Semiconductor News & Analysis Feed
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2026-06-12
pandaily.com
2026-06-12
Pandaily
categories.technology
China Delivers 5 Million GaN RF Chips for 6G Networks in Breakthrough Commercial Deployment
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June 12, 2026
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China Delivers 5 Million GaN RF Chips for 6G Networks in Breakthrough Commercial Deployment China has delivered five million gallium nitride (GaN) radio freque...
China Delivers 5
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
CNBC’s Jim Cramer used his June 11, 2026, “Mad Dash” segment on Squawk on the Street to deliver one of his most aggressive calls of the year, ranking Intel (NASDAQ:INTC | INTC Price Prediction) ahead of every other chip stock in his coverage universe. The catalyst was a dramatic analyst action that Cramer described as “a company which had been recommending a sale of Intel comes out and skips the h
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Cramer Calls Intel the “Number One Name” and “More Important Than NVIDIA.” The Stock Soars Today After a Massive Double Upgrade.
Thomas Richmond
Thu, June 11, 2026 at 6:47 PM PDT 3 min read
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Cramer named Intel his top chip pick after an analyst jumped straight from sell to buy, lifting shares 5% to $113.
Intel has su
2026-06-12
simplywall.st
2026-06-12
simplywall.st
United States/Semiconductors/NasdaqGM:NVTS
Navitas Semiconductor (NVTS) Stock Valuation After New SiC Package And NVIDIA AI Data Center Role
June 12, 2026
Simply Wall St
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Navitas Semiconductor (NVTS) has drawn fresh attention after unveiling a new ultra high voltage UHV-TO-247-4-ISO package for its GeneSiC SiC MOSFETs, alongside a high profile role in NVIDIA’s AI data center ecosys
2026-06-12
www.koreaherald.com
2026-06-12
The Korea Herald
SK hynix headquarters in Icheon, Gyeonggi Province (Yonhap)
SK hynix is reviewing the use of external generative artificial intelligence models, including ChatGPT, inside the company, as Korea’s major chipmakers move to bring AI deeper into day-to-day work.
The move comes as companies are looking beyond AI as a simple productivity tool and seeking to use it more broadly in research and developme
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
CADFEM APAC and SilTerra Malaysia Partner to Advance Semiconductor Innovation Through Simulation-Driven Engineering
PR Newswire
Thu, June 11, 2026 at 6:30 PM PDT 2 min read
SEBERANG PERAI, Malaysia, June 12, 2026 /PRNewswire/ -- The semiconductor industry is under growing pressure to deliver more capa
2026-06-12
www.aastocks.com
2026-06-12
AASTOCKS.com
In 2H, Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) will moderately raise its foundry prices for advanced processes in response to higher upstream costs, Taiwan's Commercial Times, citing supply chain sources, reported. The most capacity-constrained 3nm process is expected to see a hike of 15%.
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2026-06-12
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2026-06-12
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Report: TSMC to Moderately Raise Foundry Prices in 2H; 3nm Process May See 15% Hike
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2026/06/12 09:09 CST
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In 2H, Taiwan Semiconductor Manufacturing Company Lt
2026-06-12
www.ad-hoc-news.de
2026-06-12
AD HOC NEWS
Infineons, Market
Infineon's Market Cap Breakout: Why AI's Energy Appetite Fueled a 100 Billion Euro Valuation
12.06.2026 - 03:03:49 | boerse-global.de
Infineon's market cap tops EUR 100B as AI data center demand for power semiconductors drives re-rating from cyclical auto supplier to structural growth story.
Infineons - Infineon's Market Cap Breakout: Why AI's Energy Appetite Fueled a 100 Billi
2026-06-12
www.upi.com
2026-06-12
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2026-06-12
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2026-06-12
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Key facts: Samsung may make Google TPU interface on 2nm; memory bonuses
Key facts: Samsung may make Google TPU interface on 2nm; memory bonuses
Less than 1 min read
005930
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Samsung Electronics (005930) may make the interface chip for Google’s next‑gen Tensor TPU using its 2nm process; TSMC would supply the main compute die. Mass production possible by 2028.
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2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
AMD and Qualcomm Shares Are Soaring, What You Need To Know
Anthony Lee
Thu, June 11, 2026 at 5:01 PM PDT 3 min read
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A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
South Korea
This Week in AsiaEconomics
How Nvidia’s South Korean AI deals could fuel ‘the next industrial revolution’
Jensen Huang’s dealings in Seoul may provide a road map for South Korea’s AI ambitions but experts warn against painting too rosy a picture
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Park Chan-kyong
Published: 8:00am, 12 Jun 2026
A spate of agreements Nvidia has reached with Sout
2026-06-12
www.scmp.com
2026-06-12
South China Morning Post
South Korea
This Week in AsiaEconomics
How Nvidia’s South Korean AI deals could fuel ‘the next industrial revolution’
Jensen Huang’s dealings in Seoul may provide a road map for South Korea’s AI ambitions but experts warn against painting too rosy a picture
4-MIN READ
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Make SCMP preferred on Google
Park Chan-kyong
Published: 8:00am, 12 Jun 2026
A spate of agreements Nvidia has reached wi
2026-06-12
news.google.com
2026-06-12
HealthExec
2026-06-12
digitimes.com
2026-06-12
A strike by South Korea's ready-mix concrete transport union is disrupting major semiconductor construction sites and raising concerns about wider industrial spillovers. If the stoppage continues, delays could spread beyond building projects and affect production schedules that matter to global technology supply chains and investors.
2026-06-12
digitimes.com
2026-06-12
SK Hynix is preparing to begin mass production of its next-generation 375-layer 3D NAND flash memory by year-end, while pushing ahead with a broader capacity buildout and moving toward a US listing as early as August.
2026-06-12
digitimes.com
2026-06-12
In power electronics engineering, Silicon Carbide (SiC) companies are competing to achieve the absolute lowest thermal resistance (Rth), with the mindset that lower heat signature equates a superior system. However, at PCIM Europe 2026, a collaborative project between Rohm Semiconductor, Schweizer Electronic, and eMoveUs GmbH exposed a revolutionary counter-intuitive shift in design philosophy: wi
2026-06-12
digitimes.com
2026-06-12
Taiwanese power management IC supplier Global Mixed-mode Technology (GMT) will follow peers in seeking price increases from customers as tight chip supply continues to reshape capacity allocation across the industry.