Semiconductor News & Analysis Feed
630 articles
2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Infineon, DE0006231004
Infineon CoolMOS CFD7A: automotive MOSFET platform for 800 V powertrains
14.06.2026 - 17:31:32 | ad-hoc-news.de
Infineon’s CoolMOS CFD7A automotive-qualified superjunction MOSFET family targets 400 V and 800 V electric powertrains, combining low switching losses with robust short-circuit capability for on-board chargers and DC-DC converters.
Infineon - Stiller Moment vor d
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
www.quiverquant.com
2026-06-14
Quiver Quantitative
Capacity Expansion Focus: Social media conversations center on TSMC's aggressive plans to construct multiple new fabrication facilities each year. Analysts note the firm's target of six-figure monthly wafer output by 2029 amid sustained high demand.
Supply Constraints Persist: Recent commentary emphasizes that TSMC's Arizona plant remains fully booked through 2027, with big tech clients continuin
2026-06-14
tomshardware.com
2026-06-14
Jowi Morales
This could potentially hit two birds with one stone — reduce e-waste and reduce data center component demand.
2026-06-14
www.marketbeat.com
2026-06-14
MarketBeat
Healthcare of Ontario Pension Plan Trust Fund Sells 919,441 Shares of Texas Instruments Incorporated $TXN
Written by MarketBeat
June 14, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
Healthcare of Ontario Pension Plan Trust Fund cut its Texas Instruments stake by 61.2% in Q4, selling 919,441 shares and leaving it with 583,876 shares valued at about $101.3 million.
Texas Instruments reported be
2026-06-14
www.ad-hoc-news.de
2026-06-14
AD HOC NEWS
Goldman’s, Derivatives
Goldman’s Derivatives Push Signals a New Chapter for Infineon’s AI Infrastructure Play
14.06.2026 - 04:33:58 | boerse-global.de
Goldman Sachs raises Infineon stake to 5.15% via derivatives, bullish on AI and electrification. Stock up 123% YoY but trades well above averages.
Goldman’s - Goldman’s Derivatives Push Signals a New Chapter for Infineon’s AI Infrastructure Play 1
2026-06-14
news.google.com
2026-06-14
IndexBox
2026-06-14
investorplace.com
2026-06-14
InvestorPlace
Meet Eric Fry
Nvidia Returned 30% Last Year, but This Stock Could Return 1,000%
There's only so much higher a $5 trillion stock can go.
25m ago · By Eric Fry, Editor, Fry's Investment Report
Listen to the audio version of this article (generated by AI).
Hello, Reader.
There’s one simple problem with investing in a company like Nvidia Corp. (NVDA):
There’s only so much upside left to a $5
2026-06-14
tradersunion.com
2026-06-14
Traders Union
Bill Gurley points out that discussions on AI chips in China often focus solely on Huawei, overlooking a broader ecosystem. He emphasizes that, similar to the U.S. having companies like Cerebras, Google TPU, Amazon Tanium, and AMD, China boasts a significant range of AI chip competitors. Gurley highlights Cambricon as an example, noting its $40 billion market cap and public listing.
2026-06-13
www.cnet.com
2026-06-13
CNET
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2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Nvidia’s, Double
Nvidia’s Double Game: A $10 Billion Infrastructure Play and a $170 Billion Chip Market
13.06.2026 - 13:53:25 | boerse-global.de
Nvidia’s stock hugs its 50-day moving average, but the company is quietly engineering two seismic shifts: a $10B+ data-center co-ownership with KKR and a pivot to agentic AI chips that could expand the server market to $170B by 2030.
Nvidia’s - Nvidia’s
2026-06-13
www.chartmill.com
2026-06-13
ChartMill
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Taiwan Semiconductor-SP ADR (NYSE:TSM) Displays Perfect Technical and Strong Growth Ratings
By Mill Chart – Last update: Jun 13, 2026
Quotes Stocks Mentioned
Article Mentions:
TSM
(423.93 ▲ 0.68%)
The method behind this stock pick starts with a simple premise: growth stocks are best bought when the business is compounding and the chart is cooper
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Navitas Semiconductor (NVTS) Is Down 6.7% After Nvidia AI MGX Showcase Tie‑In And $500M ATM Plan
Simply Wall St
Fri, June 12, 2026 at 9:13 PM PDT 3 min read
NVTS
+5.31%
NVDA
+0.16%
Explore stocks on Coinbase
Trading disclosure
In recent days, Navitas Semiconductor announced a new ultra‑high‑voltage UHV‑TO‑247‑4‑ISO SiC package, filed an omnibus shelf registration and a US$500 million at‑the‑marke
2026-06-13
ca.finance.yahoo.com
2026-06-13
Yahoo! Finance Canada
Navitas Semiconductor (NVTS) Is Down 6.7% After Nvidia AI MGX Showcase Tie‑In And $500M ATM Plan
Simply Wall St
Fri, June 12, 2026 at 9:13 p.m. PDT 3 min read
NVTS
+5.31%
NVDA
+0.16%
In recent days, Navitas Semiconductor announced a new ultra‑high‑voltage UHV‑TO‑247‑4‑ISO SiC package, filed an omnibus shelf registration and a US$500 million at‑the‑market equity program, participated in Nvidia’s A
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
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
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
news.google.com
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
www.msn.com
2026-06-13
MSN
By Heekyong Yang and Yantoultra Ngui
SEOUL/SINGAPORE, June 12 (Reuters) - South Korean memory chipmaker SK Hynix is looking to choose the Nasdaq for its planned U.S. listing, two sources familiar with the matter said, opting for the technology-heavy bourse to capitalize on investor appetite for AI-linked stocks.
The planned listing as early as August comes after a 230% surge in SK Hynix's share