Semiconductor News & Analysis Feed
64 articles
2026-06-17
www.cnx-software.com
2026-06-17
CNX Software
POSTED ON
JUNE 17, 2026 BY JEAN-LUC AUFRANC (CNXSOFT) - NO COMMENTS
ON ZHIHE A210 OCTA-CORE RISC-V SOC WITH 12 TOPS NPU POWERS SOM-BASED DEVELOPMENT BOARD
Zhihe A210 octa-core RISC-V SoC with 12 TOPS NPU powers SoM-based development board
Last year, we noted three upcoming high-performance RISC-V SoCs to watch out for: Zhihe A210, SpacemiT K3, and UltraRISC UR-DP1000. The K3 has already been laun
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
tomshardware.com
2026-06-16
Mark Tyson
After some teasing and a couple of red herrings Commodore today unveiled a retro-styled flip phone dubbed the Callback 8020.
2026-06-16
digitimes.com
2026-06-16
The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty gas used in chip manufacturing. Planned production adjustments or exits by some Japanese suppliers in the second half of 2026 have intensified concerns over tighter global supply, sending prices sharply higher and raising the risk of disruption into 2027.
2026-06-16
digitimes.com
2026-06-16
China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity for the second half of the year. But supply chain players say the long-term priority is still to expand substrate capacity from non-China sources, with supply security for the AI industry outweighing price.
2026-06-14
247wallst.com
2026-06-14
24/7 Wall St.
Jensen Huang spent most of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction)’s Q1 FY27 earnings call on May 20, 2026 doing something unusual for a chip CEO: arguing that the chip itself is no longer the company’s most important asset.
Video Muted
His core line: “Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries. NVIDIA is uniquely
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Forget the Chip Itself. Nvidia’s Own CEO Says the Real Moat Is Somewhere Else
Jeremy Phillips
Sun, June 14, 2026 at 5:44 AM PDT 4 min read
NVDA
+0.16%
Trade NVIDIA on Coinbase
Trading disclosure
Quick Read
NVDA posted $81.6B in Q1 revenue, led by Data Center Networking up 199% YoY. This serves as proof that customers buy full platform ecosystems, not just silicon.
CFO Colette Kress noted softwar
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Key Points
Nvidia currently trades at a forward P/E ratio of 22.
Throughout 2026, Nvidia's forward earnings multiples have traded in a tight range between 18 and 25.
Nvidia's forward P/E has not traded in this range since before the artificial intelligence (AI) revolution.
10 stocks we like better than Nvidia ›
So far this year, Nvidia(NASDAQ: NVDA) stock has gained 8% -- placing it slightly
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Key Points
Nvidia currently trades at a forward P/E ratio of 22.
Throughout 2026, Nvidia's forward earnings multiples have traded in a tight range between 18 and 25.
Nvidia's forward P/E has not traded in this range since before the artificial intelligence (AI) revolution.
10 stocks we like better than Nvidia ›
So far this year, Nvidia(NASDAQ: NVDA) stock has gained 8% -- placing it slightly
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Key Points
Nvidia currently trades at a forward P/E ratio of 22.
Throughout 2026, Nvidia's forward earnings multiples have traded in a tight range between 18 and 25.
Nvidia's forward P/E has not traded in this range since before the artificial intelligence (AI) revolution.
10 stocks we like better than Nvidia ›
So far this year, Nvidia(NASDAQ: NVDA) stock has gained 8% -- placing it slightly
2026-06-13
www.theglobeandmail.com
2026-06-13
The Globe and Mail
Key Points
Nvidia currently trades at a forward P/E ratio of 22.
Throughout 2026, Nvidia's forward earnings multiples have traded in a tight range between 18 and 25.
Nvidia's forward P/E has not traded in this range since before the artificial intelligence (AI) revolution.
10 stocks we like better than Nvidia ›
So far this year, Nvidia(NASDAQ: NVDA) stock has gained 8% -- placing it slightly
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia Stock Just Did Something for the First Time in More Than 5 Years. Here's What History Says Happens Next.
Adam Spatacco, The Motley Fool
Sat, June 13, 2026 at 6:15 AM PDT 4 min read
NVDA
+0.16%
^GSPC
+0.50%
^IXIC
+0.31%
Trade NVIDIA on Coinbase
Trading disclosure
So far this year, Nvidia (NASDAQ: NVDA) stock has gained 8% -- placing it slightly above the returns in the S&P 500 and nominally
2026-06-13
www.fool.com
2026-06-13
The Motley Fool
So far this year, Nvidia (
NVDA
+0.15%
) stock has gained 8% -- placing it slightly above the returns in the S&P 500 and nominally trailing those seen in the Nasdaq.
From a valuation perspective, the world's most valuable company boasts a forward price-to-earnings (P/E) ratio of about 22. Moreover, Nvidia's forward P/E has spent much of 2026 locked in a narrow corridor between roughly 18 and 25.
2026-06-12
www.thestreet.com
2026-06-12
thestreet.com
__fail__
2026-06-12
tomshardware.com
2026-06-12
Mark Tyson
Tens of officers have been fired, and some even arrested, for abuse of the Flock license plate reader system used by police departments throughout the US, according to a new report.
2026-06-12
news.financial
2026-06-12
news.financial
June 12th, 2026 | 08:15 CEST
PAY ATTENTION! SOMETHING IS BREWING HERE: IS HPQ SILICON UNDERVALUED? ARE INFINEON AND SIEMENS ENERGY OVERVALUED?
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The global economy is in the midst of one of the biggest industrial upheavals since the advent of the internet. Electric mobility, artificial intelligence (AI), and data centers a
2026-06-12
digitimes.com
2026-06-12
Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March. Retail prices for some models could rise by as much as CNY1,000 (approx. US$148).
2026-06-11
digitimes.com
2026-06-11
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen.
2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-09
digitimes.com
2026-06-09
Huawei's chip design arm HiSilicon Technologies has reportedly raised prices for some products, drawing market attention as China's semiconductor sector shows signs of recovery after a prolonged downturn.