Semiconductor News & Analysis Feed
488 articles
2026-06-12
digitimes.com
2026-06-12
Elon Musk's planned Terafab chipmaking project has taken an early equipment-sourcing step, with South Korean equipment maker HPSP reportedly receiving a purchase order for high-pressure hydrogen annealing equipment.
2026-06-12
digitimes.com
2026-06-12
United Nova Technology (UNT) is expanding from automotive and industrial chips into AI server power management and optical interconnects through a CNY20 billion (US$3 billion) 12-inch mixed-signal fab project.
2026-06-12
digitimes.com
2026-06-12
A strike by South Korea's ready-mix concrete transport union is disrupting major semiconductor construction sites and raising concerns about wider industrial spillovers. If the stoppage continues, delays could spread beyond building projects and affect production schedules that matter to global technology supply chains and investors.
2026-06-12
sg.finance.yahoo.com
2026-06-12
Yahoo Finance Singapore
Infineon to open German chip fab as part of EU sovereignty push
Christina Kyriasoglou / Bloomberg
Thu, 11 June 2026 at 3:50 pm GMT-7 3 min read
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Infineon is preparing to open its largest single investment, a €5 billion semiconductor factory built with the help of EU subsidies, as the bloc seeks to boost chip production.
BERLIN (June 12): Infineon Technologies AG is preparing to open
2026-06-12
qz.com
2026-06-12
qz.com
EMERGING TECHNOLOGIES
Elon Musk addressed ASML employees to push his Terafab chip manufacturing project
Musk joined ASML's annual employee tech conference virtually as SpaceX prepares to go public in what would be the largest IPO on record
By
Cris Tolomia
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Brendan SMIALOWSKI / AFP
2026-06-12
embeddedcomputing.com
2026-06-12
Embedded Computing Design
Openchip Adopts Baya Systems WeaveIP Fabric for AI and RISC-V Platforms
By Chad Cox
PRODUCTION EDITOR
EMBEDDED COMPUTING DESIGN
June 11, 2026
NEWS
Image Credit: Baya Systems and Openchip
Baya Systems and Openchip announced the companies have entered a strategic partnership. Openchip is licensing Baya Systems’ data-movement platform and Network-on-Chip (NoC) fabric technology to offer solutio
2026-06-11
www.enr.com
2026-06-11
Engineering News-Record (ENR)
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2026-06-11
simplywall.st
2026-06-11
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron Bechtel Megafab Deal Tests AI Memory Growth And Cash Discipline
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
Micron Technology selected Bechtel as its engineering, procurement, and construction partner for the first phase of its new memory chip megafab in Clay, New York.
The project is described as the largest private investment in New Y
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Micron New York Megafab With Bechtel Reshapes AI Memory Supply Story
Simply Wall St
Thu, June 11, 2026 at 7:11 AM PDT 5 min read
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Micron Technology (NasdaqGS:MU) has selected Be
2026-06-11
www.investors.com
2026-06-11
Investor's Business Daily
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2026-06-11
www.tradingview.com
2026-06-11
TradingView
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Musk's Terafab Plans Put ASML In Investor Spotlight
Musk's Terafab Plans Put ASML In Investor Spotlight
Less than 1 min read
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Elon Musk is expected to put ASML's annual technology conference firmly on investors' radar on Thursday, as he appears virtually to discuss Terafab, his proposed semiconductor manufacturing venture aimed at
2026-06-11
news.google.com
2026-06-11
GlobeNewswire
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Musk to Address ASML Event as SpaceX IPO Nears and Terafab Plans Advance (SPCX)
Fiona Craig
Thu, June 11, 2026 at 3:44 AM PDT 3 min read
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Elon Musk is set to make a virtual appearance at a technology event hosted by semiconductor equipment leader ASML on Thursday, where he is expected
2026-06-11
www.worldconstructionnetwork.com
2026-06-11
World Construction Network
News
Micron appoints Bechtel for first phase of New York megafab project
The New York megafab facility is expected to generate thousands of jobs and deliver significant economic benefits to the state.
Anwesha Pattanaik
June 11, 2026
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Once completed, the memory manufacturing complex is projected to create 50,000 jobs across the state o
2026-06-11
www.gurufocus.com
2026-06-11
GuruFocus
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2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.digitimes.com
2026-06-11
digitimes
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung...
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2026-06-11
digitimes.com
2026-06-11
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.
2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-11
www.constructiondive.com
2026-06-11
Construction Dive
DIVE BRIEF
Bechtel wins role on $100B Micron New York megafab
The general contractor will mobilize immediately at the Clay, New York, site to begin the next phase of construction.
Published June 10, 2026
Sebastian Obando
Senior Reporter
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Rendering of Micron’s semiconductor megafab campus upon completion in Clay, N.Y. Courtesy of Bechtel
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