Semiconductor News & Analysis Feed
43 articles
2026-06-25
digitimes.com
2026-06-25
The global semiconductor packaging and testing race is heating up as TSMC recently signed a 10-year agreement with Amkor to expand advanced packaging collaboration in Arizona, drawing close market attention to how the rivalry with ASE and Amkor will reshape market share. ASE Chief Operating Officer Tien Wu said he is "optimistic," stating that strong demand from US customers and the need to divers
2026-06-24
siliconcanals.com
2026-06-24
Silicon Canals
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Micron Earnings Have Never Looked Better. Start Worrying.
Trefis Team
Tue, June 23, 2026 at 8:04 AM PDT 4 min read
MU
-0.01%
MSFT
+0.16%
GOOGL
+1.91%
META
+0.43%
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Trading disclosure
Image by Nico Franz from Pixabay
Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-
2026-06-23
www.trefis.com
2026-06-23
Trefis
Micron Earnings Have Never Looked Better. Start Worrying.
June 23rd, 2026 by Trefis Team
-66.45%
Downside
1052
Market
353
Trefis
MU
Micron Technology
Micron Technology’s stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion – among the largest single-year gains in the company’s four-decade trading history. The rally is driven by surging dem
2026-06-20
www.cnx-software.com
2026-06-20
CNX Software
POSTED ON
JUNE 20, 2026 BY JEAN-LUC AUFRANC (CNXSOFT) - 7 COMMENTS
ON PINE64 PINEVOICE – A $50 RISC-V SMART SPEAKER FOR HOME ASSISTANT BASED ON BOUFFALO LAB BL606P MCU
Pine64 Pinevoice – A $50 RISC-V Smart Speaker for Home Assistant based on Bouffalo Lab BL606P MCU
After over two years in the making, Pine64 has now launched the PineVoice (previously PineVox) smart speaker based on the Bouffalo La
2026-06-20
liliputing.com
2026-06-20
Liliputing
More than two years after introducing a hacker-friendly smart speaker, Pine64 is now taking orders for its answer to the Amazon Echo, Google Home, and Apple HomePod line of devices.
The PineVoice* smart speaker has a lot of the features you’d expect from mainstream models. But it’s powered by a RISC-V processor and designed to work with the open source Home Assistant platform rather than propriet
2026-06-16
www.benzinga.com
2026-06-16
Benzinga
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2026-06-15
digitimes.com
2026-06-15
Taiwan's fabless semiconductor design sector posted its strongest year-over-year growth figures in years as of May 2026, with a cluster of memory-adjacent and storage chip makers leading a recovery that is both remarkable in scale and strikingly uneven in distribution. Of the 105 companies tracked, 69 reported positive accumulated year-over-year growth through May, but the top performers are lappi
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Roughly six months ago, we asked whether ASML (NASDAQ: ASML | ASML Price Prediction) finally had a real competitor: xLight, the stealth startup chaired by ousted Intel CEO Pat Gelsinger, was developing free-electron-laser light sources backed by up to $150 million in CHIPS Act funding with the U.S. government taking an equity stake, targeting first silicon wafers by 2028. Half a year on, the threa
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
The Competitive Threat That Never Was: ASML’s Widening Moat Boosts Stock 77% YTD
Trey Thoelcke
Fri, June 12, 2026 at 3:55 AM PDT 3 min read
ASML
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Quick Read
ASML stock surged 77% year-to-date and 142% over the trailing year after Q1 2026 revenue hit $10.34 billion with 53% gross margins.
Pat Gelsinger's xLight remains a lab-stage startup targeting
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Nvidia CEO Jensen Huang Just Declared War on Intel, AMD, and Qualcomm -- and the PC Market Will Never Be the Same
Keith Speights, The Motley Fool
Tue, June 9, 2026 at 1:05 AM PDT 4 min read
NVDA
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INTC
+11.19%
AMD
+5.14%
QCOM
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Trading disclosure
It took a while for the full impact of the personal computer to be appreciated after John Blankenbaker introduced t
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
It took a while for the full impact of the personal computer to be appreciated after John Blankenbaker introduced the first PC -- the Kenbak-1 -- in 1971. It might also take a while to digest the ramifications of Nvidia (
NVDA
+1.70%
) CEO Jensen Huang's proclamation a few days ago, "The PC is being reinvented."
What we can know now, though, is that Huang declared war on Intel (
INTC
+11.11%
), A
2026-06-07
tomshardware.com
2026-06-07
Hassam Nasir
The CPU market has never been this fierce.
2026-06-06
tomshardware.com
2026-06-06
Zhiye Liu
Hardware leaker shares photographs and benchmarks for Nvidia's GeForce RTX 3050 Ti desktop graphics card that was never released.
2026-05-30
www.fool.com
2026-05-30
The Motley Fool
Having confidence in a stock can mean multiple things. However, when I say I've never been more confident in a specific stock than I am right now, I am combining market-crushing returns with confidence. Those two attributes are rarely found together, as higher potential returns are normally associated with higher risk, but that doesn't seem to be the case with Nvidia (
NVDA
1.00%
).
Nvidia's succ
2026-05-29
tomshardware.com
2026-05-29
Aaron Klotz
Linux developers are discussing removing x32 ABI from the Linux kernel; a hybrid x32/64-bit mode that was never widely adopted by software developers.
2026-05-28
digitimes.com
2026-05-28
Synopsys reported divergent regional performance in the second quarter, with China showing sequential growth while North America and Europe declined, as demand patterns for semiconductor design tools and simulation software remained uneven across end markets.
2026-05-22
www.barchart.com
2026-05-22
Barchart.com
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2026-05-19
finance.yahoo.com
2026-05-19
Yahoo Finance
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2026-05-14
finance.yahoo.com
2026-05-14
Yahoo Finance
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