Semiconductor News & Analysis Feed
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TSMC is collaborating with Ibiden and Innolux to validate glass substrates for its new CoPoS advanced packaging technology. This shift from wafer-level to panel-level processing aims to overcome limitations of traditional organic and silicon interposers. Simulation results indicate glass substrates offer significant improvements in warpage, thermal expansion, elastic modulus, power integrity, and
2026-06-16
digitimes.com
2026-06-16
SK Hynix moved closer to shipping seventh-generation high-bandwidth memory, HBM4E, to key customers as timing emerged as a critical competitive factor in the global memory market. According to Newsis, industry sources reported that SK Hynix had recently made positive progress in HBM4E development and was preparing to send samples soon, with shipments possibly beginning in June 2026 and no later th
2026-06-16
digitimes.com
2026-06-16
Austria's AT&S plans to invest up to EUR2 billion (approx. US$2.32 billion) to expand its Kulim plant and a previously unused building at the second site in Kulim, Malaysia, as part of a broader push to capitalize on AI demand. The company said the investments will be fully supported and financed by long-term customer commitments, and it expects to represent at least five leading US tech partners.
2026-06-16
digitimes.com
2026-06-16
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers,Unimicron,Kinsus, andNanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.
2026-06-16
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2026-06-16
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2026-06-16
digitimes
SK Hynix moved closer to shipping seventh-generation high-bandwidth memory, HBM4E, to key customers as timing emerged as a critical competitive factor in the global memory market. According to Newsis, industry sources reported that SK Hynix had...
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2026-06-16
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2026-06-16
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2026-06-16
www.techtimes.com
2026-06-16
Tech Times
By Allen Lee
Published: Jun 15 2026, 15:57 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 IMA
2026-06-16
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2026-06-16
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Nvidia Taps Bond Market for the First Time in Five Years
Nvidia Taps Bond Market for the First Time in Five Years
Less than 1 min read
NVDA
+3.18%
GS
+1.75%
JPM
−0.08%
MS
+2.33%
Nvidia
NVDA
is preparing to sell investment-grade bonds for the first time since June 2021, targeting at least $20 billion across seven maturities from two to 30 years. The longest bonds are being mar
2026-06-16
www.tradingkey.com
2026-06-16
TradingKey
Qualcomm Inc (QCOM) moved up by 4.27%. The Technology Equipment sector is up by 3.67%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 9.75%; NVIDIA Corp (NVDA) up 3.28%; SanDisk Corporation (SNDK) up 6.23%.
Qualcomm (QCOM) experienced a notable upward movement, driven by a confluence of positive analyst sentiment, anticipation of strat
2026-06-16
tomshardware.com
2026-06-16
Jowi Morales
Local governments demand more time to study how they can manage the impacts of huge data center projects.
2026-06-16
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2026-06-16
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Google's Samsung Talks Highlight TSMC Capacity Crunch
Google's Samsung Talks Highlight TSMC Capacity Crunch
Less than 1 min read
GOOG
+2.61%
Alphabet (GOOG, Financials) may be looking beyond Taiwan Semiconductor Manufacturing for part of its future AI chip production, and that says a lot about how tight the market has become.
Google is reportedly in talks with Samsung to make
2026-06-16
www.tradingkey.com
2026-06-16
TradingKey
Texas Instruments Inc (TXN) moved up by 3.85%. The Technology Equipment sector is up by 3.71%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 9.52%; NVIDIA Corp (NVDA) up 3.49%; SanDisk Corporation (SNDK) up 6.20%.
Texas Instruments shares experienced significant upward movement today, driven by a confluence of positive company-specifi
2026-06-16
wccftech.com
2026-06-16
Wccftech
The datacenter segment is preparing for the first wave of next-gen 800V HDVC systems that will power NVIDIA & Google infrastructure this year.
As Datacenters continue to outstrip electricity generation, the need for more power-efficient & versatile solutions has become essential. This is why major companies like NVIDIA & Google have invested heavily in 800V DC or HVDC (High-Voltage Direct Current
2026-06-16
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2026-06-16
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NXP Semiconductors and Texas Instruments Stocks Trade Up, What You Need To Know
NXP Semiconductors and Texas Instruments Stocks Trade Up, What You Need To Know
2 min read
NXPI
−4.11%
TXN
−2.44%
What Happened?
A number of stocks jumped in the afternoon session after the Trump administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz, s
2026-06-15
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2026-06-15
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onsemi Trades at a Discount: Buy, Hold or Sell the Stock?
onsemi Trades at a Discount: Buy, Hold or Sell the Stock?
6 min read
ON
+6.89%
onsemi ON has quietly become one of the semiconductor sector’s strongest performers in 2026. The stock has surged 115.7% year to date, significantly outperforming the Zacks Semiconductor – Analog and Mixed industry’s 65% gain and the S&P 500’s 8.6
2026-06-15
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2026-06-15
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