Semiconductor News & Analysis Feed
4497 articles
2026-06-16
digitimes.com
2026-06-16
TSMC is accelerating its advanced packaging roadmap for AI chips, expanding CoWoS capacity while publicly disclosing new progress in glass substrate technology. The company is also signaling that next-generation packaging competition is shifting from CoWoS toward CoPoS as it builds out a fuller ecosystem ahead of rivals.
2026-06-16
digitimes.com
2026-06-16
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers,Unimicron,Kinsus, andNanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.
2026-06-16
digitimes.com
2026-06-16
AI, high-performance computing, and early pull-ins from TV, PC, and notebook supply chains pushed the global foundry market to a record high in the first quarter of 2026. China's Nexchip Semiconductor delivered the key ranking shift, overtaking Taiwan's Vanguard International Semiconductor (VIS) for the first time to become the world's eighth-largest foundry.
2026-06-16
digitimes.com
2026-06-16
Shanghai Enflame Technology is nearing a STAR Market listing, bringing another Chinese AI chipmaker closer to public markets while losses, Tencent concentration, and a small share in Nvidia-led accelerators remain unresolved.
2026-06-16
digitimes.com
2026-06-16
The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty gas used in chip manufacturing. Planned production adjustments or exits by some Japanese suppliers in the second half of 2026 have intensified concerns over tighter global supply, sending prices sharply higher and raising the risk of disruption into 2027.
2026-06-16
stocktwits.com
2026-06-16
Stocktwits
stocktwits.com
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2026-06-16
techxplore.com
2026-06-16
Tech Xplore
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2026-06-16
eetimes.com
2026-06-16
GlobalFoundries leads with the first silicon to support OCI MSA, shaking up AI data centers.
2026-06-16
sherwood.news
2026-06-16
Sherwood News
Luke Kawa
6/15/26
Qualcomm reportedly in talks to acquire AI chip design company Tenstorrent
QualcommQCOM $215.32 (-3.17%) is in talks to acquire AI chip design firm Tenstorrent for $8 billion to $10 billion, according to The Information.
This transaction, if completed, would be another concrete signal of the San Diego-based chip company’s attempt to carve out a niche in the upstream AI space (d
2026-06-16
www.theinformation.com
2026-06-16
The Information
Exclusive: Qualcomm in Talks to Buy Tenstorrent to Expand AI Chip Capabilities
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2026-06-16
news.engineering.asu.edu
2026-06-16
Arizona State University (ASU)
news.engineering.asu.edu
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
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Applied Materials Unveils Deposition and Selective Etch Systems to Advance 3D Chip Scaling
Applied Materials, Inc.
Mon, June 15, 2026 at 1:05 PM PDT 5 min read
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Applied Materials, Inc.
New systems enable precision materials engineering in high-aspec
2026-06-16
www.globenewswire.com
2026-06-16
GlobeNewswire
New systems enable precision materials engineering in high-aspect-ratio 3D logic and memory chip structures
Centris™ Spectral™ SiN ALD leverages innovative microwave plasma technology to deliver uniform silicon nitride deposition in challenging 3D structures
Producer™ Selectra™ Mo Etch selectively removes molybdenum for wordline separation to enable 3D NAND scaling
The new systems are being used b
2026-06-16
news.google.com
2026-06-16
Stock Titan
2026-06-16
www.msn.com
2026-06-16
MSN
Micron Technology stock was rising sharply Monday amid a resurgence of the artificial-intelligence momentum trade, alongside reminders of the shortage in memory chips.
Micron shares were up 10.1% at $1,081 with markets cheered by the prospect of a U.S.-Iran peace deal.
Shares have been volatile as investors debate Micron’s valuation. The chip maker trades at a notably low forward price-to-earnin
2026-06-16
www.techtimes.com
2026-06-16
Tech Times
By Allen Lee
Published: Jun 15 2026, 15:57 PM EDT
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The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GETTY IMA
2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies Stock (DE0006231004): valuation focus as chip cycle weighs on outlook
15.06.2026 - 21:36:21 | ad-hoc-news.de
Infineon Technologies shares remain in focus as investors weigh cyclical headwinds in semiconductors against the company’s positioning in power electronics and automotive chips.
Infineon, DE0006231004
Responsible: ad hoc news Markets & Valuati
2026-06-16
www.msn.com
2026-06-16
MSN
NvidiaNVDA stock rallied Monday along with the semiconductor sector and the broader stock market.
The artificial intelligence leader filed a prospectus with the U.S. Securities and Exchange Commission to sell investment-grade corporate bonds for the first time since 2021.
The SEC filing is a placeholder for a multipart offering of senior unsecured notes. Nvidia did not detail how much debt it wi
2026-06-16
www.pymnts.com
2026-06-16
PYMNTS.com
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2026-06-16
www.investors.com
2026-06-16
Investor's Business Daily
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