Semiconductor News & Analysis Feed
23091 articles
2026-06-12
www.theinformation.com
2026-06-12
The Information
SpaceX IPO Could Return More Than $60 Billion Each for Founders Fund, Valor
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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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2026-06-12
en.sedaily.com
2026-06-12
Seoul Economic Daily
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2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Colonial Trust Co SC Buys 4,137 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Colonial Trust Co SC boosted its Taiwan Semiconductor Manufacturing stake by 49.7% in the fourth quarter, buying 4,137 shares to bring its total holding to 12,464 shares valued at about $3.79 million.
Institutional interest
2026-06-12
www.businesstimes.com.sg
2026-06-12
The Business Times
Infineon to open 5 billion euro chip fab as part of EU sovereignty push
It benefits from soaring demand for power chips used in AI data centres, which will be produced at the facility
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Published Fri, Jun 12, 2026 · 04:23 PM
Infineon has invested around two billion euros on construction, with the remainder to be spent on more machines, says COO Alexan
2026-06-12
www.harianbasis.co
2026-06-12
HarianBasis.co
www.harianbasis.co
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
NVDA Stock Heads For Fourth Week In Red: Report Says Nvidia Has Begun Vera Chip Pitches To Chinese Customers
Yuvraj Malik
Fri, June 12, 2026 at 1:19 AM PDT 3 min read
NVDA
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Nvidia is reportedly pushing alternative chips to Chinese customers as sales of H200s remain stalled.
NVDA stock has underperformed peers in the chip sector in recent months,
2026-06-12
stocktwits.com
2026-06-12
Stocktwits
stocktwits.com
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2026-06-12
www.eenewseurope.com
2026-06-12
eeNews Europe
Belgian research hub Imec has taken another step toward high-frequency chiplet-based systems, extending its 300mm RF silicon interposer platform to support system-level integration of III-V chiplets with Si-CMOS technology. The development targets emerging mmWave and sub-THz wireless applications, as well as high-speed signal handling for next-generation data centers.
2026-06-12
www.storyboard18.com
2026-06-12
Storyboard18
Smartphone prices could continue rising well into next year as a worsening shortage of memory chips pushes up manufacturing costs across the industry, according to Nothing co-founder and chief executive Carl Pei.
In a post on X, Pei said memory has become the single most expensive component in modern smartphones, overtaking both processors and displays. In some cases, he noted, memory accounts fo
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.marketbeat.com
2026-06-12
MarketBeat
Burkett Asset Management Ltd Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Burkett Asset Management opened a new position in Taiwan Semiconductor Manufacturing, buying 15,060 shares worth about $4.58 million. The stake now makes up 4.6% of the firm’s holdings and is its 6th-largest posit
2026-06-12
news.google.com
2026-06-12
MarketBeat
2026-06-12
www.marketbeat.com
2026-06-12
MarketBeat
Texas Instruments Incorporated $TXN Shares Purchased by Alps Advisors Inc.
Written by MarketBeat
June 12, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Alps Advisors Inc. increased its Texas Instruments stake by 178% in the fourth quarter, bringing its holdings to 217,732 shares worth about $37.8 million. Other large institutional investors also added to positions, and institutions/hedge funds
2026-06-12
www.newelectronics.co.uk
2026-06-12
New Electronics
www.newelectronics.co.uk
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2026-06-12
semiengineering.com
2026-06-12
Semiconductor Engineering
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