Semiconductor News & Analysis Feed
726 articles
2026-06-11
digitimes.com
2026-06-11
Taiwan Mask (TMC), a Taiwanese photomask manufacturing process company, has approved the sale of its Plant 6 in Zhunan, Taiwan. The company said the move is primarily a strategic measure aimed at activating assets and focusing on its core business. It is also intended to improve the group's capital allocation efficiency, optimize its balance sheet, and boost earnings per share (EPS).
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
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
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
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
www.zacks.com
2026-06-11
Zacks Investment Research
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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.tikr.com
2026-06-10
TIKR.com
Key Stats for Cadence Design Systems Stock
Current Price: $379.62
Target Price (Mid): ~$631
Street Target: ~$385
Potential Total Return: ~60%
Annualized IRR: ~11% per year
Earnings Reaction: (3.34)% on 4/27/26
Max Drawdown: (28.85)% on 4/10/26
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Cadence Design Systems
2026-06-10
www.tikr.com
2026-06-10
TIKR.com
Key Stats for Cadence Design Systems Stock
Current Price: $379.62
Target Price (Mid): ~$631
Street Target: ~$385
Potential Total Return: ~60%
Annualized IRR: ~11% per year
Earnings Reaction: (3.34)% on 4/27/26
Max Drawdown: (28.85)% on 4/10/26
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Cadence Design Systems
2026-06-10
www.zacks.com
2026-06-10
Zacks Investment Research
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2026-06-10
www.fool.com
2026-06-10
The Motley Fool
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2026-06-10
michaelparekh.substack.com
2026-06-10
AI: Reset to Zero
AI: Apple Intelligence & Siri AI hum with 'Google & Nvidia' inside. AI-RTZ #1113
...Apple can win AI on iPhone, Macs & Devices, by being Apple
MICHAEL PAREKH
JUN 10, 2026
Share
Paraphrasing an iconic Intel campaign, it’s Apple’s AI strategy, with ‘Google & Nvidia Inside’. Let me unpack.
The suspense over around AI Siri with WWDC 2026 yesterday. With positive reviews. Some even echoing my view th
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
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil fusion, and China's technology supply chain.
2026-06-10
www.jonpeddie.com
2026-06-10
Jon Peddie Research
SK Hynix turned a long HBM investment cycle into a central position in AI infrastructure. The company built deep ties with Nvidia, aligned with TSMC, and moved memory out of commodity pricing patterns. Its HBM share, operating margin, and product roadmap now reflect a custom-silicon role tied to AI accelerators, robotics, client AI systems, and autonomous fabs. For silicon teams, SK Hynix now shap
2026-06-10
developer.nvidia.com
2026-06-10
NVIDIA Developer
Federated learning (FL) research often begins with a deceptively simple question: What should we try next? A new aggregation rule, a FedProx coefficient, a server optimizer setting, a SCAFFOLD variant, or a model architecture tweak may all look promising before an experiment starts.
After the run finishes, the harder questions begin: Did the change actually improve the metric? Was the comparison
2026-06-09
www.zacks.com
2026-06-09
Zacks Investment Research
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2026-06-09
www.marketscreener.com
2026-06-09
marketscreener.com
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2026-06-09
www.zacks.com
2026-06-09
Zacks Investment Research
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2026-06-09
www.reuters.com
2026-06-09
Reuters
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