Semiconductor News & Analysis Feed
2500 articles
2026-06-16
digitimes.com
2026-06-16
The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty gas used in chip manufacturing. Planned production adjustments or exits by some Japanese suppliers in the second half of 2026 have intensified concerns over tighter global supply, sending prices sharply higher and raising the risk of disruption into 2027.
2026-06-16
digitimes.com
2026-06-16
South Korea has begun planning a large-scale research and development program for next-generation power semiconductors as part of its broader "Ultra-Innovation Economy Project," according to a report by the Seoul Economic Daily.
2026-06-16
digitimes.com
2026-06-16
AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance, reduce infrastructure costs, and accelerate the deployment of AI, analytics, and high-performance workloads across cloud and enterprise systems.
2026-06-16
digitimes.com
2026-06-16
Samsung Electronics has secured key technology for a 5nm-class magnetoresistive random-access memory cell, according to Korean financial daily Sedaily, moving ahead just four months after presenting what it described as the world's first 8nm-class MRAM at an international conference.
2026-06-16
digitimes.com
2026-06-16
China has achieved mass production of ultra-pure silicon, according to the state-owned China National Nuclear Corporation (CNNC) — an essential material for building silicon-based quantum computers. The breakthrough builds on a government push to sharpen its quantum research edge and reduce its reliance on foreign technology supply chains more broadly.
2026-06-16
digitimes.com
2026-06-16
AI, high-performance computing, and early pull-ins from TV, PC, and notebook supply chains pushed the global foundry market to a record high in the first quarter of 2026. China's Nexchip Semiconductor delivered the key ranking shift, overtaking Taiwan's Vanguard International Semiconductor (VIS) for the first time to become the world's eighth-largest foundry.
2026-06-16
digitimes.com
2026-06-16
ASML, TSMC, and imec have demonstrated a major advance in the effort to bring two-dimensional (2D) semiconductor materials from research laboratories into high-volume semiconductor manufacturing. At the 2026 IEEE/JSAP Symposium on VLSI Technology and Circuits, the partners unveiled a 300mm wafer integration flow that produced both n-type and p-type 2D-material transistors at a 50nm contacted poly
2026-06-16
stocktwits.com
2026-06-16
Stocktwits
stocktwits.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a0cdc3399c32a9d6
Performance and Security by Cloudflare
Privacy
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
There is an unknown connection issue between Cloudflare and the origin web server. As a result, the web page can not be displayed.
There is an issue between Cloudflare's cache and your origin web server. Cloudflare monitors for these errors and automatically investigates the cause. To help support the investigation, you can pull the corresponding error log from your web server and submit it our s
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
Alex Sirois
Mon, June 15, 2026 at 3:10 PM PDT 4 min read
MU
-6.18%
ORCL
-2.24%
Explore stocks on Coinbase
Trading disclosure
Quick Read
Memory margins historically collapse below 30% in downturns; Micron's current 74% gross margins and 760% one-year run signal a classic peak-cycle setup.
Oracle (ORCL) fell
2026-06-16
markets.businessinsider.com
2026-06-16
markets.businessinsider.com
Shenzhen, China, June 15, 2026 (GLOBE NEWSWIRE) -- Shenzhen Jewellok Technology Co., Ltd., a leading manufacturer of ultra-high purity fluid control and gas delivery solutions, today announced the continued expansion of its advanced product portfolio, including the VMB Gas Cabinet, Gas Changeover Manifold, and bulk chemical delivery system (CDS) technologies designed for semiconductor, photovoltai
2026-06-16
www.gurufocus.com
2026-06-16
GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website.
Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details.
Cloudflare Ray ID: a0cda4fb2d121315 • Your IP: Click to reveal • Performance & security by Cloudflare
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
AMD acquires MEXT to get Predictive Memory Engine that offloads infrequently accessed data from DRAM to NAND storage.
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
2026-06-16
tomshardware.com
2026-06-16
Jowi Morales
Local governments demand more time to study how they can manage the impacts of huge data center projects.
2026-06-16
www.tradingkey.com
2026-06-16
TradingKey
Texas Instruments Inc (TXN) moved up by 3.85%. The Technology Equipment sector is up by 3.71%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 9.52%; NVIDIA Corp (NVDA) up 3.49%; SanDisk Corporation (SNDK) up 6.20%.
Texas Instruments shares experienced significant upward movement today, driven by a confluence of positive company-specifi
2026-06-16
wccftech.com
2026-06-16
Wccftech
The datacenter segment is preparing for the first wave of next-gen 800V HDVC systems that will power NVIDIA & Google infrastructure this year.
As Datacenters continue to outstrip electricity generation, the need for more power-efficient & versatile solutions has become essential. This is why major companies like NVIDIA & Google have invested heavily in 800V DC or HVDC (High-Voltage Direct Current
2026-06-16
news.google.com
2026-06-16
Las Vegas Review-Journal
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
Nvidia (NASDAQ:NVDA | NVDA Price Prediction) has been a huge winner of the AI revolution, but the big question is whether the competition is finally getting a chance to catch up. It seems like every big tech firm with enough money to spend wants to build its own custom silicon, and it makes a lot of sense, especially since how much money is flowing into Nvidia’s pockets for its GPUs. With a likely
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Move Over, NVIDIA. Meta’s Chip Ambitions May Yet to Be Priced Into the Stock
Joey Frenette
Mon, June 15, 2026 at 9:12 AM PDT 4 min read
META
+5.30%
Trade META on Coinbase
Trading disclosure
Quick Read
Custom silicon from Meta and Google is pressuring Nvidia's GPU dominance, with hyperscalers potentially selling AI compute to third parties.
Zuckerberg's wartime AI approach and MTIA's six-month in