Semiconductor News & Analysis Feed
6271 articles
2026-06-12
evertiq.com
2026-06-12
Evertiq
© Evertiq
Analysis | June 12, 2026
The semiconductor industry as it is, not as it is told
Dennis Dahlgren
At Evertiq Expo Zürich, Claus Aasholm of Semiconductor Business Intelligence delivered a data-driven examination of a semiconductor industry in structural transition – and the picture looked considerably different from what most quarterly reports suggest.
Claus Aasholm has a habit that most c
2026-06-12
finimize.com
2026-06-12
Finimize
Before proceeding to your request, you need to solve a puzzle, and the puzzle requires Google Translate to be disabled. Please disable Google Translate and retry.
Complete the security check before continuing. This step verifies that you are not a bot, which helps to protect your account and prevent spam.
2026-06-12
www.barrons.com
2026-06-12
Barron's
__fail__
2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
The next-gen Xbox Helix is looking in trouble due to surging memory and storage costs that are forcing even a giant like Microsoft to bend down.
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
The Competitive Threat That Never Was: ASML’s Widening Moat Boosts Stock 77% YTD
Trey Thoelcke
Fri, June 12, 2026 at 3:55 AM PDT 3 min read
ASML
+9.53%
Trade ASML on Coinbase
Trading disclosure
Quick Read
ASML stock surged 77% year-to-date and 142% over the trailing year after Q1 2026 revenue hit $10.34 billion with 53% gross margins.
Pat Gelsinger's xLight remains a lab-stage startup targeting
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Roughly six months ago, we asked whether ASML (NASDAQ: ASML | ASML Price Prediction) finally had a real competitor: xLight, the stealth startup chaired by ousted Intel CEO Pat Gelsinger, was developing free-electron-laser light sources backed by up to $150 million in CHIPS Act funding with the U.S. government taking an equity stake, targeting first silicon wafers by 2028. Half a year on, the threa
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Perseverance Asset Management International Has $8.73 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Perseverance Asset Management International boosted its stake in Taiwan Semiconductor Manufacturing by 814.8% in the fourth quarter, ending with 28,734 shares valued at about $8.73 milli
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
AI, Institutional Buying Sends Micron Shares Up by 758%
Lucas Downey
Fri, June 12, 2026 at 3:32 AM PDT 2 min read
MU
-0.14%
Trade MU on Coinbase
Trading disclosure
MU makes memory and storage solutions for AI networks, mobile, and embedded systems used by corporate and individual customers globally. The company’s second-quarter fiscal 2026 report showed $23.9 billion in revenue (a 196% year-over-
2026-06-12
tomshardware.com
2026-06-12
Bruno Ferreira
AMD took over four months to fix a critical security bug in its autoupdater, and the security researcher didn't see a dime for his efforts
2026-06-12
www.eenewseurope.com
2026-06-12
eeNews Europe
NVIDIA says its GPUs with Confidential Computing are now being used for confidential inference in Apple’s Private Cloud Compute, as Apple extends the system beyond its own data centres to Google Cloud. The move brings NVIDIA Blackwell GPUs into the hardware security architecture that supports some server-side Apple Intelligence workloads.
2026-06-12
tomshardware.com
2026-06-12
Mark Tyson
Tens of officers have been fired, and some even arrested, for abuse of the Flock license plate reader system used by police departments throughout the US, according to a new report.
2026-06-12
wccftech.com
2026-06-12
Wccftech
NVIDIA has reportedly reached out to several Chinese clients to adopt its upcoming Vera CPUs & there is a lot of interest building up.
NVIDIA's GPUs have faced a hard time in China. The company saw US regulations restrict them from selling Hopper chips, while the more advanced Blackwell generation is entirely banned. NVIDIA's CEO stated a few months back that their China share has dropped to Zero
2026-06-12
www.theinformation.com
2026-06-12
The Information
SpaceX IPO Could Return More Than $60 Billion Each for Founders Fund, Valor
Save 25% to unlock this story
Unlimited access to our journalism, newsletters, charts and data library, and event discounts.
Annual + Deep Research, 60+ org charts, proprietary databases and survey results.
Search, find and engage with others who are serious about tech and business.
Follow and be a part of discussions
2026-06-12
constructiondigital.com
2026-06-12
Construction Digital
Micron Technology has selected Bechtel to partner on the engineering, procurement and construction (EPC) of the first phase of Micron’s memory manufacturing complex in Clay, New York.
The site is planned to become the largest semiconductor manufacturing facility in the US. Micron is investing US$100bn in the project, marking the largest private investment in New York State’s history.
The global
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
TCTC Holdings LLC Boosts Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
TCTC Holdings LLC grew its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 265.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fu
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Texas Instruments (TXN) Stock After 67% YTD Surge Is The Current Price Justified
June 12, 2026
Simply Wall St
Reviewed by Bailey Pemberton
If you are wondering whether Texas Instruments' current share price still offers value, it helps to step back and look at what the recent returns and valuation checks are really telling you.
The stock closed at US$297.1
2026-06-12
en.sedaily.com
2026-06-12
Seoul Economic Daily
403 ERROR
The request could not be satisfied.
Request blocked. We can't connect to the server for this app or website at this time. There might be too much traffic or a configuration error. Try again later, or contact the app or website owner.
If you provide content to customers through CloudFront, you can find steps to troubleshoot and help prevent this error by reviewing the CloudFront documenta
2026-06-12
en.sedaily.com
2026-06-12
Seoul Economic Daily
403 ERROR
The request could not be satisfied.
Request blocked. We can't connect to the server for this app or website at this time. There might be too much traffic or a configuration error. Try again later, or contact the app or website owner.
If you provide content to customers through CloudFront, you can find steps to troubleshoot and help prevent this error by reviewing the CloudFront documenta
2026-06-12
www.businesstimes.com.sg
2026-06-12
The Business Times
Infineon to open 5 billion euro chip fab as part of EU sovereignty push
It benefits from soaring demand for power chips used in AI data centres, which will be produced at the facility
Summarise
Share
Add BT as a preferred source
Published Fri, Jun 12, 2026 · 04:23 PM
Infineon has invested around two billion euros on construction, with the remainder to be spent on more machines, says COO Alexan
2026-06-12
www.eenewseurope.com
2026-06-12
eeNews Europe
Belgian research hub Imec has taken another step toward high-frequency chiplet-based systems, extending its 300mm RF silicon interposer platform to support system-level integration of III-V chiplets with Si-CMOS technology. The development targets emerging mmWave and sub-THz wireless applications, as well as high-speed signal handling for next-generation data centers.