Semiconductor News & Analysis Feed
2876 articles
2026-06-11
digitimes.com
2026-06-11
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen.
2026-06-11
digitimes.com
2026-06-11
Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for the cloud AI connectivity chip supplier as demand grows for scale-up infrastructure in AI clusters.
2026-06-11
digitimes.com
2026-06-11
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains tight after disrupting the high-end ABF substrate market. HVLP4 copper foil is set to become the next constraint in the second half of 2026.
2026-06-11
eetimes.com
2026-06-11
Pablo Valerio
Gartner's VP analyst David Gonzalez shares strategies for profitability and technology in supply chain management.
2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-11
eetimes.com
2026-06-11
Pablo Valerio
"RISC-V is now," said Andrea Gallo, CEO of RISC-V International, during his keynote at this week's RISC-V Summit Europe 2026 in Bologna.
2026-06-11
www.axios.com
2026-06-11
Axios
www.axios.com
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Scoop: Republican lawmakers challenge TSMC's Washington clout
Madison Mills
Wed, June 10, 2026 at 4:36 PM PDT 2 min read
2330.TW
-2.17%
Illustration: Maura Kearns/Axios
A group of congressional Republicans is urging the U.S. International Trade Commission to enforce U.S. patent rights in a case involving Taiwan Semiconductor Manufacturing Co., according to a letter exclusively obtained by Axios.
2026-06-11
www.tweaktown.com
2026-06-11
TweakTown
Google orders Intel Foundry to produce over three million TPUs for 2028 amid TSMC capacity crunch
The reported order would be the largest external win in Intel Foundry's history, coming as TSMC's capacity crunch pushes customers to look elsewhere.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published Jun 10, 2026 6:10 PM CDT
2 minutes & 15 seconds read time
TL;DR: Google reportedly ordered over th
2026-06-11
cnycentral.com
2026-06-11
WSTM
WASHINGTON — Representative John Mannion (D, 22) spoke with CNY Central's Megan Coleman about several issues and topics facing Central New Yorkers and in the country. That includes the allegations against Van Duyn Center for Rehabilitation & Nursing, Micron, data centers and more.
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2026-06-11
sg.finance.yahoo.com
2026-06-11
Yahoo Finance Singapore
Qualcomm (QCOM) Suffers a Larger Drop Than the General Market: Key Insights
Zacks Equity Research
Wed, 10 June 2026 at 2:45 pm GMT-7 3 min read
QCOM
-6.92%
^GSPC
-1.62%
^DJI
-1.87%
^IXIC
-1.98%
In the latest close session, Qualcomm (QCOM) was down 6.96% at $191.12. The stock's change was less than the S&P 500's daily loss of 1.62%. Elsewhere, the Dow lost 1.87%, while the tech-heavy Nasdaq lost 1
2026-06-11
www.tradingview.com
2026-06-11
TradingView
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GuruFocus
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Nvidia CEO Delivers a Blunt Message For TSMC Stock Fans
Nvidia CEO Delivers a Blunt Message For TSMC Stock Fans
Less than 1 min read
TSM
−4.15%
2330
−2.17%
Nvidia CEO Jensen Huang said artificial intelligence is insanely profitable for Taiwan Semiconductor Manufacturing Co
TSM
during a speech in Taiwan, highlighting the company's key role in the global chip industry.
Huang m
2026-06-11
www.gurufocus.com
2026-06-11
GuruFocus
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2026-06-11
www.reuters.com
2026-06-11
Reuters
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2026-06-11
eetimes.com
2026-06-11
“We are definitely not an EDA company,” Ricursive co-founders told EE Times.
2026-06-10
www.cnbc.com
2026-06-10
CNBC
U.S. tech giants have backed a German company in its latest fundraising round to develop its humanoid robotics tech.
Neura Robotics’ Series C financing, which is worth up to $1.4 billion, featured Tether, Qualcomm, Amazon and Nvidia, alongside European industrial companies Bosch and Schaeffler and the European Investment Bank.
The company hit a valuation of around $7 billion, according to a sour
2026-06-10
tomshardware.com
2026-06-10
Luke James
Besides Samsung Heavy, Japan’s MOL is also building a 73 MW floating data center with Karpowership for a 2027 deployment.
2026-06-10
eetimes.com
2026-06-10
As AI models scale to trillions of parameters, conventional memory architectures face mounting capacity and efficiency constraints.
2026-06-10
www.moomoo.com
2026-06-10
Moomoo
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2026-06-10
simplywall.st
2026-06-10
simplywall.st
United States/Construction/NYSE:AGX
NVIDIA And Two Quiet Compounders With Solid Balance Sheet Strength
June 10, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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With inflation readings, bond yields and energy costs all in focus, many investors are looking for companies that already have the financial strength to handle a wide range of conditions. That is where stocks with high retu