Semiconductor News & Analysis Feed
5086 articles
2026-06-11
digitimes.com
2026-06-11
TSS Semiconductor Alliance, a group of 18 small and medium-sized Taiwanese suppliers of semiconductor materials, components and equipment, is preparing to form a third cohort as members seek to expand their role in global chip supply chains.
2026-06-11
digitimes.com
2026-06-11
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is increasing worldwide and is expected to influence data centers, device costs, energy use, and the pace of technology development.
2026-06-11
digitimes.com
2026-06-11
Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation server memory platforms.
2026-06-11
digitimes.com
2026-06-11
MicroIP has opened a nearly 300-ping southern R&D center at Kaohsiung's PIER F, with plans to expand smart manufacturing and smart transportation applications. The move signals a deeper push to link AI development with local logistics, industry, and public infrastructure.
2026-06-11
digitimes.com
2026-06-11
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.
2026-06-11
www.axios.com
2026-06-11
Axios
www.axios.com
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2026-06-11
www.digitimes.com
2026-06-11
digitimes
Gudeng chairman and CEO Bill Chiu said global demand for AI is driving a wave of 2nm and 3nm advanced-node capacity expansion, but the biggest constraint for chipmakers is not building fabs — it is securing extreme ultraviolet lithography systems.
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2026-06-11
www.jonpeddie.com
2026-06-11
Jon Peddie Research
Researchers at Georgia Tech continue to advance Vortex, an open-source RISC-V GPU project designed to support both graphics and compute workloads. The latest Vortex 3.0 release introduces major architectural enhancements, including a fixed-function graphics pipeline, Vulkan support, tensor computing improvements, and new scheduling capabilities. These additions expand Vortex beyond its original Op
2026-06-11
news.google.com
2026-06-11
Yahoo Finance
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Citi names Broadcom, Texas Instruments, and Applied Materials top chip picks
Luke Juricic
Wed, June 10, 2026 at 1:36 PM PDT 2 min read
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Investing.com -- As the semiconductor sector navigates a massive market rally, Wall Street is increasingly looking to separate the core secular winners from short-term c
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
On June 5, SpaceX quietly announced that it had entered into a massive compute capacity agreement with Alphabet's (
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) GPUs, along with supporting CPUs, memory, and related data center hardware. In exchange, Google will pay SpaceX $920 million per month between October 2026 and June
2026-06-11
www.foxbusiness.com
2026-06-11
Fox Business
Market Vector Indexes CEO Steven Schoenfeld discusses Oracle’s fourth-quarter earnings amid a market pullback in artificial intelligence and semiconductor stocks on 'The Claman Countdown.'
Market Vector Indexes CEO Steven Schoenfeld discusses Oracle’s fourth-quarter earnings and the broader AI market. Schoenfeld addresses the semiconductor sector’s recent pullback, calling it a healthy correction
2026-06-11
www.newelectronics.co.uk
2026-06-11
New Electronics
www.newelectronics.co.uk
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2026-06-11
au.investing.com
2026-06-11
Investing.com Australia
au.investing.com
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2026-06-11
in.investing.com
2026-06-11
Investing.com India
in.investing.com
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2026-06-11
ca.investing.com
2026-06-11
Investing.com Canada
ca.investing.com
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2026-06-11
uk.investing.com
2026-06-11
Investing.com UK
uk.investing.com
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2026-06-11
www.investing.com
2026-06-11
Investing.com
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2026-06-11
asia.nikkei.com
2026-06-11
Nikkei Asia
Japan 'excellent candidate' for South Korean chipmaker's overseas plants
SK Group Chairman Chey Tae-won says Japan would be an ideal candidate for the South Korean conglomerate to expands its chip operations. (Photo by Yuki Nakao)
TOKYO -- South Korea's SK Hynix will triple its wafer capacity by 2034 to meet soaring demand for its memory chips critical for artificial intelligence computing, SK
2026-06-11
247wallst.com
2026-06-11
24/7 Wall St.
The VanEck Semiconductor ETF (NASDAQ:SMH) and the iShares Semiconductor ETF (NASDAQ:SOXX) appear to be substitutes on a fund screener. Both promise pure-play chip exposure, both charge roughly the same fee, and both ride the same AI cycle. The reason the choice still matters is that their indexes draw different lines around what counts as a chip stock and how much any one name can move the fund. I