Semiconductor News & Analysis Feed
10821 articles
2026-06-11
digitimes.com
2026-06-11
Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future of AI networking, could face further delays as manufacturing yields remain inconsistent.
2026-06-11
digitimes.com
2026-06-11
Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation server memory platforms.
2026-06-11
digitimes.com
2026-06-11
Taiwan Mask (TMC), a Taiwanese photomask manufacturing process company, has approved the sale of its Plant 6 in Zhunan, Taiwan. The company said the move is primarily a strategic measure aimed at activating assets and focusing on its core business. It is also intended to improve the group's capital allocation efficiency, optimize its balance sheet, and boost earnings per share (EPS).
2026-06-11
digitimes.com
2026-06-11
Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into the stock market and other asset markets. Central bank governor Chin-Long Yang said on June 10 that Taiwan remains far from systemic risk despite concerns over surging market activity.
2026-06-11
digitimes.com
2026-06-11
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains tight after disrupting the high-end ABF substrate market. HVLP4 copper foil is set to become the next constraint in the second half of 2026.
2026-06-11
semiengineering.com
2026-06-11
Brian Bailey
It depends on what those models are used, which also can have a big impact on the cost.
2026-06-11
eetimes.com
2026-06-11
Pablo Valerio
Gartner's VP analyst David Gonzalez shares strategies for profitability and technology in supply chain management.
2026-06-11
digitimes.com
2026-06-11
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.
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
digitimes.com
2026-06-11
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is increasing worldwide and is expected to influence data centers, device costs, energy use, and the pace of technology development.
2026-06-11
eetimes.com
2026-06-11
Pablo Valerio
"RISC-V is now," said Andrea Gallo, CEO of RISC-V International, during his keynote at this week's RISC-V Summit Europe 2026 in Bologna.
2026-06-11
semiengineering.com
2026-06-11
Ann Mutschler
Standalone GPUs are being replaced by heterogeneous SoCs and chiplets that combine CPUs...
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Amazon Is the Latest AI Giant to Sign a Blockbuster Deal With This Under-the-Radar Semiconductor Company (Behind Nvidia and Meta)
Anthony Di Pizio, The Motley Fool
Wed, June 10, 2026 at 3:50 PM PDT 5 min read
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Corning (NYSE: GLW) has manufactured glass right here in America since 1851. By 1880,
2026-06-11
news.google.com
2026-06-11
SiliconANGLE
2026-06-11
www.fool.com
2026-06-11
The Motley Fool
Corning (
GLW
3.19%
) has manufactured glass right here in America since 1851. By 1880, it was the sole supplier of glass for Thomas Edison's original lightbulb, and today, it makes the glass for all of Apple's iPhones.
However, Corning stock has soared by 230% over the past 12 months because of red-hot demand for the company's fiber-optic cables for data centers, which help accelerate processing
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Teradyne And Tokyo Electron Target AI Chiplet Test As Adoption Watchpoint
Simply Wall St
Wed, June 10, 2026 at 3:14 PM PDT 4 min read
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Teradyne (NasdaqGS:TER) has introduced a new integrated test solution for AI and data cent
2026-06-11
www.digitimes.com
2026-06-11
digitimes
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.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit th
2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
__fail__
2026-06-11
asia.nikkei.com
2026-06-11
Nikkei Asia
Japan 'excellent candidate' for South Korean chipmaker's overseas plants
SK Group Chairman Chey Tae-won says Japan would be an ideal candidate for the South Korean conglomerate to expands its chip operations. (Photo by Yuki Nakao)
TOKYO -- South Korea's SK Hynix will triple its wafer capacity by 2034 to meet soaring demand for its memory chips critical for artificial intelligence computing, SK
2026-06-11
news.alphastreet.com
2026-06-11
AlphaStreet
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Analysis
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TSMC (TSM) Has a Foundry-and-Packaging Moat Bigger Than the AI Trade
ANALYSIS
TSMC (TSM) Has a Foundry-and-Packaging Moat Bigger Than the AI Trade
NYSE
$TSM
June 10, 2026
5 min read
X
in
f
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