Semiconductor News & Analysis Feed
224 articles
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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Qualcomm: Handsets Are The Worry, But AI Infrastructure Is The Opportunity
Jun 15, 2026, 7:09 AM ETQUALCOMM Incorporated (QCOM) Stock, QCOM:CA Stock
The Curious Analyst
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I rate Qualcomm a buy with a $299 price target, reflecting 42% upside potential from the current level.
My main growth drivers are
2026-06-15
autonews.gasgoo.com
2026-06-15
Gasgoo
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Industry veteran He Maojun joins onsemi, appointed as China General Manager
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Industry veteran He Maojun joins onsemi, appointed as China General Manager
Edited by Greg From Gasgoo
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June 15 , 2026 18:16 BJT
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Gasgoo Munich- onsemi announced on June 15 that Dr. He Maojun has joined the company as Vice President of System Products for China and Gener
2026-06-15
pandaily.com
2026-06-15
Pandaily
Gadgets
Industry
OPPO Expands Flash Charging Family with New 120W GaN Charger and Power Bank
Published:
June 15, 2026
Reading Time:
2 min read
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OPPO launches 120W dual-port GaN charger and SUPERVOOC 120W power bank, bringing versatile fast charging across smartphones, laptops, and more.
OPPO has recently expanded its flash charging ecosystem
2026-06-15
www.bloomberg.com
2026-06-15
Bloomberg.com
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2026-06-15
digitimes.com
2026-06-15
Tata Electronics' planned US$11 billion semiconductor fab in Dholera, Gujarat, has become the anchor of India's front-end chip manufacturing ambitions. The project, supported by technology from Taiwan's PSMC, has also drawn a strategic partnership with Dutch lithography equipment supplier ASML.
2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron (MU) Stock Valuation After AI Supercycle Momentum And New Board Appointment
June 14, 2026
Simply Wall St
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What Micron’s AI Supercycle Means After a New Board Appointment
Micron Technology (MU) sits at the center of an AI driven memory shortage, with strong demand for its chips, rising pricing power, upbeat quarterly resu
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
NVIDIA Corporation (NVDA) Partners with Nebius to Support AI Robotics Startup in Europe
Neha Gupta
Sat, June 13, 2026 at 12:25 PM PDT 2 min read
NVDA
+0.16%
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Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the most promising growth stocks to buy now. On June 9, Nebius reiterated a strategic collaboration with NVIDIA Corporation (NASDAQ:NVDA) to create a cloud
2026-06-13
www.tomshardware.com
2026-06-13
Tom's Hardware
Desktops Mini PCs
AMD challenges Nvidia's DGX Spark with $3,999 Ryzen AI Halo with Windows 11 support — Strix Halo desktop undercuts Nvidia by $700, packs 128GB of unified memory
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By Kunal Khullar published 5 hours ago
The AI mini PC supports both Linux and Windows 11.
When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works.
(Image credit: AMD)
2026-06-13
tomshardware.com
2026-06-13
Kunal Khullar
Powered by the Ryzen AI Max+ 395 processor and 128GB of unified memory, AMD's developer kit arrives as a direct competitor to Nvidia's DGX Spark, which recently saw a price increase to $4,699.
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Lumentum Nvidia Deal Highlights AI Optics Growth And Valuation Opportunity
Simply Wall St
Sat, June 13, 2026 at 4:12 AM PDT 2 min read
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Lumentum Holdings (NasdaqGS:LITE) has entered a new multi year partnership with Nvidi
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.
2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
New BIOS updates featuring AMD EXPO Ultra Low Latency support are being released across a plethora of 600-series motherboards by multiple vendors.
2026-06-12
digitimes.com
2026-06-12
Power semiconductors are taking on a central role as AI data centers move from 800V high-voltage input down through multiple power-conversion stages to the ultra-low voltages used by chips. After the post-pandemic inventory correction, industry players say power semiconductors have shifted "from a supporting role to the lead" under the new AI high-voltage direct current (HVDC) power architecture.
2026-06-12
digitimes.com
2026-06-12
TSMC has been drawn into a patent infringement complaint in the US by Ireland-based patent licensing firms Longitude Licensing and Marlin Semiconductor. The companies have claimed that the US government could block imports to the US of chips made by TSMC as a result of the case, and have enlisted several members of Congress to support their position, drawing market attention.
2026-06-11
www.blocksandfiles.com
2026-06-11
Blocks & Files
Hitachi Vantara and David Chapa graphic.
High-end Hitachi Vantara arrays and Nvidia AI support
Chris Mellor
BLOCKS & FILES EDITOR
Published Thu 11 Jun 2026 // 15:44 UTC
The storage world of AI training and inferencing is dominated by scale-out, mid-range file and object storage systems supporting Nvidia GPU Direct, KV Caches and its STX architecture to keep GPUs processing token data. Yet large a
2026-06-11
www.tradingview.com
2026-06-11
TradingView
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Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
Nvidia, AMD, Arm stocks rally as BofA sees $170B agentic AI opportunity
3 min read
NVDA
+0.61%
AMD
+3.57%
INTC
+5.55%
Semiconductor stocks rallied on Thursday after Bank of America identified agentic AI as the next major growth catalyst for the industry, creating a potentially massive opportunity for chipmaker
2026-06-11
www.worldconstructionnetwork.com
2026-06-11
World Construction Network
News
Micron appoints Bechtel for first phase of New York megafab project
The New York megafab facility is expected to generate thousands of jobs and deliver significant economic benefits to the state.
Anwesha Pattanaik
June 11, 2026
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Once completed, the memory manufacturing complex is projected to create 50,000 jobs across the state o
2026-06-11
www.phoronix.com
2026-06-11
Phoronix
Linux 7.2 To Enable ESWIN SoC Support By Default For RISC-V Kernel Builds
Written by Michael Larabel in RISC-V on 10 June 2026 at 02:42 PM EDT. Add A Comment
An important one-liner is set to come for Linux 7.2 to enable ESWIN SoC support by default for RISC-V kernel builds. This change will allow default RISC-V kernel builds in turn to boot on the likes of SiFive's HiFive Premier P550 developer bo
2026-06-11
www.phoronix.com
2026-06-11
Phoronix
AMD's Lemonade SDK For Local AI Adds NVIDIA CUDA Support
Written by Michael Larabel in AMD on 10 June 2026 at 12:25 PM EDT. Add A Comment
Lemonade, the local AI server solution developed by AMD that is designed to work across their CPUs, GPUs, and NPUs, is out with a new version today that also adds NVIDIA CUDA support.
THe Lemonade SDK provides local AI server capabilities in an API-compliant ma