Semiconductor News & Analysis Feed
10806 articles
2026-06-13
digitimes.com
2026-06-13
Optical industry leaders Largan and Genius Electronic Optical (GSEO) have recently discussed progress in co-packaged optics (CPO), a key non-smartphone growth driver, and their strategies differ sharply. As customer demand and orders become clearer and more firmly secured, both companies have also turned markedly more confident, having taken a more cautious stance in prior quarters.
2026-06-13
digitimes.com
2026-06-13
Linkotech said its fan-out panel-level packaging rollout is showing early momentum, with certification from a North American low-Earth-orbit satellite communications customer and first equipment deliveries completed in the first half of 2026. The company said related sales could quickly rise to double digits as a share of annual revenue, with implications for supply chains worldwide.
2026-06-13
digitimes.com
2026-06-13
ITE Tech said its embedded controller chip and HDMI 2.1 retimer have been adopted by a US agentic AI computing platform, with mass production expected as early as the second half of 2026. The win could ripple through global PC supply chains, as the company prepares to serve major brand customers and ODM partners worldwide.
2026-06-13
digitimes.com
2026-06-13
Nvidia has begun telling Chinese clients that its new Vera central processing unit (CPU) could be available as soon as August and that they can start placing orders, Reutersreported, citing three people familiar with the matter.
2026-06-13
digitimes.com
2026-06-13
TSMC's financial dominance has reached unprecedented heights, with the world's leading foundry posting first-quarter 2026 profit of over NT$570 billion (approx. US$18.04 billion) and holding an immense NT$3 trillion cash reserve. By June 11, 2026, its market value surged to NT$58.3 trillion, triggering a bizarre banking phenomenon where local financial institutions offer TSMC deposit rates that ex
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Explore the exciting world of ASML(NASDAQ: ASML) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of April 29, 2026. The video was published on June 12, 2026.
Should you buy stock in ASML right now?
Before you buy stock in
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Explore the exciting world of ASML(NASDAQ: ASML) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!
*Stock prices used were the prices of April 29, 2026. The video was published on June 12, 2026.
Should you buy stock in ASML right now?
Before you buy stock in
2026-06-13
marklapedus.substack.com
2026-06-13
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TSMC Gains Foundry Share in Q1 ‘26
The company continues to lead the foundry market by a wide margin. Several other vendors lo
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
NVIDIA’s China Vera CPU Launch Tests AI Growth And Valuation Story
Simply Wall St
Fri, June 12, 2026 at 3:14 PM PDT 3 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
NVIDIA (NasdaqGS:NVDA) has introduced its Vera CPU to the Chinese market,
2026-06-13
www.kvoa.com
2026-06-13
KVOA
Pima County's Taiwan trip lands MOUs, semiconductor leads
24 mins ago
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TUCSON, Ariz. (KVOA) - Pima County officials say a recent delegation trip to Taiwan has resulted in two new international agreements and multiple promising leads for bringing semiconductor and technology companies to Southern Arizona.
According to a memo, the visit focused o
2026-06-13
www.msn.com
2026-06-13
MSN
WASHINGTON – President Donald Trump took action June 11 to restore commercial fishing within three of America's marine national monuments in the Pacific Ocean, rolling back protections for areas that are considered pristine ocean ecosystems.
The White House said the move, reported first by USA TODAY ahead of Trump's action, is aimed at boosting the U.S. fishing industry and lowering seafood price
2026-06-13
blogs.nvidia.com
2026-06-13
NVIDIA Blog
__fail__
2026-06-13
developer.nvidia.com
2026-06-13
NVIDIA Developer
AI agents have fundamentally changed the complexity of inference workloads. Until now, the industry has struggled to define a standard for measuring how inference systems perform under these conditions. Artificial Analysis AgentPerf (AA-AgentPerf) offers the industry’s first multi-vendor open benchmarks profiling trajectories that are representative of real-world AI agent coding tasks.
This post
2026-06-13
www.theregister.com
2026-06-13
The Register
SYSTEMS
SK Hynix to boost memory production 3x ... you can wait another 8 years, right?
We're moving as fast as we can, says SK Group chair
Tobias Mann
Systems editor
Published Fri 12 Jun 2026 // 21:05 UTC
Amid the unrelenting demand for AI infrastructure, SK Hynix, the world’s largest supplier of HBM memory used in high-end GPUs, now expects to triple its wafer capacity. You'll just have to w
2026-06-13
www.foreignpolicyjournal.com
2026-06-13
foreignpolicyjournal.com
NVIDIA (NASDAQ: NVDA) and AMD (NASDAQ: AMD) both reported earnings in May, and the results paint a striking picture of where the AI hardware market stands today.
NVIDIA posted a massive $81.6 billion quarter driven by its Blackwell platform, while AMD reported $10.25 billion, with a landmark Meta partnership beginning to reshape its data center narrative in meaningful ways.
President Donald Trum
2026-06-13
www.investing.com
2026-06-13
Investing.com
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2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
What Vistra (VST)'s New Role Powering KKR–Nvidia Helix AI Data Centers Means For Shareholders
Simply Wall St
Fri, June 12, 2026 at 12:12 PM PDT 3 min read
VST
+1.12%
NVDA
+0.16%
Explore stocks on Coinbase
Trading disclosure
In recent days, KKR announced the launch of Helix Digital Infrastructure, a more than US$10.00 billion AI-focused venture backed by Nvidia and the Kuwait Investment Authority,
2026-06-13
www.upi.com
2026-06-13
upi.com
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2026-06-13
eetimes.com
2026-06-13
UCLA launches a $125M semiconductor hub to smash chip bottlenecks with AI research.
2026-06-13
www.tradingview.com
2026-06-13
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Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
Micron vs. NVIDIA: One AI Stock Is a Clear Buy Right Now
3 min read
MU
−1.43%
NVDA
+0.16%
Riding the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology MU outpaced Jensen Huang-led NVIDIA Corporation NVDA over the past year, rising 761.5% compared to NVIDIA’s 44.3%. Let us thus see how both companies per