Semiconductor News & Analysis Feed
726 articles
2026-06-17
digitimes.com
2026-06-17
Li Auto announced details of its new Mach M100 chip, a self-developed 5nm chip focused on autonomous driving, on June 15. This development marks the latest entry among Chinese automakers into designing in-house chips as they compete on cost and smart-driving features.
2026-06-17
digitimes.com
2026-06-17
Chinese foundry Nexchip is expanding beyond wafer manufacturing with the establishment of a new wholly owned subsidiary, marking its latest move to deepen its presence across the semiconductor value chain.
2026-06-17
digitimes.com
2026-06-17
Poland is seeking major Taiwanese investment to strengthen its manufacturing base, a shift that could reshape Europe's supply chains and technology capacity. The plan spans electric vehicles, semiconductors, and industrial policy, and reflects how governments are adapting to geopolitical pressure and shortages in key global sectors.
2026-06-17
digitimes.com
2026-06-17
India-based Kaynes Technology is seeking outsourced automotive semiconductor orders in Japan, a move that could help establish a foothold for Indian backend chip manufacturing in a market long dominated by East Asia. Japanese partners are backing the effort, but the company still faces strict quality hurdles.
2026-06-17
digitimes.com
2026-06-17
Powerchip Semiconductor Manufacturing (PSMC) announced on June 16 that, effective from May 22, 2026, it purchased semiconductor production facilities and machinery from Lam Research for use in wafer production, in a transaction totaling NT$1.04 billion (approx. US$32.94 million). The move comes as the company steps up investment in equipment and new technologies to seize artificial intelligence (A
2026-06-17
digitimes.com
2026-06-17
The US has held back from adding Chinese AI startup DeepSeek, memory chipmaker CXMT, and more than 100 other entities to a key trade blacklist, underscoring Washington's struggle to balance national security controls with a broader effort to contain tensions with Beijing.
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Lam Research (LRCX) Is Betting On Advanced Packaging For 50% Growth In 2026
Bailey Pemberton
Tue, June 16, 2026 at 1:09 PM PDT 4 min read
LRCX
-5.03%
AMAT
-3.00%
KLAC
-7.44%
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Lam Research is highlighting its advanced packaging business as a key
2026-06-17
stockstory.org
2026-06-17
StockStory
__fail__
2026-06-17
www.msn.com
2026-06-17
MSN
What Happened?
A number of stocks fell in the afternoon session after chip stocks sold off in a session that laid bare the structural tension building beneath the sector's recent rally.
Bank of America's fund manager survey, released in the morning, showed that 80% of respondents viewed semiconductors as the most crowded trade, the highest reading in the survey's history. When that many professi
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
A number of stocks fell in the afternoon session after chip stocks sold off in a session that laid bare the structural tension building beneath the sector's recent rally.
Bank of America's fund manager survey, released in the morning, showed that 80% of respondents viewed semiconductors as the most crowded trade, the highest reading in the survey's history. When that many professional investors
2026-06-17
www.govtech.com
2026-06-17
govtech.com
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2026-06-17
www.jonpeddie.com
2026-06-17
Jon Peddie Research
Imagination Technologies has contributed its DXS automotive GPU IP to the European CHASSIS program’s new Automotive Base Die, a 5 nm chiplet project intended to support open, standardized chiplet architectures for software-defined vehicles. The move positions Imagination’s functionally safe GPU technology as part of a broader European effort to build interoperable automotive compute platforms. It
2026-06-17
www.openpr.com
2026-06-17
openPR.com
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2026-06-17
www.zacks.com
2026-06-17
Zacks Investment Research
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2026-06-17
www.constellationr.com
2026-06-17
Constellation Research
HPE tightens Nvidia ties in AI stack, integrates Juniper
PUBLISHED JUNE 16, 2026
HPE launched an updated AI factory stack on the latest Nvidia technologies including the Vera CPU, added features to HPE Private Cloud AI and integrated the Juniper networking portfolio as part of its self-driving network strategy.
The barrage landed as HPE Discover kicked off in Las Vegas. HPE delivered strong earn
2026-06-16
tomshardware.com
2026-06-16
Luke James
SemiAnalysis has published the first teardown from its new in-house lab, focusing on the minimum local metal pitch on SMIC’s third-gen 7nm at 32.5nm.
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Lam Research Corporation’s LRCX advanced packaging business is emerging as an important growth driver. With artificial intelligence (AI) driving major changes in chip design, this business could become a meaningful catalyst for future growth.
Unlike traditional semiconductor manufacturing, AI chips require advanced packaging techniques to connect multiple processors and memory components in a com
2026-06-16
www.theglobeandmail.com
2026-06-16
The Globe and Mail
Lam Research Corporation’s LRCX advanced packaging business is emerging as an important growth driver. With artificial intelligence (AI) driving major changes in chip design, this business could become a meaningful catalyst for future growth.
Unlike traditional semiconductor manufacturing, AI chips require advanced packaging techniques to connect multiple processors and memory components in a com
2026-06-16
sg.finance.yahoo.com
2026-06-16
Yahoo Finance Singapore
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Advanced Packaging Market Size to Worth $106.71 Billion by 2035 | Research by SNS Insider
SNS Insider pvt ltd
Tue, 16 June 2026 at 6:30 am GMT-7 6 min read
SNS Insider pvt ltd
The U.S. Advanced Packaging Market is estimated to be USD 9.66 Billion in 2025 and is projected to reach USD 21.67 Billion by
2026-06-16
www.tradingview.com
2026-06-16
TradingView
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Zacks
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Lam Research Expects Packaging Growth of 50%: Is It a Hidden Catalyst?
Lam Research Expects Packaging Growth of 50%: Is It a Hidden Catalyst?
3 min read
LRCX
−5.03%
Lam Research Corporation’s LRCX advanced packaging business is emerging as an important growth driver. With artificial intelligence (AI) driving major changes in chip design, this business could become a meaningful cata