Semiconductor News & Analysis Feed
2676 articles
2026-06-16
www.foreignpolicyjournal.com
2026-06-16
foreignpolicyjournal.com
Massive capital expenditure commitments from the world’s largest tech companies are fueling unprecedented demand for semiconductors and the ETFs that track them.
Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle have collectively committed to spending nearly $700 billion on capital expenditures in 2026, representing an 81% increase over the prior year.
Fleeing father leaves 4-year-old behi
2026-06-16
www.thelec.net
2026-06-16
thelec.net
Genesem's Veloce G7 saw singulation equipment. (Photo: Genesem)
Genesem will supply semiconductor equipment, including saw singulation systems, worth about 7.37 billion won to SK hynix.
The company disclosed on June 15 that it signed a semiconductor back-end equipment supply contract with SK hynix's Chongqing subsidiary in China. The contract value is about 7.37 billion won, equivalent to roughl
2026-06-16
www.chartmill.com
2026-06-16
ChartMill
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Lattice Semiconductor Corp. (NASDAQ:LSCC) Meets Minervini Trend Template and High Growth Momentum Screen
By Mill Chart – Last update: Jun 16, 2026
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Lattice Semiconductor Corp. (NASDAQ:LSCC) has been screened using a combined strategy that merges two strong investment approaches: Mark Minervini’s Tr
2026-06-16
semiconductor.samsung.com
2026-06-16
Samsung Semiconductor
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AI technology is accelerating innovation across all in
2026-06-16
www.digitimes.com
2026-06-16
digitimes
Global semiconductor manufacturing equipment sales reached a record US$36.55 billion in the first quarter of 2026, driven by AI-related investment in advanced logic, DRAM, and advanced packaging capacity, according to the latest Worldwide Semiconductor...
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2026-06-16
news.google.com
2026-06-16
EE Times
2026-06-16
technode.global
2026-06-16
TNGlobal
Kenanga Research said Monday that advanced packaging will become the next battleground in semiconductor value chain and benefit Malaysia’s technology players.
The research house said in a note that advanced packaging has emerged as a critical enabler of next-generation semiconductor performance, particularly as Moore’s Law slows and artificial intelligence (AI)/ high performance computing (HPC) w
2026-06-16
evertiq.com
2026-06-16
Evertiq
© Omdia
Analysis | June 16, 2026
Semiconductor market hits record quarter, driven by memory surge
Evertiq
Semiconductor revenue grew 27% QoQ in Q1 2026 to reach USD 319 billion – the highest quarterly growth Omdia has recorded since it began tracking the market in 2002. It marks the third consecutive quarter of double-digit growth, putting the market on track to surpass USD 700 billion in the firs
2026-06-16
www.marketwatch.com
2026-06-16
MarketWatch
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2026-06-16
stockstory.org
2026-06-16
StockStory
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2026-06-16
www.eenewseurope.com
2026-06-16
eeNews Europe
SEMICON Taiwan 2026 is set to return to Taipei in September with record-scale ambitions, reflecting the semiconductor industry’s continued expansion amid booming demand for AI and high-performance computing (HPC). Organizers expect the event to draw more than 100,000 professionals from 65 countries and feature over 1,300 exhibitors across 4,300 booths, both new highs for the show.
2026-06-16
www.romania-insider.com
2026-06-16
Romania Insider
German semiconductor manufacturer Infineon Technologies has opened a new research and development centre in Cluj-Napoca, expanding its presence in Romania with its fourth local centre of excellence, according to Economedia.ro.
To read this article, click here to become a Romania Insider member or sign in (if you are already a member)
The new facility, located in The Office building near the city
2026-06-16
www.insidermonkey.com
2026-06-16
Insider Monkey
NEWS
Taiwan Semiconductor Manufacturing Company Limited (TSM)’s CEO Expresses Concern About Water, Talent Shortages
Published on June 16, 2026 at 2:27 am by ASHAR JAWAD in News
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the 10 Stocks ChatGPT Predicts Could Make You Wealthy in 3 Years. While speaking at a ceremony for a new science park in Pingtung, the company’s
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Taiwan Semiconductor Manufacturing Company Limited (TSM)’s CEO Expresses Concern About Water, Talent Shortages
Ashar Jawad
Mon, June 15, 2026 at 11:27 PM PDT 2 min read
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TSM
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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the 10 Stocks ChatGPT Predicts Could Make You Wealthy in 3 Years. While speaking at a ceremo
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
NXP Semiconductors and Texas Instruments Stocks Trade Up, What You Need To Know
Radek Strnad
Mon, June 15, 2026 at 10:16 PM PDT 3 min read
NXPI
-4.11%
TXN
-2.44%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks jumped in the afternoon session after the Trump administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz, signaling
2026-06-16
drrobertcastellano.substack.com
2026-06-16
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
AI Is No Longer Limited by Transistors. It Is Becoming Limited by Package Area
DR. ROBERT CASTELLANO
JUN 16, 2026
∙ PAID
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What’s In This Article
The Next AI Bottleneck Has Arrived
Chart 1. CoWoS and CoPoS Cost Crossover
Why CoWoS Is Reaching Its Limits
Table 1. Evolution of TSMC Advanced Packaging Technologies
CoPoS Expands Package Area by More Than 5x
Table 2. CoWoS Versus CoPoS
Panel-Leve
2026-06-16
www.uidaho.edu
2026-06-16
University of Idaho
BY CHRIS COOK, U OF I EXECUTIVE DIRECTOR OF ADMISSIONS AND RECRUITMENT & FENG LI, MICRON ENDOWED PROFESSOR IN MICROELECTRONICS AND NGEM DIRECTOR
Semiconductors are no longer a niche corner of the tech economy. They are essential infrastructure. Microchips made from semiconductor materials power artificial intelligence, national defense systems, advanced manufacturing, transportation networks, ene
2026-06-16
www.moomoo.com
2026-06-16
Moomoo
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2026-06-16
www.prnewswire.com
2026-06-16
PR Newswire
Rapidus Signs MoU with Fondazione Chips-IT in Italy for Future Semiconductor Manufacturing
NEWS PROVIDED BY
Rapidus Corporation
Jun 15, 2026, 21:00 ET
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New collaboration provides framework between the Japan government and Italy
TOKYO, June 15, 2026 /PRNewswire/ -- Rapidus Corporation today announced that it signed a Memorandum of Understanding (MoU) with the Fondazione
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Rapidus Signs MoU with Fondazione Chips-IT in Italy for Future Semiconductor Manufacturing
PR Newswire
Mon, June 15, 2026 at 6:00 PM PDT 3 min read
New collaboration provides framework between the Japan government and Italy
TOKYO, June 15, 2026 /PRNewswire/ -- Rapidus Corporation today announced that