Semiconductor News & Analysis Feed

Navitas Semiconductor (NVTS) was removed from several Russell equity indexes on June 27, 2026, triggering potential rebalancing by index-linked funds and impacting short-term trading dynamics. Despite a recent 35% drop in share price over the past month, the stock has shown strong long-term momentum

The semiconductor packaging and testing industry is intensifying its competitive landscape as TSMC has signed a 10-year agreement with Amkor to expand advanced packaging collaboration in Arizona. This strategic move signals a significant shift in the global semiconductor supply chain, where packagin

Nvidia's launch of the RTX Spark AI superchip represents a significant breakthrough in PC computing, integrating CPU and GPU capabilities to enable local AI agent execution on personal computers. This innovation marks a pivotal moment in the semiconductor industry, with the chip scheduled for fall 2