Semiconductor News & Analysis Feed
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2026-06-09
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2026-06-09
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2026-06-09
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2026-06-09
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Wolfspeed - Introduces Fifth-Generation Sic Mosfets For 1200 V And 750 V Applications
Wolfspeed - Introduces Fifth-Generation Sic Mosfets For 1200 V And 750 V Applications
RefinitivLess than 1 min read
WOLF
+0.65%
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2026-06-09
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2026-06-09
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Key facts: Intel tests 18A multi‑die; backup AI foundry; Cadence 14A
Key facts: Intel tests 18A multi‑die; backup AI foundry; Cadence 14A
Less than 1 min read
INTC
+11.19%
Intel is testing its 18A process and advanced packaging to see if four GPU dies can be fused into one chip for Nvidia’s 2028 Feynman GPUs; trials assess multi‑die fabrication feasibility.
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2026-06-09
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2026-06-09
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Key facts: AIXTRON to supply G10 GaN system to ROHM; Morgan Stanley >3%
Key facts: AIXTRON to supply G10 GaN system to ROHM; Morgan Stanley >3%
Less than 1 min read
AIXA
+3.33%
AIXTRON (AIXA) will supply a G10-GaN deposition system to ROHM's Hamamatsu plant for in-house 8" GaN epitaxy, targeting volume production of 650V and 100V power device wafers.
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AIXTRON SE (AIXA): Morg
2026-06-09
www.lightreading.com
2026-06-09
Light Reading
Nvidia CEO Jensen Huang clinches AI deals with SK Group, Naver and LG Group in Seoul, following a series of partnerships announced in Taipei last week.
Another week, another slew of Nvidia AI deals with Asian partners.
Last week Nvidia boss Jensen Huang unveiled a series of partnerships on a visit to Taipei, including with SKT on physical AI.
Now he's in Seoul announcing multiple deals with Kor
2026-06-09
digitimes.com
2026-06-09
Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
2026-06-09
digitimes.com
2026-06-09
India's semiconductor push is creating an opening for companies outside the traditional chipmaking chain, including advanced materials suppliers that could serve electronics, sensor, battery, and semiconductor-related applications before the country's own wafer fabrication ecosystem matures.
2026-06-09
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2026-06-09
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2026-06-09
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2026-06-09
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Cadence Announces Collaboration With Intel Foundry To Accelerate Intel 14A Process Optimization For Hpc And Mobile Designs
Cadence Announces Collaboration With Intel Foundry To Accelerate Intel 14A Process Optimization For Hpc And Mobile Designs
RefinitivLess than 1 min read
CDNS
+4.80%
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2026-06-09
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2026-06-09
MarketWatch
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2026-06-09
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2026-06-09
TradingKey
Cadence Design Systems Inc (CDNS) moved up by 5.04%. The Software & IT Services sector is down by 0.02%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) down 1.28%; Alphabet Inc Class A (GOOGL) down 1.04%; Meta Platforms Inc (META) down 1.02%.
Cadence Design Systems (CDNS) experienced significant positive movement, primarily driven by recent st
2026-06-09
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2026-06-09
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2026-06-08
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2026-06-08
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Should You Buy, Sell or Hold AMAT Stock After a 167% Rise in a Year?
Should You Buy, Sell or Hold AMAT Stock After a 167% Rise in a Year?
3 min read
AMAT
+8.17%
Applied Materials AMAT shares have climbed 166.8% in a year, surpassing the Zacks Electronics - Semiconductors industry and Zacks Computer and Technology sector’s return of 91.8% and 43.5%, respectively.
AMAT Past 12-Month
2026-06-08
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2026-06-08
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2026-06-08
sebastianbarros.substack.com
2026-06-08
Sebastian Barros Newsletter
Wow. NVIDIA is Actually Building a Radio Chip.
According to a leak detailed by Light Reading, NVIDIA is developing a dedicated, sub-100W embedded chip designed to take its accelerated computing architecture straight to the top of the mast.
SEBASTIAN BARROS
JUN 08, 2026
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Iain Morris over at Light Reading just broke a story that could be a game-changer for 6G Radio hardware a
2026-06-08
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2026-06-08
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2026-06-08
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2026-06-08
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Nvidia CEO Sees Opportunity in Chip Selloff
Nvidia CEO Sees Opportunity in Chip Selloff
Less than 1 min read
NVDA
−6.20%
Nvidia
NVDA
CEO Jensen Huang is telling investors not to panic over the recent semiconductor selloff, arguing that the AI buildout is still in its early innings.
Speaking to reporters in Seoul on June 8, Huang said the pullback in U.S. chip stocks should b
2026-06-08
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2026-06-08
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2026-06-08
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2026-06-08
ELE Times
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HomeElectronicsUpgrading Factory Power Safety with Silicon Carbide Semiconductors from Infineon and Siemens
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Upgrading Factory Power Safety with Silicon Carbide Semiconductors from Infineon and Siemens
ELE Times News
June 8, 2026
Silicon Carbide
Semiconductor circuit breakers are fast-acting, semiconductor-based electronic
2026-06-08
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2026-06-08
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Samsung Elec's chip chief says discussed next-generation foundry, HBM cooperation with Nvidia CEO
Samsung Elec's chip chief says discussed next-generation foundry, HBM cooperation with Nvidia CEO
RefinitivLess than 1 min read
005930
−10.18%
NVDA
−6.20%
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