Semiconductor News & Analysis Feed
565 articles
2026-06-12
www.theglobeandmail.com
2026-06-12
The Globe and Mail
In the Artificial Intelligence (AI) space, NVIDIA Corporation NVDA has been one of the leaders during the AI boom. However, there are many other companies in the AI ecosystem that are performing extremely well as they are leaders in growing the infrastructure needed for AI spending. Two such companies are Micron TechnologyMU and Dell TechnologiesDELL. Over the past year, both stocks have more than
2026-06-12
www.zacks.com
2026-06-12
Zacks Investment Research
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Everyone's Buying NVIDIA - Here Are 2 Smarter AI Stocks for 2026
Everyone's Buying NVIDIA - Here Are 2 Smarter AI Stocks for 2026 · Zacks
Wazida Tabassum
Fri, June 12, 2026 at 4:48 AM PDT 2 min read
NVDA
-0.31%
MU
-1.32%
DELL
+1.71%
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Trading disclosure
In the Artificial Intelligence (AI) space, NVIDIA Corporation NVDA has been one of the leaders during the AI boom. Howev
2026-06-12
longbridge.com
2026-06-12
Longbridge
TSMC's 3nm capacity remains constrained despite Q2 ramp-up to 160,000–175,000 wafers, failing to meet surging AI-driven demand. Supply chain sources indicate TSMC plans a price hike of up to 15% for 3nm foundry services in H2 2026 due to persistent order backlogs and supply gaps.
Despite TSMC having ramped up its 3nm monthly capacity to 160,000–175,000 wafers in the second quarter, it still canno
2026-06-12
technode.com
2026-06-12
TechNode
Despite TSMC having ramped up its 3nm monthly capacity to 160,000–175,000 wafers in the second quarter, it still cannot fully meet strong customer demand and order backlogs, according to supply chain sources. Industry insiders said TSMC is planning another price increase for 3nm foundry services in the second half of 2026, with hikes of up to 15%.
The Fab 18 complex in the Southern Taiwan Science
2026-06-12
www.digitimes.com
2026-06-12
digitimes
In power electronics engineering, Silicon Carbide (SiC) companies are competing to achieve the absolute lowest thermal resistance (Rth), with the mindset that lower heat signature equates a superior system. However, at PCIM Europe 2026, a collaborative...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they
2026-06-12
www.tweaktown.com
2026-06-12
TweakTown
Desktop GPU shipments hold steady in Q1 2026 with NVIDIA maintaining 90% market share
Q1 2026 GPU shipments dropped only 0.6%, far below the usual 12%, as NVIDIA holds 90% market share and Intel gains ground with Arc GPUs.
VIEW GALLERY - 3
Kosta Andreadis
Senior Editor
Published Jun 11, 2026 11:31 PM CDT
1 minute & 30 seconds read time
TL;DR: In Q1 2026, desktop GPU shipments slightly declined by
2026-06-12
www.digitimes.com
2026-06-12
digitimes
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...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they
2026-06-12
digitimes.com
2026-06-12
Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales, pressuring its May results and revenues for the first five months of the year. The company disclosed May revenue of NT$63.87 million (US$2 million), down 29.37% month-over-month, and cumulative revenue for the first
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
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
MediaTek reported May 2026 revenue of NT$47.43 billion (approx. US$1.5 billion), up 1.49% from the previous month and 4.99% from a year earlier. Cumulative revenue for the first five months of 2026 totaled NT$243.32 billion, down 1.59% from the same period last year.
2026-06-12
digitimes.com
2026-06-12
In power electronics engineering, Silicon Carbide (SiC) companies are competing to achieve the absolute lowest thermal resistance (Rth), with the mindset that lower heat signature equates a superior system. However, at PCIM Europe 2026, a collaborative project between Rohm Semiconductor, Schweizer Electronic, and eMoveUs GmbH exposed a revolutionary counter-intuitive shift in design philosophy: wi
2026-06-12
digitimes.com
2026-06-12
DDR4 memory supply remains tight, with the shortage affecting buyers worldwide, from cloud and server operators to industrial and networking customers. Sources indicate that Nanya Technology's limited third-quarter 2026 capacity has led major shareholders and customers to secure output, pushing contract prices higher and making further gains increasingly likely.
2026-06-12
www.crn.com
2026-06-12
crn.com
Fast-growing Nvidia GPU and cloud infrastructure provider Nebius is launching a channel attack this year to provide solution providers with the compute capacity their clients are seeking.
AI cloud infrastructure and GPU provider star Nebius is doubling down on the channel unlike ever before following a highly successful partnership with distribution giant TD Synnex as the company promises much mo
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Why 1 Veteran Analyst Firm Hiked Its Qualcomm Stock Price Target for 2026
Financial Data by Mer_Studio via Shutterstock
Nauman Khan
Thu, June 11, 2026 at 11:22 AM PDT 5 min read
QCOM
+6.15%
GOOGL
+0.39%
AMZN
+1.47%
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Trading disclosure
Qualcomm (QCOM) is a big player in wireless chips and mobile technology. For a few months now, the company has been in the spotlight as ch
2026-06-12
www.tweaktown.com
2026-06-12
TweakTown
NVIDIA RTX 5000 Super GPU refreshes could arrive Q4 2026, complete with 5060 Super - but don't expect RTX 6000 until 2028
Moore's Law is Dead has reduced his performance uplift estimates very slightly with the Super variants, but they should be around 10% quicker on average.
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Darren Allan
Tech Reporter
Published Jun 11, 2026 11:53 AM CDT
2 minutes & 15 seconds read time
TL;DR: NVID
2026-06-11
www.techpowerup.com
2026-06-11
TechPowerUp
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2026-06-11
www.pcmag.com
2026-06-11
PCMag
Memory is in short supply, and GPU generations are delayed, so there's been a lot of talk of older cards making a comeback. But while Nvidia board partner Manli's 12GB RTX 3060 re-release makes sense, the RTX 3050 it's re-launching alongside it with a mere 6GB of VRAM is a harder sell.
The RTX 5050 is already available at less than $300, and on-board graphics offers more compelling performance in