Semiconductor News & Analysis Feed
112 articles
2026-06-19
tomshardware.com
2026-06-19
Hassam Nasir
Nvidia dupes keep getting more sophisticated as time goes on, with the latest example using a plastic die instead of real silicon on an RTX 4090.
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
2026-06-19
www.marketbeat.com
2026-06-19
MarketBeat
2026-06-18
www.tradingkey.com
2026-06-18
TradingKey
2026-06-18
www.trefis.com
2026-06-18
Trefis
2026-06-17
www.barrons.com
2026-06-17
Barron's
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia's China Woes Deepen As TikTok Parent ByteDance Eyes AI Chips From Iluvatar CoreX, Baidu: Report
Namrata Sen
Tue, June 16, 2026 at 12:31 PM PDT 6 min read
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ByteDance, the parent company of
2026-06-16
simplywall.st
2026-06-16
simplywall.st
United States/Semiconductors/NasdaqGS:POWI
Does Power Integrations’ (POWI) Kyber-Optimized GaN Push Redefine Its High-Voltage AI Data Center Ambitions?
June 16, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In June 2026, Power Integrations introduced two ultra-slim auxiliary power supply reference designs for 800 VDC AI data centers, including a 15 W single-output and a 35 W six-
2026-06-16
www.tradingkey.com
2026-06-16
TradingKey
Qualcomm Inc (QCOM) moved up by 4.27%. The Technology Equipment sector is up by 3.67%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 9.75%; NVIDIA Corp (NVDA) up 3.28%; SanDisk Corporation (SNDK) up 6.23%.
Qualcomm (QCOM) experienced a notable upward movement, driven by a confluence of positive analyst sentiment, anticipation of strat
2026-06-15
news.google.com
2026-06-15
Moomoo
2026-06-15
www.benzinga.com
2026-06-15
Benzinga
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Does onsemi's New GaNEXUS Toolkit Subtly Reframe Its Long-Term Power Leadership Story (ON)?
Simply Wall St
Fri, June 12, 2026 at 12:12 AM PDT 3 min read
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Earlier in June 2026, onsemi launched its GaNEXUS gallium nitride power portfolio and unveiled the cloud-based Elite Pairing Studio to simplify SiC MOSFET–gate driver selection for demanding appli
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.techtimes.com
2026-06-11
Tech Times
By Kyle Belmonte
Published: Jun 11 2026, 06:15 AM EDT
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APPLE.COM
With supplier component production already underway and a September 2026 launch on the horizon, the iPhone 18 Pro is taking shape as an unusual upgrade cycle — one in which the biggest improvement is optical rather than computatio
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
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-10
www.bbc.com
2026-06-10
BBC
World's largest chipmaker does not rule out price rises as costs increase
27 minutes ago
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Suranjana Tewari
Asia Business Correspondent, Hsinchu, Taiwan
BBC
The BBC talks to TSMC in a rare interview at the company's headquarters in Taiwan
The world's largest chipmaker has told the BBC that inflation is pushing up the cost of doing business, and did not rule out
2026-06-09
simplywall.st
2026-06-09
simplywall.st
United States/Communications/NasdaqGS:LITE
Does AI-Fueled Guidance And Nvidia Deal Reshape The Bull Case For Lumentum Holdings (LITE)?
June 09, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Lumentum Holdings recently raised its fourth-quarter guidance and reported very large year-over-year revenue growth, citing intense AI-driven demand for its cloud networking and optical compon
2026-06-09
gagadget.com
2026-06-09
Gagadget.com
DJI is better known for drones than desk accessories, but the company just launched its first standalone GaN charger: the DJI Power 140W GaN Adapter. Priced at $30, it delivers 140W on each of two USB-C ports and takes direct aim at Anker and Baseus, which charge $40–50 for comparable hardware. Availability outside China hasn't been confirmed at major US or UK retailers yet.
GaN (gallium nitride)
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Artificial intelligence (AI) stocks have led the S&P 500's gains throughout this bull market. And chip designers, key players in the AI story, have been among the biggest winners. These companies, such as Nvidia (
NVDA
+1.70%
), Broadcom (
AVGO
+2.81%
), and Advanced Micro Devices, power tasks that are crucial for the development of AI and have been among the first to generate significant revenue