Semiconductor News & Analysis Feed
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2026-06-13
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2026-06-13
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Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
Kayode Omotosho
Fri, June 12, 2026 at 5:05 PM PDT 2 min read
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Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
What Happened?
A number of stocks jumped in the afternoon session after President Trump canceled planned m
2026-06-13
digitimes.com
2026-06-13
Optical industry leaders Largan and Genius Electronic Optical (GSEO) have recently discussed progress in co-packaged optics (CPO), a key non-smartphone growth driver, and their strategies differ sharply. As customer demand and orders become clearer and more firmly secured, both companies have also turned markedly more confident, having taken a more cautious stance in prior quarters.
2026-06-13
digitimes.com
2026-06-13
Samsung Electronics is set to hold its semiannual global strategy meeting from June 16 to 18, with executives expected to review a split operating environment: strong memory demand is supporting the chip business, while higher component costs are putting pressure on smartphones, PCs, and other consumer devices.
2026-06-13
digitimes.com
2026-06-13
As cloud service providers ramp up investment in AI infrastructure, Edom chairman Wayne Tseng said rising costs for materials, production equipment and labour will keep overall market supply tight in the second half of 2026, with price increases likely to continue. He also said AI is moving from the cloud into enterprise applications, with power, cybersecurity, optics and the medical sector set to
2026-06-13
digitimes.com
2026-06-13
Linkotech said its fan-out panel-level packaging rollout is showing early momentum, with certification from a North American low-Earth-orbit satellite communications customer and first equipment deliveries completed in the first half of 2026. The company said related sales could quickly rise to double digits as a share of annual revenue, with implications for supply chains worldwide.
2026-06-13
digitimes.com
2026-06-13
ITE Tech said its embedded controller chip and HDMI 2.1 retimer have been adopted by a US agentic AI computing platform, with mass production expected as early as the second half of 2026. The win could ripple through global PC supply chains, as the company prepares to serve major brand customers and ODM partners worldwide.
2026-06-13
digitimes.com
2026-06-13
SK Hynix is reviewing rare price increase requests from several tier-one equipment suppliers, a sign that the high-bandwidth memory boom is beginning to reshape pricing power in South Korea's semiconductor equipment supply chain.
2026-06-13
digitimes.com
2026-06-13
During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and Omdia at PCIM Europe 2026, one reality was made clear: frictionless, globalized chip manufacturing is ending. While the conversation reflected industry enthusiasm for new applications such as AI servers and industrial motor drives, it was tempered by macroeconomic re
2026-06-13
digitimes.com
2026-06-13
Nvidia has begun telling Chinese clients that its new Vera central processing unit (CPU) could be available as soon as August and that they can start placing orders, Reutersreported, citing three people familiar with the matter.
2026-06-13
simplywall.st
2026-06-13
simplywall.st
United States/Semiconductors/NasdaqGM:ENPH
Enphase IQ9N GaN Launch Tests Market Optimism And Valuation Risk
June 13, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Enphase Energy (NasdaqGM:ENPH) has launched its IQ9N Microinverter using gallium nitride technology for residential solar systems in Europe.
The product is now available across multiple European countries, expanding the company’s high
2026-06-13
www.msn.com
2026-06-13
MSN
WASHINGTON – President Donald Trump took action June 11 to restore commercial fishing within three of America's marine national monuments in the Pacific Ocean, rolling back protections for areas that are considered pristine ocean ecosystems.
The White House said the move, reported first by USA TODAY ahead of Trump's action, is aimed at boosting the U.S. fishing industry and lowering seafood price
2026-06-13
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2026-06-13
Stock Titan
2026-06-13
investorplace.com
2026-06-13
InvestorPlace
How to Hold the Next Nvidia Through the Noise
The biggest gains often come after the scariest pullbacks.
33m ago · By Jeff Remsburg, Editor, Investing Insider
Source: shutterstock.com/Lemonsoup14
Everyone wants to find the next Nvidia – legendary investor Louis Navellier thinks a better question might be: Can you hold it once you do?
In today’s Friday Digest takeover, Louis explains why today
2026-06-13
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2026-06-13
StockStory
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Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
Lam Research and Applied Materials Shares Skyrocket, What You Need To Know
2 min read
LRCX
+1.18%
AMAT
+2.64%
What Happened?
A number of stocks jumped in the afternoon session after President Trump canceled planned military strikes on Iran and signaled a peace deal could be signed over the weekend.
I
2026-06-13
simplywall.st
2026-06-13
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Stock Valuation After Strong Results And Major Silicon Photonics Contract Wins
June 13, 2026
Simply Wall St
Tower Semiconductor (TSEM) has become a focal point after strong quarterly results, sizeable silicon photonics contracts for 2027 and 2028, and sharp share price swings driven by sector wide volatility and perceived valua
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Infineon’s, Transition
Infineon’s Transition from Component Supplier to Power-System Architect Wins Over Goldman Sachs
12.06.2026 - 21:14:10 | boerse-global.de
Infineon shifts from chipmaker to power architecture provider, partnering with Siemens on SiC modules, raised by Goldman Sachs to €88, and launching €5B Dresden fab for decarbonization.
Infineon’s - Infineon’s Transition from Component Su
2026-06-13
www.upi.com
2026-06-13
upi.com
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