Semiconductor News & Analysis Feed
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2026-06-16
www.caledonianrecord.com
2026-06-16
Caledonian Record
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OSLO, Norway--(BUSINESS WIRE)--Jun 16, 2026--
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Murata Collaborates with Synopsys to Provide Simulation Models Through Ansys Electromagnetic
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.
2026-06-16
digitimes.com
2026-06-16
ASML, TSMC, and imec have demonstrated a major advance in the effort to bring two-dimensional (2D) semiconductor materials from research laboratories into high-volume semiconductor manufacturing. At the 2026 IEEE/JSAP Symposium on VLSI Technology and Circuits, the partners unveiled a 300mm wafer integration flow that produced both n-type and p-type 2D-material transistors at a 50nm contacted poly
2026-06-16
digitimes.com
2026-06-16
Samsung Electronics' foundry business is reportedly expanding its strategic relationship with companies led by Elon Musk, with cooperation now spanning electric vehicles and emerging neurotechnology, according to Hankyungreporting.
2026-06-16
digitimes.com
2026-06-16
Shanghai Enflame Technology is nearing a STAR Market listing, bringing another Chinese AI chipmaker closer to public markets while losses, Tencent concentration, and a small share in Nvidia-led accelerators remain unresolved.
2026-06-15
www.ad-hoc-news.de
2026-06-15
AD HOC NEWS
Infineons, Dresden
Infineon's €5B Dresden Fab Nears Completion as Lofty Valuation Tests AI-Led Rally
15.06.2026 - 16:15:05 | boerse-global.de
Infineon stock up 109% to €80; 34x P/E above historical peak. €5B Dresden fab opens July 2 – key test for AI demand amid China supply risks.
Infineons - Infineon's €5B Dresden Fab Nears Completion as Lofty Valuation Tests AI-Led Rally 15.06.2026 - Bild: üb
2026-06-15
tomshardware.com
2026-06-15
Mark Tyson
GoldenEye Recomp v1.0 has been released, providing 'a native PC port of GoldenEye 007 built by statically recompiling the original game into C++' with no emulation involved.
2026-06-15
tomshardware.com
2026-06-15
Luke James
The FBI, Google, and Lumen Technologies say they’ve dismantled a China-based phishing-as-a-service operation called Outsider Enterprise.
2026-06-15
www.dlcompare.com
2026-06-15
DLCompare.com
We've sent an email to validate your registration. From noreply@dlcompare.services
According to a new report from Moore’s Law Is Dead, Nvidia is preparing a refresh of its GeForce RTX 50-series lineup with several RTX 50 Super graphics cards. The rumored lineup includes the RTX 5080 Super, RTX 5070 Ti Super, RTX 5070 Super, and RTX 5060 Super (or RTX 5060 12GB), with launches curren
2026-06-15
digitimes.com
2026-06-15
Galatek Technologies has opened a manufacturing, assembly, and delivery center in Penang, marking the AI-enabled automation and semiconductor equipment supplier's first manufacturing site in Malaysia.
2026-06-15
digitimes.com
2026-06-15
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
2026-06-14
www.thelec.net
2026-06-14
thelec.net
Nvidia's AI data center network infrastructure. (Photo: Nvidia)
South Korean materials, components and equipment companies are gaining traction in the co-packaged optics (CPO) market.
According to industry sources on June 12, Korean optical communication-related companies including RF Materials and Sungho Electronics are supplying key CPO-related components and equipment to global companies.
CP
2026-06-13
tomshardware.com
2026-06-13
Luke James
Netgear filed counterclaims against TP-Link in federal court in Delaware on June 11, accusing its larger rival of false advertising under the Lanham Act.
2026-06-13
tomshardware.com
2026-06-13
Luke James
Anthropic disabled its two most capable AI models, Claude Fable 5 and Claude Mythos 5, for every customer worldwide on Friday.
2026-06-13
tomshardware.com
2026-06-13
Mark Tyson
A watershed moment occurred on the battlefields of Ukraine in 2024 when 10 fully autonomous AI-controlled quadcopter drones were sent to the front lines against Russia with ‘Terminator Mode’ engaged.
2026-06-12
eetimes.com
2026-06-12
NoPo scales HiPco single-walled carbon nanotube output for sub-2-nm chips and anodes.
2026-06-12
www.digitimes.com
2026-06-12
digitimes
As wide-bandgap (WBG) semiconductors like silicon carbide (SiC) and gallium nitride (GaN) take the lead in electric vehicle (EV) powertrains, electronics packaging engineers are facing a thermodynamic reckoning. To extract maximum performance from these...
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2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Infineons, Market
Infineon's Market Cap Breakout: Why AI's Energy Appetite Fueled a 100 Billion Euro Valuation
12.06.2026 - 03:03:49 | boerse-global.de
Infineon's market cap tops EUR 100B as AI data center demand for power semiconductors drives re-rating from cyclical auto supplier to structural growth story.
Infineons - Infineon's Market Cap Breakout: Why AI's Energy Appetite Fueled a 100 Billi
2026-06-12
digitimes.com
2026-06-12
Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers, the shift signals a broader race for cloud AI supply, capacity, and influence, as more firms vie for a share of high-value custom chip demand.
2026-06-12
digitimes.com
2026-06-12
As wide-bandgap (WBG) semiconductors like silicon carbide (SiC) and gallium nitride (GaN) take the lead in electric vehicle (EV) powertrains, electronics packaging engineers are facing a thermodynamic reckoning. To extract maximum performance from these high-frequency, high-efficiency chips, the industry is driving an architectural shift: shrinking inverter volumes, eliminating heavy copper basepl