Semiconductor News & Analysis Feed
2690 articles
2026-06-16
digitimes.com
2026-06-16
SK Hynix moved closer to shipping seventh-generation high-bandwidth memory, HBM4E, to key customers as timing emerged as a critical competitive factor in the global memory market. According to Newsis, industry sources reported that SK Hynix had recently made positive progress in HBM4E development and was preparing to send samples soon, with shipments possibly beginning in June 2026 and no later th
2026-06-16
digitimes.com
2026-06-16
NAND flash memory supplier Kioxia Holdings has surpassed Toyota Motor in market capitalisation, becoming Japan's most valuable company. The development highlights how the global artificial intelligence (AI) boom is reshaping Japan's corporate landscape.
2026-06-16
digitimes.com
2026-06-16
Austria's AT&S plans to invest up to EUR2 billion (approx. US$2.32 billion) to expand its Kulim plant and a previously unused building at the second site in Kulim, Malaysia, as part of a broader push to capitalize on AI demand. The company said the investments will be fully supported and financed by long-term customer commitments, and it expects to represent at least five leading US tech partners.
2026-06-16
digitimes.com
2026-06-16
After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of memory; only the Apple-defined advanced on-device AI requires the higher 12GB spec.
2026-06-16
digitimes.com
2026-06-16
Japan's Rapidus has signed a memorandum of understanding with the UK Semiconductor Centre, a government-backed body established in 2025 to support Britain's semiconductor ecosystem, marking a step toward cooperation on future semiconductor manufacturing and potential customer development in the UK, according to Rapidus and reports from Nikkei, Bloomberg,and Reuters.
2026-06-16
digitimes.com
2026-06-16
China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity for the second half of the year. But supply chain players say the long-term priority is still to expand substrate capacity from non-China sources, with supply security for the AI industry outweighing price.
2026-06-16
techxplore.com
2026-06-16
Tech Xplore
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2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Nvidia is one of the biggest names in the artificial intelligence (AI) infrastructure space since the mainstream adoption of the technology began nearly four years ago, and that's not surprising, as its chips have played an instrumental role in training popular AI models.
However, the AI infrastructure ecosystem has expanded beyond Nvidia. Several companies are witnessing phenomenal growth in the
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
This Artificial Intelligence (AI) Infrastructure Stock Has Been Crushing Nvidia on the Market. Its Latest Deal Could Send the Stock Even Higher
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 2:18 PM PDT 4 min read
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Nvidia is one of the biggest names in the artificial intelligence (AI) infrastructure space since
2026-06-16
www.techtimes.com
2026-06-16
Tech Times
By Allen Lee
Published: Jun 15 2026, 15:57 PM EDT
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The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GETTY IMA
2026-06-16
www.spokesman.com
2026-06-16
The Spokesman-Review
NEWS
NATIONAL BUSINESS
Nvidia to raise $20 billion, source says, in first corporate bond sale in five years
June 15, 2026 Updated Mon., June 15, 2026 at 8:32 p.m.
Nvidia logo is seen in this illustration taken June 11, 2026. (Dado Ruvic/Reuters)
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By Saeed Azhar and Zaheer Kachwala
Reuters
Nvidia will raise $20 billion through a U.S. bond issuance, a source told Reuters on Mond
2026-06-16
www.msn.com
2026-06-16
MSN
NvidiaNVDA stock rallied Monday along with the semiconductor sector and the broader stock market.
The artificial intelligence leader filed a prospectus with the U.S. Securities and Exchange Commission to sell investment-grade corporate bonds for the first time since 2021.
The SEC filing is a placeholder for a multipart offering of senior unsecured notes. Nvidia did not detail how much debt it wi
2026-06-16
www.marketwatch.com
2026-06-16
MarketWatch
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2026-06-16
www.investors.com
2026-06-16
Investor's Business Daily
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2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
ANSYS Inc., US0357101090
Simulation at scale, Ansys Cloud Direct brings HPC to everyday engineers
15.06.2026 - 20:56:40 | ad-hoc-news.de
With Ansys Cloud Direct, the simulation specialist moves high-performance computing from the server room into the engineer’s desktop workflow. The service targets customers who need on-demand cloud capacity without building their own HPC clusters.
ANSYS Inc., U
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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Earnings Analysis
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Micron Technology: Buy Ahead Of Earnings (Preview)
Jun 15, 2026, 2:45 PM ETMicron Technology, Inc. (MU) Stock, MU:CA Stock, ZMIC:CA Stock
Nova Capital
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Summary
Micron Technology, Inc. remains a Buy as memory chip bottlenecks and robust pricing drive strong earnings momentum, with no near-term cycle downturn in sigh
2026-06-16
stockstotrade.com
2026-06-16
StocksToTrade
Wolfspeed Inc. New stocks have been trading up by 14.65 percent on strong investor optimism over its latest strategic developments.
Key Takeaways
Wolfspeed signed an MOU with GE Aerospace to supply 10 kV silicon carbide MOSFET die and co-develop high‑voltage SiC power module formats for industrial, AI, aerospace, and defense markets.
The company launched fifth‑generation silicon carbide MOSFETs w
2026-06-16
www.benzinga.com
2026-06-16
Benzinga
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2026-06-16
wccftech.com
2026-06-16
Wccftech
The compact space inside smartphones makes it difficult to adopt High Bandwidth Memory (HBM), not to mention the thermal problem, but a rumor claims that Chinese smartphone brands have a custom-made Low Latency Wide DRAM (LLW) that adopts a similar integrated design as the aforementioned technology. While the design isn’t “true HBM,” it aims to resolve the performance bottleneck issue that LPDDR R
2026-06-16
developer.nvidia.com
2026-06-16
NVIDIA Developer
Mixture-of-experts (MoE) models have quickly become a foundational component of modern, large-scale AI systems. They are widely adopted because they enable substantially larger model capacity while activating only a subset of parameters for each token, offering an unparalleled approach for scaling performance within a practical compute budget. As model scales continue to grow, the optimization of