Semiconductor News & Analysis Feed
630 articles
2026-06-10
www.insidermonkey.com
2026-06-10
Insider Monkey
HEDGE FUNDS
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NEWS
Jim Cramer’s 15 Stock Calls: NVIDIA and Costco, and Caution About the Market
Published on June 10, 2026 at 9:44 am by SYEDA SEIRUT JAVED in Hedge Funds, News
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In this article, we will look at the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks. The host of CNBC’s Mad Money said on Monday that a growing lis
2026-06-10
www.tomshardware.com
2026-06-10
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Analyzing TSMC's fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks
Features
By Anton Shilov published 4 hours ago
TSMC kicks off unprecedented capacity expansion plan.
(Image credit: Getty Images / Jimmy Beunardeau)
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Newslette
2026-06-10
digitimes.com
2026-06-10
Chang Wah Technology has declared that the global semiconductor inventory correction has ended, with demand recovering in industrial control, networking, and AI data center power management. The shift signals firmer supply-chain conditions, rising leadframe demand, and broader pressure on packaging capacity across Asia — factors with direct implications for global electronics buyers and investors.
2026-06-10
digitimes.com
2026-06-10
As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid and calcium fluoride sludge an essential service. Liying said the company's core strength lay in using intelligent production parameters to improve waste purity and regenerate the materials into green synthetic fluorite
2026-06-09
www.azfamily.com
2026-06-09
AZ Family
Programs aim to meet soaring demand for chip technicians as TSMC expands in Arizona
TSMC is partnering with Arizona State University, Northern Arizona University and Grand Canyon University to offer intensive technician certification programs.
By Alaina Kwan
Published: Jun. 9, 2026 at 10:02 PM GMT+8|Updated: 21 minutes ago
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PHOENIX (AZFamily) — P
2026-06-09
www.kold.com
2026-06-09
KOLD
Programs aim to meet soaring demand for chip technicians as TSMC expands in Arizona
The programs cover multiple specialty tracks and are built to move quickly so students can earn certifications that help them step into semiconductor jobs.
By Alaina Kwan
Published: Jun. 9, 2026 at 10:02 PM GMT+8|Updated: 7 hours ago
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PHOENIX (AZFamily) — Phoenix is in the
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
Spirit Electronics Announces Managed Access to U.S.-Based Advanced Semiconductor Manufacturing for Aerospace and Defense Programs
Spirit Electronics
Tue, June 9, 2026 at 6:30 AM PDT 2 min read
Spirit Electronics
PHOENIX, June 09, 2026 (GLOBE NEWSWIRE) -- Spirit Electronics today announced a new manage
2026-06-09
www.mymalonetelegram.com
2026-06-09
The Malone Telegram
Wolfspeed Unveils the Industry’s Lowest RDS(ON) Silicon Carbide (SiC) MOSFETs in New Technology Generation
47 mins ago
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Wolfspeed, an industry leader in silicon carbide, has introduced its fifth technology generation, demonstrating a substantial performance leap in efficiency for next-generation 1200 V and 750 V automotive
2026-06-09
digitimes.com
2026-06-09
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries.
2026-06-09
digitimes.com
2026-06-09
Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
2026-06-09
semiengineering.com
2026-06-09
Anne Meixner
Scaling to tens of millions of CPO units per year requires the industry to first settle...
2026-06-09
news.google.com
2026-06-09
CNBC
2026-06-09
www.msn.com
2026-06-09
MSN
CNBC's Jim Cramer said Nvidia's growing sovereign AI business could help reduce the company's dependence on hyperscalers.
He said governments around the world are investing heavily in domestic AI infrastructure, creating a new source of demand for Nvidia's chips that is less dependent on near-term financial returns.
CNBC's Jim Cramer said Monday that Nvidia's growing business with sovereign natio
2026-06-09
www.cnbc.com
2026-06-09
CNBC
CNBC’s Jim Cramer said Monday that Nvidia’s
growing business with sovereign nations could help ease investor concerns about the company’s dependence on a handful of hyperscale customers.
“Nvidia does not want to be hostage to customers that are trying their best to get off Nvidia,” the “Mad Money” host said. “It wants to try to get everyone to be a customer.”
Investors have started to worry tha
2026-06-09
www.mymalonetelegram.com
2026-06-09
The Malone Telegram
Cadence Announces Collaboration with Intel Foundry to Accelerate Intel 14A Process Optimization for HPC and Mobile Designs
2 hrs ago
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Cadence (Nasdaq: CDNS) today announced an expanded collaboration with Intel Foundry to advance Design Technology Co-Optimization (DTCO) targeting Intel’s next-generation process technologies
2026-06-08
www.engineering.com
2026-06-08
Engineering.com
www.engineering.com
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Jim Cramer Says NVIDIA Stock Has Been “Playing a Game of Shoots and Ladders”
Syeda Seirut Javed
Mon, June 8, 2026 at 8:34 AM PDT 3 min read
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NVIDIA Corporation (NASDAQ:NVDA) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer mentioned the stock while highlighting skepticism
2026-06-08
www.techtimes.com
2026-06-08
Tech Times
By Jerry Owens
Published: Jun 08 2026, 10:48 AM EDT
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The logo of SK hynix is displayed on a glass wall during the 2026 World IT Show in Seoul on April 22, 2026. JUNG YEON-JE/GETTY IMAGES
Nvidia and SK hynix announced a multiyear technology partnership on June 7 to co-develop the next generation
2026-06-08
counterpointresearch.com
2026-06-08
Counterpoint Research
This report provides a comprehensive view of DRAM and NAND Flash market demand and supply trends. It features a unique 3-dimensional tracker that captures data across Brand, Application, and Type — in both bits and revenue terms — offering unparalleled insights into the rapidly evolving dynamics of the memory industry amid the adoption of Gen AI.
Counterpoint research is a young and fast growing
2026-06-08
news.futunn.com
2026-06-08
富途牛牛
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