Semiconductor News & Analysis Feed
681 articles
2026-06-15
www.indexbox.io
2026-06-15
IndexBox
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2026-06-15
www.thefastmode.com
2026-06-15
The Fast Mode
KKR, together with the Kuwait Investment Authority (KIA), NVIDIA and Vistra announced the launch of Helix Digital Infrastructure (Helix), a new company designed to deliver integrated infrastructure at the speed and scale required for hyperscalers to meet accelerating artificial intelligence (AI) demand.
As building AI infrastructure becomes increasingly complex, Helix will serve as a single coor
2026-06-15
www.indexbox.io
2026-06-15
IndexBox
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2026-06-15
digitimes.com
2026-06-15
South Korea's semiconductor equipment supply chain saw a material pickup in orders in the first half of 2026 as Samsung Electronics and SK Hynix accelerated investment in advanced DRAM and high-bandwidth memory (HBM4), generating demand across front-end tools, advanced packaging, and inspection equipment. The shift toward high-end process and packaging capabilities for AI memory has driven new con
2026-06-15
digitimes.com
2026-06-15
LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand for substrates used in AI servers, 5G smartphones, and on-device AI chips. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates, as substrate suppliers adjust capacity plans to stronger demand from advanced mobile devices and AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
Wus Printed Circuit is pressing ahead with an AI-driven transformation, with its chairman and president outlining plans to move toward profitability as demand builds across high-performance computing and emerging technology markets.
2026-06-15
digitimes.com
2026-06-15
Tsang Yow is preparing to broaden its manufacturing footprint in Malaysia, a move that could help global semiconductor supply chains become more regional, resilient, and tariff-proof. The drivetrain systems maker expects trial production at the new plant before the end of 2026, as demand tied to artificial intelligence and advanced chips reshapes sourcing patterns worldwide.
2026-06-15
digitimes.com
2026-06-15
Google's push to diversify its Tensor Processing Units (TPUs) supply chain is increasingly reaching into the foundry side, adding pressure on ASIC makers such as MediaTek. Recent reports indicate that Google is not only set to adopt Intel's embedded multi-die interconnect bridge (EMIB) packaging for its next-generation product, but is also planning to bring in Samsung Electronics for front-end waf
2026-06-15
digitimes.com
2026-06-15
Tata Electronics' planned US$11 billion semiconductor fab in Dholera, Gujarat, has become the anchor of India's front-end chip manufacturing ambitions. The project, supported by technology from Taiwan's PSMC, has also drawn a strategic partnership with Dutch lithography equipment supplier ASML.
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.thelec.net
2026-06-15
thelec.net
Samsung Electronics' Onyang NanoCity. (Photo: Samsung Electronics)
Samsung Electronics and SK hynix are in discussions to build their first semiconductor back-end packaging plants in Korea's Honam region, according to industry sources, with multiple candidate locations under consideration.
According to industry sources on June 14, Samsung Electronics is reviewing Gwangju and Saemangeum as potent
2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Infineon, DE0006231004
Infineon CoolMOS CFD7A: automotive MOSFET platform for 800 V powertrains
14.06.2026 - 17:31:32 | ad-hoc-news.de
Infineon’s CoolMOS CFD7A automotive-qualified superjunction MOSFET family targets 400 V and 800 V electric powertrains, combining low switching losses with robust short-circuit capability for on-board chargers and DC-DC converters.
Infineon - Stiller Moment vor d
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
www.quiverquant.com
2026-06-14
Quiver Quantitative
Capacity Expansion Focus: Social media conversations center on TSMC's aggressive plans to construct multiple new fabrication facilities each year. Analysts note the firm's target of six-figure monthly wafer output by 2029 amid sustained high demand.
Supply Constraints Persist: Recent commentary emphasizes that TSMC's Arizona plant remains fully booked through 2027, with big tech clients continuin
2026-06-14
tomshardware.com
2026-06-14
Jowi Morales
This could potentially hit two birds with one stone — reduce e-waste and reduce data center component demand.
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Healthcare of Ontario Pension Plan Trust Fund Sells 919,441 Shares of Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Healthcare of Ontario Pension Plan Trust Fund cut its Texas Instruments stake by 61.2% in Q4, selling 919,441 shares and leaving it with 583,876 shares valued at about $101.3 million.
Texas Instruments reported be
2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Goldman’s, Derivatives
Goldman’s Derivatives Push Signals a New Chapter for Infineon’s AI Infrastructure Play
14.06.2026 - 04:33:58 | boerse-global.de
Goldman Sachs raises Infineon stake to 5.15% via derivatives, bullish on AI and electrification. Stock up 123% YoY but trades well above averages.
Goldman’s - Goldman’s Derivatives Push Signals a New Chapter for Infineon’s AI Infrastructure Play 1
2026-06-14
news.google.com
2026-06-14
IndexBox
2026-06-14
investorplace.com
2026-06-14
InvestorPlace
Meet Eric Fry
Nvidia Returned 30% Last Year, but This Stock Could Return 1,000%
There's only so much higher a $5 trillion stock can go.
25m ago · By Eric Fry, Editor, Fry's Investment Report
Listen to the audio version of this article (generated by AI).
Hello, Reader.
There’s one simple problem with investing in a company like Nvidia Corp. (NVDA):
There’s only so much upside left to a $5
2026-06-14
tradersunion.com
2026-06-14
Traders Union
Bill Gurley points out that discussions on AI chips in China often focus solely on Huawei, overlooking a broader ecosystem. He emphasizes that, similar to the U.S. having companies like Cerebras, Google TPU, Amazon Tanium, and AMD, China boasts a significant range of AI chip competitors. Gurley highlights Cambricon as an example, noting its $40 billion market cap and public listing.