Semiconductor News & Analysis Feed
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2026-06-12
www.aastocks.com
2026-06-12
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In 2H, Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) will moderately raise its foundry prices for advanced processes in response to higher upstream costs, Taiwan's Commercial Times, citing supply chain sources, reported. The most capacity-constrained 3nm process is expected to see a hike of 15%.
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2026-06-12
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2026-06-12
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Report: TSMC to Moderately Raise Foundry Prices in 2H; 3nm Process May See 15% Hike
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2026/06/12 09:09 CST
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In 2H, Taiwan Semiconductor Manufacturing Company Lt
2026-06-12
digitimes.com
2026-06-12
The global push for AI and HPC chips is tightening advanced packaging capacity and lifting orders for outsourced semiconductor assembly and test providers. For international customers and supply chains, the shift suggests stronger demand for Taiwan's packaging and testing firms, alongside a broader rebalancing of semiconductor production.
2026-06-12
digitimes.com
2026-06-12
Cadence and Intel Foundry are expanding their collaboration on advanced chip design, a move that could affect future semiconductors used in devices and data centers worldwide. The agreement aims to improve performance, power efficiency, and design readiness as chipmakers race to bring next-generation technologies to market.
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
Samsung Electronics is regaining ground in high-bandwidth memory and foundry services, but advanced packaging remains a weak point in its bid to capture a larger share of the AI chip supply chain, according to industry sources and Korean media reports.
2026-06-11
stockstotrade.com
2026-06-11
StocksToTrade
Intel Corporation stocks have been trading up by 11.15 percent following upbeat chip demand forecasts and strong AI data-center momentum.
Key Takeaways Traders Need To Know
Shares ripped 10–12% after reports that Alphabet/Google and Nvidia tapped Intel as a backup manufacturer for advanced processors amid TSMC capacity constraints.
Wells Fargo lifted its INTC price target to $110 from $85, pointi
2026-06-11
www.insidermonkey.com
2026-06-11
Insider Monkey
NEWS
Cadence (CDNS) Expands Deal With Intel Foundry To Benefit From Agentic AI Boom
Published on June 11, 2026 at 9:32 am by JABRAN KUNDI in News
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Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. AI chips that require high-bandwidth memory also demand cutting-edge packaging simulation techniques a
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Cadence (CDNS) Expands Deal With Intel Foundry To Benefit From Agentic AI Boom
Jabran Kundi
Thu, June 11, 2026 at 6:32 AM PDT 2 min read
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Cadence Design Systems Inc. (NASDAQ:CDNS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. AI chips that require high-bandwidth memory als
2026-06-11
wccftech.com
2026-06-11
Wccftech
Intel has partnered with Cadence to accelerate the development and optimization of its upcoming 14A process, which aims to be the crown jewel of the Foundry business.
If there's one process technology that has been in discussion across all tech outlets, that's without a doubt Intel's 14A node. This one process is seen as the make-or-break product for Intel Foundry, and so far, only good things ar
2026-06-11
digitimes.com
2026-06-11
Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers are irreversible, meaning DRAM and flash will stay in short supply, and the memory industry will continue to profit at least throughout the first half of 2027.
2026-06-11
digitimes.com
2026-06-11
CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks fresh capital despite persistent losses, negative gross margins and a long road to profitability.
2026-06-11
www.tweaktown.com
2026-06-11
TweakTown
Google orders Intel Foundry to produce over three million TPUs for 2028 amid TSMC capacity crunch
The reported order would be the largest external win in Intel Foundry's history, coming as TSMC's capacity crunch pushes customers to look elsewhere.
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Hassam Nasir
Tech Reporter
Published Jun 10, 2026 6:10 PM CDT
2 minutes & 15 seconds read time
TL;DR: Google reportedly ordered over th
2026-06-11
news.alphastreet.com
2026-06-11
AlphaStreet
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TSMC (TSM) Has a Foundry-and-Packaging Moat Bigger Than the AI Trade
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TSMC (TSM) Has a Foundry-and-Packaging Moat Bigger Than the AI Trade
NYSE
$TSM
June 10, 2026
5 min read
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Introduction
Taiwan Semiconductor Manufacturing Co. (NYSE: TSM) is often discussed as the cleanest public-market way to play artificial intelligence chip demand. That framing is not wrong, but
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Intel’s Google AI Chip Win Tests Foundry Turnaround And Nvidia Trials
Simply Wall St
Wed, June 10, 2026 at 11:11 AM PDT 5 min read
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Google has selected Intel to manufacture mo
2026-06-11
www.techtimes.com
2026-06-11
Tech Times
By Jerry Owens
Published: Jun 10 2026, 13:27 PM EDT
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The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GETTY I
2026-06-10
simplywall.st
2026-06-10
simplywall.st
United States/Software/NasdaqGS:CDNS
Assessing Cadence Design Systems (CDNS) Valuation After New AI EDA Advances And Foundry Alliances
June 10, 2026
Simply Wall St
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Cadence Design Systems (CDNS) has been in focus after a new multi year Design Technology Co Optimization agreement with Intel Foundry targeting Intel 14A, alongside recent AI automation and 2nm ecosystem updates.
See o
2026-06-10
www.thelec.net
2026-06-10
thelec.net
(Source: Cadence)
Cadence Design Systems said on June 8 that it has entered a multi-year collaboration with Intel Foundry to advance DTCO (Design Technology Co-Optimization) for next-generation semiconductor manufacturing processes, beginning with Intel's 14A node.
DTCO refers to a methodology that simultaneously optimizes semiconductor process technology and chip design during development.
Tra
2026-06-10
www.msn.com
2026-06-10
MSN
Intel stock fell Tuesday as a rebound in chip stocks came to an abrupt end and overshadowed the company’s newly expanded deal with Cadence Design Systems that looks like a sign of confidence in Intel’s next-generation chip-manufacturing process.
Intel shares declined 2.1% to $107.92, but well off an intraday low of $99.46, on Tuesday. The move came after an 11% gain the previous day amid exciteme
2026-06-10
hothardware.com
2026-06-10
HotHardware
Intel Foundry Challenges TSMC Dominance With Massive Google AI Chip Order
by Zak Killian — Tuesday, June 09, 2026, 02:45 PM EDT
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Intel's foundry ambitions may have just received their biggest validation yet. According to a report from The Information, Google has placed an order with Intel to manufacture more than three million Tensor Processing Units (TPUs) in 2028 after months of testin