Semiconductor News & Analysis Feed
694 articles
2026-06-13
tomshardware.com
2026-06-13
Jowi Morales
A $200 ChatGPT subscription could cost as much as $14,000 in API pricing.
2026-06-13
digitimes.com
2026-06-13
Linkotech said its fan-out panel-level packaging rollout is showing early momentum, with certification from a North American low-Earth-orbit satellite communications customer and first equipment deliveries completed in the first half of 2026. The company said related sales could quickly rise to double digits as a share of annual revenue, with implications for supply chains worldwide.
2026-06-13
news.google.com
2026-06-13
Stock Titan
2026-06-13
simplywall.st
2026-06-13
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Qualcomm (QCOM) Stock Valuation Check After Strong Multi‑Year Returns And IoT Growth Ambitions
June 13, 2026
Simply Wall St
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QUALCOMM stock moves and recent performance snapshot
QUALCOMM (QCOM) shares most recently closed at US$202.96, with the stock up slightly over the past day but down over the past week and past month, and higher over th
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Micron Technology (MU) Stock Valuation After AI Megafab Partnership And Bullish Analyst Upgrades
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Fri, June 12, 2026 at 9:14 AM PDT 3 min read
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Micron Technology (MU) has been back in the spotlig
2026-06-12
news.google.com
2026-06-12
simplywall.st
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
finance.yahoo.com
2026-06-12
Yahoo Finance
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CADFEM APAC and SilTerra Malaysia Partner to Advance Semiconductor Innovation Through Simulation-Driven Engineering
PR Newswire
Thu, June 11, 2026 at 9:00 PM PDT 3 min read
HYDERABAD, India and SEBERANG PERAI, Malaysia, June 12, 2026 /PRNewswire/ -- The semiconductor industry is under growing pressure
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
CADFEM APAC and SilTerra Malaysia Partner to Advance Semiconductor Innovation Through Simulation-Driven Engineering
PR Newswire
Thu, June 11, 2026 at 6:30 PM PDT 2 min read
SEBERANG PERAI, Malaysia, June 12, 2026 /PRNewswire/ -- The semiconductor industry is under growing pressure to deliver more capa
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
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
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.
2026-06-12
digitimes.com
2026-06-12
MediaTek reported May 2026 revenue of NT$47.43 billion (approx. US$1.5 billion), up 1.49% from the previous month and 4.99% from a year earlier. Cumulative revenue for the first five months of 2026 totaled NT$243.32 billion, down 1.59% from the same period last year.
2026-06-12
digitimes.com
2026-06-12
Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March. Retail prices for some models could rise by as much as CNY1,000 (approx. US$148).
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
Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales, pressuring its May results and revenues for the first five months of the year. The company disclosed May revenue of NT$63.87 million (US$2 million), down 29.37% month-over-month, and cumulative revenue for the first
2026-06-12
digitimes.com
2026-06-12
Taiwan's semiconductor and electronics supply-chain companies continued to post generally firm sales in May, according to monthly revenue data and company disclosures, with the strongest accumulated growth concentrated in AI-linked logic, testing, substrate, and copper-clad laminate suppliers.
2026-06-12
news.google.com
2026-06-12
Stock Titan
2026-06-12
developer.nvidia.com
2026-06-12
NVIDIA Developer
NVIDIA Quantum InfiniBand now offers intent-based security profiles in Unified Fabric Manager (UFM) that enable multi-tenant fabric security in a single click.
NVIDIA Quantum InfiniBand supports three profiles: General, Bare Metal Cloud, and Secured Bare Metal Cloud. Network administrators can now auto-configure:
Partition Key (PKey) isolation
Management Datagram (MAD) key protection
Global Uni
2026-06-12
qz.com
2026-06-12
qz.com
EMERGING TECHNOLOGIES
Elon Musk addressed ASML employees to push his Terafab chip manufacturing project
Musk joined ASML's annual employee tech conference virtually as SpaceX prepares to go public in what would be the largest IPO on record
By
Cris Tolomia
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Published 2 hours ago
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Brendan SMIALOWSKI / AFP