Semiconductor News & Analysis Feed
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2026-06-12
aparc.fsi.stanford.edu
2026-06-12
Shorenstein Asia-Pacific Research Center
Barron's Quotes Gi-Wook Shin on How Korea’s Semiconductor Boom Is Creating Social Instability
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All Shorenstein APARC News Commentary June 12, 2026
Barron's Quotes Gi-Wook Shin on How Korea’s Semiconductor Boom Is Creating Social Instability
Record profits led to significant employee bonuses, sparking turmoil, including internal union disputes.
South Korea's stock market has been the w
2026-06-12
www.zacks.com
2026-06-12
Zacks Investment Research
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2026-06-12
Barchart.com
Businessman pointing arrow graph corporate future growth by Marchmeena29 via iStock
The Philadelphia Semiconductor Index ($SOX) hit an all-time high of 13,998.14 on June 3, then quickly dropped 9.58% in one session, its sharpest fall in a while. The selloff followed Broadcom's (AVGO) Q2 earnings report. Even though revenue jumped 48% year-over-year (YoY) to $22.2 billion, investors were not impre
2026-06-12
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2026-06-12
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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.theinformation.com
2026-06-12
The Information
SpaceX IPO Could Return More Than $60 Billion Each for Founders Fund, Valor
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVDA Stock Heads For Fourth Week In Red: Report Says Nvidia Has Begun Vera Chip Pitches To Chinese Customers
Yuvraj Malik
Fri, June 12, 2026 at 1:19 AM PDT 3 min read
NVDA
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Nvidia is reportedly pushing alternative chips to Chinese customers as sales of H200s remain stalled.
NVDA stock has underperformed peers in the chip sector in recent months,
2026-06-12
stocktwits.com
2026-06-12
Stocktwits
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2026-06-12
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2026-06-12
Seeking Alpha
Nvidia pitches new Vera CPUs to Chinese clients, orders set for August: Reuters
Jun 12, 2026, 3:12 AM ETNVIDIA Corporation (NVDA) StockBy: Arundhati Sarkar, SA News Editor
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Nvidia (NVDA) told clients in China that they can start placing orders for its new Vera central processors, which may be available as soon as August, Reuters reported, citing sources.
One ma
2026-06-12
www.reuters.com
2026-06-12
Reuters
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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
digitimes.com
2026-06-12
The artificial intelligence (AI) industry is expanding at a pace that the physical world cannot match, and the gap between digital demand and real-world supply is widening across every layer of the infrastructure stack, from power generation to chip manufacturing to data center construction. That was the assessment of Sachin Hindupur, global strategy and operations leader at AMD, in a presentation
2026-06-12
digitimes.com
2026-06-12
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 high-frequency, high-efficiency chips, the industry is driving an architectural shift: shrinking inverter volumes, eliminating heavy copper basepl
2026-06-12
digitimes.com
2026-06-12
Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March. Retail prices for some models could rise by as much as CNY1,000 (approx. US$148).
2026-06-12
digitimes.com
2026-06-12
Taiwanese power management IC supplier Global Mixed-mode Technology (GMT) will follow peers in seeking price increases from customers as tight chip supply continues to reshape capacity allocation across the industry.
2026-06-12
digitimes.com
2026-06-12
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.
2026-06-12
digitimes.com
2026-06-12
United Nova Technology (UNT) is expanding from automotive and industrial chips into AI server power management and optical interconnects through a CNY20 billion (US$3 billion) 12-inch mixed-signal fab project.
2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
24/7 Wall St.
Shares of Micron Technology (NASDAQ:MU | MU Price Prediction) are up 5% in midday trading on Thursday, June 11, changing hands near $939. The move extends a historic run that has the memory giant up 223% year to date, with the stock having more than tripled in 2026.
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A fresh catalyst is a price target hike from Wolfe Research. Analyst Chris Caso raised his target on Micron stock to $1