving a purchase order for high-pressure hydrogen annealing equipment.
2026-06-12
digitimes.com
2026-06-12
As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans memory modules, controller chips, and niche DRAM, underscoring how China's memory industry is evolving from upstream chipmakers into a broader supply chain ecosystem.
2026-06-12
digitimes.com
2026-06-12
As wide-bandgap (WBG) semiconductors like silicon carbide (SiC) and gallium nitride (GaN) take the lead in electric vehicle (EV) powertrains, electronics packaging engineers are facing a thermodynamic reckoning. To extract maximum performance from these high-frequency, high-efficiency chips, the industry is driving an architectural shift: shrinking inverter volumes, eliminating heavy copper basepl
2026-06-12
news.google.com
2026-06-12
Stock Titan
2026-06-12
www.fox10phoenix.com
2026-06-12
FOX 10 Phoenix
Dennis Hoffman with the Williams Research Institute at the W.P. Carey School of Business, is an expert in the growth of the semiconductor industry in the Phoenix economy. He joins FOX 10 talks to discuss how the region has transitioned into a prominent leader in the semiconductor game following the introduction of Taiwan Semiconductor Manufacturing Company, which builds upon a long-standing relati
2026-06-12
news.google.com
2026-06-12
NVIDIA Newsroom
2026-06-11
tomshardware.com
2026-06-11
Aaron Klotz
Right to Repair activist Louis Rossman threatens to sue Samsung after the SSD maker failed to replace his dead 990 Pro 4TB SSD under warranty.
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
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
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.