Semiconductor News & Analysis Feed
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2026-06-12
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ASML May Benefit More From the AI Memory War Than TSMC
DR. ROBERT CASTELLANO
Updated Fri, June 12, 2026 at 10:37 PM GMT+8
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Quick Read
The HBM market is set to triple to $60 billion by 2026, forcing Samsung, SK hynix, and Micron into an aggressive EUV technology arms race.
ASML benefits regardless of the HBM winner as MU accelerates EUV system purchases from 1 in 2023 to 8 by 2027.
Act now: the
2026-06-12
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2026-06-12
Bruno Ferreira
Nightmare-Eclipse's vendetta against Microsoft and Windows continues apace — researcher publishes RoguePlanet and GreatXML local privilege escalation zero-day exploits
2026-06-12
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2026-06-12
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Jim Cramer on NVIDIA: “It Is Being Slaughtered Like Everything Else”
Syeda Seirut Javed
Fri, June 12, 2026 at 7:45 AM PDT 2 min read
NVDA
-0.03%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) was among the stocks Jim Cramer commented on, saying that tech stocks cannot be trusted to lead anymore. Cramer noted that the company stands to benefit from the upcoming IPOs.
2026-06-12
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2026-06-12
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2026-06-12
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Infineon’s, Dresden
Infineon’s Dresden Fab Lights Up Three Months Early as AI’s Energy Needs Reshape the Chipmaker’s Valuation
12.06.2026 - 16:43:20 | boerse-global.de
Infineon's €5B Dresden fab starts July 2026, ahead of schedule. AI revenue to hit €1.5B, Goldman raises target to €88 amid growing data center and auto demand.
Infineon’s - Infineon’s Dresden Fab Lights Up Three Months Early as AI
2026-06-12
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2026-06-12
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2026-06-12
Electronic Products & Technology
Sourceability report highlights continued memory allocation, AI-adjacent tightening and raw-material cost pressure
The electronics industry continues to see supply chain constraints squeeze the chip market as geopolitics and AI impact lead times and prices, according to a report from hybrid global distributor Sourceability. The report details how the electronic components market is being shaped b
2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
New BIOS updates featuring AMD EXPO Ultra Low Latency support are being released across a plethora of 600-series motherboards by multiple vendors.
2026-06-12
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2026-06-12
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Synopsys claims to help customers accelerate silicon innovation, reduce risk, and bring increasingly complex AI-driven systems to market faster. In an exclusive interaction, Sudeep Shivalli, Regional Sales Director, GTM, Synopsys India, tells Bhavya Bagga, Business Reporter, CXO Media, how they are embedding AI across their platforms to enable intelligent design explorat
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2026-06-12
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NEWS
Harvard University’s Favorite AI Stock Pick: Taiwan Semiconductor (TSM)
Published on June 12, 2026 at 9:55 am by FAHAD SALEEM in News
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We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Harvard University Stock Portfolio 2026: Top 5 Picks).
Harvard’s Stake: $232,102,708
Taiwan Semiconductor (NYSE:TSM) is the biggest hol
2026-06-12
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2026-06-12
Yahoo Finance
The Best Semiconductor ETFs: How You Can Mine the AI Gold Rush
Tony Dong, MSc, CETF
Fri, June 12, 2026 at 6:57 AM PDT 10 min read
MU
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2026-06-12
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2026-06-12
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Harvard Increases Stake in Taiwan Semiconductor (TSM)
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June 12, 2026
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Harvard Management significantly increased its holding in Taiwan Semiconductor Manufacturing Co. (TSM), reporting 686,796 shares valued at $232.1 million as of Q1 2026, pe
2026-06-12
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2026-06-12
Yahoo! Finance Canada
Harvard University’s Favorite AI Stock Pick: Taiwan Semiconductor (TSM)
Fahad Saleem
Fri, June 12, 2026 at 6:55 a.m. PDT 2 min read
TSM
+0.87%
We just covered
Harvard University Stock Portfolio 2026: Top 10 Picks. Taiwan Semiconductor (NYSE:TSM) ranks #1 (see Harvard University Stock Portfolio 2026: Top 5 Picks).
Harvard’s Stake: $232,102,708
Taiwan Semiconductor (NYSE:TSM) is the biggest hold
2026-06-12
simplywall.st
2026-06-12
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix (KOSE:A000660) Stock Valuation Check After Strong Recent Momentum
June 12, 2026
Simply Wall St
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What SK hynix’s recent share performance might be telling investors
SK hynix (KOSE:A000660) has drawn fresh attention after a very large past 3 months return, putting its semiconductor story back in focus for investors watchi
2026-06-12
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2026-06-12
AD HOC NEWS
Rohm, JP3982800009
Rohm SCT4013DLL 750 V SiC MOSFET: AI-ready power device for modern data centers
12.06.2026 - 15:54:08 | ad-hoc-news.de
Rohm's SCT4013DLL 750 V SiC MOSFET targets high-efficiency, high-voltage power stages in AI server battery backup units and industrial systems, combining low loss, compact packaging and robust reliability for demanding data center and power applications.
Rohm
2026-06-12
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2026-06-12
Investing.com
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