Semiconductor News & Analysis Feed
618 articles
2026-06-17
digitimes.com
2026-06-17
Semiconductor manufacturers, market analysts, and engineering departments have long tracked the clean energy transition through siloed vertical markets. For example, they will calculate individual EV sales on one spreadsheet while tracking hyperscale data center deployments on another. However, during PCIM Europe 2026 in Nuremberg, Germany, industry leaders and experts discussed and dismantled thi
2026-06-17
semiconductor.samsung.com
2026-06-17
Samsung Semiconductor
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2026-06-17
www.tradingview.com
2026-06-17
TradingView
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Veteran Analyst Firm Sees 40% More Upside for Micron Stock
Veteran Analyst Firm Sees 40% More Upside for Micron Stock
Less than 1 min read
MU
−6.18%
Micron Technology
MU
looked set to extend its run after another record close and a fresh wave of Wall Street optimism around memory-chip demand tied to artificial intelligence.
Shares were closed on Monday at $1,087.99, a new hi
2026-06-17
www.thestreet.com
2026-06-17
thestreet.com
__fail__
2026-06-17
eetimes.com
2026-06-17
Edge AI chip company said it can speed up engineer productivity when transferring to its hardware from months to hours.
2026-06-17
news.google.com
2026-06-17
NVIDIA Developer
2026-06-17
www.taipeitimes.com
2026-06-17
Taipei Times
Taiwan Semiconductor Manufacturing Co’s (TSMC, 台積電) American depositary receipts (ADRs) rose over 4 percent in the US overnight, but its spot in the global market capitalization rankings fell one notch to No. 7, according to data released by companiesmarketcap.
The data showed shares in aerospace firm Space Exploration Technologies Corp (SpaceX) jumped almost 20 percent to overtake TSMC for sixth
2026-06-16
www.inkworldmagazine.com
2026-06-16
Ink World magazine -
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2026-06-16
www.digitimes.com
2026-06-16
digitimes
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...
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2026-06-16
drrobertcastellano.substack.com
2026-06-16
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
AI Is No Longer Limited by Transistors. It Is Becoming Limited by Package Area
DR. ROBERT CASTELLANO
JUN 16, 2026
∙ PAID
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What’s In This Article
The Next AI Bottleneck Has Arrived
Chart 1. CoWoS and CoPoS Cost Crossover
Why CoWoS Is Reaching Its Limits
Table 1. Evolution of TSMC Advanced Packaging Technologies
CoPoS Expands Package Area by More Than 5x
Table 2. CoWoS Versus CoPoS
Panel-Leve
2026-06-16
tomshardware.com
2026-06-16
Zhiye Liu
Our RAM benchmark hierarchy ranks DDR5 and DDR4 memory kits of all frequencies and capacities for any budget.
2026-06-16
digitimes.com
2026-06-16
Japan's Rapidus has signed a memorandum of understanding with the UK Semiconductor Centre, a government-backed body established in 2025 to support Britain's semiconductor ecosystem, marking a step toward cooperation on future semiconductor manufacturing and potential customer development in the UK, according to Rapidus and reports from Nikkei, Bloomberg,and Reuters.
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
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
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
www.investors.com
2026-06-16
Investor's Business Daily
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2026-06-16
www.techpowerup.com
2026-06-16
TechPowerUp
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2026-06-16
www.msn.com
2026-06-16
MSN
Chip stocks rose broadly on Monday following an agreement to end the U.S.-Iran war. MicronMU stock and shares of Advanced Micro DevicesAMD led the gainers.
In morning trades on the stock market today, the Philadelphia semiconductor index, known as SOX, crossed the 14,000 level for the first time and hit a record high. In recent trades, the SOX was up more than 4%.
The SOX includes the 30 largest
2026-06-15
www.investors.com
2026-06-15
Investor's Business Daily
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2026-06-15
www.tradingview.com
2026-06-15
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Nvidia, Micron, Intel Lead Chip Stock Rally After Breakthrough U.S.-Iran Agreement
Nvidia, Micron, Intel Lead Chip Stock Rally After Breakthrough U.S.-Iran Agreement
Less than 1 min read
MU
+9.66%
NVDA
+2.92%
AMD
+7.86%
INTC
+3.10%
AI chip stocks climbed on Monday after a preliminary U.S.-Iran peace deal lifted market sentiment and eased worries about a wider energy shock.
Mic