Semiconductor News & Analysis Feed
204 articles
2026-06-15
digitimes.com
2026-06-15
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
2026-06-14
macaubusiness.com
2026-06-14
Macau Business
SUZHOU, China, June 13, 2026 /PRNewswire/ — In a landmark decision for the global semiconductor industry, the Supreme People’s Court of China has officially issued a final review decision sustaining a sales injunction against Infineon Technologies. The ruling means that effective immediately, Infineon is prohibited from selling its relevant Gallium Nitride (GaN) products within mainland China, mar
2026-06-13
www.manilatimes.net
2026-06-13
The Manila Times
SUZHOU, China, June 13, 2026 /PRNewswire/ -- In a landmark decision for the global semiconductor industry, the Supreme People's Court of China has officially issued a final review decision sustaining a sales injunction against Infineon Technologies. The ruling means that effective immediately, Infineon is prohibited from selling its relevant Gallium Nitride (GaN) products within mainland China, ma
2026-06-13
www.fool.com
2026-06-13
The Motley Fool
Nvidia (
NVDA
+0.15%
) has been one of the biggest artificial intelligence (AI) success stories so far. The company provides a crucial tool -- and one of the highest quality -- used in the development of this technology. This is the graphics processing unit (GPU), a chip that powers important tasks such as the training of models.
The company's GPU strengths and its portfolio of related products a
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
2026-06-12
www.benzinga.com
2026-06-12
Benzinga
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2026-06-12
www.gadgets360.com
2026-06-12
Gadgets 360
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2026-06-12
wccftech.com
2026-06-12
Wccftech
NVIDIA has reportedly reached out to several Chinese clients to adopt its upcoming Vera CPUs & there is a lot of interest building up.
NVIDIA's GPUs have faced a hard time in China. The company saw US regulations restrict them from selling Hopper chips, while the more advanced Blackwell generation is entirely banned. NVIDIA's CEO stated a few months back that their China share has dropped to Zero
2026-06-12
news.google.com
2026-06-12
IndexBox
2026-06-12
news.google.com
2026-06-12
Stock Titan
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) just delivered the kind of quarter that should have sent shares to new highs. Revenue of $81.6 billion grew 85.2% year over year, Data Center clocked $75.2 billion at 92% growth, and Jensen Huang told investors “the buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.”
Video Muted
Yet
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Prediction: Nvidia Set to Hit $250 on This Date
Vandita Jadeja
Thu, June 11, 2026 at 9:41 AM PDT 4 min read
NVDA
+2.22%
Trade NVIDIA on Coinbase
Trading disclosure
Quick Read
NVDA posted $81.6B in revenue with 85% growth yet trades at $208, requiring a 20% gain to reach $250 by early 2027.
Wall Street's 58 buy ratings target $298, but a conservative model pegs $256 as base case, citing mega-cap
2026-06-11
www.forbes.com
2026-06-11
Forbes
INNOVATION
CLOUD
Nvidia Buys Kumo AI To Bring AI Predictions To Business Data
ByJanakiram MSV,
Senior Contributor.
I cover emerging technologies with a focus on infrastructure and AI
Follow Author
Jun 10, 2026, 10:31am EDTJun 10, 2026, 02:40pm EDT
Nvidia HQ
NVIDIA
Nvidia has acquired Kumo AI, a four-year-old startup that builds foundation models for making predictions from business data, Fort
2026-06-10
digitimes.com
2026-06-10
Taiwan is considering significantly tougher restrictions on exports of advanced AI chips to China, a move that would bring the island's regulations closer to those of the US and strengthen efforts to combat semiconductor smuggling, according to Bloomberg.
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Prediction: This Artificial Intelligence (AI) Semiconductor Stock Will Go Parabolic in June (Hint: It's Not Nvidia)
Adam Spatacco, The Motley Fool
Tue, June 9, 2026 at 9:31 AM PDT 5 min read
NVDA
-1.97%
MU
-4.31%
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Trading disclosure
For a few years now, investors have treated Nvidia as the primary barometer measuring the health of the artificial intelligence (AI) sector.
2026-06-10
www.fool.com
2026-06-10
The Motley Fool
For a few years now, investors have treated Nvidia as the primary barometer measuring the health of the artificial intelligence (AI) sector. While the GPU leader remains a core pillar supporting the infrastructure boom, Micron Technology (
MU
5.43%
) has emerged as another big name fueling the AI semiconductor space.
On June 24, Micron is scheduled to report earnings for its fiscal 2026 third qua
2026-06-09
tomshardware.com
2026-06-09
Luke James
Taiwan is considering far stricter export controls that would restrict AI chip sales to every customer in China.
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Prediction: 1 Semiconductor Stock That Will Be Worth More Than Micron by 2028
Adam Levy, The Motley Fool
Tue, June 9, 2026 at 7:06 AM PDT 5 min read
MU
-6.84%
NVDA
-2.72%
INTC
-6.78%
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Trading disclosure
Micron Technology (NASDAQ: MU) is the latest AI semiconductor stock to join the $1 trillion club. The memory chipmaker has been one of the hottest stocks over the last 12
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Micron Technology (
MU
+2.00%
) is the latest AI semiconductor stock to join the $1 trillion club. The memory chipmaker has been one of the hottest stocks over the last 12 months, climbing nearly 800% as of this writing. And some analysts think the stock can continue climbing higher from here.
But investors may be better off buying a different semiconductor stock. A giant in its own right, it's a
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
TSMC Shares Slip as Taiwan Considers Tougher Restrictions on AI Chip Exports to China (TSM)
Fiona Craig
Tue, June 9, 2026 at 5:51 AM PDT 2 min read
TSM
+1.45%
Trade TSM on Coinbase
Trading disclosure
chip semiconductor pcb 3 NEW SIZE ©PickPik
Taiwan Semiconductor Manufacturing (NYSE:TSM) shares fell around 1% in premarket trading on Tuesday following a Bloomberg report that Taiwan is evaluating s