Semiconductor News & Analysis Feed
2376 articles
2026-06-17
digitimes.com
2026-06-17
Huawei has notified partners and channel distributors that it will raise end-customer prices across its Intelligent Collaboration product line from July 1 this year, as the AI computing buildout tightens chip and component supply across the global semiconductor chain. The move follows Lenovo's earlier price increase and underscores mounting cost pressure on enterprise devices.
2026-06-17
digitimes.com
2026-06-17
Samsung Electro-Mechanics (Semco) is rapidly gaining ground in the silicon capacitor market as AI infrastructure investment and technology upgrades accelerate demand. After landing its first major silicon capacitor order, the company is in talks with additional potential customers, while its multilayer ceramic capacitor (MLCC) business is also expanding and operating profit is expected to hit a re
2026-06-17
digitimes.com
2026-06-17
Suzhou Dongshan Precision Manufacturing (DSBJ) will invest US$1.2 billion to expand optical chip and optical module capacity at Source Photonics, accelerating its shift from PCB manufacturing into AI data center optical communications.
2026-06-17
www.thefastmode.com
2026-06-17
The Fast Mode
Equinix, the world's digital infrastructure company, announced an expanded collaboration with Cisco and NVIDIA to accelerate enterprise AI.
Working with its partners, the company will enable customers to deploy the Cisco Secure AI Factory with NVIDIA across its global network of high-performance data centers, providing customers with standardized AI factory blueprints and automation that simplif
2026-06-17
www.quiverquant.com
2026-06-17
Quiver Quantitative
onsemi (ON) is down 5.9% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears most consistent with a broader semiconductor pullback tied to shifting interest-rate expectations and profit-taking ahead of a key Federal Reserve policy window. In addition, onsemi’s recent convertible-notes financing could be contributing to near-term technical selling
2026-06-17
www.ad-hoc-news.de
2026-06-17
AD HOC NEWS
Infineons, Dresden
Infineon's Dresden Fab Inauguration Three Months Early Bolsters AI Pipeline as Stock Takes a Breather
16.06.2026 - 22:34:36 | boerse-global.de
Infineon stock pulls back from 108% YTD gain as €5B Dresden fab starts early 2026; Goldman Sachs raises target to €88, citing AI chip demand.
Infineons - Infineon's Dresden Fab Inauguration Three Months Early Bolsters AI Pipeline as Sto
2026-06-17
hothardware.com
2026-06-17
HotHardware
Leaked Intel SoC Plan Pairs x86 CPUs With NVIDIA RTX Integrated GPUs In Early 2028
by Zak Killian — Tuesday, June 16, 2026, 04:20 PM EDT
Comments
We know Intel and NVIDIA are cooking up something together because the two companies announced that they would last year when NVIDIA invested $5 billion USD into Intel. The announcement included the statement that Intel would "build and offer to the ma
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Here’s What Jefferies Thinks About NVIDIA Corporation (NVDA)
Talha Qureshi
Tue, June 16, 2026 at 11:49 AM PDT 2 min read
NVDA
-2.37%
STMPA.PA
-0.03%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) is one of the Top Stocks to Buy and Hold for the Long Term. On June 12 Jefferies released a research note saying that the reported delays in two key AI data center technolog
2026-06-17
wccftech.com
2026-06-17
Wccftech
The Taiwan Semiconductor Manufacturing Company (TSMC) is expanding its supply chain for glass substrates as part of the first step of establishing a supply chain for the chip-on-panel-on-substrate (CoPoS) packaging technology, according to supply chain sources. The glass substrates will be used in the firm's advanced versions of the chip-on-wafer-on-substrate (CoWoS) packaging technology, and TSMC
2026-06-17
www.constellationr.com
2026-06-17
Constellation Research
HPE tightens Nvidia ties in AI stack, integrates Juniper
PUBLISHED JUNE 16, 2026
HPE launched an updated AI factory stack on the latest Nvidia technologies including the Vera CPU, added features to HPE Private Cloud AI and integrated the Juniper networking portfolio as part of its self-driving network strategy.
The barrage landed as HPE Discover kicked off in Las Vegas. HPE delivered strong earn
2026-06-17
www.linkedin.com
2026-06-17
LinkedIn
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Business Insider
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A semiconductor factory in the US is built on a foundation that uses more concrete than the Burj Khalifa.
Why? Even the slightest vibration can disrupt production and damage millions of chips, each worth hundreds, sometimes thousands, of dollars. It ta
2026-06-16
tspasemiconductor.substack.com
2026-06-16
semivision
Japan’s Strategic Position in the Semiconductor Industry in the AI Era
Origianl Article By SemiVision Research [Reading time: 46 mins]
SEMIVISION
JUN 16, 2026
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Japan’s Strategic Position in the Semiconductor Industry in the AI Era
The History and Overall Positioning of Japan’s Semiconductor Industry
Japan is an important participant in the global semiconductor industry. After re
2026-06-16
www.investing.com
2026-06-16
Investing.com
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2026-06-16
techafricanews.com
2026-06-16
TechAfrica News
Equinix said the enhanced partnership builds on years of joint work with Cisco and Nvidia, evolving into a broader ecosystem tailored to support increasingly complex AI workloads across hybrid and distributed environments.
Equinix has expanded its collaboration with Cisco and Nvidia to accelerate the shift of artificial intelligence deployments from early-stage pilots into full enterprise product
2026-06-16
www.timothysykes.com
2026-06-16
timothysykes.com
Intel Corporation faces pressure as weakening PC chip demand overshadows AI optimism, and its stocks have been trading down by -1.95 percent.
Live Update At 09:18:02 EDT: On Tuesday, June 16, 2026 Intel Corporation stock [NASDAQ: INTC] is trending down by -1.95%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.
INTC has been trading li
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Investors Heavily Search NVIDIA Corporation (NVDA): Here is What You Need to Know
Zacks Equity Research
Tue, June 16, 2026 at 6:00 AM PDT 5 min read
NVDA
-2.37%
^GSPC
-0.57%
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Trading disclosure
Nvidia (NVDA) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's perfo
2026-06-16
news.google.com
2026-06-16
Business Wire
2026-06-16
sg.finance.yahoo.com
2026-06-16
Yahoo Finance Singapore
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TSMC and Amkor Technology Announce Long Term Partnership to Accelerate Advanced Packaging in the United States
Business Wire
Tue, 16 June 2026 at 6:00 am GMT-7 4 min read
2330.TW
-1.88%
AMKR
+1.30%
TSM
-3.53%
HSINCHU, Taiwan & TEMPE, Ariz., June 16, 2026--(BUSINESS WIRE)--Taiwan Semiconductor Manufact
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
__fail__
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
Qualcomm is in talks to buy RISC-V-based AI accelerator and CPU developer Tenstorrent for $8 billion - $10 billion.