Semiconductor News & Analysis Feed

1969 articles
2026-06-11
www.indexbox.io 2026-06-11 IndexBox
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2026-06-11
www.techradar.com 2026-06-11 TechRadar
Pro A knee-jerk reaction or something more? Nvidia's market cap dropped by almost $330 billion in 24 hours as the AI giant reeled from Broadcom's poor guidance News By Rahim Amir published 6 hours ago A peer-based correction in chipmaker stocks When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. A picture from Nvidia's Computex 2026 Keynote eve
2026-06-11
digitimes.com 2026-06-11
Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers are irreversible, meaning DRAM and flash will stay in short supply, and the memory industry will continue to profit at least throughout the first half of 2027.
2026-06-11
digitimes.com 2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-11
digitimes.com 2026-06-11
While marketing initiatives promote an ultra-fast transition to wide-bandgap (WBG) semiconductors, fully automated smart factories, and an all-electric automotive future, the sentiment across the PCIM Europe 2026 exhibition floor is more pragmatic. The industry has reached a transitional maturity wall where the realities of material physics, fragmented design silos, and macroeconomic supply shocks
2026-06-11
digitimes.com 2026-06-11
Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for the cloud AI connectivity chip supplier as demand grows for scale-up infrastructure in AI clusters.
2026-06-11
digitimes.com 2026-06-11
Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into the stock market and other asset markets. Central bank governor Chin-Long Yang said on June 10 that Taiwan remains far from systemic risk despite concerns over surging market activity.
2026-06-11
digitimes.com 2026-06-11
Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year, pushing large-scale production and deployment beyond 2028. The reports also claim that major cloud service providers (CSPs) could postpone adoption of the technology.
2026-06-11
digitimes.com 2026-06-11
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains tight after disrupting the high-end ABF substrate market. HVLP4 copper foil is set to become the next constraint in the second half of 2026.
2026-06-11
digitimes.com 2026-06-11
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.
2026-06-11
digitimes.com 2026-06-11
Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation server memory platforms.
2026-06-11
digitimes.com 2026-06-11
The Czech Republic and other Central and Eastern European countries have gradually become emerging markets for Taiwanese investment and exports. This follows the donation of vaccines during the Covid-19 pandemic from the Czech Republic to Taiwan, underscoring the shared values of democracy and freedom between the two.
2026-06-11
www.marketwatch.com 2026-06-11 MarketWatch
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2026-06-11
sg.finance.yahoo.com 2026-06-11 Yahoo Finance Singapore
Qualcomm (QCOM) Suffers a Larger Drop Than the General Market: Key Insights Zacks Equity Research Wed, 10 June 2026 at 2:45 pm GMT-7 3 min read QCOM -6.92% ^GSPC -1.62% ^DJI -1.87% ^IXIC -1.98% In the latest close session, Qualcomm (QCOM) was down 6.96% at $191.12. The stock's change was less than the S&P 500's daily loss of 1.62%. Elsewhere, the Dow lost 1.87%, while the tech-heavy Nasdaq lost 1
2026-06-11
www.fool.com 2026-06-11 The Motley Fool
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2026-06-11
www.foxbusiness.com 2026-06-11 Fox Business
Market Vector Indexes CEO Steven Schoenfeld discusses Oracle’s fourth-quarter earnings amid a market pullback in artificial intelligence and semiconductor stocks on 'The Claman Countdown.' Market Vector Indexes CEO Steven Schoenfeld discusses Oracle’s fourth-quarter earnings and the broader AI market. Schoenfeld addresses the semiconductor sector’s recent pullback, calling it a healthy correction
2026-06-11
news.google.com 2026-06-11 Barron's
2026-06-11
www.indexbox.io 2026-06-11 IndexBox
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2026-06-11
finance.yahoo.com 2026-06-11 Yahoo Finance
Amid an Ugly Tech Selloff, Nvidia Director Mark Stevens Ditched 1 Million Shares Anushka Mukherji Wed, June 10, 2026 at 9:57 AM PDT 7 min read WFC -0.04% NVDA -3.73% $SPX Explore stocks on Coinbase Trading disclosure Nvidia logo on phone screen with stock chart by xalien via Shutterstock Last week wasn't exactly a smooth ride for the high-flying tech players. Investors rushed to cash in on some o
2026-06-11
www.tomshardware.com 2026-06-11 Tom's Hardware
PC Components CPUs AMD fires back at Nvidia, claiming 256-core Zen 6 'Venice' CPU beats Vera by 3.3x in rack-level performance — company shares first estimated EPYC Venice benchmarks News By Jake Roach published 4 hours ago Mind the footnotes on this one. (Image credit: AMD) Share this article 2 Join the conversation Follow us Add us as a preferred source on Google Newsletter Subscribe to our n