Semiconductor News & Analysis Feed

686 articles
2026-06-11
www.barrons.com 2026-06-11 Barron's
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2026-06-11
www.tradingview.com 2026-06-11 TradingView
News / GuruFocus / Musk's Terafab Plans Put ASML In Investor Spotlight Musk's Terafab Plans Put ASML In Investor Spotlight Less than 1 min read TSLA +1.18% ASML +4.41% INTC +7.44% ASML +4.84% Elon Musk is expected to put ASML's annual technology conference firmly on investors' radar on Thursday, as he appears virtually to discuss Terafab, his proposed semiconductor manufacturing venture aimed at
2026-06-11
finance.yahoo.com 2026-06-11 Yahoo Finance
Musk to Address ASML Event as SpaceX IPO Nears and Terafab Plans Advance (SPCX) Fiona Craig Thu, June 11, 2026 at 3:44 AM PDT 3 min read SPCX 0.00% ASML -2.45% TSLA -3.80% Explore stocks on Coinbase Trading disclosure elon musk NEW SIZE ©Traders Union Elon Musk is set to make a virtual appearance at a technology event hosted by semiconductor equipment leader ASML on Thursday, where he is expected
2026-06-11
siliconangle.com 2026-06-11 SiliconANGLE
Semiconductor fabric intellectual property company Baya Systems Inc. today announced that European chip and artificial intelligence systems firm Openchip & Software Technologies S.L. has licensed its data-movement platform and network-on-chip fabric technology to develop intelligent compute systems for next-generation artificial intelligence workloads. Under the partnership, Openchip will use Bay
2026-06-11
tomshardware.com 2026-06-11 Aaron Klotz
Right to Repair activist Louis Rossman threatens to sue Samsung after the SSD maker failed to replace his dead 990 Pro 4TB SSD under warranty.
2026-06-11
seekingalpha.com 2026-06-11 Seeking Alpha
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2026-06-11
finance.yahoo.com 2026-06-11 Yahoo Finance
Nvidia Corp (NVDA) Strengthens AI Platform with Micron HBM4 Neha Gupta Wed, June 10, 2026 at 5:58 PM PDT 3 min read NVDA -3.73% Trade NVIDIA on Coinbase Trading disclosure Nvidia Corp (NASDAQ:NVDA) is one of the best data center stocks to invest in according to billionaires. Nvidia shares are up 14% over the past month and up more than 48% over the past year. On June 6, Micron Technology (NASDAQ
2026-06-11
digitimes.com 2026-06-11
Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year, pushing large-scale production and deployment beyond 2028. The reports also claim that major cloud service providers (CSPs) could postpone adoption of the technology.
2026-06-11
digitimes.com 2026-06-11
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.
2026-06-11
digitimes.com 2026-06-11
Taiwan Mask (TMC), a Taiwanese photomask manufacturing process company, has approved the sale of its Plant 6 in Zhunan, Taiwan. The company said the move is primarily a strategic measure aimed at activating assets and focusing on its core business. It is also intended to improve the group's capital allocation efficiency, optimize its balance sheet, and boost earnings per share (EPS).
2026-06-11
digitimes.com 2026-06-11
Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation server memory platforms.
2026-06-11
digitimes.com 2026-06-11
MicroIP has opened a nearly 300-ping southern R&D center at Kaohsiung's PIER F, with plans to expand smart manufacturing and smart transportation applications. The move signals a deeper push to link AI development with local logistics, industry, and public infrastructure.
2026-06-11
digitimes.com 2026-06-11
Amkor Technology Korea is considering investing about KRW1 trillion (approx. US$650 million) to expand its chip packaging and testing facilities in the South Korean city of Gwangju, according to Korean media reports and city officials. The company has not officially announced the plan.
2026-06-11
digitimes.com 2026-06-11
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen.
2026-06-11
digitimes.com 2026-06-11
Largan Precision is accelerating its push into CPO-related optical components, with chairman Adam Lin revealing that the company is building its first automated pilot line at a new Taiwan facility, scheduled to be ready before September 2026.
2026-06-11
digitimes.com 2026-06-11
Andy Hock, chief strategy officer at Cerebras Systems, walked onto the Main Stage at SuperAI Singapore 2026 on Wednesday carrying the company's Wafer Scale Engine — the physical chip itself — and held it up for an audience of 10,000 before placing it next to a slide showing it to scale against Nvidia's latest B200 platform. The size difference was stark.
2026-06-11
digitimes.com 2026-06-11
CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks fresh capital despite persistent losses, negative gross margins and a long road to profitability.
2026-06-11
www.phonearena.com 2026-06-11 PhoneArena
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2026-06-11
news.google.com 2026-06-11 Barron's
2026-06-11
www.investing.com 2026-06-11 Investing.com
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