Semiconductor News & Analysis Feed
20502 articles
2026-06-12
tomshardware.com
2026-06-12
Bruno Ferreira
Hades malware campaign now tricks AI bots into not scanning development packages, as prompts for bio- and nuclear weapons trigger failsafe mechanisms.
2026-06-12
www.thelec.net
2026-06-12
thelec.net
Applied Materials' newly completed Tampines campus in Singapore. (Photo: Applied Materials)
Applied Materials said on June 10 that it had significantly expanded its manufacturing operations in Singapore to address growing demand for artificial intelligence semiconductors.
The company recently completed construction of its Tampines campus in Singapore and has begun operations at the site. Applied
2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Infineon, The
Infineon: The Unseen Backbone of AI’s Power Grid Draws Goldman’s Upgrade
12.06.2026 - 12:14:36 | boerse-global.de
Infineon shares fell 2.4% on Broadcom caution but Goldman raised target to €88. The chipmaker shifts from auto supplier to AI power infrastructure with Dresden fab and Nvidia security partnership.
Infineon - Infineon: The Unseen Backbone of AI’s Power Grid Draws Goldman
2026-06-12
www.trendforce.com
2026-06-12
TrendForce
[News] NVIDIA Reportedly Opens Vera CPU Sales to China as Early as August as H200 Shipments Stall
2026-06-12 Semiconductors editor
News
Please note that this article cites information from Reuters, Tom’s Hardware, and Nikkei.
While NVIDIA continues to face hurdles in shipping its H200 AI accelerators to China, the company may be opening a new channel into the market. According to Reuters
2026-06-12
tomshardware.com
2026-06-12
Bruno Ferreira
AMD took over four months to fix a critical security bug in its autoupdater, and the security researcher didn't see a dime for his efforts
2026-06-12
www.benzinga.com
2026-06-12
Benzinga
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2026-06-12
www.moomoo.com
2026-06-12
Moomoo
__fail__
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Sumitomo Mitsui Financial Group Inc. Purchases New Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Sumitomo Mitsui Financial Group reported a new fourth-quarter stake in Taiwan Semiconductor Manufacturing, buying 1,230 shares worth about $370,000.
Other institutional investors also added to TSMC posit
2026-06-12
www.eenewseurope.com
2026-06-12
eeNews Europe
NVIDIA says its GPUs with Confidential Computing are now being used for confidential inference in Apple’s Private Cloud Compute, as Apple extends the system beyond its own data centres to Google Cloud. The move brings NVIDIA Blackwell GPUs into the hardware security architecture that supports some server-side Apple Intelligence workloads.
2026-06-12
www.electronicsweekly.com
2026-06-12
Electronics Weekly
__fail__
2026-06-12
tomshardware.com
2026-06-12
Mark Tyson
Tens of officers have been fired, and some even arrested, for abuse of the Flock license plate reader system used by police departments throughout the US, according to a new report.
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Sold by Nuveen LLC
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Nuveen LLC cut its TSM stake by 5.8% in the fourth quarter, selling 154,963 shares and leaving it with 2.53 million shares valued at about $768.3 million.
TSMC continues to post strong operating results and investor support, reporting $3.11
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Parnassus Investments LLC Has $114.57 Million Holdings in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
Parnassus Investments LLC cut its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 3.9% in the 4th quarter, according to the company in its most recent Form 13F filing w
2026-06-12
wccftech.com
2026-06-12
Wccftech
NVIDIA has reportedly reached out to several Chinese clients to adopt its upcoming Vera CPUs & there is a lot of interest building up.
NVIDIA's GPUs have faced a hard time in China. The company saw US regulations restrict them from selling Hopper chips, while the more advanced Blackwell generation is entirely banned. NVIDIA's CEO stated a few months back that their China share has dropped to Zero
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
Micron Technology (
MU
+11.48%
) and Intel (
INTC
+9.34%
) are popular with investors right now because the artificial intelligence (AI) boom represents a significant growth opportunity for both companies. The stocks have added 228% and 192%, respectively, this year. Yet, certain Wall Street analysts think Micron and Intel are wildly overvalued.
William Kerwin at Morningstar has given Micron a ta
2026-06-12
www.xtb.com
2026-06-12
XTB.com
Nvidia’s decision to begin selling its Vera processors in China could prove to be one of the most important developments for investors following the AI sector in 2026. At first glance, this may appear to be little more than the launch of a new server processor. In reality, however, much more is at stake. For the first time since the tightening of U.S. export restrictions, Nvidia is attempting to r
2026-06-12
constructiondigital.com
2026-06-12
Construction Digital
Micron Technology has selected Bechtel to partner on the engineering, procurement and construction (EPC) of the first phase of Micron’s memory manufacturing complex in Clay, New York.
The site is planned to become the largest semiconductor manufacturing facility in the US. Micron is investing US$100bn in the project, marking the largest private investment in New York State’s history.
The global
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
TCTC Holdings LLC Boosts Position in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
TCTC Holdings LLC grew its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 265.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fu
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Texas Instruments (TXN) Stock After 67% YTD Surge Is The Current Price Justified
June 12, 2026
Simply Wall St
Reviewed by Bailey Pemberton
If you are wondering whether Texas Instruments' current share price still offers value, it helps to step back and look at what the recent returns and valuation checks are really telling you.
The stock closed at US$297.1
2026-06-12
en.sedaily.com
2026-06-12
Seoul Economic Daily
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