Semiconductor News & Analysis Feed
68 articles
2026-06-15
digitimes.com
2026-06-15
Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive electronics, and future device upgrades lifts orders while memory shortages weigh on shipments across the broader electronics supply chain.
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Micron Technology (MU) Stock Valuation After AI Megafab Partnership And Bullish Analyst Upgrades
Simply Wall St
Fri, June 12, 2026 at 9:14 AM PDT 3 min read
MU
-0.26%
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Micron Technology (MU) has been back in the spotlig
2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Infineon, The
Infineon: The Unseen Backbone of AI’s Power Grid Draws Goldman’s Upgrade
12.06.2026 - 12:14:36 | boerse-global.de
Infineon shares fell 2.4% on Broadcom caution but Goldman raised target to €88. The chipmaker shifts from auto supplier to AI power infrastructure with Dresden fab and Nvidia security partnership.
Infineon - Infineon: The Unseen Backbone of AI’s Power Grid Draws Goldman
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
CNBC’s Jim Cramer used his June 11, 2026, “Mad Dash” segment on Squawk on the Street to deliver one of his most aggressive calls of the year, ranking Intel (NASDAQ:INTC | INTC Price Prediction) ahead of every other chip stock in his coverage universe. The catalyst was a dramatic analyst action that Cramer described as “a company which had been recommending a sale of Intel comes out and skips the h
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Cramer Calls Intel the “Number One Name” and “More Important Than NVIDIA.” The Stock Soars Today After a Massive Double Upgrade.
Thomas Richmond
Thu, June 11, 2026 at 6:47 PM PDT 3 min read
INTC
+9.27%
NVDA
+2.22%
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Cramer named Intel his top chip pick after an analyst jumped straight from sell to buy, lifting shares 5% to $113.
Intel has su
2026-06-12
digitimes.com
2026-06-12
Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales, pressuring its May results and revenues for the first five months of the year. The company disclosed May revenue of NT$63.87 million (US$2 million), down 29.37% month-over-month, and cumulative revenue for the first
2026-06-12
www.investing.com
2026-06-12
Investing.com
www.investing.com
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2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
__fail__
2026-06-11
digitimes.com
2026-06-11
Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation server memory platforms.
2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-09
tomshardware.com
2026-06-09
Andrew E. Freedman,
At WWDC, Apple revealed its upcoming macOS update, macOS 27 Golden Gate, with a more refined Liquid Glass design and cross-platform Siri and Apple Intelligence features.
2026-06-08
digitimes.com
2026-06-08
Nvidia's move to expand AI-powered PCs could reshape where global consumers and companies use artificial intelligence, shifting more work onto local devices rather than cloud services. The timing matters because handset demand is weakening rapidly, and the industry is confronting higher costs, weaker upgrade demand, and a more difficult global outlook.
2026-06-06
tomshardware.com
2026-06-06
Jowi Morales
The trucker worked with Conspit to install a new seat, pedals, and other parts and accessories to level up their already insane semi-truck sim rig.
2026-06-06
www.moneycontrol.com
2026-06-06
Moneycontrol.com
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2026-06-06
tomshardware.com
2026-06-06
Hassam Nasir
Wildcat Lake is seemingly due for a big upgrade next year.
2026-06-05
news.google.com
2026-06-05
Seeking Alpha
2026-06-04
news.google.com
2026-06-04
Seeking Alpha
2026-06-03
www.ad-hoc-news.de
2026-06-03
AD HOC NEWS
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2026-06-02
tomshardware.com
2026-06-02
Matt Safford
Upgraded Azoth Extreme features 24-karat gold accents, transparent switches and keycaps, and up to 1,600 hours of battery life over 2.4 GHz.
2026-05-31
www.ad-hoc-news.de
2026-05-31
AD HOC NEWS
Infineon’s, High-Stakes
Infineon’s High-Stakes Makeover Fuels Analyst Upgrades and a Record Share Run
31.05.2026 - 17:22:58 | boerse-global.de
Infineon surges 113% YTD as Morgan Stanley and Deutsche Bank raise price targets above €90, fueled by AI-driven power semiconductor demand and a structural shift in data center energy management.
Infineon’s High-Stakes Makeover Fuels Analyst Upgrades and