Semiconductor News & Analysis Feed
71 articles
2026-06-26
www.barrons.com
2026-06-26
Barron's
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2026-06-25
digitimes.com
2026-06-25
AI chipmaker SambaNova could raise between US$800 million and US$1 billion in a new funding round, according to its executive chairman and Intel CEO Lip-Bu Tan. This would raise SambaNova's value to US$10 billion as increasing inferential AI workloads spur a search for alternatives to Nvidia's expensive GPUs.
2026-06-23
digitimes.com
2026-06-23
Fulltech, a glass fiber yarn and cloth maker, said at its 2026 annual general meeting that demand for next-generation AI servers and high-speed switches is lifting specifications and demand for upstream PCB materials. Chairman Yuan-Pin Chang said the share of low DK2 shipments will keep rising in the second half of 2026, helping optimize the product mix and boost revenue and profitability.
2026-06-22
www.indexbox.io
2026-06-22
IndexBox
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2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
Is NVIDIA’s Record US$25 Billion AI Bond Deal Altering The Investment Case For NVDA?
June 21, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
NVIDIA recently completed a record US$25.00 billion multi‑tranche bond sale, its largest to date, to refinance existing notes and fund AI data center and infrastructure expansion tied to growing demand from hypersca
2026-06-20
247wallst.com
2026-06-20
24/7 Wall St.
D.A. Davidson’s head of technology research, Gil Luria, used a CNBC “Closing Bell Overtime” appearance to argue that the chip rally has produced a valuation contradiction investors should not ignore. His framing: both major semiconductor ETFs are up more than 80% this year, while memory names have surged 300% or more, yet the multiples investors are paying across the group cannot all be right at t
2026-06-20
finance.yahoo.com
2026-06-20
Yahoo Finance
Analyst Warns Intel Valuation ‘Doesn’t Make Sense.’ Suggests NVIDIA, AMD, Micron, and Broadcom as Alternatives.
Danielle Liverance
Fri, June 19, 2026 at 10:36 AM PDT 4 min read
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Luria warns Intel's 200+ P/E and NVDA's ~20x earnings imply contradictory AI cycle endpoints investors canno
2026-06-17
digitimes.com
2026-06-17
India-based Kaynes Technology is seeking outsourced automotive semiconductor orders in Japan, a move that could help establish a foothold for Indian backend chip manufacturing in a market long dominated by East Asia. Japanese partners are backing the effort, but the company still faces strict quality hurdles.
2026-06-16
eetimes.com
2026-06-16
The company said it can consume an order of magnitude less power per token versus GPU alternatives.
2026-06-15
www.engineering.com
2026-06-15
Engineering.com
www.engineering.com
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2026-06-15
evertiq.com
2026-06-15
Evertiq
© Liviorki for Evertiq
Business | June 15, 2026
CADFEM APAC, SilTerra partner to advance semiconductor innovation
Evertiq
The partnership brings together CADFEM APAC’s expertise in multiphysics simulation, digital engineering and predictive development frameworks with SilTerra’s knowledge of semiconductor manufacturing, process development and fabrication technologies.
CADFEM APAC, a Hyderabad-ba
2026-06-15
www.indexbox.io
2026-06-15
IndexBox
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2026-06-15
www.insidermonkey.com
2026-06-15
Insider Monkey
NEWS
Published on June 14, 2026 at 3:05 pm by RAMISH CHEEMA in News
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We recently published Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer.
Chip manufacturing giant Intel Corporation (NASDAQ:INTC) is one of the hottest stocks on the market in 2026. The shares are up by 168% year-to-date as
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Jim Cramer Says Intel (INTC) Is An Alternative To TSMC
Ramish Cheema
Sun, June 14, 2026 at 12:05 PM PDT 2 min read
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Chip manufacturing giant
2026-06-14
tomshardware.com
2026-06-14
Luke James
NIST has demonstrated a metal 3D printing method that stirs molten metal during the print by sending the laser along looping elliptical paths instead of straight lines.
2026-06-14
news.google.com
2026-06-14
IndexBox
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
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CADFEM APAC and SilTerra Malaysia Partner to Advance Semiconductor Innovation Through Simulation-Driven Engineering
PR Newswire
Thu, June 11, 2026 at 9:00 PM PDT 3 min read
HYDERABAD, India and SEBERANG PERAI, Malaysia, June 12, 2026 /PRNewswire/ -- The semiconductor industry is under growing pressure
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
CADFEM APAC and SilTerra Malaysia Partner to Advance Semiconductor Innovation Through Simulation-Driven Engineering
PR Newswire
Thu, June 11, 2026 at 6:30 PM PDT 2 min read
SEBERANG PERAI, Malaysia, June 12, 2026 /PRNewswire/ -- The semiconductor industry is under growing pressure to deliver more capa
2026-06-11
digitimes.com
2026-06-11
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen.
2026-06-11
blogs.nvidia.com
2026-06-11
NVIDIA Blog
For Robotaxis, Safety Must Be Built In, Not Bolted On
June 10, 2026 by Riccardo Mariani
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A car pulls up to the curb. The app says, “Your ride is here.” No one’s in the driver’s seat. For people who live in one of the dozens of cities now hosting robotaxi services, this is already a reality.
The robotaxi industry has moved from prototype milestones to commercial operations, with an expan