Semiconductor News & Analysis Feed
3322 articles
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Nvidia Taps Veteran Lobbyist To Help Navigate Washington's China Chip Curbs
Nvidia Taps Veteran Lobbyist To Help Navigate Washington's China Chip Curbs
Ananya Gairola
Sun, June 14, 2026 at 3:01 AM PDT 5 min read
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2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arrowstreet Capital Limited Partnership Boosts Stock Position in ASML Holding N.V. $ASML
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
Arrowstreet Capital Limited Partnership boosted its holdings in shares of ASML Holding N.V. (NASDAQ:ASML - Free Report) by 195.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The
2026-06-14
mlq.ai
2026-06-14
MLQ.ai
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2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Arrowstreet Capital Limited Partnership Reduces Stock Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 14, 2026
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KEY POINTS
Arrowstreet Capital cut its stake in Taiwan Semiconductor Manufacturing by 22.9% in the fourth quarter, selling 641,578 shares and leaving it with 2,159,562 shares valued at about $656.3 million.
Desp
2026-06-14
pulse2.com
2026-06-14
Pulse 2.0
Applied Materials announced the expansion of its manufacturing and research and development operations in Singapore with a new $500 million (S$600 million) Tampines Campus designed to support the growing global demand for semiconductors driven by artificial intelligence.
The new facility more than doubles the company’s advanced cleanroom capacity in Singapore and strengthens its global manufactur
2026-06-14
digitimes.com
2026-06-14
The global power semiconductor supply chain is undergoing another reshuffling, after Chinese chipmaker Nexperia triggered disruptions in 2025 and, more recently, China's Yangjie Technology was added to the European Union sanctions list.
2026-06-14
en.sedaily.com
2026-06-14
Seoul Economic Daily
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2026-06-14
tradersunion.com
2026-06-14
Traders Union
Bill Gurley points out that discussions on AI chips in China often focus solely on Huawei, overlooking a broader ecosystem. He emphasizes that, similar to the U.S. having companies like Cerebras, Google TPU, Amazon Tanium, and AMD, China boasts a significant range of AI chip competitors. Gurley highlights Cambricon as an example, noting its $40 billion market cap and public listing.
2026-06-13
www.barchart.com
2026-06-13
Barchart.com
Image of Jensen Huang by El editorial via Shutterstock
Semiconductor stocks have been at the heart of the market’s powerful rally, fueled by relentless spending on artificial intelligence (AI) infrastructure. Chipmakers have powered major indices to record highs this year as hyperscalers poured hundreds of billions of dollars into data centers, advanced processors, and high-bandwidth memory. But
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock.
Oleksandr Pylypenko
Sat, June 13, 2026 at 7:00 AM PDT 5 min read
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Semiconductor stocks have been at the heart of the market’s powerful rally, fueled by relentless spending on artificial intelligence (AI) infrastructure. Chipmakers have powered ma
2026-06-13
in.investing.com
2026-06-13
Investing.com India
in.investing.com
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2026-06-13
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2026-06-13
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2026-06-13
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2026-06-13
Bangla Outlook English
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2026-06-13
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2026-06-13
AD HOC NEWS
Nvidia’s, Double
Nvidia’s Double Game: A $10 Billion Infrastructure Play and a $170 Billion Chip Market
13.06.2026 - 13:53:25 | boerse-global.de
Nvidia’s stock hugs its 50-day moving average, but the company is quietly engineering two seismic shifts: a $10B+ data-center co-ownership with KKR and a pivot to agentic AI chips that could expand the server market to $170B by 2030.
Nvidia’s - Nvidia’s
2026-06-13
www.tech-critter.com
2026-06-13
Tech Critter
NEWS
Cadence and Samsung Foundry deepen 2nm AI chip collaboration with expanded IP and agentic AI design flows
by Calvin Liew June 8, 2026 0
Cadence and Samsung Foundry are expanding their partnership around second-generation 2nm process technology, bringing broader memory and interface IP, agentic...
2026-06-13
www.myeverydaytech.com
2026-06-13
My Everyday Tech
Consumer News & Events
Cadence reaches Level-5 autonomy with ChipStack AI Super Agent
1 minute ago Calvin Liew
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Cadence has announced the transition of its ChipStack AI Super Agent to Level-5 autonomy at COMPUTEX 2026, debuting the industry’s first fully autonomous virtual agentic AI design engineer for semiconductor development.
The pl
2026-06-13
nasilemaktech.com
2026-06-13
Nasi Lemak Tech
nasilemaktech.com
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2026-06-13
zamin.uz
2026-06-13
Zamin.uz
Infineon GaN chips banned in China
11:28 / 13.06.2026
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Technology
The Supreme People's Court of China has upheld the ruling of the Suzhou Intermediate People's Court. According to the decision, Infineon Technologies is officially prohibited from selling, importing, and advertising gallium nitride (GaN)-based products within China. The company's appeal was rejected, and the previous court or
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
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