Semiconductor News & Analysis Feed
192 articles
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Nvidia CEO Jensen Huang Calls AI ‘Insanely Profitable’ for TSMC. How to Play TSM Stock Here.
Nauman Khan
Fri, June 12, 2026 at 6:00 AM PDT 4 min read
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When Nvidia (NVDA) CEO Jensen Huang talks, the chip world listens. Huang just wrapped up a speech in Taiwan at COMPUTEX 2026 and dropped a line that sent a clear si
2026-06-12
www.koreaherald.com
2026-06-12
The Korea Herald
Samsung Electronics’ foundry chief Han Jin-man (Samsung Electronics)
Samsung Electronics’ foundry chief Han Jin-man said Friday the company’s contract chipmaking business is unlikely to turn profitable next year, making 2028 a more realistic target for a turnaround.
Han, president and head of Samsung Electronics’ foundry business under its Device Solutions division, made the remarks during a man
2026-06-11
news.google.com
2026-06-11
WSYR
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
digitimes.com
2026-06-11
Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers are irreversible, meaning DRAM and flash will stay in short supply, and the memory industry will continue to profit at least throughout the first half of 2027.
2026-06-11
eetimes.com
2026-06-11
Pablo Valerio
Gartner's VP analyst David Gonzalez shares strategies for profitability and technology in supply chain management.
2026-06-09
www.digitimes.com
2026-06-09
digitimes
Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders, and stronger demand for high-bandwidth memory base dies lift utilization,...
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2026-06-09
digitimes.com
2026-06-09
Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders, and stronger demand for high-bandwidth memory base dies lift utilization, according to Korean media reports.
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
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2026-06-08
biz.chosun.com
2026-06-08
Chosunbiz
By
Hwang Min-gyu
Published 2026.06.08. 06:00
A view of the foundry plant at the Hwaseong Campus of Samsung Electronics./Courtesy of Samsung Electronics
Inside Samsung Electronics, some say the foundry division could return to profit as early as the third quarter of this year. Analysts say profitability has gained momentum as production of base dies used in the 2-nanometer advanced process and hi
2026-06-07
cryptobriefing.com
2026-06-07
Crypto Briefing
Nvidia’s profit margins projected to remain above 70% through 2030
Hyperscalers' deep dependence on Nvidia's AI chips leaves few alternatives, giving the company pricing power that most industries can
2026-06-04
finance.yahoo.com
2026-06-04
Yahoo Finance
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2026-06-04
stockstory.org
2026-06-04
StockStory
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2026-06-04
www.tradingview.com
2026-06-04
TradingView
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2026-06-03
www.fool.com
2026-06-03
The Motley Fool
No trend has played a bigger role in sending the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite to record highs than the evolution and proliferation of artificial intelligence (AI). Empowering software and systems with the tools to make autonomous, split-second decisions is a $15.7 trillion global opportunity by 2030, according to PwC analysts.
And no company has been more foundation
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
www.zacks.com
2026-06-03
Zacks Investment Research
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2026-06-02
wccftech.com
2026-06-02
Wccftech
wccftech.com
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2026-06-01
247wallst.com
2026-06-01
24/7 Wall St.
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2026-05-31
tomshardware.com
2026-05-31
Luke James
A new cryptocurrency called Pearl has set off a short-lived GPU mining rush.