Semiconductor News & Analysis Feed
137 articles
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Nvidia (
NVDA
1.86%
) had a market capitalization of $360 billion at the beginning of 2023, which was right before the artificial intelligence (AI) boom started gathering momentum. The company has since sold millions of its graphics processing units (GPUs) for data centers, which are the primary chips used in AI training and inference workloads, propelling its market cap to $4.8 trillion.
But des
2026-06-25
digitimes.com
2026-06-25
Optical lens manufacturer Calin Technology stated at its shareholders' meeting on June 24 that global market growth has been weakened by economic volatility and US tariff policies. It reported consolidated revenue of NT$1.02 billion (approx. US$32 million) in 2025 and a net loss after tax of NT$261 million. Although profitability fell short of expectations due to production volumes remaining below
2026-06-25
digitimes.com
2026-06-25
At Nvidia's June 25 annual shareholder meeting, CEO Jensen Huang declared that national security "comes first" wherever it conflicts with commercial opportunity, pledging full compliance with US export controls while casting the chipmaker as a core pillar of America's AI and semiconductor industrial base.
2026-06-24
www.foreignpolicyjournal.com
2026-06-24
foreignpolicyjournal.com
Piper Sandler upgraded semiconductor design software maker Synopsys (NASDAQ: SNPS) to Overweight from Neutral, raising its price target to $550 from $450.
The brokerage cited improving prospects for Synopsys’ intellectual property business as Intel’s foundry ambitions continue to gain meaningful traction in the market.
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Sentiment around Intel’s 18A-P and future
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
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2026-06-24
digitimes.com
2026-06-24
Optical film and nano-coating materials developer Victory For Technology (VFT) is focusing on three key areas — AI and semiconductor processes, foldable displays, and key new-energy materials — as it deepens R&D and product deployment to capture emerging opportunities in the global supply chain.
2026-06-23
www.streetinsider.com
2026-06-23
StreetInsider
www.streetinsider.com
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2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
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2026-06-23
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2026-06-22
news.futunn.com
2026-06-22
富途牛牛
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2026-06-22
digitimes.com
2026-06-22
Taiwan-based Tongtai Machine & Tool is accelerating its transformation toward high-value manufacturing, leveraging growing opportunities in AI servers, semiconductors and aerospace. At its annual general meeting on June 17, shareholders approved all proposals and elected a new board that includes several aerospace industry veterans, underscoring the company's commitment to expanding into advanced
2026-06-21
seekingalpha.com
2026-06-21
Seeking Alpha
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2026-06-18
www.theglobeandmail.com
2026-06-18
The Globe and Mail
onsemi's ON Treo platform is gaining momentum as automakers transition toward software-defined vehicles, creating a significant opportunity for it to expand automotive footprint. During the first-quarter 2026 earnings call, management highlighted strong adoption of Treo across automotive, industrial and AI applications, with platform revenues rising more than 2.5 times sequentially.
2026-06-18
www.theglobeandmail.com
2026-06-18
The Globe and Mail
onsemi's ON Treo platform is gaining momentum as automakers transition toward software-defined vehicles, creating a significant opportunity for it to expand automotive footprint. During the first-quarter 2026 earnings call, management highlighted strong adoption of Treo across automotive, industrial and AI applications, with platform revenues rising more than 2.5 times sequentially.
2026-06-18
www.gasworld.com
2026-06-18
gasworld
Video | The $2 trillion semiconductor opportunity
By Thomas Dee
3 days ago
~8min watch
Bookmark
Eric Balossier, Lead Semiconductor Market Analyst at TechInsights spoke to gasworld following his presentation at its Specialty Gas Summit 2026.
Balossier discusses how AI is driving chip development through to 2030 and the size of the market this will create.
He goes on to cover the supply vs demand
2026-06-18
www.tradingview.com
2026-06-18
TradingView
News
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Zacks
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Can onsemi's Treo Platform Unlock New Automotive Opportunities?
Can onsemi's Treo Platform Unlock New Automotive Opportunities?
3 min read
ON
+7.18%
onsemi's ON Treo platform is gaining momentum as automakers transition toward software-defined vehicles, creating a significant opportunity for it to expand automotive footprint. During the first-quarter 2026 earnings call, management
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Can onsemi's Treo Platform Unlock New Automotive Opportunities?
Zacks Equity Research
Thu, June 18, 2026 at 7:10 AM PDT 3 min read
ON
+8.28%
Trade ON on Coinbase
Trading disclosure
onsemi's ON Treo platform is gaining momentum as automakers transition toward software-defined vehicles, creating a significant opportunity for it to expand automotive footprint. During the first-quarter 2026 earnings
2026-06-18
news.google.com
2026-06-18
simplywall.st
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
2026-06-16
www.openpr.com
2026-06-16
openPR.com
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