Semiconductor News & Analysis Feed
41 articles
2026-07-03
seekingalpha.com
2026-07-03
Seeking Alpha
2026-07-03
autonews.gasgoo.com
2026-07-03
Gasgoo
2026-06-30
tomshardware.com
2026-06-30
Hassam Nasir
Valve has asked Dbrand to stop selling its Portal 2-themed Companion Cube cases for the Steam Machine, since it never asked the company permission to begin with.
2026-06-29
globallegalchronicle.com
2026-06-29
Global Legal Chronicle
globallegalchronicle.com
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Privacy
2026-06-27
news.google.com
2026-06-27
Stock Titan
2026-06-27
news.google.com
2026-06-27
Stock Titan
2026-06-26
news.google.com
2026-06-26
Stock Titan
2026-06-26
digitimes.com
2026-06-26
Onsemi has agreed to buy Synaptics in an all-stock transaction valued at about US$7 billion, a deal that could reshape the edge AI landscape across automotive, industrial, and connected devices. If completed, the merger aims to broaden global access to intelligent systems, software, and wireless technology.
2026-06-26
www.quiverquant.com
2026-06-26
Quiver Quantitative
Accelerates onsemi’s evolution, building on its strength in power and sensing to become a leading provider of intelligent systems — expanding from AI data centers into Physical AI
Increases onsemi’s total addressable market by $30 billion to $243 billion by 2030
Positions onsemi at the intersection of Power, Sense, Connected Compute and Control — the four pillars of Physical AI — which enable mach
2026-06-25
www.bloomberg.com
2026-06-25
Bloomberg
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Get the most important global
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Micron Technology (MU) Gains from Insatiable Demand For Computing Power
Soumya Eswaran
Wed, June 24, 2026 at 5:20 AM PDT 3 min read
MU
-2.93%
^GSPC
-0.13%
CL=F
-3.85%
Trade MU on Coinbase
Trading disclosure
Burke Wealth Management, an investment management company, released its "Focused Growth Strategy" first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund retu
2026-06-24
digitimes.com
2026-06-24
IBM is building a foundry to produce silicon wafers used in quantum-computing processors, seeking to become an indispensable part of the quantum economy under development. Called Anderon, the independent subsidiary is set to begin production this year, a decade after IBM began exploring applications of quantum computing.
2026-06-23
digitimes.com
2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
2026-06-23
tomshardware.com
2026-06-23
Etiido Uko
Access to Fable 5 and Mythos 5 barred for foreign nationals immediately following security evaluation
2026-06-21
wccftech.com
2026-06-21
Wccftech
Samsung has proven that it can develop cutting-edge lithography, with its upcoming Exynos 2700 serving as an excellent example, as the company has been reported to be progressing well with its next flagship SoC. However, as far as its 2nm GAA process goes, a rumor states that when comparing Power, Performance, and Area (PPA) metrics, TSMC’s 2nm N2P is ahead in the race. This may explain why, along
2026-06-21
www.nwaonline.com
2026-06-21
Northwest Arkansas Democrat-Gazette
__fail__
2026-06-21
www.arkansasonline.com
2026-06-21
The Arkansas Democrat-Gazette
SHERMAN, Texas -- Nvidia CEO Jensen Huang -- whose work helped propel artificial intelligence -- stressed in an Associated Press interview Tuesday that society needs to change with the advent of AI, arguing that a fuller embrace of the technology would improve people's lives.
Huang has been optimistic about AI's potential to rapidly transform society, creating faster economic growth and more scie
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Banque Transatlantique SA Has $492.46 Million Stock Holdings in NVIDIA Corporation $NVDA
Written by MarketBeat
June 21, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Banque Transatlantique SA trimmed its NVIDIA stake by 5.9% in the fourth quarter, but still held 2.64 million shares worth about $492.5 million. NVIDIA remains its second-largest holding and makes up 11.9% of the portfolio.
NVIDIA
2026-06-17
digitimes.com
2026-06-17
Powerchip Semiconductor Manufacturing (PSMC) announced on June 16 that, effective from May 22, 2026, it purchased semiconductor production facilities and machinery from Lam Research for use in wafer production, in a transaction totaling NT$1.04 billion (approx. US$32.94 million). The move comes as the company steps up investment in equipment and new technologies to seize artificial intelligence (A
2026-06-12
www.barchart.com
2026-06-12
Barchart.com
Image of Jensen Huang by jamesonwu1972 via Shutterstock
When Nvidia (NVDA) CEO Jensen Huang talks, the chip world listens. Huang just wrapped up a speech in Taiwan at COMPUTEX 2026 and dropped a line that sent a clear signal: AI has become “insanely profitable” for Taiwan Semiconductor (TSM). Those words capture exactly why TSM stock remains in a league of its own.
Over the past few months, sem