Semiconductor News & Analysis Feed
606 articles
2026-06-11
news.google.com
2026-06-11
Business Wire
2026-06-11
www.trendforce.com
2026-06-11
TrendForce
[News] SK hynix Advances DRAM and NAND Roadmap, Targets 3x Wafer Output by 2034, 375-Layer NAND at Year-End
2026-06-11 Semiconductors editor
News
Please note that this article cites information from Nikkei, The Elec, Newsis, Hankyung, and Global Economic.
While SK hynix had only last week outlined plans to double capacity over the next five years, the memory giant is now signaling an eve
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
eetimes.com
2026-06-11
Pablo Valerio
"RISC-V is now," said Andrea Gallo, CEO of RISC-V International, during his keynote at this week's RISC-V Summit Europe 2026 in Bologna.
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Teradyne And Tokyo Electron Target AI Chiplet Test As Adoption Watchpoint
Simply Wall St
Wed, June 10, 2026 at 3:14 PM PDT 4 min read
TER
-5.86%
8035.T
+3.19%
Trade TER on Coinbase
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Teradyne (NasdaqGS:TER) has introduced a new integrated test solution for AI and data cent
2026-06-11
www.investing.com
2026-06-11
Investing.com
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2026-06-10
www.msn.com
2026-06-10
MSN
KLA Corp. (KLAC), Lam Research (LRCX), Applied Materials (AMAT), and ASML (ASML) were in focus on Wednesday as Cantor Fitzgerald upped its price targets on the aforementioned chip equipment makers, citing continued strong spending.
“We tweak our CY26 [wafer fab equipment] estimate to $145B (or ~32% growth Y/Y) from $140B, with upside likely capped in the $150B territory as a result of lack of cle
2026-06-10
www.investors.com
2026-06-10
Investor's Business Daily
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2026-06-10
seekingalpha.com
2026-06-10
Seeking Alpha
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2026-06-10
www.eenewseurope.com
2026-06-10
eeNews Europe
The European Commission has proposed revised semiconductor legislation intended to strengthen Europe’s chip industry, reduce strategic dependencies and support both advanced and mainstream semiconductor production in the EU.
The new Chips Act 2.0 proposal builds on the original European Chips Act, which the Commission says has helped mobilise more than €52 billion in public and private investment
2026-06-10
digitimes.com
2026-06-10
The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form a new moat, as AI-driven demand for high-speed data transfer accelerates.
2026-06-10
digitimes.com
2026-06-10
Lens maker Largan Precision held its shareholders' meeting on June 9, where chairman Adam Lin, long known for his terse public remarks, appeared relaxed and offered unusually detailed views on the industry, technology, and Largan's own operations. His comments showed clear optimism toward the company's development of fiber array units (FAUs).
2026-06-10
www.tradingview.com
2026-06-10
TradingView
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Stocktwits
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MU Stock Slides 2% After-Hours As Goldman Sachs Doubles Price Target But Keeps Neutral Rating
MU Stock Slides 2% After-Hours As Goldman Sachs Doubles Price Target But Keeps Neutral Rating
2 min read
MU
−1.41%
KEY POINTS:
Micron is scheduled to report fiscal Q3 2026 results after market close on June 24.
According to data from Fiscal AI, Wall Street on average expects the compan
2026-06-10
eetimes.com
2026-06-10
India maps out a bold $150B chip strategy for 2035—see why this time might be different.
2026-06-10
news.google.com
2026-06-10
EE Times
2026-06-10
www.thestreet.com
2026-06-10
thestreet.com
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2026-06-09
tomshardware.com
2026-06-09
Etiido Uko
SpaceX's new Gigasat factory will mass-produce AI satellites for orbital data centers. Musk says the company is targeting 1 GW of space AI compute by 2027 and 100 GW per year by 2030.
2026-06-09
www.investing.com
2026-06-09
Investing.com
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2026-06-09
in.investing.com
2026-06-09
Investing.com India
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2026-06-09
ca.investing.com
2026-06-09
Investing.com Canada
Trump says Netanyahu did not defy him by attacking Iran - BBC
Stocks open higher with Israel-Iran tensions cooling, chip rebound in focus
Investing.com - Stifel raised its price target on Cadence Design Systems Inc. (NASDAQ:CDNS) to $432 from $395 while maintaining a Buy rating on the stock. The shares currently trade at $403.56, up 26% year-to-date and near their 52-week high of $416.69, though