Semiconductor News & Analysis Feed
3142 articles
2026-06-26
247wallst.com
2026-06-26
24/7 Wall St.
Intel (NASDAQ:INTC | INTC Price Prediction) is the loudest ticker on Wall Street right now, riding a turnaround narrative powered by NVIDIA’s $5.0 billion equity stake, SoftBank’s $2.0 billion investment, and $8.9 billion in total U.S. Government support.
Video Muted
But here’s what you should actually be watching: Taiwan Semiconductor Manufacturing (NYSE:TSM).
The Intel Rally Has Outrun the Bu
2026-06-26
www.datacenterdynamics.com
2026-06-26
Data Center Dynamics
OpenAI is hiring for a deal lead to form "high-value" partnerships with semiconductor companies.
The new hire is expected to pitch the use of OpenAI's AI models in chip development and company operations. The position and effort has not been previously reported.
The AI Hardware Supplement
Inside the AI server
18 Jun 2026
The role is part of OpenAI's 'Special Situations' team, "the company’s c
2026-06-25
www.chosun.com
2026-06-25
조선일보
By Kang Da-eun
Published 2026.06.25. 19:00
On the 24th, local time, IBM releases IBM's sub-1 nm node wafer. /IBM
U.S. IT giant IBM has unveiled the world’s first semiconductor process technology below 1 nanometer (nm·one-billionth of a meter). If commercialized, the technology could significantly reduce power consumption while dramatically boosting computing performance, potentially serving as a
2026-06-25
www.barrons.com
2026-06-25
Barron's
__fail__
2026-06-25
evertiq.com
2026-06-25
Evertiq
© Hitachi Energy
Business | June 25, 2026
Hitachi Energy expands power semiconductor production at Swiss site
Evertiq
The expansion is part of Hitachi Energy’s USD 9 billion USD global investment program to increase capacity and add 15,000 people to scale manufacturing, R&D, and digitalization, including boosting efficiency through AI-enabled processes.
Hitachi Energy has broken ground on a new f
2026-06-25
semiengineering.com
2026-06-25
Semiconductor Engineering
In Part 1, we looked at the innovations underpinning the Cerebras WSE-3 and why its most significant breakthrough is the elimination of data movement overhead at the architectural level, not better yield management or thermal engineering. Cerebras’ on-wafer fabric is a viable answer to the question being asked by the entire industry: how do you move data fast enough that compute stops waiting?
Th
2026-06-25
www.industrialinfo.com
2026-06-25
Industrial Info Resources
A new era of policy-driven capital spending. The U.S. industrial and energy construction sectors are presently shaped by a confluence of macroeconomic and legislative forces.
The global pharmaceutical and biotechnology sector is entering a period of robust capital spending, driven by a structural shift toward outsourcing and an urgent need for advanced manufacturing capabilities.
Data center inf
2026-06-25
semiengineering.com
2026-06-25
Semiconductor Engineering
Can engineers trust AI to get everything right in semiconductor design and verification?
Semiconductor Engineering sat down to discuss the pros and cons of using agentic AI in chip design and verification, with Cindy Cui, vice president of global customer success at ChipAgents; Wally Rhines, CEO of Silvaco; Shelly Henry, CEO of Moores Lab AI; Dave Kelf, CEO of Breker Verification Systems; Vince W
2026-06-25
semiengineering.com
2026-06-25
Semiconductor Engineering
A fine-tuned model brings frontier-level AI performance to chip design.
By Tanay Biradar, Surya Gunukula, Tengxiao Liu, and Kexun Zhang
ChipAgents has introduced Renoir, an agentic large language model (LLM) whose name means “renew.” In early chip design benchmarks, Renoir outperforms the base model it was trained on and cuts costs by more than half. Furthermore, it can run entirely on-premises,
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
What Makes Taiwan Semiconductor Manufacturing Company (TSM) One of the Best AI Chip Stock to Buy for the Long Term
Catherine Talavera
Wed, June 24, 2026 at 11:23 PM PDT 2 min read
2330.TW
0.00%
AMKR
-4.57%
TSM
+1.02%
Explore stocks on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is one of the 10 Best AI Chip Stocks to Buy for the Long Term. The stock jump
2026-06-25
news.google.com
2026-06-25
EE Times India
2026-06-25
www.insidermonkey.com
2026-06-25
Insider Monkey
NEWS
Stifel Raises Texas Instruments (TXN) Target After Semiconductor Momentum Improves
Published on June 25, 2026 at 12:01 am by VARDAH GILL in News
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Texas Instruments Incorporated (NASDAQ:TXN) is included among the 10 Reliable Dividend Stocks to Buy for Long-Term Investors.
On June 24, Stifel raised its price recommendation on Texas Instruments Incorporated (NASDAQ:TXN) to $360 from $340.
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Stifel Raises Texas Instruments (TXN) Target After Semiconductor Momentum Improves
Vardah Gill
Wed, June 24, 2026 at 9:01 PM PDT 2 min read
TXN
-0.41%
ALAB
+0.73%
CRDO
-1.11%
MRVL
-0.84%
Explore stocks on Coinbase
Trading disclosure
Texas Instruments Incorporated (NASDAQ:TXN) is included among the 10 Reliable Dividend Stocks to Buy for Long-Term Investors.
Stifel Raises Texas Instruments (TXN) T
2026-06-25
digitimes.com
2026-06-25
National Silicon Industry Group, China's leading 12-inch silicon wafer maker, has announced a CNY11.45 billion (US$1.6 billion) capital injection into its core subsidiary Shanghai Xinsheng Semiconductor Technology, in a restructuring aimed at easing losses in its wafer business.
2026-06-25
digitimes.com
2026-06-25
The global semiconductor packaging and testing race is heating up as TSMC recently signed a 10-year agreement with Amkor to expand advanced packaging collaboration in Arizona, drawing close market attention to how the rivalry with ASE and Amkor will reshape market share. ASE Chief Operating Officer Tien Wu said he is "optimistic," stating that strong demand from US customers and the need to divers
2026-06-25
digitimes.com
2026-06-25
At Nvidia's June 25 annual shareholder meeting, CEO Jensen Huang declared that national security "comes first" wherever it conflicts with commercial opportunity, pledging full compliance with US export controls while casting the chipmaker as a core pillar of America's AI and semiconductor industrial base.
2026-06-25
digitimes.com
2026-06-25
Techzone Technology Materials, a provider of one of Taiwan's few integrated waste treatment, renewable energy, and recycling solutions, is actively addressing the waste treatment demand driven by semiconductor capacity expansion. Together with its subsidiaries Han-Yang Technology Renewable Energy and Sunlight Environment, the company has a combined annual treatment capacity of 239,000 tons.
2026-06-25
digitimes.com
2026-06-25
SK Hynix said on June 24 its board approved a plan to issue new shares backing American Depositary Receipts on the Nasdaq Global Select Market, targeting up to KRW45.45 trillion (approx. US$29.43 billion) in proceeds for semiconductor facility investment.
2026-06-25
digitimes.com
2026-06-25
The European Commission has given the green light to a EUR76 million (approx. US$86.3 million) German subsidy supporting QuantumDiamonds' plan to build a new semiconductor testing equipment facility in Munich, the Commission announced. The approval is the latest step in Brussels' push to reduce Europe's reliance on foreign chip technology and strengthen its industrial autonomy.
2026-06-25
digitimes.com
2026-06-25
ASE Holdings COO Dr Tien Wu said the global semiconductor industry is growing faster than expected on the back of AI investment, with demand so strong that the capacity the company had built over the past few years was absorbed almost immediately.