Semiconductor News & Analysis Feed
4168 articles
2026-06-16
digitimes.com
2026-06-16
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers,Unimicron,Kinsus, andNanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.
2026-06-16
digitimes.com
2026-06-16
Samsung Electronics' foundry business is reportedly expanding its strategic relationship with companies led by Elon Musk, with cooperation now spanning electric vehicles and emerging neurotechnology, according to Hankyungreporting.
2026-06-16
digitimes.com
2026-06-16
Japan's Rapidus has signed a memorandum of understanding with the UK Semiconductor Centre, a government-backed body established in 2025 to support Britain's semiconductor ecosystem, marking a step toward cooperation on future semiconductor manufacturing and potential customer development in the UK, according to Rapidus and reports from Nikkei, Bloomberg,and Reuters.
2026-06-16
digitimes.com
2026-06-16
Samsung Electronics has secured key technology for a 5nm-class magnetoresistive random-access memory cell, according to Korean financial daily Sedaily, moving ahead just four months after presenting what it described as the world's first 8nm-class MRAM at an international conference.
2026-06-16
digitimes.com
2026-06-16
Austria's AT&S plans to invest up to EUR2 billion (approx. US$2.32 billion) to expand its Kulim plant and a previously unused building at the second site in Kulim, Malaysia, as part of a broader push to capitalize on AI demand. The company said the investments will be fully supported and financed by long-term customer commitments, and it expects to represent at least five leading US tech partners.
2026-06-16
digitimes.com
2026-06-16
SK Hynix moved closer to shipping seventh-generation high-bandwidth memory, HBM4E, to key customers as timing emerged as a critical competitive factor in the global memory market. According to Newsis, industry sources reported that SK Hynix had recently made positive progress in HBM4E development and was preparing to send samples soon, with shipments possibly beginning in June 2026 and no later th
2026-06-16
digitimes.com
2026-06-16
China has achieved mass production of ultra-pure silicon, according to the state-owned China National Nuclear Corporation (CNNC) — an essential material for building silicon-based quantum computers. The breakthrough builds on a government push to sharpen its quantum research edge and reduce its reliance on foreign technology supply chains more broadly.
2026-06-16
sg.finance.yahoo.com
2026-06-16
Yahoo Finance Singapore
Why AI investor Aschenbrenner is shorting Nvidia, buying HIVE
Why AI investor Aschenbrenner is shorting Nvidia, buying HIVE · TheStreet
Jackson Alton Hinkle
Mon, 15 June 2026 at 4:56 pm GMT-7 3 min read
HIVE
+2.78%
BTC-USD
-0.82%
NVDA
-2.37%
Leopold Aschenbrenner, the former OpenAI researcher whose AI-focused fund posted blockbuster 2025 returns, used his Q1 2026 13F to do something counterintuit
2026-06-16
simplywall.st
2026-06-16
simplywall.st
Germany/Semiconductors/XTRA:AIXA
AIXTRON (XTRA:AIXA) Stock Valuation After ROHM GaN Partnership And Strong AI Power Demand
June 16, 2026
Simply Wall St
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ROHM Semiconductor’s decision to deploy AIXTRON (XTRA:AIXA) G10-GaN equipment for in-house gallium nitride epitaxy puts fresh attention on the stock, as investors weigh what this partnership could mean for growth-focused power elec
2026-06-16
www.frontier-enterprise.com
2026-06-16
Frontier Enterprise
Frontier TechAI & MLNews
Foxconn, Taiwan hospitals tap NVIDIA for agentic and physical AI
By Staff Writer -
June 16, 2026
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Foxconn and Taiwan’s leading medical centers are deploying NVIDIA-powered special agent workforces to scale the region’s transition to AI‑driven health systems.
Agentic AI represents a new hospital operating system that is adaptive, orchestrated and built to scale clin
2026-06-16
www.investing.com
2026-06-16
Investing.com
www.investing.com
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2026-06-16
stocktwits.com
2026-06-16
Stocktwits
stocktwits.com
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2026-06-16
simplywall.st
2026-06-16
simplywall.st
United States/Software/NasdaqGS:CDNS
How Cadence’s Expanded Intel 14A AI Collaboration Will Impact Cadence Design Systems (CDNS) Investors
June 16, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier in June 2026, Cadence Design Systems announced an expanded multi-year collaboration with Intel Foundry to co-optimize Intel’s upcoming 14A process node, combining Cadence’s agentic
2026-06-16
simplywall.st
2026-06-16
simplywall.st
United States/Semiconductors/NasdaqGS:POWI
Does Power Integrations’ (POWI) Kyber-Optimized GaN Push Redefine Its High-Voltage AI Data Center Ambitions?
June 16, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In June 2026, Power Integrations introduced two ultra-slim auxiliary power supply reference designs for 800 VDC AI data centers, including a 15 W single-output and a 35 W six-
2026-06-16
news.google.com
2026-06-16
TradingView
2026-06-16
eetimes.com
2026-06-16
GlobalFoundries leads with the first silicon to support OCI MSA, shaking up AI data centers.
2026-06-16
markets.businessinsider.com
2026-06-16
markets.businessinsider.com
Shenzhen, China, June 15, 2026 (GLOBE NEWSWIRE) -- Shenzhen Jewellok Technology Co., Ltd., a leading manufacturer of ultra-high purity fluid control and gas delivery solutions, today announced the continued expansion of its advanced product portfolio, including the VMB Gas Cabinet, Gas Changeover Manifold, and bulk chemical delivery system (CDS) technologies designed for semiconductor, photovoltai
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Cadence Design Systems (CDNS) Beats Stock Market Upswing: What Investors Need to Know
Cadence Design Systems (CDNS) Beats Stock Market Upswing: What Investors Need to Know · Zacks
Zacks Equity Research
Mon, June 15, 2026 at 2:50 PM PDT 3 min read
CDNS
-1.69%
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Trading disclosure
In the latest trading session, Cadence Design Systems (CDNS) closed at $394.45, marking a +2.47% m
2026-06-16
sherwood.news
2026-06-16
Sherwood News
Luke Kawa
6/15/26
Qualcomm reportedly in talks to acquire AI chip design company Tenstorrent
QualcommQCOM $215.32 (-3.17%) is in talks to acquire AI chip design firm Tenstorrent for $8 billion to $10 billion, according to The Information.
This transaction, if completed, would be another concrete signal of the San Diego-based chip company’s attempt to carve out a niche in the upstream AI space (d
2026-06-16
www.investors.com
2026-06-16
Investor's Business Daily
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