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ASML May Benefit More From the AI Memory War Than TSMC
DR. ROBERT CASTELLANO
Updated Fri, June 12, 2026 at 10:37 PM GMT+8
0
Quick Read
The HBM market is set to triple to $60 billion by 2026, forcing Samsung, SK hynix, and Micron into an aggressive EUV technology arms race.
ASML benefits regardless of the HBM winner as MU accelerates EUV system purchases from 1 in 2023 to 8 by 2027.
Act now: the
2026-06-12
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2026-06-12
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2026-06-12
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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
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2026-06-12
Yahoo Finance
Jim Cramer on NVIDIA: “It Is Being Slaughtered Like Everything Else”
Syeda Seirut Javed
Fri, June 12, 2026 at 7:45 AM PDT 2 min read
NVDA
-0.03%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) was among the stocks Jim Cramer commented on, saying that tech stocks cannot be trusted to lead anymore. Cramer noted that the company stands to benefit from the upcoming IPOs.
2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
AD HOC NEWS
Infineon’s, Dresden
Infineon’s Dresden Fab Lights Up Three Months Early as AI’s Energy Needs Reshape the Chipmaker’s Valuation
12.06.2026 - 16:43:20 | boerse-global.de
Infineon's €5B Dresden fab starts July 2026, ahead of schedule. AI revenue to hit €1.5B, Goldman raises target to €88 amid growing data center and auto demand.
Infineon’s - Infineon’s Dresden Fab Lights Up Three Months Early as AI
2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
Reuters
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2026-06-12
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2026-06-12
Electronic Products & Technology
Sourceability report highlights continued memory allocation, AI-adjacent tightening and raw-material cost pressure
The electronics industry continues to see supply chain constraints squeeze the chip market as geopolitics and AI impact lead times and prices, according to a report from hybrid global distributor Sourceability. The report details how the electronic components market is being shaped b
2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
New BIOS updates featuring AMD EXPO Ultra Low Latency support are being released across a plethora of 600-series motherboards by multiple vendors.
2026-06-12
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2026-06-12
Engineering.com
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Can Synopsys' Design IP Business Rebound in Fiscal 2026?
Can Synopsys' Design IP Business Rebound in Fiscal 2026?
3 min read
SNPS
+1.13%
Synopsys’ SNPS Design IP segment faced pressure in the second quarter of fiscal 2026. Revenues declined to $454.2 million from $482 million in the year-ago quarter, while adjusted operating margin fell to 24% from 31%. The weakness was not limited
2026-06-12
uk.finance.yahoo.com
2026-06-12
Yahoo Finance UK
SK Hynix to opt for Nasdaq for planned US listing, sources say
Reuters Videos
Fri, 12 June 2026 at 7:03 am GMT-7
000660.KS
+2.33%
NVDA
+0.02%
^IXIC
0.00%
MSFT
-0.76%
GOOG
+0.86%
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Summarize with:
Google AI
Synopsys claims to help customers accelerate silicon innovation, reduce risk, and bring increasingly complex AI-driven systems to market faster. In an exclusive interaction, Sudeep Shivalli, Regional Sales Director, GTM, Synopsys India, tells Bhavya Bagga, Business Reporter, CXO Media, how they are embedding AI across their platforms to enable intelligent design explorat
2026-06-12
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2026-06-12
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2026-06-12
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The Best Semiconductor ETFs: How You Can Mine the AI Gold Rush
Tony Dong, MSc, CETF
Fri, June 12, 2026 at 6:57 AM PDT 10 min read
MU
+0.13%
ARM
+10.92%
TXN
+1.18%
NVDA
+0.18%
AVGO
-1.25%
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A practical way to think about artificia
2026-06-12
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2026-06-12
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