Semiconductor News & Analysis Feed
20502 articles
2026-06-12
www.investing.com
2026-06-12
Investing.com
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2026-06-12
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2026-06-12
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments Launches Compact Isolated Power Modules for EVs and Data Centers
12.06.2026 - 13:24:32 | ad-hoc-news.de
Texas Instruments has introduced two compact isolated DC/DC power modules for high-power-density designs in EVs and data centers. The launch adds a fresh option for engineers working on tighter power budgets and smaller board spaces.
Texas Inst
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
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Sharon AI Announces Six Year Strategic Compute Collaboration with NVIDIA
Business Wire
Fri, June 12, 2026 at 4:20 AM PDT 5 min read
NVDA
+0.02%
SHAZ
-9.19%
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Trading disclosure
NVIDIA and Sharon AI to deploy 72MW AI factory and up to 40,000 Grace Blackwell GB300 GPUs in Austra
2026-06-12
www.investing.com
2026-06-12
Investing.com
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2026-06-12
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2026-06-12
The Motley Fool
If you had the foresight to invest in Micron (
MU
+11.48%
) and Sandisk (
SNDK
+14.50%
) stock during this time last year, you look like a genius right now. Micron is up about 700%, while Sandisk is up more than 3,800%. Those are monster returns in a short time frame, and would thrill any investor.
But that doesn't matter anymore. What really matters is if these two can continue their run.
Image
2026-06-12
evertiq.com
2026-06-12
Evertiq
© Evertiq
Analysis | June 12, 2026
The semiconductor industry as it is, not as it is told
Dennis Dahlgren
At Evertiq Expo Zürich, Claus Aasholm of Semiconductor Business Intelligence delivered a data-driven examination of a semiconductor industry in structural transition – and the picture looked considerably different from what most quarterly reports suggest.
Claus Aasholm has a habit that most c
2026-06-12
finimize.com
2026-06-12
Finimize
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2026-06-12
www.barrons.com
2026-06-12
Barron's
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2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
The next-gen Xbox Helix is looking in trouble due to surging memory and storage costs that are forcing even a giant like Microsoft to bend down.
2026-06-12
www.benzinga.com
2026-06-12
Benzinga
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2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Semiconductors/NasdaqGS:ON
Is onsemi’s New Elite Pairing Studio a Clue to ON’s AI Power Strategy?
June 12, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Earlier this month, onsemi launched its cloud-based Elite Pairing Studio, an online design tool that helps engineers optimally match SiC MOSFETs and gate drivers for demanding power electronics in AI data centers, e
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Roughly six months ago, we asked whether ASML (NASDAQ: ASML | ASML Price Prediction) finally had a real competitor: xLight, the stealth startup chaired by ousted Intel CEO Pat Gelsinger, was developing free-electron-laser light sources backed by up to $150 million in CHIPS Act funding with the U.S. government taking an equity stake, targeting first silicon wafers by 2028. Half a year on, the threa
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
The Competitive Threat That Never Was: ASML’s Widening Moat Boosts Stock 77% YTD
Trey Thoelcke
Fri, June 12, 2026 at 3:55 AM PDT 3 min read
ASML
+9.53%
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Quick Read
ASML stock surged 77% year-to-date and 142% over the trailing year after Q1 2026 revenue hit $10.34 billion with 53% gross margins.
Pat Gelsinger's xLight remains a lab-stage startup targeting
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
Semiconductors
TechBig Tech
China’s chip design software firms back Huawei’s new scaling law. But can they catch US rivals?
Domestic chip design software vendors embrace Huawei’s Tau Scaling Law, but analysts caution that breaking US dominance is far from easy
3-MIN READ
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Ann Caoin Shanghai
Published: 6:54pm, 12 Jun 2026Updated: 7:00pm, 12 Jun 2026
China’s c
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
Semiconductors
TechBig Tech
China’s chip design software firms back Huawei’s new scaling law. But can they catch US rivals?
Domestic chip design software vendors embrace Huawei’s Tau Scaling Law, but analysts caution that breaking US dominance is far from easy
3-MIN READ
13
Listen
Make SCMP preferred on Google
Ann Caoin Shanghai
Published: 6:54pm, 12 Jun 2026Updated: 7:00pm, 12 Jun 2026
China’s
2026-06-12
www.gadgets360.com
2026-06-12
Gadgets 360
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2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Perseverance Asset Management International Has $8.73 Million Stock Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
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KEY POINTS
Perseverance Asset Management International boosted its stake in Taiwan Semiconductor Manufacturing by 814.8% in the fourth quarter, ending with 28,734 shares valued at about $8.73 milli
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Peterson Wealth Services Sells 175,226 Shares of Cadence Design Systems, Inc. $CDNS
Written by MarketBeat
June 12, 2026
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KEY POINTS
Peterson Wealth Services cut its Cadence Design Systems stake by 93.6% in the fourth quarter, selling 175,226 shares and leaving it with 11,889 shares worth about $3.7 million.
Insiders have also been selling, including VP Paul Scannel
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
AI, Institutional Buying Sends Micron Shares Up by 758%
Lucas Downey
Fri, June 12, 2026 at 3:32 AM PDT 2 min read
MU
-0.14%
Trade MU on Coinbase
Trading disclosure
MU makes memory and storage solutions for AI networks, mobile, and embedded systems used by corporate and individual customers globally. The company’s second-quarter fiscal 2026 report showed $23.9 billion in revenue (a 196% year-over-
2026-06-12
www.koreaherald.com
2026-06-12
The Korea Herald
Samsung Electronics’ foundry chief Han Jin-man (Samsung Electronics)
Samsung Electronics’ foundry chief Han Jin-man said Friday the company’s contract chipmaking business is unlikely to turn profitable next year, making 2028 a more realistic target for a turnaround.
Han, president and head of Samsung Electronics’ foundry business under its Device Solutions division, made the remarks during a man