Semiconductor News & Analysis Feed
271 articles
2026-06-30
en.sedaily.com
2026-06-30
Seoul Economic Daily
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2026-06-30
en.sedaily.com
2026-06-30
Seoul Economic Daily
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2026-06-30
digitimes.com
2026-06-30
Nexchip Semiconductor has filed for a Hong Kong listing to fund expansion, following rapid revenue growth and a stronger market position. The prospectus highlights its scale in display driver chips and image sensors, while also warning investors about customer concentration, heavy capital needs, and exposure to shifting trade policy.
2026-06-30
tomshardware.com
2026-06-30
Bruno Ferreira
Zluda is back to a hobby, as the open-source project has lost commercial funding with version 6 but added early 32-bit PhysX support.
2026-06-29
www.msn.com
2026-06-29
MSN
USA Rare Earth (USAR) was in focus on June 5 after the company secured $1.6 billion in federal funding, reinforcing its role as a key player in U.S. efforts to reshore critical mineral supply chains.
USAR is leveraging CHIPS and Science Act provisions alongside Inflation Reduction Act rewards to build out an integrated mine-to-magnet value chain spanning multiple continents.
This funding positio
2026-06-29
eetimes.com
2026-06-29
With HotSat-2 in orbit and fresh funding, U.K. startup SatVu is demonstrating how high-resolution thermal satellite data can reveal real-world industrial activity.
2026-06-29
www.finsmes.com
2026-06-29
FinSMEs
www.finsmes.com
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2026-06-27
www.forbes.com
2026-06-27
Forbes
INNOVATION
AI
Will Intel Boom Fundamentally Challenge TSMC?
ByJohn Werner,
Contributor.
I am an MIT Senior Fellow & Lecturer, 5x-founder & VC investing in AI
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Jun 27, 2026, 09:59am EDT
Summary
Intel's new "18A" chip designs are positioning the company as a potential challenger to TSMC, which has long dominated the AI chip foundry market. While Intel's current production volume of
2026-06-27
ca.finance.yahoo.com
2026-06-27
Yahoo! Finance Canada
Will Intel Boom Fundamentally Challenge TSMC?
John Werner, Contributor
June 27, 2026 3 min read
INTC
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SANTA CLARA, CALIFORNIA - JULY 16: The Intel logoGetty Images
With the unveiling of Intel's "18A" (18 angstrom) chip designs, some feel the industry is changing rapidly. Others previously frustrated by the slow pace of domestic development say it's about time.
The big pictur
2026-06-27
digitimes.com
2026-06-27
A US$250 million award for I-Pulse's semiconductor and pulsed power research could have implications far beyond the US, potentially affecting energy, mining, defense, and chip supply chains used by industries worldwide. The funding is aimed at domestic capacity, but the technologies being developed may shape global competition and access.
2026-06-26
digitimes.com
2026-06-26
Tai Asia Semiconductor's latest annual meeting highlighted a broader shift that could matter for investors and technology supply chains worldwide. The company said it is absorbing short-term losses to fund new businesses, while its subsidiaries advance in visual sensing, smart technology, silicon carbide, and gallium nitride.
2026-06-26
www.kvue.com
2026-06-26
KVUE
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2026-06-25
news.futunn.com
2026-06-25
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2026-06-25
digitimes.com
2026-06-25
SK Hynix said on June 24 its board approved a plan to issue new shares backing American Depositary Receipts on the Nasdaq Global Select Market, targeting up to KRW45.45 trillion (approx. US$29.43 billion) in proceeds for semiconductor facility investment.
2026-06-25
digitimes.com
2026-06-25
AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.
2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
247wallst.com
2026-06-25
24/7 Wall St.
Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s Squawk Box on June 24, 2026 that the playbook is still intact. The problem is figuring out which stock leads the next leg higher.
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The Leadership Vacuum Kinahan Sees
For years, the rotation w
2026-06-24
www.insidermonkey.com
2026-06-24
Insider Monkey
NEWS
Is NVIDIA (NVDA) One of the Top High-Conviction Stocks to Buy According to Hedge Funds?
Published on June 24, 2026 at 8:13 am by NOOR UL AIN REHMAN in News
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NVIDIA Corporation (NASDAQ:NVDA) is one of the top high-conviction stocks to buy according to hedge funds. Reuters reported on June 8 that NVIDIA Corporation (NASDAQ:NVDA) announced a series of deals in South Korea with tech giants,
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Is NVIDIA (NVDA) One of the Top High-Conviction Stocks to Buy According to Hedge Funds?
Noor Ul Ain Rehman
Wed, June 24, 2026 at 5:13 AM PDT 2 min read
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NVIDIA Corporation (NASDAQ:NVDA) is one of the top high-conviction stocks to buy according to hedge funds. Reuters reported on