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16.06.26 - 22:12
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Semiconductor Stocks Tumble After Microsoft Balks At $3B Oracle Cloud Deal (ZeroHedge)
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Semiconductor Stocks Tumble After Microsoft Balks At $3B Oracle Cloud Deal
Chip stocks tumbled even further in late Tuesday trading following a report that Microsoft just walked away from talks with Oracle about leasing the company's cloud infrastructure because of concerns over security and compliance.
The deal, according to Business Insider, would have been worth over $3 billion - as large Silicon Valley tech companies are running short on computing power (more on that later).
The plan was to move some Microsoft workloads to Oracle Cloud Infrastructure, but Oracle's public cloud did not have the Federal Risk and Authorization Management Program (FedRAMP), a standardized security framework that ensures cloud services are secure enough to handle U.S. government data. Oracle was not willing to add this framework, one of the people said. -BI
Oracle has denied the scoop.
"The details mentioned in the article are inaccurate," an spokesperson said, declining to specify the inaccu...
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15.06.26 - 06:06
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China eases InP substrate exports, lifting compound semiconductor supply (Digitimes)
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China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026 batch shipped at the end of May following an earlier release in 2025, easing a capacity bottleneck in the optical communications market. Taiwanese compound semiconductor suppliers including Visual Photonics Epitaxy (VPEC) and Global Communication Semiconductors (GCS) are expected to benefit in the second half of 2026....
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15.06.26 - 01:18
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Tsang Yow plans Malaysia plant as semiconductor demand shifts to Southeast Asia (Digitimes)
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Tsang Yow is preparing to broaden its manufacturing footprint in Malaysia, a move that could help global semiconductor supply chains become more regional, resilient, and tariff-proof. The drivetrain systems maker expects trial production at the new plant before the end of 2026, as demand tied to artificial intelligence and advanced chips reshapes sourcing patterns worldwide....
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14.06.26 - 17:42
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Halbleiter: Eine Fabrik wie eine Festung (FAZ)
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Der deutsche Chiphersteller Infineon steht vor der Eröffnung seines neuen Werks in Dresden, das vierte vor Ort. Der Vorstand nennt es eine Punktlandung. Die Börse macht sich ihren eigenen Reim....
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