Semiconductor News & Analysis Feed
198 articles
2026-06-23
www.ad-hoc-news.de
2026-06-23
Ad-hoc-news.de
Bernstein’s
,
Triple-Digit
Bernstein’s Triple-Digit Target and a Leaner Structure Propel Infineon Toward Record Highs
23.06.2026 - 08:41:55 | boerse-global.de
Infineon closes at €86.37 after Bernstein hikes price target to €102, citing a 'CPU renaissance' and corporate overhaul from four to three divisions.
Bernstein’s - Bernstein’s Triple-Digit Target and a Leaner Structure Propel Infineon Toward
2026-06-23
www.igorslab.de
2026-06-23
igor´sLAB
INTEL • LATEST NEWS
Leak: Intel-NVIDIA-SoC “Serpent Lake” is said to arrive in early 2028 – so far, only the RTX chiplet is confirmed
23. June 2026 06:00Samir Bashir
📖 Reading time: approx. 7 minutes · 1,380 words · 8,851 characters
Intel processor, NVIDIA graphics, and perhaps a handheld device around it as well — apparently nothing more is needed to keep the rumor mill supplied for two years. A
2026-06-23
www.igorslab.de
2026-06-23
igor´sLAB
INTEL • LATEST NEWS
Leak: Intel-NVIDIA-SoC “Serpent Lake” is said to arrive in early 2028 – so far, only the RTX chiplet is confirmed
23. June 2026 06:00Samir Bashir
📖 Reading time: approx. 7 minutes · 1,380 words · 8,851 characters
Intel processor, NVIDIA graphics, and perhaps a handheld device around it as well — apparently nothing more is needed to keep the rumor mill supplied for two years. A
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Software/NasdaqGM:AIP
Arteris (AIP) Is Up 7.6% After Highlighting AI Chiplet Role And Rising Institutional Ownership
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Recently, Arteris highlighted its role as a key provider of network-on-chip interconnect IP for increasingly complex AI-focused semiconductors and automotive systems, underlining how its technolog
2026-06-20
tomshardware.com
2026-06-20
Bruno Ferreira
ACE CPU extensions bring an efficient AI-oriented instruction set to x86 — new design makes matrix multiplication more power- and density-efficient
2026-06-20
www.tradingview.com
2026-06-20
TradingView
News
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GuruFocus
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Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge
Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge
Less than 1 min read
MU
+6.82%
Micron
MU
stock could stay in focus after Stifel and Wedbush lifted their price targets on expectations that memory pricing and AI demand will keep improving.
Stifel raised i
2026-06-20
www.gurufocus.com
2026-06-20
GuruFocus
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2026-06-19
digitimes.com
2026-06-19
Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic fab efficiency over aggressive capacity expansion, signaling a more disciplined approach to the AI storage cycle.
2026-06-18
evertiq.com
2026-06-18
Evertiq
© Imec
General | June 18, 2026
Imec unlocks system-level III-V chiplet integration on Si-CMOS
Evertiq
By combining high-density embedded capacitors, a scalable modeling framework for passive components, and laser-assisted bonding for III-V chiplet assembly, the platform lays the foundation for next-generation wireless (mmWave and sub-THz) systems.
Imec, a Belgium-based research and innovation cen
2026-06-18
digitimes.com
2026-06-18
Samsung Electronics is reportedly working with multiple partners to develop production equipment for its seventh-generation 10nm-class (1d) DRAM process. The company aims to begin tool installation as early as the second quarter of 2027, with initial volume production expected by the end of that year.
2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
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Taiwan
TSMC: Why Premium Multiples Don't Matter For The King Of Foundries
Jun 17, 2026, 4:17 PM ETTaiwan Semiconductor Manufacturing Company Limited (TSM) StockINTC
C Jessen
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Taiwan Semiconductor (TSM) remains the industry leader, delivering exceptional revenue and EPS growth, underpinned by dominant
2026-06-18
news.google.com
2026-06-18
EE Times
2026-06-17
eetimes.com
2026-06-17
Imec’s Zsolt Tokei and Arm’s Mohamed Awad explain why CMOS 2.0 could redefine semiconductor scaling beyond chiplets.
2026-06-17
news.google.com
2026-06-17
EE Times
2026-06-17
www.cnbc.com
2026-06-17
CNBC
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2026-06-17
www.jonpeddie.com
2026-06-17
Jon Peddie Research
Imagination Technologies has contributed its DXS automotive GPU IP to the European CHASSIS program’s new Automotive Base Die, a 5 nm chiplet project intended to support open, standardized chiplet architectures for software-defined vehicles. The move positions Imagination’s functionally safe GPU technology as part of a broader European effort to build interoperable automotive compute platforms. It
2026-06-16
digitimes.com
2026-06-16
A South Korean media report claiming TSMC is preparing to launch panel-level packaging at mass-production scale as early as 2027 has drawn skepticism from Taiwan industry sources, who say the timeline is likely premature and that the company remains focused on evaluating multiple advanced-packaging options.
2026-06-16
digitimes.com
2026-06-16
Nvidia launched a sale of US$25 billion worth of high-grade bonds on June 15, ultimately garnering up to US$85 billion in orders, or more than triple the bond's original size. This is one of several debt offerings this year from tech giants, which are responding to investor excitement and a need for cash to capitalize on the AI boom.
2026-06-16
tomshardware.com
2026-06-16
Jowi Morales
Local governments demand more time to study how they can manage the impacts of huge data center projects.
2026-06-16
norfolkdailynews.com
2026-06-16
The Norfolk Daily News
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