Semiconductor News & Analysis Feed
4263 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.
2026-06-11
digitimes.com
2026-06-11
While marketing initiatives promote an ultra-fast transition to wide-bandgap (WBG) semiconductors, fully automated smart factories, and an all-electric automotive future, the sentiment across the PCIM Europe 2026 exhibition floor is more pragmatic. The industry has reached a transitional maturity wall where the realities of material physics, fragmented design silos, and macroeconomic supply shocks
2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-11
semiengineering.com
2026-06-11
Brian Bailey
It depends on what those models are used, which also can have a big impact on the cost.
2026-06-11
digitimes.com
2026-06-11
Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year, pushing large-scale production and deployment beyond 2028. The reports also claim that major cloud service providers (CSPs) could postpone adoption of the technology.
2026-06-11
digitimes.com
2026-06-11
Amkor Technology Korea is considering investing about KRW1 trillion (approx. US$650 million) to expand its chip packaging and testing facilities in the South Korean city of Gwangju, according to Korean media reports and city officials. The company has not officially announced the plan.
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
Wistron ITS has officially changed its name to WITS. Chairman Ching Hsiao pointed out that the rebranding signifies the company's transition from software into the new frontier of "software-hardware integration."
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Amazon Is the Latest AI Giant to Sign a Blockbuster Deal With This Under-the-Radar Semiconductor Company (Behind Nvidia and Meta)
Anthony Di Pizio, The Motley Fool
Wed, June 10, 2026 at 3:50 PM PDT 5 min read
GLW
-3.32%
NVDA
-3.73%
AMZN
-2.53%
META
-2.33%
AAPL
+0.35%
Explore stocks on Coinbase
Trading disclosure
Corning (NYSE: GLW) has manufactured glass right here in America since 1851. By 1880,
2026-06-11
news.google.com
2026-06-11
SiliconANGLE
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Corning (
GLW
3.19%
) has manufactured glass right here in America since 1851. By 1880, it was the sole supplier of glass for Thomas Edison's original lightbulb, and today, it makes the glass for all of Apple's iPhones.
However, Corning stock has soared by 230% over the past 12 months because of red-hot demand for the company's fiber-optic cables for data centers, which help accelerate processing
2026-06-11
uk.finance.yahoo.com
2026-06-11
Yahoo Finance UK
Cadence Design Systems (CDNS) Stock Moves -1.42%: What You Should Know
Zacks Equity Research
Wed, 10 June 2026 at 3:00 pm GMT-7 3 min read
CDNS
-1.48%
^GSPC
-1.62%
^DJI
-1.87%
Cadence Design Systems (CDNS) closed at $385.35 in the latest trading session, marking a -1.42% move from the prior day. The stock's performance was ahead of the S&P 500's daily loss of 1.62%. Meanwhile, the Dow experienced
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Cadence Design Systems (CDNS) Stock Moves -1.42%: What You Should Know
Zacks Equity Research
Wed, June 10, 2026 at 3:00 PM PDT 3 min read
CDNS
+0.14%
^GSPC
+0.35%
^DJI
+0.58%
Trade CDNS on Coinbase
Trading disclosure
Cadence Design Systems (CDNS) closed at $385.35 in the latest trading session, marking a -1.42% move from the prior day. The stock's performance was ahead of the S&P 500's daily loss
2026-06-11
www.digitimes.com
2026-06-11
digitimes
Gudeng chairman and CEO Bill Chiu said global demand for AI is driving a wave of 2nm and 3nm advanced-node capacity expansion, but the biggest constraint for chipmakers is not building fabs — it is securing extreme ultraviolet lithography systems.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit th
2026-06-11
sg.finance.yahoo.com
2026-06-11
Yahoo Finance Singapore
Qualcomm (QCOM) Suffers a Larger Drop Than the General Market: Key Insights
Zacks Equity Research
Wed, 10 June 2026 at 2:45 pm GMT-7 3 min read
QCOM
-6.92%
^GSPC
-1.62%
^DJI
-1.87%
^IXIC
-1.98%
In the latest close session, Qualcomm (QCOM) was down 6.96% at $191.12. The stock's change was less than the S&P 500's daily loss of 1.62%. Elsewhere, the Dow lost 1.87%, while the tech-heavy Nasdaq lost 1
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
__fail__
2026-06-11
news.google.com
2026-06-11
EDN - Voice of the Engineer
2026-06-11
www.foxbusiness.com
2026-06-11
Fox Business
Market Vector Indexes CEO Steven Schoenfeld discusses Oracle’s fourth-quarter earnings amid a market pullback in artificial intelligence and semiconductor stocks on 'The Claman Countdown.'
Market Vector Indexes CEO Steven Schoenfeld discusses Oracle’s fourth-quarter earnings and the broader AI market. Schoenfeld addresses the semiconductor sector’s recent pullback, calling it a healthy correction
2026-06-11
www.newelectronics.co.uk
2026-06-11
New Electronics
www.newelectronics.co.uk
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2026-06-11
asia.nikkei.com
2026-06-11
Nikkei Asia
Japan 'excellent candidate' for South Korean chipmaker's overseas plants
SK Group Chairman Chey Tae-won says Japan would be an ideal candidate for the South Korean conglomerate to expands its chip operations. (Photo by Yuki Nakao)
TOKYO -- South Korea's SK Hynix will triple its wafer capacity by 2034 to meet soaring demand for its memory chips critical for artificial intelligence computing, SK