Semiconductor News & Analysis Feed
4236 articles
2026-06-13
news.google.com
2026-06-13
MSN
2026-06-13
digitimes.com
2026-06-13
During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and Omdia at PCIM Europe 2026, one reality was made clear: frictionless, globalized chip manufacturing is ending. While the conversation reflected industry enthusiasm for new applications such as AI servers and industrial motor drives, it was tempered by macroeconomic re
2026-06-13
digitimes.com
2026-06-13
Samsung Electronics is set to hold its semiannual global strategy meeting from June 16 to 18, with executives expected to review a split operating environment: strong memory demand is supporting the chip business, while higher component costs are putting pressure on smartphones, PCs, and other consumer devices.
2026-06-13
digitimes.com
2026-06-13
ITE Tech said its embedded controller chip and HDMI 2.1 retimer have been adopted by a US agentic AI computing platform, with mass production expected as early as the second half of 2026. The win could ripple through global PC supply chains, as the company prepares to serve major brand customers and ODM partners worldwide.
2026-06-13
digitimes.com
2026-06-13
As cloud service providers ramp up investment in AI infrastructure, Edom chairman Wayne Tseng said rising costs for materials, production equipment and labour will keep overall market supply tight in the second half of 2026, with price increases likely to continue. He also said AI is moving from the cloud into enterprise applications, with power, cybersecurity, optics and the medical sector set to
2026-06-13
digitimes.com
2026-06-13
TSMC's financial dominance has reached unprecedented heights, with the world's leading foundry posting first-quarter 2026 profit of over NT$570 billion (approx. US$18.04 billion) and holding an immense NT$3 trillion cash reserve. By June 11, 2026, its market value surged to NT$58.3 trillion, triggering a bizarre banking phenomenon where local financial institutions offer TSMC deposit rates that ex
2026-06-13
digitimes.com
2026-06-13
Nvidia has begun telling Chinese clients that its new Vera central processing unit (CPU) could be available as soon as August and that they can start placing orders, Reutersreported, citing three people familiar with the matter.
2026-06-13
digitimes.com
2026-06-13
Optical industry leaders Largan and Genius Electronic Optical (GSEO) have recently discussed progress in co-packaged optics (CPO), a key non-smartphone growth driver, and their strategies differ sharply. As customer demand and orders become clearer and more firmly secured, both companies have also turned markedly more confident, having taken a more cautious stance in prior quarters.
2026-06-13
digitimes.com
2026-06-13
SK Hynix is reviewing rare price increase requests from several tier-one equipment suppliers, a sign that the high-bandwidth memory boom is beginning to reshape pricing power in South Korea's semiconductor equipment supply chain.
2026-06-13
www.cnbc.com
2026-06-13
CNBC
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2026-06-13
simplywall.st
2026-06-13
simplywall.st
United States/Semiconductors/NasdaqGM:ENPH
Enphase IQ9N GaN Launch Tests Market Optimism And Valuation Risk
June 13, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Enphase Energy (NasdaqGM:ENPH) has launched its IQ9N Microinverter using gallium nitride technology for residential solar systems in Europe.
The product is now available across multiple European countries, expanding the company’s high
2026-06-13
interestingengineering.com
2026-06-13
Interesting Engineering
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Discover the engineering revolution transforming modern defense with Strength, Stealth, Speed: The Very Fast Future of Advanced Defense
Access expert insights, exclusive content, and a deeper dive into engineering and innovation all with fewer ads or a complet
2026-06-13
news.google.com
2026-06-13
Stock Titan
2026-06-13
www.foreignpolicyjournal.com
2026-06-13
foreignpolicyjournal.com
NVIDIA (NASDAQ: NVDA) and AMD (NASDAQ: AMD) both reported earnings in May, and the results paint a striking picture of where the AI hardware market stands today.
NVIDIA posted a massive $81.6 billion quarter driven by its Blackwell platform, while AMD reported $10.25 billion, with a landmark Meta partnership beginning to reshape its data center narrative in meaningful ways.
President Donald Trum
2026-06-13
simplywall.st
2026-06-13
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Stock Valuation After Strong Results And Major Silicon Photonics Contract Wins
June 13, 2026
Simply Wall St
Tower Semiconductor (TSEM) has become a focal point after strong quarterly results, sizeable silicon photonics contracts for 2027 and 2028, and sharp share price swings driven by sector wide volatility and perceived valua
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Infineon’s, Transition
Infineon’s Transition from Component Supplier to Power-System Architect Wins Over Goldman Sachs
12.06.2026 - 21:14:10 | boerse-global.de
Infineon shifts from chipmaker to power architecture provider, partnering with Siemens on SiC modules, raised by Goldman Sachs to €88, and launching €5B Dresden fab for decarbonization.
Infineon’s - Infineon’s Transition from Component Su
2026-06-13
www.indexbox.io
2026-06-13
IndexBox
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2026-06-13
simplywall.st
2026-06-13
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Qualcomm (QCOM) Stock Valuation Check After Strong Multi‑Year Returns And IoT Growth Ambitions
June 13, 2026
Simply Wall St
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QUALCOMM stock moves and recent performance snapshot
QUALCOMM (QCOM) shares most recently closed at US$202.96, with the stock up slightly over the past day but down over the past week and past month, and higher over th
2026-06-13
quantumzeitgeist.com
2026-06-13
Quantum Zeitgeist
QUANTUM HARDWARE, DEEP TECH
SiC Transistors Mimic Brain Cells at 10mK for Quantum Control
June 12, 2026
BY IVY DELANEY
Engineers at HKU have demonstrated the first “brain-like” chip capable of mimicking biological neurons at a frigid 10 millikelvin, a crucial step toward solving the wiring challenges that limit quantum computer scalability. The team, led by Professor Yuhao Zhang and PhD student X
2026-06-13
www.msn.com
2026-06-13
MSN
By Heekyong Yang and Yantoultra Ngui
SEOUL/SINGAPORE, June 12 (Reuters) - South Korean memory chipmaker SK Hynix is looking to choose the Nasdaq for its planned U.S. listing, two sources familiar with the matter said, opting for the technology-heavy bourse to capitalize on investor appetite for AI-linked stocks.
The planned listing as early as August comes after a 230% surge in SK Hynix's share