Semiconductor News & Analysis Feed
2103 articles
2026-06-11
www.thelec.net
2026-06-11
thelec.net
(Source: Exarion)
Exarion, an AI-based spatial audio and image processing semiconductor intellectual property (IP) company, said on June 11 that it has been selected as a member of the Nvidia Connect program.
Exarion is a company in which Hanul Semiconductor and related parties hold an 80% stake.
Nvidia Connect is a program designed to support software developers and service providers. Member c
2026-06-11
tomshardware.com
2026-06-11
Aaron Klotz
Right to Repair activist Louis Rossman threatens to sue Samsung after the SSD maker failed to replace his dead 990 Pro 4TB SSD under warranty.
2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
Key Points
AMD has a ton of future growth priced into it.
However, Nvidia's growth rates far outpace AMD's.
10 stocks we like better than Nvidia ›
In 2026, some stocks have overtaken Nvidia(NASDAQ: NVDA) as the best artificial intelligence (AI) stock to buy. One of those has been longtime rival AMD(NASDAQ: AMD).
AMD's stock has risen around 130% so far in 2026, leaving Nvidia's 12% gains in t
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Better Artificial Intelligence (AI) Stock Buy in June: AMD vs. Nvidia (The Winner Might Surprise You)
Keithen Drury, The Motley Fool
Thu, June 11, 2026 at 1:35 AM PDT 4 min read
NVDA
-3.73%
AMD
-4.86%
INTC
-0.82%
Explore stocks on Coinbase
Trading disclosure
In 2026, some stocks have overtaken Nvidia (NASDAQ: NVDA) as the best artificial intelligence (AI) stock to buy. One of those has been longt
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
In 2026, some stocks have overtaken Nvidia (
NVDA
3.39%
) as the best artificial intelligence (AI) stock to buy. One of those has been longtime rival AMD (
AMD
4.63%
).
AMD's stock has risen around 130% so far in 2026, leaving Nvidia's 12% gains in the dust. For longtime Nvidia bulls like myself who have championed Nvidia's stock over AMD's, this is disappointing. However, a change in market sent
2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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$SK海力士 (000660.KR)$在HBM热潮带动下创下历史最高季度利润，正着手向供应链传导红利，这在半导体设备行业尚属罕见。
据韩国科技媒体ETNews周四报道，SK海力士近期已向多家设备一级供应商要求提交"价格调整审核
2026-06-11
www.wsj.com
2026-06-11
WSJ
__fail__
2026-06-11
www.koreaherald.com
2026-06-11
The Korea Herald
Government push for regional growth fuels speculation over chip giants' investments in Honam
Samsung Electronics logo (left) and SK hynix logo (Yonhap)
Samsung Electronics and SK hynix are being floated as possible investors in new semiconductor facilities in Korea's southwest, fueling hopes that the Honam region could host its first major chip production base, even as both companies say no such
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
IREN’s 5.8 GW Buildout And Nvidia Deal Reframe AI Growth Story
Simply Wall St
Wed, June 10, 2026 at 10:13 PM PDT 3 min read
IREN
-4.63%
NVDA
-3.73%
MSFT
-1.50%
Explore stocks on Coinbase
Trading disclosure
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
IREN (NasdaqGS:IREN) has expanded its global data ce
2026-06-11
www.trendforce.com
2026-06-11
TrendForce
[News] SK hynix Advances DRAM and NAND Roadmap, Targets 3x Wafer Output by 2034, 375-Layer NAND at Year-End
2026-06-11 Semiconductors editor
News
Please note that this article cites information from Nikkei, The Elec, Newsis, Hankyung, and Global Economic.
While SK hynix had only last week outlined plans to double capacity over the next five years, the memory giant is now signaling an eve
2026-06-11
cnycentral.com
2026-06-11
WSTM
CLAY. N.Y. — Micron’s planned semiconductor manufacturing campus in Clay reached another major milestone Wednesday with the announcement that Bechtel has been selected to lead the next phase of construction.
Micron said Bechtel will serve as the engineering, procurement and construction partner for the first phase of its memory manufacturing complex at White Pine Commerce Park in Onondaga County.
2026-06-11
www.gurufocus.com
2026-06-11
GuruFocus
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2026-06-11
www.koreatimes.co.kr
2026-06-11
The Korea Times
OpenAI CEO Sam Altman will meet with executives of Samsung Electronics in Korea next week to discuss the company's efforts to integrate artificial intelligence (AI) into its business operations, industry sources said Thursday.
Altman is scheduled to visit Samsung's office in Suwon, south of Seoul, on Monday, where he will deliver a lecture on the transformative impact of AI technologies and strat
2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-11
digitimes.com
2026-06-11
Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers are irreversible, meaning DRAM and flash will stay in short supply, and the memory industry will continue to profit at least throughout the first half of 2027.
2026-06-11
digitimes.com
2026-06-11
Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation server memory platforms.
2026-06-11
digitimes.com
2026-06-11
Wistron ITS has officially changed its name to WITS. Chairman Ching Hsiao pointed out that the rebranding signifies the company's transition from software into the new frontier of "software-hardware integration."
2026-06-11
digitimes.com
2026-06-11
Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year, pushing large-scale production and deployment beyond 2028. The reports also claim that major cloud service providers (CSPs) could postpone adoption of the technology.
2026-06-11
digitimes.com
2026-06-11
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen.
2026-06-11
digitimes.com
2026-06-11
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains tight after disrupting the high-end ABF substrate market. HVLP4 copper foil is set to become the next constraint in the second half of 2026.