Semiconductor News & Analysis Feed
199 articles
2026-06-16
norfolkdailynews.com
2026-06-16
The Norfolk Daily News
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2026-06-16
www.einnews.com
2026-06-16
EIN News
www.einnews.com
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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.
2026-06-15
digitimes.com
2026-06-15
Taiwan's fabless semiconductor design sector posted its strongest year-over-year growth figures in years as of May 2026, with a cluster of memory-adjacent and storage chip makers leading a recovery that is both remarkable in scale and strikingly uneven in distribution. Of the 105 companies tracked, 69 reported positive accumulated year-over-year growth through May, but the top performers are lappi
2026-06-15
simplywall.st
2026-06-15
simplywall.st
Japan/Semiconductors/TSE:8035
Is Tokyo Electron (TSE:8035) Quietly Redefining Its Chiplet Strategy With Teradyne Test Integration?
June 14, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In June 2026, Teradyne announced an integrated test cell solution for AI and data center chips that combines its UltraFLEXplus platform with Tokyo Electron’s Prexa SDP prober to enable high-qualit
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-13
www.upi.com
2026-06-13
upi.com
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2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
New BIOS updates featuring AMD EXPO Ultra Low Latency support are being released across a plethora of 600-series motherboards by multiple vendors.
2026-06-12
www.kiplinger.com
2026-06-12
Kiplinger
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2026-06-12
www.eenewseurope.com
2026-06-12
eeNews Europe
Belgian research hub Imec has taken another step toward high-frequency chiplet-based systems, extending its 300mm RF silicon interposer platform to support system-level integration of III-V chiplets with Si-CMOS technology. The development targets emerging mmWave and sub-THz wireless applications, as well as high-speed signal handling for next-generation data centers.
2026-06-12
www.newelectronics.co.uk
2026-06-12
New Electronics
www.newelectronics.co.uk
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2026-06-12
www.tweaktown.com
2026-06-12
TweakTown
The current memory crisis means that one of the only real ways to ease the burden on the consumer market and meet the insatiable demand from the AI and data center sectors is for key players to ramp up production of existing and next-gen memory chips. As one of the biggest players in the space, SK hynix is looking to do just that and, in the process, triple its wafer production.2VIEW GALLERY - 2 I
2026-06-12
digitimes.com
2026-06-12
Power semiconductors are taking on a central role as AI data centers move from 800V high-voltage input down through multiple power-conversion stages to the ultra-low voltages used by chips. After the post-pandemic inventory correction, industry players say power semiconductors have shifted "from a supporting role to the lead" under the new AI high-voltage direct current (HVDC) power architecture.
2026-06-12
digitimes.com
2026-06-12
Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers, the shift signals a broader race for cloud AI supply, capacity, and influence, as more firms vie for a share of high-value custom chip demand.
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
This Semiconductor Stock Has More Than Tripled This Year – But Wolfe Research Sees Another 36% Upside
Rounak Jain
Thu, June 11, 2026 at 8:24 AM PDT 3 min read
MU
+5.47%
Trade MU on Coinbase
Trading disclosure
Wolfe raised its Micron forecasts to reflect an approximately 45% increase in memory pricing in the third quarter and stronger pricing trends through 2026.
The firm also raised its calendar
2026-06-11
stocktwits.com
2026-06-11
Stocktwits
stocktwits.com
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2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Bechtel Megafab Deal Tests AI Memory Growth And Cash Discipline
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Micron Technology selected Bechtel as its engineering, procurement, and construction partner for the first phase of its new memory chip megafab in Clay, New York.
The project is described as the largest private investment in New Y
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.barrons.com
2026-06-11
Barron's
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2026-06-11
stocktwits.com
2026-06-11
Stocktwits
stocktwits.com
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