Semiconductor News & Analysis Feed
623 articles
2026-06-12
kfgo.com
2026-06-12
The Mighty 790 KFGO
By Max A. Cherney
SAN FRANCISCO, June 11 (Reuters) – Nvidia has hired veteran lobbyist Bruce Andrews to head government affairs in Washington, D.C., two sources briefed on the matter said on Thursday.
Andrews served as chipmaking rival Intel’s government affairs chief under former CEO Pat Gelsinger. During the Obama administration, Andrews was a Commerce Department official.
N
2026-06-12
www.investing.com
2026-06-12
Investing.com
www.investing.com
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2026-06-12
www.reuters.com
2026-06-12
Reuters
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Nvidia hires veteran lobbyist Bruce Andrews to head government affairs, sources say
A NVIDIA logo is pictured on its facility at the High-tech park at Yokne'am · Reuters
Max A. Cherney
Thu, June 11, 2026 at 3:20 PM PDT
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By Max A. Cherney
SAN FRANCISCO, June 11 (Reuters) - Nvidia has hired veteran lobbyist Bruce Andrews to he
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Why 1 Veteran Analyst Firm Hiked Its Qualcomm Stock Price Target for 2026
Financial Data by Mer_Studio via Shutterstock
Nauman Khan
Thu, June 11, 2026 at 11:22 AM PDT 5 min read
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Qualcomm (QCOM) is a big player in wireless chips and mobile technology. For a few months now, the company has been in the spotlight as ch
2026-06-11
www.pymnts.com
2026-06-11
PYMNTS.com
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2026-06-11
www.theglobeandmail.com
2026-06-11
The Globe and Mail
On June 10, 2026, TSMC reported consolidated net revenue of NT$416.98 billion for May 2026, up 1.5% from April and 30.1% year on year, with revenue for January through May reaching NT$1.96 trillion, a 30.0% increase over the same period in 2025. The filing also detailed intercompany financial arrangements, including funds lent via TSMC Development to its wholly owned U.S. subsidiary TSMC Washingto
2026-06-11
www.koranmanado.co.id
2026-06-11
Koran Manado
www.koranmanado.co.id
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2026-06-11
tomshardware.com
2026-06-11
Aaron Klotz
Right to Repair activist Louis Rossman threatens to sue Samsung after the SSD maker failed to replace his dead 990 Pro 4TB SSD under warranty.
2026-06-11
stocktwits.com
2026-06-11
Stocktwits
stocktwits.com
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
MU, SNDK, WDC, STX Rebound After Iran Jitters: SK Hynix To Triple Wafer Capacity By 2034
Yuvraj Malik
Thu, June 11, 2026 at 1:18 AM PDT 3 min read
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Micron stock gains 3.6% in Thursday’s premarket session, while DRAM is up 4.5%.
SK Group Chairman Chey Tae-won said the Korean chipmaker would t
2026-06-11
digitimes.com
2026-06-11
While marketing initiatives promote an ultra-fast transition to wide-bandgap (WBG) semiconductors, fully automated smart factories, and an all-electric automotive future, the sentiment across the PCIM Europe 2026 exhibition floor is more pragmatic. The industry has reached a transitional maturity wall where the realities of material physics, fragmented design silos, and macroeconomic supply shocks
2026-06-11
digitimes.com
2026-06-11
Wistron ITS has officially changed its name to WITS. Chairman Ching Hsiao pointed out that the rebranding signifies the company's transition from software into the new frontier of "software-hardware integration."
2026-06-11
digitimes.com
2026-06-11
MicroIP has opened a nearly 300-ping southern R&D center at Kaohsiung's PIER F, with plans to expand smart manufacturing and smart transportation applications. The move signals a deeper push to link AI development with local logistics, industry, and public infrastructure.
2026-06-11
digitimes.com
2026-06-11
Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year, pushing large-scale production and deployment beyond 2028. The reports also claim that major cloud service providers (CSPs) could postpone adoption of the technology.
2026-06-11
www.indexbox.io
2026-06-11
IndexBox
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron Adds AI Veteran To Board As Valuation Stretches On Hot Rally
Simply Wall St
Wed, June 10, 2026 at 3:08 AM PDT 3 min read
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Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for F
2026-06-10
digitimes.com
2026-06-10
GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment in AI infrastructure drove a surge in demand for specialty copper materials used in cooling applications. The firm linked the month's performance to rising cooling needs at servers and data centers as computing density i
2026-06-10
digitimes.com
2026-06-10
Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made a compelling case for why AI is no longer enough to save hardware companies from costly operational challenges. The industry, she argued, must embrace a transition toward deep, native domain enterprise integration to bu
2026-06-10
digitimes.com
2026-06-10
Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and a structural supply bottleneck looms in 2026. Chairman Frank Lee said the market could face a 15–25% supply shortfall in 2026, setting up a two-to-three year upcycle in prices.