Semiconductor News & Analysis Feed

50 articles
2026-06-25
finance.yahoo.com 2026-06-25 Yahoo Finance
Tech stocks surge as Micron earnings ease AI fears, oil falls further By Alun John and Ankur Banerjee Thu, June 25, 2026 at 5:47 AM PDT 3 min read MU -0.31% QCOM -3.29% ^NDX -0.43% DX-Y.NYB -0.08% ^IXIC -0.43% Explore stocks on Coinbase Trading disclosure By Alun John and Ankur Banerjee LONDON/SINGAPORE, June 25 (Reuters) - Stocks surged on Thursday after strong earnings and forecasts from chipm
2026-06-25
www.wsj.com 2026-06-25 WSJ
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2026-06-23
seekingalpha.com 2026-06-23 Seeking Alpha
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2026-06-23
tspasemiconductor.substack.com 2026-06-23 semivision
From Toilets to Chips: How TOTO Became a Hidden Semiconductor Materials Champion Original Article By SemiVision Research [Reading time: 14 mins] SEMIVISION JUN 23, 2026 ∙ PAID 13 6 Share From Toilets to Chips: How TOTO Became a Hidden Semiconductor Materials Champion Most people know TOTO because of toilets. In luxury hotels, TOTO’s smart toilets—capable of automatic lid opening, seat heating, w
2026-06-18
oilprice.com 2026-06-18 Crude Oil Prices Today | OilPrice.com
IEA Sees Massive Oil Surplus In 2027 As Middle East Supply Returns Eurasianet is an independent news organization that covers news from and about the South Caucasus and Central Asia, providing on-the-ground reporting and critical perspectives on… The Kazakh government has inked a $10 billion deal with US chip-making giant Nvidia and an Armenian-American cloud company to develop a 'Data Center Va
2026-06-17
digitimes.com 2026-06-17
Taiwan Semiconductor Manufacturing Company (TSMC) and Amkor Technology have signed a 10-year agreement to jointly expand advanced semiconductor packaging capacity in Arizona, a move that would bring a more complete chip supply chain onto American soil.
2026-06-11
digitimes.com 2026-06-11
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains tight after disrupting the high-end ABF substrate market. HVLP4 copper foil is set to become the next constraint in the second half of 2026.
2026-06-10
digitimes.com 2026-06-10
Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and a structural supply bottleneck looms in 2026. Chairman Frank Lee said the market could face a 15–25% supply shortfall in 2026, setting up a two-to-three year upcycle in prices.
2026-06-09
worldoil.com 2026-06-09 World Oil
(WO) — SLB and Qualcomm Technologies have entered into a collaboration aimed at bringing edge artificial intelligence capabilities closer to oilfield operations, enabling real-time decision-making across wells, production facilities and energy infrastructure.  Under a memorandum of understanding announced Monday, the companies will combine Qualcomm's low-power edge computing and AI processing tec
2026-06-02
www.tradingkey.com 2026-06-02 TradingKey
Nvidia's AI expansion into PC chips fueled market gains, with NVDA up over 6% and impacting competitors and PC manufacturers. Software stocks continued to rally, and HPE surged post-earnings. Crude oil prices rose due to geopolitical tensions, while US manufacturing data pressured gold and silver. Nvidia announced new AI models and PC processors, partnering with Microsoft. Alphabet plans an $80 bi
2026-06-02
www.fool.com 2026-06-02 The Motley Fool
At midday, the S&P 500 ( ^GSPC +0.26% ) inched up 0.07% to 7,585.26, the Nasdaq Composite ( ^IXIC +0.42% ) rose 0.23% to 27,034.50 on artificial intelligence (AI) strength. The Dow Jones Industrial Average ( ^DJI +0.09% ) slipped 0.24% to 50,912.06 as oil-linked cyclicals lagged. Market movers Nvidia jumped more than 4% this morning, after unveiling a new AI-focused PC chip. The news helped push
2026-06-01
www.moomoo.com 2026-06-01 Moomoo
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2026-06-01
mshale.com 2026-06-01 Mshale
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2026-05-28
tomshardware.com 2026-05-28 Jowi Morales
Law enforcement agencies are warning that protests over AI and data centers could boil over and turn into civil unrest.
2026-05-27
www.cnbc.com 2026-05-27 CNBC
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2026-05-22
autonews.gasgoo.com 2026-05-22 Gasgoo
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2026-05-22
www.investing.com 2026-05-22 Investing.com
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2026-05-22
news.google.com 2026-05-22 Boston Herald
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2026-05-21
www.union-bulletin.com 2026-05-21 Union-Bulletin
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2026-05-21
lancasteronline.com 2026-05-21 LancasterOnline
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