Semiconductor News & Analysis Feed
6271 articles
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
phys.org
2026-06-13
Phys.org
__fail__
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
NVDA
+0.16%
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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
Investing.com
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2026-06-13
en.banglaoutlook.org
2026-06-13
Bangla Outlook English
en.banglaoutlook.org
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2026-06-13
tomshardware.com
2026-06-13
Jowi Morales
A $200 ChatGPT subscription could cost as much as $14,000 in API pricing.
2026-06-13
www.ad-hoc-news.de
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
uk.finance.yahoo.com
2026-06-13
Yahoo Finance UK
Micron stock is down 9% from its highs. Should I buy the dip?
Edward Sheldon, CFA
Sat, 13 June 2026 at 12:33 am GMT-7 3 min read
MU
-1.43%
Image source: Getty Images.
After a massive move higher over the last year (around 750%), Micron (NASDAQ: MU) stock has pulled back recently. As I write this on Friday (12 June), it’s about 9% below its highs.
Should I buy the dip and add the stock to my ISA?
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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Smartphones
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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
news.google.com
2026-06-13
IndexBox
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
·
21
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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
news.google.com
2026-06-13
digitimes
2026-06-13
digitimes.com
2026-06-13
ITE Tech said its embedded controller chip and HDMI 2.1 retimer have been adopted by a US agentic AI computing platform, with mass production expected as early as the second half of 2026. The win could ripple through global PC supply chains, as the company prepares to serve major brand customers and ODM partners worldwide.
2026-06-13
digitimes.com
2026-06-13
As cloud service providers ramp up investment in AI infrastructure, Edom chairman Wayne Tseng said rising costs for materials, production equipment and labour will keep overall market supply tight in the second half of 2026, with price increases likely to continue. He also said AI is moving from the cloud into enterprise applications, with power, cybersecurity, optics and the medical sector set to