Semiconductor News & Analysis Feed

2375 articles
2026-06-22
www.trendforce.com 2026-06-22 TrendForce
[News] TSMC Reportedly Cuts 28nm Output by Over 25% Since Early 2026 as Advanced Node Push Accelerates 2026-06-22 Semiconductors editor News Please note that this article cites information from Commercial Times and Economic Daily News. As TSMC ramps up 2nm and 3nm production, it is also accelerating the phaseout of legacy nodes. Commercial Times, citing supply chain sources, reports that
2026-06-22
news.google.com 2026-06-22 EE Times India
2026-06-22
digitimes.com 2026-06-22
AI data centers are driving growth in demand for power management and power semiconductor components. Hot swap products, in particular, require a wide safe operating area (SOA) to prevent excessive surge current when a redundant power supply is inserted and activated, interacting with the system's large capacitors.
2026-06-22
digitimes.com 2026-06-22
Taiwan-based Tongtai Machine & Tool is accelerating its transformation toward high-value manufacturing, leveraging growing opportunities in AI servers, semiconductors and aerospace. At its annual general meeting on June 17, shareholders approved all proposals and elected a new board that includes several aerospace industry veterans, underscoring the company's commitment to expanding into advanced
2026-06-22
digitimes.com 2026-06-22
Amid growing localization efforts across China's supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into AI cooling, semiconductors, and drones. The company's liquid-cooling cold plates for AI applications have already been sampled by end customers and are expected to begin shipping in the second half of 2026. Once volume
2026-06-22
digitimes.com 2026-06-22
TSMC is accelerating its CoPoS rollout, replacing traditional round wafers with larger rectangular glass panels to support packaging demand for AI GPUs and HPC chips over the next several years. Supply chain sources said the first wave of demo equipment has already been installed at VisEra, a TSMC subsidiary.
2026-06-22
digitimes.com 2026-06-22
Japanese bathroom fixture maker Toto is deepening its commitment to the semiconductor industry, unveiling plans to invest JPY80 billion (approx. US$495.3 million) over the next five years to expand production of advanced ceramic materials used in chip manufacturing. According to a Nikkei Asiareport, the company aims to support future-generation semiconductor processes in the 1nm range, extending a
2026-06-22
digitimes.com 2026-06-22
According to an exclusive report by VideoCardz, Intel's first x86 system-on-chip (SoC) integrating an Nvidia RTX GPU has been added to its internal product roadmap and is expected to launch in the first quarter of 2028, potentially making its public debut at CES 2028.
2026-06-22
digitimes.com 2026-06-22
Former SK Hynix CEO Lee Seok-Hee is set to return to Intel as executive vice president (EVP) of Intel's foundry business, strengthening Intel's push into advanced packaging technologies. The appointment also represents another strategic move by Intel CEO Lip-Bu Tan to reorganize the company's foundry business.
2026-06-22
digitimes.com 2026-06-22
The race to commercialize glass core substrates in advanced semiconductor packaging is heating up — but the technology is moving faster in headlines than in production lines. DIGITIMEShas been tracking the latest developments in TSMC's CoPoS advanced packaging technology, with glass core substrates emerging as the most closely watched variable in that story.
2026-06-22
digitimes.com 2026-06-22
Nvidia's planned US$20 billion strategic deal with Groq is built on a simple logic: as compute gets cheaper, demand keeps expanding. In a recent interview, Groq co-founder and CEO Jonathan Ross explained why Nvidia is expected to combine Groq's LPU with its latest Vera Rubin platform and how GPU and LPU can work as complementary engines in LLM inference.
2026-06-22
www.newelectronics.co.uk 2026-06-22 New Electronics
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2026-06-21
cryptobriefing.com 2026-06-21 Crypto Briefing
Micron Technology receives 57 buy ratings as analysts push targets near $1,500 Wall Street's overwhelming bullish consensus on Micron reflects the AI memory boom that has quadrupled the stock in 2026
2026-06-21
seekingalpha.com 2026-06-21 Seeking Alpha
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2026-06-21
www.insidermonkey.com 2026-06-21 Insider Monkey
NEWS Wells Fargo Maintains an “Overweight” rating on ON Semiconductor Corporation (ON) Published on June 21, 2026 at 7:41 am by FATIMA GULZAR in News SHARE ON Semiconductor Corporation (NASDAQ:ON) is among the 10 Best EV Stocks to Invest In According to Hedge Funds. On June 9, Wells Fargo raised its price target on ON Semiconductor Corporation (NASDAQ:ON) to $140 from $115. The analyst maintaine
2026-06-21
startupfortune.com 2026-06-21 Startup Fortune
Nvidia's stock boom is doing more than rewarding employees. It's giving former insiders the money, credibility and contacts to build AI startups before the rest of the market even gets a meeting. The PayPal Mafia was built after an exit. The Nvidia version is being built while the mothership is still climbing. That difference matters. Former employees aren't waiting for an IPO window or a buyer t
2026-06-21
www.phoronix.com 2026-06-21 Phoronix
Linux 7.2 Begins Making Preparations For NVIDIA "Blackwell-Next" Written by Michael Larabel in NVIDIA on 21 June 2026 at 05:55 AM EDT. 1 Comment When going through the VFIO subsystem patches for the ongoing Linux 7.2 merge window, there isn't too much to get excited about for end users with these changes. But there is the first time mentioning "Blackwell-Next" enablement by NVIDIA for the Linux ke
2026-06-21
www.marketbeat.com 2026-06-21 MarketBeat
Ketron Financial Invests $134.61 Million in NVIDIA Corporation $NVDA Written by MarketBeat June 21, 2026 Image from MarketBeat Media, LLC. KEY POINTS Ketron Financial disclosed a new fourth-quarter stake in NVIDIA, buying 721,751 shares worth about $134.6 million. NVIDIA is now its largest holding, making up 44.8% of the portfolio. Several analysts remain bullish on NVIDIA, with multiple firms rai
2026-06-21
www.marketbeat.com 2026-06-21 MarketBeat
SG Trading Solutions LLC Invests $31.70 Million in NVIDIA Corporation $NVDA Written by MarketBeat June 21, 2026 Image from MarketBeat Media, LLC. KEY POINTS SG Trading Solutions LLC bought a new stake in NVIDIA during the fourth quarter, acquiring 169,974 shares valued at about $31.7 million. The position makes NVIDIA the firm’s largest holding, at roughly 7.4% of its portfolio. Institutional inte
2026-06-21
www.marketbeat.com 2026-06-21 MarketBeat
MidFirst Bank Takes $66.45 Million Position in NVIDIA Corporation $NVDA Written by MarketBeat June 21, 2026 Image from MarketBeat Media, LLC. KEY POINTS MidFirst Bank disclosed a new position in NVIDIA, buying 386,777 shares valued at about $66.45 million. The stake makes NVIDIA its second-largest holding and about 5.2% of its portfolio. Wall Street remains broadly bullish on NVIDIA, with several