Semiconductor News & Analysis Feed
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2026-06-12
www.bloomberg.com
2026-06-12
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2026-06-12
digitimes.com
2026-06-12
SK Hynix's latest fire at its Cheongju, South Korea, campus has again disrupted operations at a key memory-chip site and prompted evacuations of thousands of workers. The incident adds to a series of recent accidents, raising fresh safety concerns for semiconductor plants worldwide that depend on hazardous gases and chemicals.
2026-06-12
digitimes.com
2026-06-12
The global push for AI and HPC chips is tightening advanced packaging capacity and lifting orders for outsourced semiconductor assembly and test providers. For international customers and supply chains, the shift suggests stronger demand for Taiwan's packaging and testing firms, alongside a broader rebalancing of semiconductor production.
2026-06-12
digitimes.com
2026-06-12
Taiwan's semiconductor and electronics supply-chain companies continued to post generally firm sales in May, according to monthly revenue data and company disclosures, with the strongest accumulated growth concentrated in AI-linked logic, testing, substrate, and copper-clad laminate suppliers.
2026-06-12
digitimes.com
2026-06-12
A strike by South Korea's ready-mix concrete transport union is disrupting major semiconductor construction sites and raising concerns about wider industrial spillovers. If the stoppage continues, delays could spread beyond building projects and affect production schedules that matter to global technology supply chains and investors.
2026-06-12
digitimes.com
2026-06-12
Taiwanese power management IC supplier Global Mixed-mode Technology (GMT) will follow peers in seeking price increases from customers as tight chip supply continues to reshape capacity allocation across the industry.
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Lattice Semiconductor and Texas Instruments Shares Skyrocket, What You Need To Know
Adam Hejl
Thu, June 11, 2026 at 4:45 PM PDT 2 min read
^IXIC
+2.54%
LSCC
+7.92%
TXN
+5.35%
INTC
+9.27%
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What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate press
2026-06-12
uk.finance.yahoo.com
2026-06-12
Yahoo Finance UK
Lattice Semiconductor and Texas Instruments Shares Skyrocket, What You Need To Know
Adam Hejl
Thu, 11 June 2026 at 4:45 pm GMT-7 2 min read
^IXIC
+2.54%
LSCC
+7.92%
TXN
+5.35%
INTC
+9.27%
Lattice Semiconductor and Texas Instruments Shares Skyrocket, What You Need To Know
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace de
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Electronic Equipment and Components/NYSE:COHR
A Look At Coherent (COHR) Valuation As NVIDIA Investment And AI Demand Reshape Growth And Supply Chain Risks
June 12, 2026
Simply Wall St
Coherent (COHR) has returned to focus after strong AI data center demand, upbeat financial guidance, and a US$2b investment from NVIDIA coincided with fresh supply chain risks tied to critical optical
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Penguin Solutions, onsemi, and Photronics Shares Skyrocket, What You Need To Know
Jabin Bastian
Thu, June 11, 2026 at 4:37 PM PDT 3 min read
^IXIC
+2.54%
ON
+5.26%
PLAB
+7.33%
PENG
+9.93%
INTC
+9.27%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released t
2026-06-12
www.allaboutcircuits.com
2026-06-12
All About Circuits
www.allaboutcircuits.com
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2026-06-12
news.google.com
2026-06-12
Stock Titan
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
TSMC Governance Shift Puts Valuation And Board Authority In Focus
Simply Wall St
Thu, June 11, 2026 at 3:13 PM PDT 3 min read
TSM
+3.26%
2330
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Taiwan Semiconductor Manufacturing (TWSE:2330) received shareholder approva
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading 2.7% Higher - Still a Buy?
Written by MarketBeat
June 11, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
TSMC shares rose 2.7% on Thursday, trading around $419.67 after briefly touching $422.25, as investors continued to react positively to the company’s momentum.
Analysts have been raising earnings estimates and price targets, citing strong
2026-06-12
news.google.com
2026-06-12
NVIDIA Newsroom
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Assessing Applied Materials (AMAT) Valuation After Strong Share Price Momentum And Premium Narrative
June 12, 2026
Simply Wall St
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Event Overview and Immediate Context
Applied Materials (AMAT) is back in focus after recent trading, as investors weigh its current share price of US$552.64 against the company’s size, with a mark
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Electrical/NYSE:VRT
Vertiv Extends NVIDIA Alliance To Target AI Data Centers And Margins
June 12, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Vertiv Holdings Co (NYSE:VRT) has expanded its collaboration with NVIDIA to co-develop AI focused data center solutions, including an 800 volt DC power architecture.
The company has also launched a production grade digital
2026-06-12
www.bizjournals.com
2026-06-12
The Business Journals
www.bizjournals.com
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2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Samsung, Weaves
Samsung Weaves AI Into Its Core: From Office Chatbots to 2nm Chips and a $175 Million Genomics Bet
11.06.2026 - 22:53:58 | boerse-global.de
Samsung adopts ChatGPT, Gemini, Claude; partners with STMicro on auto chips, Google on 2nm AI chip; invests $175M in genome sequencing. Analysts see 77% upside.
Samsung - Samsung Electronics 11.06.2026 - Bild: über boerse-global.de
Samsung E
2026-06-12
www.investing.com
2026-06-12
Investing.com
www.investing.com
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