Semiconductor News & Analysis Feed
676 articles
2026-06-16
digitimes.com
2026-06-16
After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of memory; only the Apple-defined advanced on-device AI requires the higher 12GB spec.
2026-06-16
news.google.com
2026-06-16
Stock Titan
2026-06-16
wccftech.com
2026-06-16
Wccftech
Memory manufacturer Micron could benefit from high DRAM and HBM prices in 2026 and 2027, believes financial firm Aletheia Capital. Micron, like SK hynix and Samsung, has benefited from the strong demand for AI chips in the current buildout as memory production constraints have pushed prices up. The financial firm believes that the value of memory chips in the AI ecosystem will become the most impo
2026-06-16
easternherald.com
2026-06-16
The Eastern Herald
The Phone That Cost Twice as Much to Build: How the Chip Crisis Landed on Your Next Smartphone Bill
From Nvidia's AI supply agreements to the EU's Chips Act 2.0, the forces reshaping smartphone pricing are structural — and far from resolved.
BY TECHNOLOGY DESK
JUNE 15, 2026
Silicon carbide (SiC) chips, a key component in modern semiconductors, are at the centre of a structural global shortage. [I
2026-06-16
developer.nvidia.com
2026-06-16
NVIDIA Developer
Mixture-of-experts (MoE) models have quickly become a foundational component of modern, large-scale AI systems. They are widely adopted because they enable substantially larger model capacity while activating only a subset of parameters for each token, offering an unparalleled approach for scaling performance within a practical compute budget. As model scales continue to grow, the optimization of
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
The semiconductor rally has continued to act as a trader’s playground. In a recent comment on X, Eric Balchunas, a senior ETF analyst, remarked on a snapshot of his that half of the most-traded ETFs on that day (that was at the start of June) were related to the semiconductor industry.
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Balchunas has his fair share of experience, yet he said he’s never seen anything like that. That’s
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Semiconductor ETFs Now Dominate the Most‑Traded List — A Signal You Can’t Ignore
Joey Frenette
Mon, June 15, 2026 at 9:00 AM PDT 4 min read
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Eric Balchunas said half of the most-traded ETFs in early June were semiconductor-related, a phenomenon he noted having never witnessed befo
2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-15
www.marketscreener.com
2026-06-15
marketscreener.com
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2026-06-15
news.instant-gaming.com
2026-06-15
Instant Gaming News
The NVIDIA RTX PRO 6000 Blackwell professional GPU now costs over $13,000
June 15, 2026 6:03 PM, by Thibaut
No one can escape the soaring prices of computer components. Graphics card prices have skyrocketed in recent months, both those for consumer and professional use.
As a result, NVIDIA is now selling its RTX PRO 6000 Blackwell for $13,250, up from $8,000 at launch, a price increase of around
2026-06-15
www.scmp.com
2026-06-15
South China Morning Post
Semiconductors
TechTech Trends
Chinese compound chip stocks surge after Supreme Court blocks Infineon in GaN patent case
A decision by China’s Supreme People’s Court on Friday upheld a lower court’s injunction issued against the German company in May
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Ann Caoin Shanghai
Published: 6:00pm, 15 Jun 2026Updated: 10:26pm, 15 Jun 2026
A Chinese ban on
2026-06-15
www.scmp.com
2026-06-15
South China Morning Post
Semiconductors
TechTech Trends
Chinese compound chip stocks surge after Supreme Court blocks Infineon in GaN patent case
A decision by China’s Supreme People’s Court on Friday upheld a lower court’s injunction issued against the German company in May
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Ann Caoin Shanghai
Published: 6:00pm, 15 Jun 2026
A Chinese ban on German chip giant Infineon Te
2026-06-15
www.digitimes.com
2026-06-15
digitimes
Samsung Electronics' foundry division chief told employees on June 12 that a return to profitability in the contract chipmaking business looks difficult next year, with 2028 emerging as a more likely timeline, Yonhap, ZDNet Korea, and...
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2026-06-15
digitimes.com
2026-06-15
Taiwan's fabless semiconductor design sector posted its strongest year-over-year growth figures in years as of May 2026, with a cluster of memory-adjacent and storage chip makers leading a recovery that is both remarkable in scale and strikingly uneven in distribution. Of the 105 companies tracked, 69 reported positive accumulated year-over-year growth through May, but the top performers are lappi
2026-06-15
digitimes.com
2026-06-15
Samsung Electronics' foundry division chief told employees on June 12 that a return to profitability in the contract chipmaking business looks difficult next year, with 2028 emerging as a more likely timeline, Yonhap, ZDNet Korea,and Chosunreported.
2026-06-15
digitimes.com
2026-06-15
Below are the most-read DIGITIMES Asiastories from the week of June 8-14, 2026:
2026-06-15
digitimes.com
2026-06-15
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
2026-06-15
www.digitaltrends.com
2026-06-15
Digital Trends
Making chips smaller has dominated the semiconductor conversation for years, but TSMC’s next big leap may come from how those chips are packaged instead. According to analyst Ming-Chi Kuo, the company is developing a new Chip-on-Panel-on-Substrate, or CoPoS, technology that promises lower manufacturing costs while delivering better performance for future AI processors.
TSMC’s CoPoS packaging coul
2026-06-14
fortune.com
2026-06-14
Fortune
Recent tech layoffs would initially appear to indicate the great labor shift from human workers to AI may already be happening.
Meta announced in a memo earlier this year it plans to lay off 10% of its workforce, about 8,000 employees, as well as scrap plans to hire for 6,000 open positions. It’s part of an effort to “run the company more efficiently and to allow us to offset the other investmen
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arrowstreet Capital Limited Partnership Boosts Stock Position in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Arrowstreet Capital Limited Partnership boosted its holdings in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) by 195.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The