Semiconductor News & Analysis Feed
9300 articles
2026-06-15
digitimes.com
2026-06-15
Tata Electronics' planned US$11 billion semiconductor fab in Dholera, Gujarat, has become the anchor of India's front-end chip manufacturing ambitions. The project, supported by technology from Taiwan's PSMC, has also drawn a strategic partnership with Dutch lithography equipment supplier ASML.
2026-06-15
digitimes.com
2026-06-15
LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand for substrates used in AI servers, 5G smartphones, and on-device AI chips. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates, as substrate suppliers adjust capacity plans to stronger demand from advanced mobile devices and AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
Equipment maker Manz recently announced the successful delivery of the world's first 310mm x 310mm panel-level packaging (PLP) electrochemical deposition (ECD) mass-production tool, further expanding its footprint in advanced packaging process equipment and demonstrating integrated capabilities spanning in-house R&D, process and system integration, and mass-production deployment.
2026-06-15
digitimes.com
2026-06-15
As global semiconductor supply chains are rebuilt, Southeast Asia is evolving from a back-end test-and-pack region into a resilient, multi-center advanced packaging and equipment ecosystem, according to industry participants. Migration drivers include pushes for local production and service, faster ramps for AI chip capacity, and customer demands for supply chain resilience amid de-Americanization
2026-06-15
digitimes.com
2026-06-15
Below are the most-read DIGITIMES Asiastories from the week of June 8-14, 2026:
2026-06-15
digitimes.com
2026-06-15
Taiwan-based UBright Optronics is accelerating its transformation from an LCD optical film specialist into a diversified technology supplier, expanding into semiconductor materials, passive components and smart acoustics. The new businesses are expected to begin generating revenue in 2026 as product certifications advance, but the company has not yet offered guidance on their revenue impact.
2026-06-15
zamin.uz
2026-06-15
Zamin.uz
Belkin introduces 45W GaN charger with retractable cable
03:28 / 15.06.2026
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78
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Technology
Belkin, one of the world's leading brands in accessories, has unveiled a unique innovation in the tech world. The company introduced its new 45W Retractable GaN Wall Charger (model number WCH023). This gadget is notable not only for its compact size but also for providing an innovative solution to one of
2026-06-15
www.digitaltrends.com
2026-06-15
Digital Trends
Making chips smaller has dominated the semiconductor conversation for years, but TSMC’s next big leap may come from how those chips are packaged instead. According to analyst Ming-Chi Kuo, the company is developing a new Chip-on-Panel-on-Substrate, or CoPoS, technology that promises lower manufacturing costs while delivering better performance for future AI processors.
TSMC’s CoPoS packaging coul
2026-06-15
www.indexbox.io
2026-06-15
IndexBox
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2026-06-15
www.aol.com
2026-06-15
AOL.com
SMH vs. SOXX vs. SOXQ: Which Semiconductor ETF Is the Best Buy Right Now?
DAVID DIERKING, THE MOTLEY FOOL
Mon, June 15, 2026 at 3:50 AM GMT+8
0
Key Points
The VanEck Semiconductor ETF (SMH) is more top-heavy and allocates the most to mega-caps.
The iShares Semiconductor ETF (SOXX) is more spread out to smaller companies, but is one of the more expensive choices.
The Invesco PHLX Semiconductor E
2026-06-15
www.theglobeandmail.com
2026-06-15
The Globe and Mail
Key Points
The VanEck Semiconductor ETF (SMH) is more top-heavy and allocates the most to mega-caps.
The iShares Semiconductor ETF (SOXX) is more spread out to smaller companies, but is one of the more expensive choices.
The Invesco PHLX Semiconductor ETF (SOXQ) has a portfolio that is substantially the same as SOXX's, but with nearly half the expense ratio.
10 stocks we like better than VanEc
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
SMH vs. SOXX vs. SOXQ: Which Semiconductor ETF Is the Best Buy Right Now?
David Dierking, The Motley Fool
Sun, June 14, 2026 at 12:50 PM PDT 4 min read
ORCL
+0.02%
NVDA
+0.16%
SMH
+1.72%
MSFT
+0.10%
AMZN
-1.23%
Explore stocks on Coinbase
Trading disclosure
Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle committed to spending nearly $700 billion on capital expenditures for 2026, an 81% inc
2026-06-15
ca.finance.yahoo.com
2026-06-15
Yahoo! Finance Canada
NVIDIA (NVDA): AI Factory Demand Shows How Growth Can Stay High Without Balance Sheet Strain
Habib Ur Rehman
Sun, June 14, 2026 at 12:44 p.m. PDT 2 min read
NVDA
+0.16%
NVIDIA Corporation (NASDAQ:NVDA) is one of the high growth low debt stocks to invest in right now. The company fits the list because demand for AI infrastructure is still driving exceptional growth, while NVIDIA continues to carry
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
NVIDIA (NVDA): AI Factory Demand Shows How Growth Can Stay High Without Balance Sheet Strain
Habib Ur Rehman
Sun, June 14, 2026 at 12:44 PM PDT 2 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the high growth low debt stocks to invest in right now. The company fits the list because demand for AI infrastructure is still driving exception
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle committed to spending nearly $700 billion on capital expenditures for 2026, an 81% increase over the prior year. The majority of that spending will help these companies meet semiconductor demand.
There are two primary exchange-traded funds (ETFs) that compete in this sector: the VanEck Semiconductor ETF (
SMH
+1.71%
) and the iShares Semicon
2026-06-15
www.indexbox.io
2026-06-15
IndexBox
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2026-06-15
www.tikr.com
2026-06-15
TIKR.com
Key Stats for TXN Stock
52-Week Range: $152.73 – $331.51
Current Price: $301.12
Street Mean Target: ~$292
TIKR Target Price (Mid): ~$800
TIKR Annualized IRR (Mid): ~12% per year
Q1 2026 Revenue: $4.83B (up 19% year over year)
Q1 2026 EPS: $1.68 (up 31% year over year)
Q1 2026 Gross Margin: 58%
Trailing 12-Month Free Cash Flow: $4.4B
Q2 2026 Revenue Guidance: $5.0B – $5.4B
Analyze your favorite st
2026-06-15
news.google.com
2026-06-15
MakeUseOf
2026-06-15
news.google.com
2026-06-15
XDA
2026-06-15
www.barchart.com
2026-06-15
Barchart.com
Ai chip by Quality Stock Arts via Shutterstock
AI-related stocks have been on a roll not just in the United States, but globally. With the shortfall of memory chips globally, the South Korean markets surged to record highs. This rally was driven by technology giants like Samsung Electronics (SMSN.L.EB) and SK Hynix. The ferocity of the rally can be judged by the fact that SK Hynix stock has retur