Semiconductor News & Analysis Feed
4526 articles
2026-06-14
tradersunion.com
2026-06-14
Traders Union
Bill Gurley points out that discussions on AI chips in China often focus solely on Huawei, overlooking a broader ecosystem. He emphasizes that, similar to the U.S. having companies like Cerebras, Google TPU, Amazon Tanium, and AMD, China boasts a significant range of AI chip competitors. Gurley highlights Cambricon as an example, noting its $40 billion market cap and public listing.
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Nvidia CEO Jensen Huang Isn’t Worried About the Chip Rout. The Numbers Back Him Up on NVDA Stock.
Oleksandr Pylypenko
Sat, June 13, 2026 at 7:00 AM PDT 5 min read
NVDA
+0.16%
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Semiconductor stocks have been at the heart of the market’s powerful rally, fueled by relentless spending on artificial intelligence (AI) infrastructure. Chipmakers have powered ma
2026-06-13
www.barchart.com
2026-06-13
Barchart.com
Image of Jensen Huang by El editorial via Shutterstock
Semiconductor stocks have been at the heart of the market’s powerful rally, fueled by relentless spending on artificial intelligence (AI) infrastructure. Chipmakers have powered major indices to record highs this year as hyperscalers poured hundreds of billions of dollars into data centers, advanced processors, and high-bandwidth memory. But
2026-06-13
in.investing.com
2026-06-13
Investing.com India
in.investing.com
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2026-06-13
www.investing.com
2026-06-13
Investing.com
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2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Nvidia’s, Double
Nvidia’s Double Game: A $10 Billion Infrastructure Play and a $170 Billion Chip Market
13.06.2026 - 13:53:25 | boerse-global.de
Nvidia’s stock hugs its 50-day moving average, but the company is quietly engineering two seismic shifts: a $10B+ data-center co-ownership with KKR and a pivot to agentic AI chips that could expand the server market to $170B by 2030.
Nvidia’s - Nvidia’s
2026-06-13
www.tech-critter.com
2026-06-13
Tech Critter
NEWS
Cadence and Samsung Foundry deepen 2nm AI chip collaboration with expanded IP and agentic AI design flows
by Calvin Liew June 8, 2026 0
Cadence and Samsung Foundry are expanding their partnership around second-generation 2nm process technology, bringing broader memory and interface IP, agentic...
2026-06-13
www.myeverydaytech.com
2026-06-13
My Everyday Tech
Consumer News & Events
Cadence reaches Level-5 autonomy with ChipStack AI Super Agent
1 minute ago Calvin Liew
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Smartphones
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Cadence has announced the transition of its ChipStack AI Super Agent to Level-5 autonomy at COMPUTEX 2026, debuting the industry’s first fully autonomous virtual agentic AI design engineer for semiconductor development.
The pl
2026-06-13
nasilemaktech.com
2026-06-13
Nasi Lemak Tech
nasilemaktech.com
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2026-06-13
zamin.uz
2026-06-13
Zamin.uz
Infineon GaN chips banned in China
11:28 / 13.06.2026
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Technology
The Supreme People's Court of China has upheld the ruling of the Suzhou Intermediate People's Court. According to the decision, Infineon Technologies is officially prohibited from selling, importing, and advertising gallium nitride (GaN)-based products within China. The company's appeal was rejected, and the previous court or
2026-06-13
simplywall.st
2026-06-13
simplywall.st
United States/Semiconductors/NYSE:TSM
US Patent Fight Puts TSMC Valuation And US Chip Supply In Focus
June 13, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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US congressional Republicans are urging the International Trade Commission to enforce US patent rights in a case involving Taiwan Semiconductor Manufacturing (NYSE:TSM).
The dispute focuses on allegations that TSMC chips inf
2026-06-13
digitimes.com
2026-06-13
During a panel discussion between executives and research experts from Bosch, Infineon, Rohm Semiconductor, Nexperia, Wolfspeed, and Omdia at PCIM Europe 2026, one reality was made clear: frictionless, globalized chip manufacturing is ending. While the conversation reflected industry enthusiasm for new applications such as AI servers and industrial motor drives, it was tempered by macroeconomic re
2026-06-13
digitimes.com
2026-06-13
Samsung Electronics is set to hold its semiannual global strategy meeting from June 16 to 18, with executives expected to review a split operating environment: strong memory demand is supporting the chip business, while higher component costs are putting pressure on smartphones, PCs, and other consumer devices.
2026-06-13
digitimes.com
2026-06-13
ITE Tech said its embedded controller chip and HDMI 2.1 retimer have been adopted by a US agentic AI computing platform, with mass production expected as early as the second half of 2026. The win could ripple through global PC supply chains, as the company prepares to serve major brand customers and ODM partners worldwide.
2026-06-13
interestingengineering.com
2026-06-13
Interesting Engineering
From daily news and career tips to monthly insights on AI, sustainability, software, and more—pick what matters and get it in your inbox.
Discover the engineering revolution transforming modern defense with Strength, Stealth, Speed: The Very Fast Future of Advanced Defense
Access expert insights, exclusive content, and a deeper dive into engineering and innovation all with fewer ads or a complet
2026-06-13
www.ad-hoc-news.de
2026-06-13
AD HOC NEWS
Infineon, DE0006231004
Infineon OptiMOS 8 100 V MOSFETs: Efficient power chips for motor drives and battery systems
12.06.2026 - 22:42:16 | ad-hoc-news.de
Infineon’s OptiMOS 8 100 V power MOSFET family targets brushless DC motor drives and battery protection with lower losses, compact packaging, and automotive-ready reliability for designers of e-mobility, power tools, and industrial equipment.
2026-06-13
eetimes.com
2026-06-13
UCLA launches a $125M semiconductor hub to smash chip bottlenecks with AI research.
2026-06-13
247wallst.com
2026-06-13
24/7 Wall St.
Shares of Arm (NASDAQ:ARM | ARM Price Prediction) are up 11% in midday trading on Friday, June 12, changing hands near $379. Qualcomm (NASDAQ:QCOM) stock is also rallying, climbing 5% to trade near $213.
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Both moves come after a choppy stretch for the chip-architecture group, with Arm and Qualcomm shares snapping back together. The purest IP peers in electronic design automation trade
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Arm Rockets 11%, Qualcomm Rises 5%: Who’s Winning the Chip-Architecture Race?
David Moadel
Fri, June 12, 2026 at 11:31 AM PDT 5 min read
QCOM
+4.32%
ARM
+11.27%
AMZN
-1.23%
NVDA
+0.16%
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ARM surged 11% on $2B+ AGI CPU pipeline demand while QCOM climbed 5% as record automotive revenue of $1.33B highlighted its diversification away from handset
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Intel Is Up 8% Today: Is It Outperforming Other Chip Stocks Like AMD and NVIDIA?
David Moadel
Fri, June 12, 2026 at 10:36 AM PDT 4 min read
INTC
+7.12%
AMD
+5.26%
NVDA
+0.05%
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Intel surged 8% Friday to lead chip stocks, outpacing AMD's 6% gain and leaving NVIDIA flat, extending INTC's dominant 217% year-to-date run.
Intel's forward P/E of 1