Semiconductor News & Analysis Feed

494 articles
2026-06-23
www.01net.it 2026-06-23 01net
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2026-06-23
tomshardware.com 2026-06-23 Anton Shilov
China's LineShine supercomputer is now officially the world's fastest FP64 machine, but its mixed-precision results are behind those of El Capitan, Frontier, and Aurora.
2026-06-23
digitimes.com 2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
2026-06-22
eetimes.com 2026-06-22
Discover how RISC-V is reshaping AI chip design—watch to see why it's becoming the default ISA.
2026-06-22
news.futunn.com 2026-06-22 富途牛牛
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2026-06-22
www.moomoo.com 2026-06-22 Moomoo
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2026-06-22
vocal.media 2026-06-22 vocal.media
The race to build faster, smarter, and more efficient technology has often been dominated by a handful of established processor architectures. Yet, a quiet revolution is unfolding behind the screens we use every day. In research labs, startups, universities, and global technology companies, engineers are increasingly turning their attention toward an alternative that promises flexibility, openness
2026-06-22
www.marketbeat.com 2026-06-22 MarketBeat
BSN CAPITAL PARTNERS Ltd Purchases Shares of 2,506,427 NVIDIA Corporation $NVDA Written by MarketBeat June 22, 2026 Image from MarketBeat Media, LLC. KEY POINTS BSN CAPITAL PARTNERS Ltd disclosed a new fourth-quarter stake in NVIDIA, buying 2,506,427 shares valued at about $463.5 million. NVIDIA now makes up 20.7% of the fund’s holdings, making it its largest position. Wall Street sentiment remain
2026-06-22
digitimes.com 2026-06-22
SK Hynix briefly overtook Samsung Electronics on June 22 to claim the top spot by common-share market capitalization on South Korea's KOSPI exchange, a milestone that reflects how high-bandwidth memory (HBM) has redefined the value of Korea's semiconductor industry.
2026-06-22
digitimes.com 2026-06-22
China's memory makers are moving from technology catch-up to capital-market expansion, with ChangXin Memory Technologies' (CXMT) parent and Yangtze Memory Technology (YMTC) both preparing initial public offerings (IPOs) to fund future capacity growth and technology upgrades. South Korean industry players are paying particularly close attention to YMTC, which focuses on NAND Flash and is closing in
2026-06-21
www.marketbeat.com 2026-06-21 MarketBeat
DGS Capital Management LLC Purchases 2,753 Shares of NVIDIA Corporation $NVDA Written by MarketBeat June 21, 2026 Image from MarketBeat Media, LLC. KEY POINTS DGS Capital Management LLC increased its NVIDIA stake by 2.9% in the fourth quarter, buying 2,753 shares to bring its total to 96,737 shares worth about $18.0 million. NVIDIA now represents roughly 3.1% of the firm’s portfolio and is its fou
2026-06-21
www.marketbeat.com 2026-06-21 MarketBeat
BDFS Capital LLC Invests $1.91 Million in NVIDIA Corporation $NVDA Written by MarketBeat June 21, 2026 Image from MarketBeat Media, LLC. KEY POINTS BDFS Capital LLC opened a new position in NVIDIA in the fourth quarter, buying 10,255 shares worth about $1.91 million. The stake makes NVIDIA the fund’s 16th-largest holding. NVIDIA’s latest results were strong, with EPS of $1.87 and revenue of $81.61
2026-06-21
mottcapitalmanagement.com 2026-06-21 Mott Capital Management
MICRON EARNINGS PREVIEW WHY OPTIONS POSITIONING MAY MATTER MORE THAN RESULTS JUNE 20, 2026 FREE Subscribe to receive this daily commentary directly in your email Micron reports after the close on June 24, and the setup looks a lot like it did back in March — when the stock fell hard in the days after results, even though the numbers were good. What matters most this time isn’t really whether ear
2026-06-20
www.tipranks.com 2026-06-20 TipRanks
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2026-06-20
www.ad-hoc-news.de 2026-06-20 AD HOC NEWS
Infineon, DE0006231004 Why Infineon’s AURIX TC4x is quietly reshaping car computers 20.06.2026 - 06:03:25 | ad-hoc-news.de Infineon’s AURIX TC4x microcontroller family targets the heart of tomorrow’s car computers - safety, zonal architectures, and even AI-assisted driving. What the chips promise on paper, and why many EV and robo-taxi platforms are eyeing them. Infineon, DE0006231004 Reviewed:
2026-06-19
www.tradingview.com 2026-06-19 TradingView
Head back, or move along to the homepage to find a new way forward. Select market data provided by ICE Data Services. Select reference data provided by FactSet. Copyright © 2026 FactSet Research Systems Inc. Copyright © 2026, American Bankers Association. CUSIP Database provided by FactSet Research Systems Inc. All rights reserved. SEC fillings and other documents provided by Quartr. © 2026 Tradi
2026-06-18
finance.yahoo.com 2026-06-18 Yahoo Finance
Taiwan Semiconductor (TSM) Boosted Giverny Capital Asset Management’s Performance in Q1 Soumya Eswaran Thu, June 18, 2026 at 4:51 AM PDT 3 min read 2330.TW +4.15% ^GSPC +1.08% TSM +6.94% Trade TSM on Coinbase Trading disclosure Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2026 investor letter. A copy can be downloaded here. The mode
2026-06-18
digitimes.com 2026-06-18
A recent open letter from the UK-based fund Palliser Capital called Taiwanese printed circuit board (PCB) maker WUS Printed Circuit one of the most undervalued AI PCB companies in the capital market. This has once drawn industry attention to the current business cooperation between WUS and its subsidiary in China, WUS Printed Circuit Kunshan.
2026-06-18
digitimes.com 2026-06-18
SK Group's combined market capitalization on the South Korean stock market surpassed KRW2,000 trillion (US$1.32 trillion) for the first time as of the June 16 close, driven by strength in AI memory demand and a high-profile visit by Nvidia's CEO that reinforced ties with SK Hynix and broader AI infrastructure plans. According to reports from SBS, YTN, ET Newsand Yonhap, the group's 19 listed subsi
2026-06-18
digitimes.com 2026-06-18
The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away from the price wars of the consumer market, Nvidia's push to upgrade AI transmission standards to 1.6T, 3.2T, and beyond is exposing the physical limits of copper wiring, making scale-up the first battlefield in the co