Semiconductor News & Analysis Feed
3141 articles
2026-06-28
digitimes.com
2026-06-28
As advanced semiconductor processes rapidly transition from 28nm to 3nm and 2nm nodes, more frequent chemical cleaning procedures are driving an increase in demand for liquid chemical waste treatment. Techzone Chairman Chen Li-Li said that semiconductor companies are currently pursuing two major approaches in response to ESG requirements: first, establishing outsourced waste treatment channels; an
2026-06-28
digitimes.com
2026-06-28
Trusval Technology reported record 2025 revenue and profit, signaling stronger demand for semiconductor-related construction and industrial systems that matter to global supply chains. The Taiwan-based company said it is entering 2026 with cautious optimism, as it expands green fab solutions, overseas projects, and technology upgrades.
2026-06-28
en.vietnamplus.vn
2026-06-28
Vietnam+ (VietnamPlus)
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Hanoi (VNA) – Thailand has proposed an ASEAN CHIPS Act to promote a unified regional semiconductor ecosystem, aiming to strengthen ASEAN's competitiveness in the global chip industry.
The proposal was presented by Thai Deputy Prime Minister and Minister of Higher Education, Science, Research and Innovation Prof. Dr. Yotchanan Wongsawat at the 22nd ASEAN Ministeri
2026-06-28
cryptobriefing.com
2026-06-28
Crypto Briefing
Susquehanna raises price target on Taiwan Semiconductor Manufacturing to $575
Wall Street's growing AI optimism is lifting TSMC valuations, with implications that ripple directly into crypto mining ha
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Susquehanna Lifts PT on Taiwan Semiconductor Manufacturing (TSM) – Here’s Why
Noor Ul Ain Rehman
June 27, 2026 1 min read
2330.TW
+0.61%
TSM
+4.06%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best trending AI stocks to watch in 2026. Susquehanna lifted the price target on Taiwan Semiconductor Manufacturing Company Limited (N
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
BofA Remains Bullish on Taiwan Semiconductor Manufacturing (TSM) – Here’s Why
Noor Ul Ain Rehman
June 27, 2026 2 min read
2330.TW
+0.61%
BAC
+1.99%
TSM
+4.06%
Explore stocks on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the safe stocks for beginners to buy in 2026. BofA lifted the price target on Taiwan Semiconductor Manufacturing Company L
2026-06-28
drrobertcastellano.substack.com
2026-06-28
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
Nvidia Didn't Just Create an AI Boom. It Rewrote the Memory Business
DR. ROBERT CASTELLANO
JUN 28, 2026
∙ PAID
6
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What’s in This Article
The Most Critical AI Bottleneck
How Nvidia Changed the Rules
Table 1. Nvidia AI Accelerator Product Cadence
The DRAM Market Reveals What HBM Does Not
Chart 1. Global DRAM Bit Shipments
Chart 2. Global DRAM Average Selling Prices
Chart 3. Global DRAM Revenue
2026-06-28
www.quiverquant.com
2026-06-28
Quiver Quantitative
Year-to-Date Surge: Social media conversations emphasize Western Digital's standout 240% gain in 2026, ranking it among leading technology names driven by robust memory and storage demand tied to artificial intelligence applications.
Sharp Market Reaction: Recent posts focus on the stock's more than 13% drop amid broader semiconductor sector pressure, with observers noting profit-taking following
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
On Semiconductor (ON) Stock After 25% Weekly Drop Is The Valuation Now Attractive
Bailey Pemberton
June 27, 2026 6 min read
ON
+3.80%
Trade ON on Coinbase
Trading disclosure
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE.
If you are trying to work out whether ON Semiconduct
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Taiwan Semiconductor (TSM), Amkor (AMKR) Form 10-Year Partnership for Advanced Semiconductor Packaging in Arizona
Published on June 27, 2026 at 12:15 pm by MAHAM FATIMA in News
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best future stocks to buy and hold for 10 years. On June 16, TSMC and Amkor Technology entered into a 10-year partnership to expand adv
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Taiwan Semiconductor (TSM), Amkor (AMKR) Form 10-Year Partnership for Advanced Semiconductor Packaging in Arizona
Maham Fatima
June 27, 2026 2 min read
2330.TW
+0.61%
AMKR
+0.33%
TSM
+4.06%
Explore stocks on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best future stocks to buy and hold for 10 years. On June 16, TSMC and Amkor Technology
2026-06-27
www.sphericalinsights.com
2026-06-27
Spherical Insights
According to market research firm Spherical Insights & Consulting, which has been actively tracking the semiconductor manufacturing equipment, compound semiconductor materials, LED production technologies, epitaxial wafer fabrication, gallium nitride (GaN) devices, advanced deposition systems, and optoelectronic manufacturing sectors for the last 10 years, the growing adoption of energy-efficient
2026-06-27
www.insidermonkey.com
2026-06-27
Insider Monkey
HEDGE FUNDS
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NEWS
10 Best Semiconductor Stocks to Buy According to Billionaires
Published on June 27, 2026 at 9:21 am by FATIMA GULZAR in Hedge Funds, News
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In this article, we will discuss: 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 24, Cantor Fitzgerald semiconductor analyst CJ Muse remarked on CNBC’s Squawk on the Street that limited memor
2026-06-27
www.fool.com
2026-06-27
The Motley Fool
The chip industry is splitting between traditional giants and niche disruptors. Choosing between Intel (
INTC
5.61%
) and Navitas Semiconductor (
NVTS
12.52%
) depends on whether you prefer turnaround potential or specialty growth.
Intel is a legacy titan reinventing itself as a foundry, while Navitas focuses on next-generation power materials like gallium nitride. Investors compare them to decid
2026-06-27
pulse2.com
2026-06-27
Pulse 2.0
Reed Semiconductor announced that it has completed an upsized and oversubscribed $100 million funding round. The round included participation from several leading global semiconductor companies.
Reed Semiconductor is a provider of turnkey power solutions for AI infrastructure. The funding marks a major milestone in the company’s growth and market expansion, reflecting investor confidence in its t
2026-06-27
news.futunn.com
2026-06-27
富途牛牛
__fail__
2026-06-27
simplywall.st
2026-06-27
simplywall.st
United States/Semiconductors/NasdaqGS:AOSL
Is Alpha And Omega Semiconductor (AOSL) Fully Valued On Its AI Infrastructure Push?
June 27, 2026
Simply Wall St
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Investor enthusiasm around Alpha and Omega Semiconductor (AOSL) has been fueled by the company’s stated focus on advanced computing systems and artificial intelligence infrastructure, along with CEO comments pointing to growing
2026-06-27
happyvietnam.vnanet.vn
2026-06-27
Thông tấn xã Việt Nam (TTXVN)
Science, technology drive Vietnam’s rising global profile: expert
Assoc. Prof. Le Duc Anh from Tokyo University held that for fast and sustainable development, Vietnam should prioritise science – technology and innovation as the main driver of productivity, focusing on sectors with high spillover effects such as semiconductors, AI, data, new energy and materials, biomedical technology, automation
2026-06-27
www.chosun.com
2026-06-27
조선일보
By Yoo Jane
Published 2026.06.27. 10:23
Updated 2026.06.29. 09:21
On the 26th in the afternoon, the closing price and SK Hynix stock price are displayed in the dealing room of Hana Bank's main branch in Jung-gu, Seoul. /News1
The KOSPI has emerged as a key variable in global stock markets, including the U.S. and Japan. Amid an AI investment boom, Samsung Electronics and SK Hynix have solidified
2026-06-27
digitimes.com
2026-06-27
China's AI chip race is pushing the semiconductor bottleneck into advanced packaging and testing, where HPC, HBM, Chiplets and domestic substitution are driving a new capacity cycle.