Semiconductor News & Analysis Feed
1038 articles
2026-06-13
digitimes.com
2026-06-13
As cloud service providers ramp up investment in AI infrastructure, Edom chairman Wayne Tseng said rising costs for materials, production equipment and labour will keep overall market supply tight in the second half of 2026, with price increases likely to continue. He also said AI is moving from the cloud into enterprise applications, with power, cybersecurity, optics and the medical sector set to
2026-06-13
simplywall.st
2026-06-13
simplywall.st
United States/Semiconductors/NasdaqGM:ENPH
Enphase IQ9N GaN Launch Tests Market Optimism And Valuation Risk
June 13, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Enphase Energy (NasdaqGM:ENPH) has launched its IQ9N Microinverter using gallium nitride technology for residential solar systems in Europe.
The product is now available across multiple European countries, expanding the company’s high
2026-06-13
www.indexbox.io
2026-06-13
IndexBox
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2026-06-13
tomshardware.com
2026-06-13
Luke James
Nvidia has told Chinese clients that its Arm-based Vera server CPUs could be available as soon as August.
2026-06-13
www.barchart.com
2026-06-13
Barchart
Micron Technology Inc_ logo on building-by vzphotos vis iStock
Micron Technology (MU) is a Boise, Idaho-based global memory and storage semiconductor company founded in 1978, and one of only three manufacturers in the world capable of producing cutting-edge DRAM and NAND flash memory at scale.
What has transformed Micron from a volatile commodity chipmaker into a must-own AI infrastructure stock
2026-06-12
news.google.com
2026-06-12
Phoronix
2026-06-12
www.tradingview.com
2026-06-12
TradingView
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Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective…
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
4 min read
IFX
+3.89%
Infineon Technologies AG
Infineon Technologies AG: Release acc
2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Infineon Technologies AG, DE0006231004
Infineon Technologies AG: Release according to Article 40, Section 1 of the WpHG [the German Securities Trading Act] with the objective of Europe-wide distribution
12.06.2026 - 17:20:03 | dgap.de
Infineon Technologies AG / DE0006231004
EQS Voting Rights Announcement: Infineon Technologies AG
12.06.2026 / 17:20 CET/CEST
Dissemination of a Voting Rights Ann
2026-06-12
www.boerse.de
2026-06-12
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2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
New BIOS updates featuring AMD EXPO Ultra Low Latency support are being released across a plethora of 600-series motherboards by multiple vendors.
2026-06-12
letsdatascience.com
2026-06-12
Let's Data Science
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Harvard Increases Stake in Taiwan Semiconductor (TSM)
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June 12, 2026
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Harvard Management significantly increased its holding in Taiwan Semiconductor Manufacturing Co. (TSM), reporting 686,796 shares valued at $232.1 million as of Q1 2026, pe
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Sumitomo Mitsui Financial Group Inc. Purchases New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Sumitomo Mitsui Financial Group reported a new fourth-quarter stake in Taiwan Semiconductor Manufacturing, buying 1,230 shares worth about $370,000.
Other institutional investors also added to TSMC posit
2026-06-12
www.xtb.com
2026-06-12
XTB.com
Nvidia’s decision to begin selling its Vera processors in China could prove to be one of the most important developments for investors following the AI sector in 2026. At first glance, this may appear to be little more than the launch of a new server processor. In reality, however, much more is at stake. For the first time since the tightening of U.S. export restrictions, Nvidia is attempting to r
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Texas Instruments Incorporated $TXN Shares Purchased by Alps Advisors Inc.
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Alps Advisors Inc. increased its Texas Instruments stake by 178% in the fourth quarter, bringing its holdings to 217,732 shares worth about $37.8 million. Other large institutional investors also added to positions, and institutions/hedge funds
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
Silicon Labs is deepening its presence in India through expanded research operations and a greater commercial focus on smart infrastructure applications, even as the US-based wireless chipmaker prepares for an acquisition by Texas Instruments.
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
As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans memory modules, controller chips, and niche DRAM, underscoring how China's memory industry is evolving from upstream chipmakers into a broader supply chain ecosystem.
2026-06-12
digitimes.com
2026-06-12
Elon Musk's planned Terafab chipmaking project has taken an early equipment-sourcing step, with South Korean equipment maker HPSP reportedly receiving a purchase order for high-pressure hydrogen annealing equipment.
2026-06-12
digitimes.com
2026-06-12
TSMC has been drawn into a patent infringement complaint in the US by Ireland-based patent licensing firms Longitude Licensing and Marlin Semiconductor. The companies have claimed that the US government could block imports to the US of chips made by TSMC as a result of the case, and have enlisted several members of Congress to support their position, drawing market attention.