Semiconductor News & Analysis Feed
20579 articles
2026-06-12
www.trefis.com
2026-06-12
Trefis
Behind the company's record-breaking performance is a single, extreme number that reveals just how much pressure is in the system, and why that should give investors pause.
After a run of +774.6% over the last 12 months, it’s clear that investors in Micron Technology (MU) are pricing in a nearly perfect future. The company is posting record results, fueled by high AI-driven demand for its memory
2026-06-12
www.bisinfotech.com
2026-06-12
Bisinfotech
www.bisinfotech.com
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2026-06-12
theedgemalaysia.com
2026-06-12
The Edge Malaysia
BERLIN (June 12): Infineon Technologies AG is preparing to open its largest single investment, a €5 billion (US$5.8 billion or RM23.43 billion) semiconductor factory built with the help of European Union subsidies, as the bloc seeks to boost chip production.
The power chip fab, which is an extension of the German company’s Dresden campus, will open on July 2, chief operating officer Alexander Go
2026-06-12
longbridge.com
2026-06-12
Longbridge
TSMC's 3nm capacity remains constrained despite Q2 ramp-up to 160,000–175,000 wafers, failing to meet surging AI-driven demand. Supply chain sources indicate TSMC plans a price hike of up to 15% for 3nm foundry services in H2 2026 due to persistent order backlogs and supply gaps.
Despite TSMC having ramped up its 3nm monthly capacity to 160,000–175,000 wafers in the second quarter, it still canno
2026-06-12
www.marketscreener.com
2026-06-12
marketscreener.com
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Banks Curb Hedge Fund Bets on SK Hynix, Samsung After Rally
1 / 3
Banks Curb Hedge Fund Bets on SK Hynix, Samsung After Rally
Bei Hu
Thu, June 11, 2026 at 11:34 PM PDT 5 min read
000660.KS
+2.33%
005930.KS
+7.86%
2330.TW
+2.67%
TSM
+0.73%
005935.KS
+6.98%
Trade TSM on Coinbase
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(Bloomberg) -- Global banks are curbing hedge funds’ leveraged bets on Asia’s top chipmakers including
2026-06-12
news.futunn.com
2026-06-12
富途牛牛
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2026-06-12
www.reuters.com
2026-06-12
Reuters
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2026-06-12
news.financial
2026-06-12
news.financial
June 12th, 2026 | 08:15 CEST
PAY ATTENTION! SOMETHING IS BREWING HERE: IS HPQ SILICON UNDERVALUED? ARE INFINEON AND SIEMENS ENERGY OVERVALUED?
HYDROGEN
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Photo credits: Pixabay
The global economy is in the midst of one of the biggest industrial upheavals since the advent of the internet. Electric mobility, artificial intelligence (AI), and data centers a
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Lattice Semiconductor (LSCC) Is Down 6.0% After AMI Acquisition Financing Signals Bigger Balance Sheet Bet
Simply Wall St
Thu, June 11, 2026 at 11:11 PM PDT 3 min read
LSCC
+7.92%
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Lattice Semiconductor recently completed a cash-and-stock agreement to acquire AMI for about US$1.65 billion, supported by a US$1.15 billion financing package, amid sector-wide
2026-06-12
www.tradingview.com
2026-06-12
TradingView
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Banks curb hedge fund bets on SK Hynix and Samsung, Bloomberg News reports
Banks curb hedge fund bets on SK Hynix and Samsung, Bloomberg News reports
RefinitivLess than 1 min read
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2026-06-12
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2026-06-12
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Banks Curb Hedge Fund Bets On SK Hynix, Samsung After Wild Moves- Bloomberg News
Banks Curb Hedge Fund Bets On SK Hynix, Samsung After Wild Moves- Bloomberg News
RefinitivLess than 1 min read
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2026-06-12
www.eenewseurope.com
2026-06-12
eeNews Europe
ROHM has developed the TSC3PAK, a top-side cooling package for SiC MOSFETs aimed at high-voltage power conversion in electric vehicles and industrial systems. The 14.00 × 18.58 × 3.50 mm surface-mount package is designed to combine automated mounting with heat dissipation closer to conventional through-hole packages such as TO-247-4L.
2026-06-12
www.azom.com
2026-06-12
AZoM
From Forge Nano
Jun 12 2026
Forge Nano, Inc., a leading U.S. based semiconductor equipment and advanced materials company pioneering Atomic Layer Deposition ("ALD") technology for artificial intelligence ("AI")-era chip manufacturing and defense battery applications, which has signed an agreement to merge with Archimedes Tech SPAC Partners II Co. ("Archimedes II"), today announced that a leading
2026-06-12
news.google.com
2026-06-12
KED Global
2026-06-12
technode.com
2026-06-12
TechNode
Despite TSMC having ramped up its 3nm monthly capacity to 160,000–175,000 wafers in the second quarter, it still cannot fully meet strong customer demand and order backlogs, according to supply chain sources. Industry insiders said TSMC is planning another price increase for 3nm foundry services in the second half of 2026, with hikes of up to 15%.
The Fab 18 complex in the Southern Taiwan Science
2026-06-12
www.bloomberg.com
2026-06-12
Bloomberg.com
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www.trefis.com
2026-06-12
Trefis
In the last five years, Texas Instruments (TXN) stock has returned $30 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let's look at some numbers and compare how this payout power stacks up against the market's biggest capital-return machines.
As it turns out, TXN stock has returned the 62nd highest amount to shareholders in history.
Why should you care? Because