Semiconductor News & Analysis Feed
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2026-06-09
rbj.net
2026-06-09
Rochester Business Journal
rbj.net
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2026-06-09
oswegocountybusiness.com
2026-06-09
Oswego County Business Magazine
Update on preparation for Micron set June 15
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Oswego County Business Magazine
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June 8, 2026
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The Oswego County Micron Strategy Steering Committee and workgroup members will provide an update on Oswego County’s efforts to prepare for Micron Technology’s ongoing transformative investment in Central New York at its third annual summit, starting at
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
The cyclicality of the semiconductor industry might give some investors pause, even as the memory chip makers continue to skyrocket past expectations and the price targets set in place by sell-side analysts. Names like Micron (NASDAQ:MU | MU Price Prediction) and SK Hynix have been simply unstoppable of late.
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That is, until we had that brutal Friday session that saw semiconductors ta
2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Is Micron Quietly Preparing for the Collapse in AI Demand?
Joey Frenette
Mon, June 8, 2026 at 6:02 AM PDT 4 min read
MU
+10.06%
NVDA
+1.69%
000660.KS
-7.68%
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Micron's 13% single-session stock drop spooked investors, but paying off $8.6 billion in debt early signals financial strength, not a coming bust.
Micron's $25 billion capacity investm
2026-06-07
world.infonasional.com
2026-06-07
world.infonasional.com
world.infonasional.com
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2026-06-05
www.nist.gov
2026-06-05
National Institute of Standards and Technology (.gov)
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2026-06-05
news.google.com
2026-06-05
Focus Taiwan
2026-06-04
www.fdd.org
2026-06-04
Foundation for Defense of Democracies
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June 3, 2026 | The John Batchelor Show
Nvidia chips reach China’s military and Commerce department allowing Volvo sales despite Chinese concerns
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Jack Burnham
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2026-06-02
www.eeherald.com
2026-06-02
EEHerald
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WASHINGTON, D.C. — On June 2, 2026, the U.S. Department of Commerce and the National Institute of Standards and Technology (NIST) announced the signing of a final award of $150 million in federal incentives to xLight, Inc. under the CHIP
2026-06-01
cryptobriefing.com
2026-06-01
Crypto Briefing
US Commerce Department closes loophole on Nvidia chip exports to China
New BIS guidance means Chinese-headquartered companies can no longer use overseas subsidiaries to buy advanced AI chips without e
2026-06-01
investinglive.com
2026-06-01
investingLive
The US Commerce Department has closed a loophole that may have allowed hundreds of thousands of advanced Nvidia and AMD AI chips to reach Chinese firms via overseas subsidiaries over the past year.
Summary:
The US Commerce Department issued guidance on Sunday enforcing licence requirements for advanced AI chips sold to entities headquartered in China, even when those entities are located outside
2026-05-31
tomshardware.com
2026-05-31
Mark Tyson
The old Nvidia Control Panel is now a separate, optional download, but is it worth grabbing?
2026-05-31
www.gurufocus.com
2026-05-31
GuruFocus
On May 31, 2026, NVIDIA Corp NVDA announced its entry into the personal computer market with the unveiling of its first Windows PCs powered by its own chips. This significant move is expected to reshape the PC landscape as major manufacturers, including Microsoft and Dell, prepare to release these innovative devices shortly. The announcement coincides with NVIDIA CEO Jensen Huang's keynote at COMP
2026-05-30
digitimes.com
2026-05-30
AUO's entry into Micro LED co-packaged optics sampling could give the display maker a new growth path as it seeks to expand beyond panels. Chairman Paul Peng said the company is preparing optical communication modules as a future driver of revenue and profits.
2026-05-30
digitimes.com
2026-05-30
Xintec, TSMC's packaging and testing unit, is preparing for a broader testing-led expansion that could affect global chip supply chains. The company said capacity gains, new equipment spending, and strategic-partner orders may support growth in 2026, even as it continues a gradual shift in its product mix and packaging portfolio.
2026-05-29
tomshardware.com
2026-05-29
Aaron Klotz
Linux developers are discussing removing x32 ABI from the Linux kernel; a hybrid x32/64-bit mode that was never widely adopted by software developers.
2026-05-29
dig.watch
2026-05-29
Digital Watch Observatory
Home | Updates | European Commission prepares Chips Act 2.0 to boost semiconductor resilience
Leading-edge semiconductors are central to the initiative, with applications across defence, AI, automotive systems and high-performance computing.
The European Commission is preparing a Chips Act 2.0 aimed at strengthening Europe’s semiconductor resilience, reducing strategic dependencies, and supporti
2026-05-29
digitimes.com
2026-05-29
Oppstar Bhd has restructured the delivery framework of an artificial intelligence chip development project with a Yokohama-based client, replacing an earlier tripartite arrangement with separate design services agreements and formalizing a US$2.9 million contract for its engineering scope, according to The Edge Malaysia.
2026-05-29
digitimes.com
2026-05-29
Foxconn chairman Young Liu said the company is preparing to break ground on its advanced packaging plant in France while continuing to explore sovereign-AI opportunities in Africa, as the electronics manufacturer looks beyond AI servers for its next phase of growth.
2026-05-28
digitimes.com
2026-05-28
Samsung Electronics is preparing to expand its foundry push into physical AI semiconductors through a chiplet platform developed with Cadence, targeting chips for robotics, automotive systems, drones, and industrial automation, ETNewsreported, citing industry sources.