Semiconductor News & Analysis Feed
5995 articles
2026-06-15
digitimes.com
2026-06-15
Taiwan-based UBright Optronics is accelerating its transformation from an LCD optical film specialist into a diversified technology supplier, expanding into semiconductor materials, passive components and smart acoustics. The new businesses are expected to begin generating revenue in 2026 as product certifications advance, but the company has not yet offered guidance on their revenue impact.
2026-06-15
digitimes.com
2026-06-15
SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for HBM4, a move that underscores mounting pressure on advanced memory suppliers to keep pace with demand from AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
2026-06-15
digitimes.com
2026-06-15
INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year, citing a supply-demand imbalance in the memory market and sharp raw material price increases. The company said it expected a gradual recovery in the second half of 2026 as industry inventories normalized and new products and customers began contributing. INPAQ also ou
2026-06-15
simplywall.st
2026-06-15
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Stock After New SharonAI Data Center Deal Is The AI Leader Still Undervalued
June 15, 2026
Simply Wall St
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NVIDIA (NVDA) just signed a six year compute collaboration with SharonAI Holdings to support 72 megawatts of new AI data center capacity in Australia, using its DSX AI factory design and Grace Blackwell GB300 GPUs.
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2026-06-15
www.ad-hoc-news.de
2026-06-15
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies Stock (DE0006231004): Stock in focus after recent volatility and sector headwinds
14.06.2026 - 22:50:41 | ad-hoc-news.de
Infineon Technologies shares remain in focus after a volatile spell and sector headwinds in European semiconductors, with investors tracking the German chipmaker’s positioning against global peers and macro-sensitive end markets.
In
2026-06-15
www.insidermonkey.com
2026-06-15
Insider Monkey
NEWS
Published on June 14, 2026 at 3:05 pm by RAMISH CHEEMA in News
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We recently published Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer.
Chip manufacturing giant Intel Corporation (NASDAQ:INTC) is one of the hottest stocks on the market in 2026. The shares are up by 168% year-to-date as
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Jim Cramer Says Intel (INTC) Is An Alternative To TSMC
Ramish Cheema
Sun, June 14, 2026 at 12:05 PM PDT 2 min read
INTC
+6.51%
SPCX
+19.22%
2330.TW
+2.67%
Explore stocks on Coinbase
Trading disclosure
We recently published Jim Cramer Didn't Hold Back On SpaceX's IPO & Discussed These 12 Stocks. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer.
Chip manufacturing giant
2026-06-15
www.indexbox.io
2026-06-15
IndexBox
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2026-06-15
www.tikr.com
2026-06-15
TIKR.com
Key Stats for TXN Stock
52-Week Range: $152.73 – $331.51
Current Price: $301.12
Street Mean Target: ~$292
TIKR Target Price (Mid): ~$800
TIKR Annualized IRR (Mid): ~12% per year
Q1 2026 Revenue: $4.83B (up 19% year over year)
Q1 2026 EPS: $1.68 (up 31% year over year)
Q1 2026 Gross Margin: 58%
Trailing 12-Month Free Cash Flow: $4.4B
Q2 2026 Revenue Guidance: $5.0B – $5.4B
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2026-06-15
news.google.com
2026-06-15
The National Law Review
2026-06-15
www.quiverquant.com
2026-06-15
Quiver Quantitative
NVIDIA Endorsement Fuels Buzz: Social media conversations center on Nebius following praise from NVIDIA's CEO at a recent industry event, underscoring the company's swift transition to AI-focused cloud operations and gigawatt-scale infrastructure.
Growth Projections Dominate: Participants point to Nebius's token optimization platform as a key differentiator, with forecasts suggesting substantial
2026-06-15
simplywall.st
2026-06-15
simplywall.st
Japan/Semiconductors/TSE:8035
Is Tokyo Electron (TSE:8035) Quietly Redefining Its Chiplet Strategy With Teradyne Test Integration?
June 14, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In June 2026, Teradyne announced an integrated test cell solution for AI and data center chips that combines its UltraFLEXplus platform with Tokyo Electron’s Prexa SDP prober to enable high-qualit
2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Infineon, DE0006231004
Infineon CoolMOS CFD7A: automotive MOSFET platform for 800 V powertrains
14.06.2026 - 17:31:32 | ad-hoc-news.de
Infineon’s CoolMOS CFD7A automotive-qualified superjunction MOSFET family targets 400 V and 800 V electric powertrains, combining low switching losses with robust short-circuit capability for on-board chargers and DC-DC converters.
Infineon - Stiller Moment vor d
2026-06-14
www.indexbox.io
2026-06-14
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2026-06-14
www.indexbox.io
2026-06-14
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2026-06-14
tomshardware.com
2026-06-14
Hassam Nasir
Intel's Raptor Lake family might be coming back for a third time and sit alongside Nova Lake on shelves as the budget-oriented offering from the company.
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
www.quiverquant.com
2026-06-14
Quiver Quantitative
Capacity Expansion Focus: Social media conversations center on TSMC's aggressive plans to construct multiple new fabrication facilities each year. Analysts note the firm's target of six-figure monthly wafer output by 2029 amid sustained high demand.
Supply Constraints Persist: Recent commentary emphasizes that TSMC's Arizona plant remains fully booked through 2027, with big tech clients continuin
2026-06-14
tomshardware.com
2026-06-14
Mark Tyson
In the context of the recent tech export bans, we look back at the Apple PowerMac G4 export ban from 1999 and Steve Jobs making marketing gold from the situation.