Semiconductor News & Analysis Feed
2561 articles
2026-06-12
digitimes.com
2026-06-12
Elon Musk's planned Terafab chipmaking project has taken an early equipment-sourcing step, with South Korean equipment maker HPSP reportedly receiving a purchase order for high-pressure hydrogen annealing equipment.
2026-06-12
digitimes.com
2026-06-12
SK Hynix is preparing to begin mass production of its next-generation 375-layer 3D NAND flash memory by year-end, while pushing ahead with a broader capacity buildout and moving toward a US listing as early as August.
2026-06-12
digitimes.com
2026-06-12
India's official think tank NITI Aayog has outlined a 2035 roadmap for India to become a more central part of the global semiconductor industry, warning that continued reliance on imports leaves the country exposed to cost, supply, and security risks.
2026-06-12
digitimes.com
2026-06-12
SK Hynix's latest fire at its Cheongju, South Korea, campus has again disrupted operations at a key memory-chip site and prompted evacuations of thousands of workers. The incident adds to a series of recent accidents, raising fresh safety concerns for semiconductor plants worldwide that depend on hazardous gases and chemicals.
2026-06-12
digitimes.com
2026-06-12
A strike by South Korea's ready-mix concrete transport union is disrupting major semiconductor construction sites and raising concerns about wider industrial spillovers. If the stoppage continues, delays could spread beyond building projects and affect production schedules that matter to global technology supply chains and investors.
2026-06-12
uk.finance.yahoo.com
2026-06-12
Yahoo Finance UK
Lattice Semiconductor and Texas Instruments Shares Skyrocket, What You Need To Know
Adam Hejl
Thu, 11 June 2026 at 4:45 pm GMT-7 2 min read
^IXIC
+2.54%
LSCC
+7.92%
TXN
+5.35%
INTC
+9.27%
Lattice Semiconductor and Texas Instruments Shares Skyrocket, What You Need To Know
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace de
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Lattice Semiconductor and Texas Instruments Shares Skyrocket, What You Need To Know
Adam Hejl
Thu, June 11, 2026 at 4:45 PM PDT 2 min read
^IXIC
+2.54%
LSCC
+7.92%
TXN
+5.35%
INTC
+9.27%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate press
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Electronic Equipment and Components/NYSE:COHR
A Look At Coherent (COHR) Valuation As NVIDIA Investment And AI Demand Reshape Growth And Supply Chain Risks
June 12, 2026
Simply Wall St
Coherent (COHR) has returned to focus after strong AI data center demand, upbeat financial guidance, and a US$2b investment from NVIDIA coincided with fresh supply chain risks tied to critical optical
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
Jabin Bastian
Thu, June 11, 2026 at 4:37 PM PDT 3 min read
^IXIC
+2.54%
ON
+5.26%
PLAB
+7.33%
PENG
+9.93%
INTC
+9.27%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released t
2026-06-12
eetimes.com
2026-06-12
Rebellions leverages memory-centric AI chip designs with SK Hynix and Samsung to fuel IPO ambitions.
2026-06-12
stockstory.org
2026-06-12
StockStory
__fail__
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are up 14% to roughly $1,873 in midday trading Thursday, while Western Digital (NASDAQ:WDC) stock is climbing 6% to around $520. The bounce snaps a rough stretch for memory and storage names that had pulled back hard from last week’s highs.
Video Muted
Both moves arrive alongside a broader rebound across the memory complex. The group had be
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.
Semiconductor stocks trade at elevated multiples on future earnings, making them disproportionately sensitive to interest rates. Oil falling more than 3% and the 10-year Treasury yield dropping to 4.47% rel
2026-06-12
www.tradingview.com
2026-06-12
TradingView
News
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Stock Story
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Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
2 min read
PENG
+9.93%
ON
+5.26%
PLAB
+7.33%
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressur
2026-06-12
markets.chroniclejournal.com
2026-06-12
The Chronicle-Journal
Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
By:
StockStory
June 11, 2026 at 15:25 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace
2026-06-12
www.financialcontent.com
2026-06-12
FinancialContent
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.
Semiconductor stocks trade at elevated multiples on future earnings, making them disproportionately sensitive to interest rates. Oil falling more than 3% and the 10-year Treasury yield dropp
2026-06-12
markets.financialcontent.com
2026-06-12
FinancialContent
Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
By:
StockStory
June 11, 2026 at 15:25 PM EDT
ⓘ This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness.
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
Rising memory costs, in-house solutions, and shifting capital returns are reshaping expectations for vendors' total cost of ownership, margin durability, and growth prospects. Watch the video below to see how this might affect Nvidia (
NVDA
+2.30%
) and investor valuation assumptions.
*This video was published on May 29, 2026.
2026-06-12
qz.com
2026-06-12
qz.com
EMERGING TECHNOLOGIES
Elon Musk addressed ASML employees to push his Terafab chip manufacturing project
Musk joined ASML's annual employee tech conference virtually as SpaceX prepares to go public in what would be the largest IPO on record
By
Cris Tolomia
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Brendan SMIALOWSKI / AFP
2026-06-12
www.cnbc.com
2026-06-12
CNBC
As he gears up to take SpaceX public in the largest IPO on record, CEO Elon Musk on Thursday spoke to employees of ASML, Europe’s most valuable company, underscoring the importance of chip manufacturing to his two main businesses.
As the sole provider of a crucial advanced chipmaking machine, ASML will be a likely supplier for Musk’s massive chip fabrication plant in Texas known as Terafab.
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