Semiconductor News & Analysis Feed
172 articles
2026-06-11
digitimes.com
2026-06-11
Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future of AI networking, could face further delays as manufacturing yields remain inconsistent.
2026-06-10
digitimes.com
2026-06-10
The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form a new moat, as AI-driven demand for high-speed data transfer accelerates.
2026-06-10
digitimes.com
2026-06-10
Aker Technology plans to expand capacity by 20% in 2026 as automotive demand grows and the quartz component supplier pushes further into AI servers, optical modules, and industrial control applications.
2026-06-10
defence-industry.eu
2026-06-10
Defence Industry Europe
Northrop Grumman develops new GaN chip for secure W-band links and next-generation wireless connectivity
By Martin Chomsky (Defence Industry Europe)
INDUSTRY SPOTLIGHT
|
June 9, 2026
Photo: Northrop Grumman.
Northrop Grumman has developed a new Gallium Nitride chip designed to improve performance for military and commercial radio frequency applications. The company said the chip sets a new sta
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Prediction: 1 Semiconductor Stock That Will Be Worth More Than Micron by 2028
Adam Levy, The Motley Fool
Tue, June 9, 2026 at 7:06 AM PDT 5 min read
MU
-6.84%
NVDA
-2.72%
INTC
-6.78%
Explore stocks on Coinbase
Trading disclosure
Micron Technology (NASDAQ: MU) is the latest AI semiconductor stock to join the $1 trillion club. The memory chipmaker has been one of the hottest stocks over the last 12
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Micron Technology (
MU
+2.00%
) is the latest AI semiconductor stock to join the $1 trillion club. The memory chipmaker has been one of the hottest stocks over the last 12 months, climbing nearly 800% as of this writing. And some analysts think the stock can continue climbing higher from here.
But investors may be better off buying a different semiconductor stock. A giant in its own right, it's a
2026-06-09
www.techtimes.com
2026-06-09
Tech Times
By Allen Lee
Published: Jun 09 2026, 08:56 AM EDT
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A visitor takes a picture of a model of SK hynix's high-bandwidth memory (HBM) technology during the 2025 World IT Show in Seoul on April 24, 2025. South Korean chip giant SK hynix reported record quarterly profits on April 24, thanks to soaring
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Here's How Much a $1000 Investment in Applied Materials Made 10 Years Ago Would Be Worth Today
Zacks Equity Research
Tue, June 9, 2026 at 5:30 AM PDT 3 min read
AMAT
+5.52%
Trade AMAT on Coinbase
Trading disclosure
For most investors, how much a stock's price changes over time is important. Not only can it impact your investment portfolio, but it can also help you compare investment results acros
2026-06-09
digitimes.com
2026-06-09
As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain bottlenecks, with industry watchers saying the number of components that are currently in a severe shortage now far exceeds those that are not.
2026-06-08
www.barchart.com
2026-06-08
Barchart.com
CPU surrounded by rare earth minerals by Pingingz via Shutterstock
USA Rare Earth (USAR) was in focus on June 5 after the company secured $1.6 billion in federal funding, reinforcing its role as a key player in U.S. efforts to reshore critical mineral supply chains.
USAR is leveraging CHIPS and Science Act provisions alongside Inflation Reduction Act rewards to build out an integrated mine-to-m
2026-06-08
www.koreaherald.com
2026-06-08
The Korea Herald
SK Group Chairman Chey Tae-won (left) and Jensen Huang, CEO of Nvidia, participate in a press briefing held at SK Group's headquarters in Seoul on Monday. (Yonhap)
SK hynix Inc. has ordered new high-bandwidth memory (HBM) production equipment from Hanmi Semiconductor in a deal worth 44.2 billion won (US$28.7 million), a regulatory filing showed Monday, in a possible bid to expand production of HB
2026-06-08
tomshardware.com
2026-06-08
Mark Tyson
June 8, 1978, marked the birth of the x86 architecture with the arrival of the 16-bit Intel 8086 CPU.
2026-06-08
digitimes.com
2026-06-08
Taiwan's T3EX Global Holdings is strengthening its Northeast Asia air freight network to capture rising logistics demand from the electronics and semiconductor supply chains, as global shipping remains highly volatile amid geopolitical tensions and adjustments to energy prices and routes.
2026-06-08
www.opportimes.com
2026-06-08
Opportimes
The U.S. Semiconductor Industry Association (SIA) has proposed harmonizing semiconductor regulations across North America.
In a letter to the U.S. Trade Representative (USTR), the SIA stated that this harmonization of common standards could be addressed in the review of the United States-Mexico-Canada Agreement (USMCA).
According to the Washington, D.C.-based association, semiconductors are esse
2026-06-07
tomshardware.com
2026-06-07
Luke James
Object 4, one of 16 satellites in the first operational batch of Russia's Rassvet broadband network, re-entered Earth's atmosphere on approximately June 6th.
2026-06-06
www.indexbox.io
2026-06-06
IndexBox
Cristian Spataru
Commercial Manager · XTRATECRO
★
★
★
★
★
5/5
Great for Market Insights
2026-06-06
www.moomoo.com
2026-06-06
Moomoo
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Unity Software(U.US) reported fourth-quarter financial results after the market close on Monday. Here's a rundown
2026-06-06
www.marketscreener.com
2026-06-06
marketscreener.com
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2026-06-06
nnu.edu
2026-06-06
Northwest Nazarene University
FIRST-YEAR HOUSING: WHAT YOU REALLY NEED TO KNOW ABOUT COLLEGE DORMS
June 4, 2026
So, you’ve made it to your senior year of high school...congrats! Between juggling classes, college applications and maybe a part-time job, you’re probably also thinking about what your first year of college is going to look like. One of the biggest parts of that? ...
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2026-06-05
www.datacenterdynamics.com
2026-06-05
Data Center Dynamics
The European Commission (EC) has unveiled the Chips Act 2.0, a proposal that builds on the 2023 Chips Act and introduces new measures to boost the semiconductor industry across the continent.
In a statement, the EC said the Chips Act 2.0 will complement other initiatives it has introduced in the intervening years, helping to build a “more competitive, secure, and resilient European digital econom