Semiconductor News & Analysis Feed
2500 articles
2026-06-17
www.trefis.com
2026-06-17
Trefis
Texas Instruments Stock and the Industrial Recovery Hiding in Plain Sight
Before the chipmaker's stock ripped higher, the turnaround in its biggest, most cyclical business was already playing out, quarter by quarter, for anyone listening.
Between December 2025 and June 2026, Texas Instruments (TXN) stock put on a clinic, surging 72.4%. When the company's stock moves like that, the key question b
2026-06-17
news.financial
2026-06-17
news.financial
June 17th, 2026 | 06:45 CEST
THE 500% CHIP RALLY AND TAKEOVERS: AMD, INFINEON, A.H.T. SYNGAS, AND AIXTRON IN THE SPOTLIGHT
SYNGAS
HYDROGEN
TECHNOLOGY
DIGITIZATION
SOFTWARE
CHIPS
Photo credits: Pixabay
Global demand for computing power is growing rapidly, driven primarily by increasingly sophisticated applications in the field of artificial intelligence (AI). According to current forecasts
2026-06-17
digitimes.com
2026-06-17
Huawei has notified partners and channel distributors that it will raise end-customer prices across its Intelligent Collaboration product line from July 1 this year, as the AI computing buildout tightens chip and component supply across the global semiconductor chain. The move follows Lenovo's earlier price increase and underscores mounting cost pressure on enterprise devices.
2026-06-17
digitimes.com
2026-06-17
Taiwan Semiconductor Manufacturing Company (TSMC) and Amkor Technology have signed a 10-year agreement to jointly expand advanced semiconductor packaging capacity in Arizona, a move that would bring a more complete chip supply chain onto American soil.
2026-06-17
digitimes.com
2026-06-17
EssilorLuxottica and Applied Materials have agreed to a long-term partnership to speed development of intelligent optical systems for augmented reality and AI-powered smart eyewear, a move that could help shape future consumer devices used by people around the world. The companies said the effort aims to make advanced display glasses lighter, more capable, and easier to manufacture at scale.
2026-06-17
digitimes.com
2026-06-17
Powerchip Semiconductor Manufacturing (PSMC) announced on June 16 that, effective from May 22, 2026, it purchased semiconductor production facilities and machinery from Lam Research for use in wafer production, in a transaction totaling NT$1.04 billion (approx. US$32.94 million). The move comes as the company steps up investment in equipment and new technologies to seize artificial intelligence (A
2026-06-17
digitimes.com
2026-06-17
Poland is seeking major Taiwanese investment to strengthen its manufacturing base, a shift that could reshape Europe's supply chains and technology capacity. The plan spans electric vehicles, semiconductors, and industrial policy, and reflects how governments are adapting to geopolitical pressure and shortages in key global sectors.
2026-06-17
digitimes.com
2026-06-17
Chinese foundry Nexchip is expanding beyond wafer manufacturing with the establishment of a new wholly owned subsidiary, marking its latest move to deepen its presence across the semiconductor value chain.
2026-06-17
digitimes.com
2026-06-17
India-based Kaynes Technology is seeking outsourced automotive semiconductor orders in Japan, a move that could help establish a foothold for Indian backend chip manufacturing in a market long dominated by East Asia. Japanese partners are backing the effort, but the company still faces strict quality hurdles.
2026-06-17
digitimes.com
2026-06-17
Semiconductor materials suppliers are moving to rebuild depleted inventories and recover sharply higher costs from Samsung Electronics, SK Hynix and other memory chip customers after the 106-day US-Iran war strained supply chains for precursors, specialty gases and other key chipmaking inputs.
2026-06-17
tomshardware.com
2026-06-17
Jake Roach
Intel's enhanced 18A-P has entered risk production, laying the groundwork to ramp the node into full production in the coming months.
2026-06-17
www.govtech.com
2026-06-17
govtech.com
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Why Applied Materials Inc (AMAT) Is Making Big Moves in Singapore
Abdul Rahman
Tue, June 16, 2026 at 11:59 AM PDT 2 min read
AMAT
-3.00%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials Inc (NASDAQ:AMAT) is one of billionaire Ken Fisher's top high growth stock picks. Applied Materials shares have gained more than 85% since the beginning of 2026 and have surged more than 187% over the p
2026-06-17
www.zacks.com
2026-06-17
Zacks Investment Research
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2026-06-17
news.google.com
2026-06-17
Stock Titan
2026-06-17
news.google.com
2026-06-17
Yahoo Finance
2026-06-17
news.google.com
2026-06-17
Business Wire
2026-06-16
news.bloomberglaw.com
2026-06-16
Bloomberg Law News
A Houston federal judge reversed himself late Monday in a Nvidia chip smuggling case by deciding the Justice Department has satisfied discovery obligations without producing nonpublic White House communications on China policy.
In one paragraph at the end of an order delaying the trial, Senior Judge Kenneth Hoyt of the Southern District of Texas granted prosecutors’ request for reconsideration. T
2026-06-16
news.google.com
2026-06-16
Bloomberg Law News
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) is back through the $5 trillion mark. CEO Jensen Huang called “the buildout of AI factories, the largest infrastructure expansion in human history” on the most recent earnings call, and the numbers back him up.
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Data Center revenue hit $75.246 billion in Q1 FY27, up 92% year over year, with Networking alone growing 199%. The stock is up 14.