Semiconductor News & Analysis Feed
3144 articles
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
semiengineering.com
2026-06-25
Ed Sperling
Can engineers trust AI to get everything right in semiconductor design and verification?
2026-06-25
www.azfamily.com
2026-06-25
AZ Family
Scottsdale man sentenced for conspiracy to steal semiconductor testing trade secrets
An Israeli citizen living in Scottsdale has been sentenced in a case involving the theft of a Valley company’s trade secrets.
By Ryan McCoy
Published: Jun. 25, 2026 at 7:03 AM GMT+8|Updated: 3 hours ago
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SCOTTSDALE, AZ (AZFamily) — An Israeli citizen living in Sc
2026-06-25
simplywall.st
2026-06-25
simplywall.st
United States/Semiconductors/NasdaqGS:SMTC
Micron Stock Volatility Puts These Semiconductor Stocks On Watchlists
June 25, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Micron Technology is back in the spotlight, with its upcoming earnings and new exposure through the leveraged Roundhill T-REX 2X Long DRAM Daily Target ETF putting fresh attention on semiconductor stocks. When tra
2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Broadcom targets over $100B in AI semiconductor revenue by 2028
The chipmaker's AI business is doubling year over year, with custom accelerators for hyperscalers driving a growth trajectory that could
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Vanguard Tech vs. iShares Semiconductor: Which ETF Looks Best for Your Portfolio in 2026?
Erin Kennedy, The Motley Fool
Wed, June 24, 2026 at 8:35 AM PDT 4 min read
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The Vanguard Information Technology ETF (NYSEMKT:VGT) offers a lower-cost, diversified play on the broad tech sector, while the iShares Semiconductor ETF (NASDAQ:SOXX) p
2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) just put the rest of the chip sector on notice. Monthly revenue for May 2026 hit NT$416.98 billion, up 30.1% year over year, and CEO C.C. Wei is telling investors the company will “grow by above 30% in U.S. dollar terms” for full-year 2026.
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Shares are already up 44.32% year to date, closing at $436.39 after a 6.69%
2026-06-24
www.hitachienergy.com
2026-06-24
Hitachi Energy
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2026-06-24
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2026-06-24
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2026-06-24
www.marketwatch.com
2026-06-24
MarketWatch
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2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Should You Invest in the Invesco PHLX Semiconductor ETF (SOXQ)?
Should You Invest in the Invesco PHLX Semiconductor ETF (SOXQ)? · Zacks
Zacks Equity Research
Wed, June 24, 2026 at 3:20 AM PDT 3 min read
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2026-06-24
cryptobriefing.com
2026-06-24
Crypto Briefing
TrueNorth maps AI investment cycle shifts to power semiconductors
NVIDIA's move to 800V power distribution is quietly reshaping where semiconductor dollars flow, and it's not GPUs anymore
2026-06-24
www.prnewswire.com
2026-06-24
PR Newswire
SPHERE AX Partners with U.S. AI Semiconductor Company Blaize at the National Assembly USA - English
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Blaize Inc.
Jun 24, 2026, 06:00 ET
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Korea-U.S. Physical AI Cooperation Gets Underway -- Joint Development of AI Semiconductor-Based Products
EL DORADO HILLS, Calif. and SEOUL, South Korea, June 24, 2026 /PRNewswire/ -- SPHERE AX (CEO: Yunha Park), a com
2026-06-24
www.scmp.com
2026-06-24
South China Morning Post
US-China trade war
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Dutch semiconductor giants join delegation to China as US pushes chip export curbs: source
The Netherlands has protested Washington’s proposed Match Act, which would further curtail its semiconductor firms’ business in China
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Xiaofei Xuin Paris
Published: 5:30pm, 24 Jun 2026Updated: 5:32pm, 24 Ju
2026-06-24
www.semiconductor-today.com
2026-06-24
Semiconductor Today
Infineon’s GaN technology boosts efficiency and power density in BRC Solar’s Power Optimizer
Infineon Technologies AG of Munich, Germany says that its CoolGaN Transistor 100V devices have been selected by BRC Solar GmbH of Ettlingen, Germany (which provides module-level power electronics for photovoltaic systems) as the core switching technology for its Power Optimizer.
The CoolGaN Transistor 10
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
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2026-06-24
en.sedaily.com
2026-06-24
Seoul Economic Daily
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