Semiconductor News & Analysis Feed
4070 articles
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
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
Largan Precision is accelerating its push into CPO-related optical components, with chairman Adam Lin revealing that the company is building its first automated pilot line at a new Taiwan facility, scheduled to be ready before September 2026.
2026-06-11
digitimes.com
2026-06-11
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.
2026-06-11
digitimes.com
2026-06-11
The Czech Republic and other Central and Eastern European countries have gradually become emerging markets for Taiwanese investment and exports. This follows the donation of vaccines during the Covid-19 pandemic from the Czech Republic to Taiwan, underscoring the shared values of democracy and freedom between the two.
2026-06-11
digitimes.com
2026-06-11
TSS Semiconductor Alliance, a group of 18 small and medium-sized Taiwanese suppliers of semiconductor materials, components and equipment, is preparing to form a third cohort as members seek to expand their role in global chip supply chains.
2026-06-11
www.marketwatch.com
2026-06-11
MarketWatch
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Amazon Is the Latest AI Giant to Sign a Blockbuster Deal With This Under-the-Radar Semiconductor Company (Behind Nvidia and Meta)
Anthony Di Pizio, The Motley Fool
Wed, June 10, 2026 at 3:50 PM PDT 5 min read
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Corning (NYSE: GLW) has manufactured glass right here in America since 1851. By 1880,
2026-06-11
drrobertcastellano.substack.com
2026-06-11
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
The Best-of-Breed Divide in Semiconductor Equipment Is Becoming Clearer
DR. ROBERT CASTELLANO
JUN 11, 2026
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What’s in this article
The Semiconductor Equipment Market Is No Longer Moving in Unison
Applied Materials Lost Leadership Despite Industry Growth
Table 1: Semiconductor Equipment Revenues for Applied Materials and ASML (2015–2025)
Chart 1: Applied Materials Share of Global WFE Ma
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Corning (
GLW
3.19%
) has manufactured glass right here in America since 1851. By 1880, it was the sole supplier of glass for Thomas Edison's original lightbulb, and today, it makes the glass for all of Apple's iPhones.
However, Corning stock has soared by 230% over the past 12 months because of red-hot demand for the company's fiber-optic cables for data centers, which help accelerate processing
2026-06-11
cnycentral.com
2026-06-11
WSTM
WASHINGTON — Representative John Mannion (D, 22) spoke with CNY Central's Megan Coleman about several issues and topics facing Central New Yorkers and in the country. That includes the allegations against Van Duyn Center for Rehabilitation & Nursing, Micron, data centers and more.
This feature is temporarily unavailable. Please check back later to join the conversation.
2026-06-11
www.idahopress.com
2026-06-11
Idaho Press
BOISE — Hot air balloons weren’t launched Wednesday morning, but a new partnership was announced for the upcoming Spirit of Boise Balloon Classic.
Micron has come on board as the key sponsor of the annual hot air balloon festival, investing in the continuity of the community event.
“It is a treasured tradition for this region, the Treasure Valley, and it is important for us to make sure that thi
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.fool.com
2026-06-11
The Motley Fool
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2026-06-11
www.foxbusiness.com
2026-06-11
Fox Business
Market Vector Indexes CEO Steven Schoenfeld discusses Oracle’s fourth-quarter earnings amid a market pullback in artificial intelligence and semiconductor stocks on 'The Claman Countdown.'
Market Vector Indexes CEO Steven Schoenfeld discusses Oracle’s fourth-quarter earnings and the broader AI market. Schoenfeld addresses the semiconductor sector’s recent pullback, calling it a healthy correction
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
SMH vs. SOXX: Which Semiconductor ETF Is the Smarter Chip Bet?
David Beren
Wed, June 10, 2026 at 12:31 PM PDT 4 min read
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SMH
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Quick Read
SOXX outpaced SMH by 23 percentage points in 2026, but SMH's 10-year return of 2,148% dwarfs SOXX's 1,833%.
SMH concentrates in mega-cap design leaders like N
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
The VanEck Semiconductor ETF (NASDAQ:SMH) and the iShares Semiconductor ETF (NASDAQ:SOXX) appear to be substitutes on a fund screener. Both promise pure-play chip exposure, both charge roughly the same fee, and both ride the same AI cycle. The reason the choice still matters is that their indexes draw different lines around what counts as a chip stock and how much any one name can move the fund. I
2026-06-11
www.constructiondive.com
2026-06-11
Construction Dive
DIVE BRIEF
Bechtel wins role on $100B Micron New York megafab
The general contractor will mobilize immediately at the Clay, New York, site to begin the next phase of construction.
Published June 10, 2026
Sebastian Obando
Senior Reporter
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Rendering of Micron’s semiconductor megafab campus upon completion in Clay, N.Y. Courtesy of Bechtel
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2026-06-11
www.eenewseurope.com
2026-06-11
eeNews Europe
Michael Chapman, President, CEO, and Co-founder of Cortus, has worked in processor design since the early days of modern semiconductor development. Over the course of his career, he has contributed to projects ranging from automotive microcontrollers and CAN technology to processor architectures and system-level design tools. In 2005, he co-founded Cortus, a company focused on embedded processor I
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Micron & 2 Momentum Stocks to Buy Now for Explosive Upside
Micron & 2 Momentum Stocks to Buy Now for Explosive Upside · Zacks
Tirthankar Chakraborty
Wed, June 10, 2026 at 12:00 PM PDT 4 min read
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Investors now aiming for exceptional returns should concentrate on high-momentum stocks. To uncover stocks with further upsid