Semiconductor News & Analysis Feed
6104 articles
2026-06-12
longbridge.com
2026-06-12
Longbridge
TSMC's 3nm capacity remains constrained despite Q2 ramp-up to 160,000–175,000 wafers, failing to meet surging AI-driven demand. Supply chain sources indicate TSMC plans a price hike of up to 15% for 3nm foundry services in H2 2026 due to persistent order backlogs and supply gaps.
Despite TSMC having ramped up its 3nm monthly capacity to 160,000–175,000 wafers in the second quarter, it still canno
2026-06-12
www.marketscreener.com
2026-06-12
marketscreener.com
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2026-06-12
news.futunn.com
2026-06-12
富途牛牛
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2026-06-12
news.financial
2026-06-12
news.financial
June 12th, 2026 | 08:15 CEST
PAY ATTENTION! SOMETHING IS BREWING HERE: IS HPQ SILICON UNDERVALUED? ARE INFINEON AND SIEMENS ENERGY OVERVALUED?
HYDROGEN
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Photo credits: Pixabay
The global economy is in the midst of one of the biggest industrial upheavals since the advent of the internet. Electric mobility, artificial intelligence (AI), and data centers a
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Lattice Semiconductor (LSCC) Is Down 6.0% After AMI Acquisition Financing Signals Bigger Balance Sheet Bet
Simply Wall St
Thu, June 11, 2026 at 11:11 PM PDT 3 min read
LSCC
+7.92%
Trade LSCC on Coinbase
Trading disclosure
Lattice Semiconductor recently completed a cash-and-stock agreement to acquire AMI for about US$1.65 billion, supported by a US$1.15 billion financing package, amid sector-wide
2026-06-12
technode.com
2026-06-12
TechNode
Despite TSMC having ramped up its 3nm monthly capacity to 160,000–175,000 wafers in the second quarter, it still cannot fully meet strong customer demand and order backlogs, according to supply chain sources. Industry insiders said TSMC is planning another price increase for 3nm foundry services in the second half of 2026, with hikes of up to 15%.
The Fab 18 complex in the Southern Taiwan Science
2026-06-12
news.google.com
2026-06-12
EE Times India
2026-06-12
news.google.com
2026-06-12
EE Times Asia
2026-06-12
www.digitimes.com
2026-06-12
digitimes
Silicon Labs is deepening its presence in India through expanded research operations and a greater commercial focus on smart infrastructure applications, even as the US-based wireless chipmaker prepares for an acquisition by Texas Instruments.
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2026-06-12
www.digitimes.com
2026-06-12
digitimes
Google is considering using Samsung Electronics to manufacture part of a future artificial intelligence (AI) chip, a move that would mark a notable shift in the US tech group's supply chain as demand for advanced AI silicon strains capacity at TSMC.
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2026-06-12
www.digitimes.com
2026-06-12
digitimes
In power electronics engineering, Silicon Carbide (SiC) companies are competing to achieve the absolute lowest thermal resistance (Rth), with the mindset that lower heat signature equates a superior system. However, at PCIM Europe 2026, a collaborative...
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2026-06-12
www.trendforce.com
2026-06-12
TrendForce
[News] Samsung Reportedly in Talks for Google 2nm TPU I/O Die Order; 2028 Mass Production Eyed
2026-06-12 Semiconductors editor
News
Please note that this article cites information from Business Korea, The Information, Reuters, The Korea Herald, and ETNews.
Google is reportedly considering Samsung for part of its next-generation AI processor production. According to Business Korea, citin
2026-06-12
startupfortune.com
2026-06-12
Startup Fortune
Infineon Technologies will open its Smart Power Fab in Dresden on July 2, putting a €5 billion European chip bet behind the power semiconductors AI data centers now need in volume.
The date matters because this is not another distant semiconductor promise. Infineon is bringing its Dresden Smart Power Fab forward from an autumn opening to July 2, 2026, after three years of construction and a deman
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
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CADFEM APAC and SilTerra Malaysia Partner to Advance Semiconductor Innovation Through Simulation-Driven Engineering
PR Newswire
Thu, June 11, 2026 at 9:00 PM PDT 3 min read
HYDERABAD, India and SEBERANG PERAI, Malaysia, June 12, 2026 /PRNewswire/ -- The semiconductor industry is under growing pressure
2026-06-12
analyticsindiamag.com
2026-06-12
Analytics India Magazine
"From HBM leader to trillion-dollar giant, SK Hynix has become a critical pillar of the AI supply chain."
Afew years ago, a meme went viral during the AI boom, comparing NVIDIA to a company selling shovels during a gold rush. As AI companies rushed to build models and data centres, NVIDIA supplied the chips that made it all possible.
But every shovel maker needs its own suppliers. For NVIDIA, on
2026-06-12
www.tweaktown.com
2026-06-12
TweakTown
The current memory crisis means that one of the only real ways to ease the burden on the consumer market and meet the insatiable demand from the AI and data center sectors is for key players to ramp up production of existing and next-gen memory chips. As one of the biggest players in the space, SK hynix is looking to do just that and, in the process, triple its wafer production.2VIEW GALLERY - 2 I
2026-06-12
www.digitimes.com
2026-06-12
digitimes
Cadence and Intel Foundry are expanding their collaboration on advanced chip design, a move that could affect future semiconductors used in devices and data centers worldwide. The agreement aims to improve performance, power efficiency, and design readiness...
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2026-06-12
uk.finance.yahoo.com
2026-06-12
Yahoo Finance UK
NVIDIA Corporation (NVDA): A Forever Stock to Buy amid Growing Business Ties in Korea
Abdul Rahman
Thu, 11 June 2026 at 8:25 pm GMT-7 2 min read
NVDA
+2.22%
SKM
+0.29%
NVIDIA Corporation (NASDAQ:NVDA) is one of the best forever stocks to buy according to analysts. On June 8, South Korean SK Telecom announced it will leverage NVIDIA Corporation (NASDAQ:NVDA)’s DSX platform to build a gigawatt-scal
2026-06-12
www.digitimes.com
2026-06-12
digitimes
As wide-bandgap (WBG) semiconductors like silicon carbide (SiC) and gallium nitride (GaN) take the lead in electric vehicle (EV) powertrains, electronics packaging engineers are facing a thermodynamic reckoning. To extract maximum performance from these...
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2026-06-12
www.digitimes.com
2026-06-12
digitimes
ChangXin Memory Technologies (CXMT), China's largest DRAM maker, plans to raise approximately CNY29.5 billion (US$4.35 billion) through an IPO on Shanghai's STAR Market, fueling debate about whether China's push into memory semiconductors can eventually erode...
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