Semiconductor News & Analysis Feed
8100 articles
2026-06-15
digitimes.com
2026-06-15
INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year, citing a supply-demand imbalance in the memory market and sharp raw material price increases. The company said it expected a gradual recovery in the second half of 2026 as industry inventories normalized and new products and customers began contributing. INPAQ also ou
2026-06-15
digitimes.com
2026-06-15
Google's push to diversify its Tensor Processing Units (TPUs) supply chain is increasingly reaching into the foundry side, adding pressure on ASIC makers such as MediaTek. Recent reports indicate that Google is not only set to adopt Intel's embedded multi-die interconnect bridge (EMIB) packaging for its next-generation product, but is also planning to bring in Samsung Electronics for front-end waf
2026-06-15
digitimes.com
2026-06-15
SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for HBM4, a move that underscores mounting pressure on advanced memory suppliers to keep pace with demand from AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
Wus Printed Circuit is pressing ahead with an AI-driven transformation, with its chairman and president outlining plans to move toward profitability as demand builds across high-performance computing and emerging technology markets.
2026-06-15
digitimes.com
2026-06-15
South Korea's semiconductor equipment supply chain saw a material pickup in orders in the first half of 2026 as Samsung Electronics and SK Hynix accelerated investment in advanced DRAM and high-bandwidth memory (HBM4), generating demand across front-end tools, advanced packaging, and inspection equipment. The shift toward high-end process and packaging capabilities for AI memory has driven new con
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
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
Taiwan's fabless semiconductor design sector posted its strongest year-over-year growth figures in years as of May 2026, with a cluster of memory-adjacent and storage chip makers leading a recovery that is both remarkable in scale and strikingly uneven in distribution. Of the 105 companies tracked, 69 reported positive accumulated year-over-year growth through May, but the top performers are lappi
2026-06-15
digitimes.com
2026-06-15
Samsung Electronics' foundry division chief told employees on June 12 that a return to profitability in the contract chipmaking business looks difficult next year, with 2028 emerging as a more likely timeline, Yonhap, ZDNet Korea,and Chosunreported.
2026-06-15
digitimes.com
2026-06-15
Nvidia CEO Jensen Huang's recent trip to South Korea put the spotlight on the rivalry between Samsung Electronics and SK Hynix, while memory giant Micron crossed the US$1 trillion market-cap mark for the first time. That shift has also drawn global attention to Micron CEO Sanjay Mehrotra, whose rise began with a string of dramatic visa rejections 50 years ago.
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
Samsung Electronics announced that its Exynos 2600 mobile application processor delivered more than double the on-device AI performance of the Exynos 2500, according to benchmark results released in June 2026. The company said the chip, manufactured on a 2nm foundry process and slated for Galaxy S26 standard and Plus models in early 2026, showed broad gains across natural language processing and i
2026-06-15
simplywall.st
2026-06-15
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Nvidia (NVDA) Stock After New SharonAI Data Center Deal Is The AI Leader Still Undervalued
June 15, 2026
Simply Wall St
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NVIDIA (NVDA) just signed a six year compute collaboration with SharonAI Holdings to support 72 megawatts of new AI data center capacity in Australia, using its DSX AI factory design and Grace Blackwell GB300 GPUs.
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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.ad-hoc-news.de
2026-06-15
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies Stock (DE0006231004): Stock in focus after recent volatility and sector headwinds
14.06.2026 - 22:50:41 | ad-hoc-news.de
Infineon Technologies shares remain in focus after a volatile spell and sector headwinds in European semiconductors, with investors tracking the German chipmaker’s positioning against global peers and macro-sensitive end markets.
In
2026-06-15
ts2.tech
2026-06-15
TechStock²
14 JUNE 2026
ARTIFICIAL INTELLIGENCE·BREAKING·EARNINGS·NASDAQ:MU·TECHNOLOGY
2 MINS READ
MICRON SHARES DROP UNDER $1,000 ON AI MEMORY SURGE AND EARNINGS CONCERNS
BY SHAN AHMED KHAN
New York, June 14, 2026, 16:03 EDT.
Micron Technology ended the session at $981.61, off 1.43%. The Nasdaq Composite added 0.31%. S&P 500 was up 0.50%.
Goldman Sachs kept its cautious stance going into Micron’s June 2
2026-06-15
news.google.com
2026-06-15
The Motley Fool
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
The National Law Review
2026-06-15
news.google.com
2026-06-15
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