Semiconductor News & Analysis Feed
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2026-06-12
thedefensepost.com
2026-06-12
The Defense Post
Home/Americas/Northrop Develops GaN Microchip That Acts Like ‘Brain’ to Enhance Wireless Signals
AMERICASTECHNOLOGY
Northrop Develops GaN Microchip That Acts Like ‘Brain’ to Enhance Wireless Signals
AKHSAN ERIDO ELEZHARJUNE 12, 2026
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Northrop Grumman is advancing a new gallium nitride (GaN) microchip designed to act l
2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
The next-gen Xbox Helix is looking in trouble due to surging memory and storage costs that are forcing even a giant like Microsoft to bend down.
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Roughly six months ago, we asked whether ASML (NASDAQ: ASML | ASML Price Prediction) finally had a real competitor: xLight, the stealth startup chaired by ousted Intel CEO Pat Gelsinger, was developing free-electron-laser light sources backed by up to $150 million in CHIPS Act funding with the U.S. government taking an equity stake, targeting first silicon wafers by 2028. Half a year on, the threa
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
The Competitive Threat That Never Was: ASML’s Widening Moat Boosts Stock 77% YTD
Trey Thoelcke
Fri, June 12, 2026 at 3:55 AM PDT 3 min read
ASML
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ASML stock surged 77% year-to-date and 142% over the trailing year after Q1 2026 revenue hit $10.34 billion with 53% gross margins.
Pat Gelsinger's xLight remains a lab-stage startup targeting
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
Semiconductors
TechBig Tech
China’s chip design software firms back Huawei’s new scaling law. But can they catch US rivals?
Domestic chip design software vendors embrace Huawei’s Tau Scaling Law, but analysts caution that breaking US dominance is far from easy
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Ann Caoin Shanghai
Published: 6:54pm, 12 Jun 2026Updated: 7:00pm, 12 Jun 2026
China’s c
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
Semiconductors
TechBig Tech
China’s chip design software firms back Huawei’s new scaling law. But can they catch US rivals?
Domestic chip design software vendors embrace Huawei’s Tau Scaling Law, but analysts caution that breaking US dominance is far from easy
3-MIN READ
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Ann Caoin Shanghai
Published: 6:54pm, 12 Jun 2026Updated: 7:00pm, 12 Jun 2026
China’s
2026-06-12
www.electronicsweekly.com
2026-06-12
Electronics Weekly
__fail__
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
TCTC Holdings LLC Boosts Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
TCTC Holdings LLC grew its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 265.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fu
2026-06-12
www.storyboard18.com
2026-06-12
Storyboard18
Smartphone prices could continue rising well into next year as a worsening shortage of memory chips pushes up manufacturing costs across the industry, according to Nothing co-founder and chief executive Carl Pei.
In a post on X, Pei said memory has become the single most expensive component in modern smartphones, overtaking both processors and displays. In some cases, he noted, memory accounts fo
2026-06-12
semiengineering.com
2026-06-12
Semiconductor Engineering
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2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
South Korea
This Week in AsiaEconomics
How Nvidia’s South Korean AI deals could fuel ‘the next industrial revolution’
Jensen Huang’s dealings in Seoul may provide a road map for South Korea’s AI ambitions but experts warn against painting too rosy a picture
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Park Chan-kyong
Published: 8:00am, 12 Jun 2026
A spate of agreements Nvidia has reached with Sout
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
South Korea
This Week in AsiaEconomics
How Nvidia’s South Korean AI deals could fuel ‘the next industrial revolution’
Jensen Huang’s dealings in Seoul may provide a road map for South Korea’s AI ambitions but experts warn against painting too rosy a picture
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Park Chan-kyong
Published: 8:00am, 12 Jun 2026
A spate of agreements Nvidia has reached wi
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
digitimes.com
2026-06-12
India's official think tank NITI Aayog has outlined a 2035 roadmap for India to become a more central part of the global semiconductor industry, warning that continued reliance on imports leaves the country exposed to cost, supply, and security risks.
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
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
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
www.scmp.com
2026-06-12
South China Morning Post
China-Latin America relations
China
Nvidia denies Latin America role in chip smuggling as US-China AI rivalry reaches Brazil
Suspicious bulk orders from unfamiliar countries are screened out, Nvidia’s regional chief says, as Chinese capital courts Brazil
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Igor Patrickin Rio de Janeiro
Published: 2:09am, 12 Jun 2026Updated: 2:17am, 12 Jun 2026
Nvi
2026-06-12
news.google.com
2026-06-12
Barron's
2026-06-11
www.moomoo.com
2026-06-11
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