Semiconductor News & Analysis Feed
167 articles
2026-06-25
www.industrialinfo.com
2026-06-25
Industrial Info Resources
A new era of policy-driven capital spending. The U.S. industrial and energy construction sectors are presently shaped by a confluence of macroeconomic and legislative forces.
The global pharmaceutical and biotechnology sector is entering a period of robust capital spending, driven by a structural shift toward outsourcing and an urgent need for advanced manufacturing capabilities.
Data center inf
2026-06-25
today.westlaw.com
2026-06-25
Westlaw Today
today.westlaw.com
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2026-06-25
digitimes.com
2026-06-25
On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor confidence in the AI infrastructure boom. Analysts said the company's expanding portfolio of multi-year customer agreements could help reduce the memory industry's traditional volatility, while persistent supply constr
2026-06-24
www.bisinfotech.com
2026-06-24
Bisinfotech
www.bisinfotech.com
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2026-06-24
www.bisinfotech.com
2026-06-24
Bisinfotech
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2026-06-24
itif.org
2026-06-24
Information Technology and Innovation Foundation (ITIF)
The Trump administration has imposed tariffs on semiconductor imports on national security grounds under Section 232 of the Trade Expansion Act. These tariffs would raise ICT prices and thereby lower ICT consumption and capital stocks, which would reduce economic growth and lower Americans’ living standards.
2026-06-23
digitimes.com
2026-06-23
Google released a 30,000-word AI roadmap on June 14 that, for the first time, clearly defines AI having the capability of 100 million humans as a key milestone on the path to artificial superintelligence (ASI). The plan outlines a three-stage evolution from today's large models to artificial general intelligence (AGI) and then ASI, reinforcing expectations that AI capabilities will keep expanding
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
TSMC (TSM) Advances While Market Declines: Some Information for Investors
TSMC (TSM) Advances While Market Declines: Some Information for Investors · Zacks
Zacks Equity Research
Mon, June 22, 2026 at 2:45 PM PDT 3 min read
2330.TW
-2.61%
^GSPC
-1.44%
^DJI
-0.09%
^IXIC
-2.21%
TSM
-6.69%
Trade TSM on Coinbase
Trading disclosure
TSMC (TSM) closed at $467.67 in the latest trading session, marking a +
2026-06-22
www.bisinfotech.com
2026-06-22
Bisinfotech
www.bisinfotech.com
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2026-06-18
news.google.com
2026-06-18
InformNNY.com
2026-06-18
www.bisinfotech.com
2026-06-18
Bisinfotech
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2026-06-18
www.bisinfotech.com
2026-06-18
Bisinfotech
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2026-06-18
www.bisinfotech.com
2026-06-18
Bisinfotech
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2026-06-18
digitimes.com
2026-06-18
SK Group's combined market capitalization on the South Korean stock market surpassed KRW2,000 trillion (US$1.32 trillion) for the first time as of the June 16 close, driven by strength in AI memory demand and a high-profile visit by Nvidia's CEO that reinforced ties with SK Hynix and broader AI infrastructure plans. According to reports from SBS, YTN, ET Newsand Yonhap, the group's 19 listed subsi
2026-06-18
digitimes.com
2026-06-18
Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan's two leading suppliers, Yageo and Walsin Technology. Average book-to-bill ratios at both companies have risen above 1.3, placing industry conditions near their highest levels in recent years and reinforcing expectations for sequential growth through 2026.
2026-06-17
www.sony-semicon.com
2026-06-17
sony-semicon.com
Sony Semiconductor Solutions Corporation (Sony) today announced the upcoming release of the LYTIA L910, an approximately 50-effective megapixel*1 image sensor for mobile applications delivering 100 dB high dynamic range imaging with low power consumption.
This is the first product in the LYTIA lineup with the LOFIC*2 structure. It also features the new HDR technology and logic circuit technology
2026-06-16
www.infoworld.com
2026-06-16
InfoWorld
Nvidia’s RTX Spark paints a future in which AI agents and locally tuned language models live on the laptop in your backpack.
Credit: ViDI Studio/Shutterstock.com
Nvidia’s new RTX Spark is one of the most interesting personal computing announcements in years. That’s because it’s not just another PC platform, but tries to redefine the role of the personal computer in the age of AI. Announced at Co
2026-06-16
www.bisinfotech.com
2026-06-16
Bisinfotech
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2026-06-16
eetimes.com
2026-06-16
Pablo Valerio
Researchers at the University of São Paulo use RISC-V to build the Internet of Trees, a real-time monitoring network for the Amazon rainforest.
2026-06-16
digitimes.com
2026-06-16
Qualcomm has been in talks to acquire Tenstorrent, an AI chip startup, The Informationreported, citing a person with direct knowledge of the deal. The two companies have discussed a price of US$8 billion to US$10 billion, the person said, a significant premium to Tenstorrent's last known valuation.