Semiconductor News & Analysis Feed
2955 articles
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Taiwan Semiconductor Manufacturing Co.’s (TSM) 25% Capex Budget Hike Surged Market Confidence
Soumya Eswaran
Tue, June 16, 2026 at 7:33 AM PDT 3 min read
2330.TW
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TSM
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Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the "Columbia Global Technology Growth Fund". A copy of t
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Silicon Motion's Nelson Duann discusses NAND supply crisis in the consumer SSD market and the future of consumer storage.
2026-06-16
sg.finance.yahoo.com
2026-06-16
Yahoo Finance Singapore
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Advanced Packaging Market Size to Worth $106.71 Billion by 2035 | Research by SNS Insider
SNS Insider pvt ltd
Tue, 16 June 2026 at 6:30 am GMT-7 6 min read
SNS Insider pvt ltd
The U.S. Advanced Packaging Market is estimated to be USD 9.66 Billion in 2025 and is projected to reach USD 21.67 Billion by
2026-06-16
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2026-06-16
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2026-06-16
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Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market
Nalak Das
Tue, June 16, 2026 at 5:52 AM PDT 5 min read
NVDA
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The artificial intelligence (AI) infrastructure trade has shifted from pure-play generative AI-based semiconductors to other AI-powered data center infrastructures. Moreover, the explosion of agentic AI is expanding th
2026-06-16
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2026-06-16
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Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market
Focus on 5 AI Behemoths Carving a Niche in the Server CPU Chip Market
5 min read
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The artificial intelligence (AI) infrastructure trade has shifted from pure-play generative AI-based semiconductors to other AI-powered data center infrastructures. Moreover, the explosion of agenti
2026-06-16
www.foreignpolicyjournal.com
2026-06-16
foreignpolicyjournal.com
Qualcomm (NASDAQ: QCOM) is reportedly in advanced talks to acquire AI chip startup Tenstorrent in a deal valued between $8 billion and $10 billion, according to Reuters.
The potential acquisition would mark a significant strategic expansion for Qualcomm, pushing the chipmaker beyond its traditional mobile processor and connectivity chip stronghold.
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2026-06-16
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2026-06-16
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2026-06-16
Evertiq
© Omdia
Analysis | June 16, 2026
Semiconductor market hits record quarter, driven by memory surge
Evertiq
Semiconductor revenue grew 27% QoQ in Q1 2026 to reach USD 319 billion – the highest quarterly growth Omdia has recorded since it began tracking the market in 2002. It marks the third consecutive quarter of double-digit growth, putting the market on track to surpass USD 700 billion in the firs
2026-06-16
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2026-06-16
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2026-06-16
briefglance.com
2026-06-16
BriefGlance
STMicroelectronics’ Deft $1.5B Maneuver in a Surging Chip Market
📊 KEY DATA
$1.5 billion convertible bond offering by STMicroelectronics
5.5% dip in share price following the announcement
200% stock surge this year, reflecting strong market position
🎯 EXPERT CONSENSUS
Experts would likely conclude that STMicroelectronics' $1.5 billion bond offering is a strategic move to fortify its financial fou