Semiconductor News & Analysis Feed
305 articles
2026-06-13
tomshardware.com
2026-06-13
Jowi Morales
A $200 ChatGPT subscription could cost as much as $14,000 in API pricing.
2026-06-12
digitimes.com
2026-06-12
The global push for AI and HPC chips is tightening advanced packaging capacity and lifting orders for outsourced semiconductor assembly and test providers. For international customers and supply chains, the shift suggests stronger demand for Taiwan's packaging and testing firms, alongside a broader rebalancing of semiconductor production.
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.
2026-06-11
www.tikr.com
2026-06-11
TIKR.com
Key Stats for Rigetti Computing Stock
Price change for Rigetti Computing stock: -10%
$RGTI Share Price as of Jun. 9: $20
52-Week High: $58
$RGTI Stock Price Target: $29
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
Rigetti Computing (RGTI) stock fell roughly 10% on Tuesday despite two genuinely positive developm
2026-06-11
digitimes.com
2026-06-11
CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks fresh capital despite persistent losses, negative gross margins and a long road to profitability.
2026-06-11
digitimes.com
2026-06-11
Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into the stock market and other asset markets. Central bank governor Chin-Long Yang said on June 10 that Taiwan remains far from systemic risk despite concerns over surging market activity.
2026-06-11
digitimes.com
2026-06-11
Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers are irreversible, meaning DRAM and flash will stay in short supply, and the memory industry will continue to profit at least throughout the first half of 2027.
2026-06-11
www.idahopress.com
2026-06-11
Idaho Press
BOISE — Hot air balloons weren’t launched Wednesday morning, but a new partnership was announced for the upcoming Spirit of Boise Balloon Classic.
Micron has come on board as the key sponsor of the annual hot air balloon festival, investing in the continuity of the community event.
“It is a treasured tradition for this region, the Treasure Valley, and it is important for us to make sure that thi
2026-06-10
www.gurufocus.com
2026-06-10
GuruFocus
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2026-06-10
digitimes.com
2026-06-10
Malaysia's electronics sector is expected to keep expanding into 2026, even as tariffs, geopolitical tensions, and rising input costs weigh on manufacturers. Industry leaders say the country's neutral position in the US-China contest, along with a deepening semiconductor ecosystem, should help sustain export growth for global supply chains.
2026-06-10
semiengineering.com
2026-06-10
Bryon Moyer
CXL is also gaining traction in AI processing, while MIPI and others are growing at the...
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
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Spirit Electronics Announces Managed Access to U.S.-Based Advanced Semiconductor Manufacturing for Aerospace and Defense Programs
Spirit Electronics
Tue, June 9, 2026 at 6:30 AM PDT 2 min read
Spirit Electronics
PHOENIX, June 09, 2026 (GLOBE NEWSWIRE) -- Spirit Electronics today announced a new manage
2026-06-09
www.msn.com
2026-06-09
MSN
Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years. Yet, despite delivering another standout quarter recently, investors hit
2026-06-09
digitimes.com
2026-06-09
COMPUTEX 2026 concluded this week after drawing the world's largest chipmakers and technology suppliers to Taiwan. Yet despite a crowded field of competitors, one company once again dominated the conversation: Nvidia.
2026-06-08
www.spiceworks.com
2026-06-08
Spiceworks
www.spiceworks.com
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2026-06-08
finance.yahoo.com
2026-06-08
Yahoo Finance
Why Micron Is Still 'Pretty Cheap' Despite Its AI-Driven Run: Legato CIO Says This Is 'Not The Dot-Com Bubble'
Rishabh Mishra
Mon, June 8, 2026 at 8:01 AM PDT 5 min read
MU
+10.35%
^GSPC
+0.53%
Trade MU on Coinbase
Trading disclosure
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Legato Financial Chief Investment Officer (CIO) Ryan Kelly argu
2026-06-08
www.barchart.com
2026-06-08
Barchart.com
A close-up of the Broadcom logo on a smartphone by Timon via Adobe Stock
Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years.
2026-06-08
bits-chips.com
2026-06-08
Bits&Chips
Headline
TSMC: AI chip shortage to persist for years despite capacity expansion
8 June 2026
Paul van Gerven
Editor at Bits&Chips
Reading time: 1 minute
TSMC CEO CC Wei expects global demand for AI chips to outstrip supply for years. Speaking at the company’s annual shareholders’ meeting in Hsinchu, Wei said planned capacity additions, including new fabs in the United States, won’t be sufficient t
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
If you held Direxion Daily MU Bull 2X Shares (NYSEARCA:MUU) into Friday’s close, you watched the fund shed 26.65% in a single session, which is what 2x daily leverage does when its underlying has its worst day in years. The underlying, Micron Technology (NASDAQ:MU | MU Price Prediction), closed at $864 on June 5, 2026, down roughly 13% from a prior close of $996. A roughly 13% move in the stock tu
2026-06-08
news.google.com
2026-06-08
Yahoo Finance