Semiconductor News & Analysis Feed
83 articles
2026-06-19
digitimes.com
2026-06-19
Founded in 2014, Oppstar is one of the few Malaysian companies operating at the front end of the semiconductor value chain as an IC design house. The company was established by three founders with extensive experience in the IC design industry: Meng Thai Ng, Hun Wah Cheah, and Chun Chiat Tan. Headquartered in Bayan Lepas, Penang, Oppstar opened an office in Kuala Lumpur, Malaysia, in 2022. From it
2026-06-18
tomshardware.com
2026-06-18
Luke James
Attackers have spent the past several months smuggling malware into Steam through animated desktop wallpapers.
2026-06-17
www.tomshardware.com
2026-06-17
Tom's Hardware
Tech Industry Artificial Intelligence
Nvidia reveals AI robots that taught themselves to install GPUs into motherboards — video shows robot ‘solve high-precision tasks like… installing GPUs all by itself’
News
By Mark Tyson published 3 hours ago
The ENPIRE project will be open source ‘so you can host your self-running robot lab at home.’
(Image credit: Nvidia)
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2026-06-16
simplywall.st
2026-06-16
simplywall.st
Japan/Electrical/TSE:6503
Should Mitsubishi Electric’s 2027 Guidance and Power-Semiconductor Push Require Action From Mitsubishi Electric (TSE:6503) Investors?
June 16, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In early June 2026, Mitsubishi Electric Corporation issued consolidated earnings guidance for 2027, targeting revenue of ¥6,200.00 billion and net profit attributable
2026-06-15
news.google.com
2026-06-15
Stock Titan
2026-06-15
simplywall.st
2026-06-15
simplywall.st
Japan/Semiconductors/TSE:6963
Is ROHM (TSE:6963) Quietly Recasting Its Power-Semiconductor Edge Through Targeted SiC Design Wins?
June 15, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
ROHM recently introduced its TSC3PAK surface-mount package for SiC MOSFETs for xEV onboard chargers, electric compressors and industrial power systems, while its 750 V SiC MOSFETs were adopted in battery backup un
2026-06-15
simplywall.st
2026-06-15
simplywall.st
Japan/Semiconductors/TSE:8035
Is Tokyo Electron (TSE:8035) Quietly Redefining Its Chiplet Strategy With Teradyne Test Integration?
June 14, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In June 2026, Teradyne announced an integrated test cell solution for AI and data center chips that combines its UltraFLEXplus platform with Tokyo Electron’s Prexa SDP prober to enable high-qualit
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%
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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
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Why Tower Semiconductor (TSEM) Is Up 11.7% After Securing $1.3 Billion Silicon Photonics Deals
Simply Wall St
Sat, June 13, 2026 at 4:12 PM PDT 3 min read
TSEM
+1.77%
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In the past week, Tower Semiconductor reported strong first-quarter results, raised guidance, and announced about US$1.30 billion of silicon photonics contracts for 2027 with customer prepay
2026-06-13
digitimes.com
2026-06-13
As cloud service providers ramp up investment in AI infrastructure, Edom chairman Wayne Tseng said rising costs for materials, production equipment and labour will keep overall market supply tight in the second half of 2026, with price increases likely to continue. He also said AI is moving from the cloud into enterprise applications, with power, cybersecurity, optics and the medical sector set to
2026-06-13
simplywall.st
2026-06-13
simplywall.st
United States/Semiconductors/NasdaqGS:TSEM
Tower Semiconductor (TSEM) Stock Valuation After Strong Results And Major Silicon Photonics Contract Wins
June 13, 2026
Simply Wall St
Tower Semiconductor (TSEM) has become a focal point after strong quarterly results, sizeable silicon photonics contracts for 2027 and 2028, and sharp share price swings driven by sector wide volatility and perceived valua
2026-06-12
www.thelec.net
2026-06-12
thelec.net
(Source: RootSemicon)
RootSemicon said on June 11 it had been selected as the lead organization for a project to develop domestically produced 3300-volt silicon carbide (SiC) power modules.
The project is overseen by South Korea's Ministry of Trade, Industry and Energy, while the Korea Evaluation Institute of Industrial Technology (KEIT) serves as the supervising agency. The project is worth abo
2026-06-11
digitimes.com
2026-06-11
Andy Hock, chief strategy officer at Cerebras Systems, walked onto the Main Stage at SuperAI Singapore 2026 on Wednesday carrying the company's Wafer Scale Engine — the physical chip itself — and held it up for an audience of 10,000 before placing it next to a slide showing it to scale against Nvidia's latest B200 platform. The size difference was stark.
2026-06-08
digitimes.com
2026-06-08
Andhra Pradesh is positioning itself as a semiconductor packaging hub, focusing on an entry point into the chip supply chain while wafer fabrication remains a long-term goal. Officials said packaging activities are already underway, as Indian states used Computex in Taipei to attract Taiwanese electronics and AI supply chain investment.
2026-06-06
digitimes.com
2026-06-06
Phison Electronics CEO K.S. Pua said the company is moving beyond its roots as an IC component supplier and repositioning itself as a system solutions provider, warning that AI-driven memory shortages could become more severe in 2027 than in the second half of 2026.
2026-06-05
tomshardware.com
2026-06-05
Luke James
Anthropic has published a report warning that the development path it’s on could eventually leave humans unable to control AI systems.
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-05-29
www.stocktitan.net
2026-05-29
Stock Titan
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