Semiconductor News & Analysis Feed
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2026-06-13
simplywall.st
2026-06-13
simplywall.st
United States/Semiconductors/NYSE:TSM
US Patent Fight Puts TSMC Valuation And US Chip Supply In Focus
June 13, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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US congressional Republicans are urging the International Trade Commission to enforce US patent rights in a case involving Taiwan Semiconductor Manufacturing (NYSE:TSM).
The dispute focuses on allegations that TSMC chips inf
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Navitas Semiconductor (NVTS) Is Down 6.7% After Nvidia AI MGX Showcase Tie‑In And $500M ATM Plan
Simply Wall St
Fri, June 12, 2026 at 9:13 PM PDT 3 min read
NVTS
+5.31%
NVDA
+0.16%
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In recent days, Navitas Semiconductor announced a new ultra‑high‑voltage UHV‑TO‑247‑4‑ISO SiC package, filed an omnibus shelf registration and a US$500 million at‑the‑marke
2026-06-13
ca.finance.yahoo.com
2026-06-13
Yahoo! Finance Canada
Navitas Semiconductor (NVTS) Is Down 6.7% After Nvidia AI MGX Showcase Tie‑In And $500M ATM Plan
Simply Wall St
Fri, June 12, 2026 at 9:13 p.m. PDT 3 min read
NVTS
+5.31%
NVDA
+0.16%
In recent days, Navitas Semiconductor announced a new ultra‑high‑voltage UHV‑TO‑247‑4‑ISO SiC package, filed an omnibus shelf registration and a US$500 million at‑the‑market equity program, participated in Nvidia’s A
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Entegris EUV Deal Eases Patent Risk But Valuation Stays Stretched
Simply Wall St
Fri, June 12, 2026 at 8:10 PM PDT 2 min read
ENTG
+3.86%
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Entegris (NasdaqGS:ENTG), JSR and Inpria entered into a cross licensing agreem
2026-06-13
www.msn.com
2026-06-13
MSN
Key Takeaways
Several tech stocks rallied Friday following the news that they will be added to the Nasdaq 100 later this month.
The group includes Nvidia-backed CoreWeave and Nebius Group, along with Astera Labs, Teradyne, and Rocket Lab.
Five new stocks are set to join the Nasdaq 100 index later this month, including a pair backed by AI chip leader Nvidia.
Nasdaq said late Thursday that semicon
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
Kayode Omotosho
Fri, June 12, 2026 at 5:05 PM PDT 2 min read
LRCX
+1.18%
INTC
+6.51%
AMAT
+2.64%
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Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
What Happened?
A number of stocks jumped in the afternoon session after President Trump canceled planned m
2026-06-13
digitimes.com
2026-06-13
Linkotech said its fan-out panel-level packaging rollout is showing early momentum, with certification from a North American low-Earth-orbit satellite communications customer and first equipment deliveries completed in the first half of 2026. The company said related sales could quickly rise to double digits as a share of annual revenue, with implications for supply chains worldwide.
2026-06-13
digitimes.com
2026-06-13
Optical industry leaders Largan and Genius Electronic Optical (GSEO) have recently discussed progress in co-packaged optics (CPO), a key non-smartphone growth driver, and their strategies differ sharply. As customer demand and orders become clearer and more firmly secured, both companies have also turned markedly more confident, having taken a more cautious stance in prior quarters.
2026-06-13
digitimes.com
2026-06-13
During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and Omdia at PCIM Europe 2026, one reality was made clear: frictionless, globalized chip manufacturing is ending. While the conversation reflected industry enthusiasm for new applications such as AI servers and industrial motor drives, it was tempered by macroeconomic re
2026-06-13
digitimes.com
2026-06-13
India has expanded exemptions from mandatory quality certification requirements for imports by Special Economic Zone (SEZ) units and developers, a policy change that industry observers say could ease the establishment of semiconductor manufacturing facilities in the country.
2026-06-13
digitimes.com
2026-06-13
TSMC's financial dominance has reached unprecedented heights, with the world's leading foundry posting first-quarter 2026 profit of over NT$570 billion (approx. US$18.04 billion) and holding an immense NT$3 trillion cash reserve. By June 11, 2026, its market value surged to NT$58.3 trillion, triggering a bizarre banking phenomenon where local financial institutions offer TSMC deposit rates that ex
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Ichor Holdings (ICHR) Stock Valuation After Sector-Driven Semiconductor Equipment Rally
Simply Wall St
Fri, June 12, 2026 at 4:16 PM PDT 3 min read
ICHR
+3.28%
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Ichor Holdings (ICHR) has been drawing attention after
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
NVIDIA’s China Vera CPU Launch Tests AI Growth And Valuation Story
Simply Wall St
Fri, June 12, 2026 at 3:14 PM PDT 3 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
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NVIDIA (NasdaqGS:NVDA) has introduced its Vera CPU to the Chinese market,
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Why Navitas Semiconductor Stock Soared Today
Keith Noonan, The Motley Fool
Fri, June 12, 2026 at 2:58 PM PDT 3 min read
NVTS
+5.31%
^GSPC
+0.50%
NVDA
+0.16%
SPCX
+19.22%
^IXIC
+0.31%
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Trading disclosure
Navitas Semiconductor (NASDAQ: NVTS) stock posted a day of strong gains in Friday's trading, rising 5.3% in the session. Meanwhile, the S&P 500 closed out the day up 0.5%
2026-06-13
blogs.nvidia.com
2026-06-13
NVIDIA Blog
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2026-06-13
developer.nvidia.com
2026-06-13
NVIDIA Developer
AI agents have fundamentally changed the complexity of inference workloads. Until now, the industry has struggled to define a standard for measuring how inference systems perform under these conditions. Artificial Analysis AgentPerf (AA-AgentPerf) offers the industry’s first multi-vendor open benchmarks profiling trajectories that are representative of real-world AI agent coding tasks.
This post
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Infineon, DE0006231004
Infineon OptiMOS 8 100 V MOSFETs: Efficient power chips for motor drives and battery systems
12.06.2026 - 22:42:16 | ad-hoc-news.de
Infineon’s OptiMOS 8 100 V power MOSFET family targets brushless DC motor drives and battery protection with lower losses, compact packaging, and automotive-ready reliability for designers of e-mobility, power tools, and industrial equipment.
2026-06-13
www.foreignpolicyjournal.com
2026-06-13
foreignpolicyjournal.com
NVIDIA (NASDAQ: NVDA) and AMD (NASDAQ: AMD) both reported earnings in May, and the results paint a striking picture of where the AI hardware market stands today.
NVIDIA posted a massive $81.6 billion quarter driven by its Blackwell platform, while AMD reported $10.25 billion, with a landmark Meta partnership beginning to reshape its data center narrative in meaningful ways.
President Donald Trum
2026-06-13
www.investopedia.com
2026-06-13
Investopedia
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2026-06-13
news.google.com
2026-06-13
Stock Titan