Semiconductor News & Analysis Feed
3838 articles
2026-06-18
digitimes.com
2026-06-18
A recent open letter from the UK-based fund Palliser Capital called Taiwanese printed circuit board (PCB) maker WUS Printed Circuit one of the most undervalued AI PCB companies in the capital market. This has once drawn industry attention to the current business cooperation between WUS and its subsidiary in China, WUS Printed Circuit Kunshan.
2026-06-18
digitimes.com
2026-06-18
In an exclusive interview with The Wall Street Journal, Apple CEO Tim Cook made an unusually blunt admission. The company is preparing to raise product prices because memory and storage costs have surged to a point Apple can no longer absorb. He said Apple has spent the past stretch trying to shield customers from these cost increases, but the situation has become "unsustainable."
2026-06-18
digitimes.com
2026-06-18
Samsung Electronics is developing and operating a data-sharing platform with semiconductor materials, components and equipment suppliers, according to a report by South Korea's ETNews, which cited industry sources.
2026-06-18
digitimes.com
2026-06-18
The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away from the price wars of the consumer market, Nvidia's push to upgrade AI transmission standards to 1.6T, 3.2T, and beyond is exposing the physical limits of copper wiring, making scale-up the first battlefield in the co
2026-06-18
digitimes.com
2026-06-18
Taiwan's 2026 GDP growth is on track to exceed 10% as AI demand powers the island's economy, Minister of Economic Affairs Ming-hsin Kung said, adding that this level of growth may be achieved given current trends. He pointed to stronger-than-expected exports from the AI supply chain and traditional industries such as machinery.
2026-06-18
digitimes.com
2026-06-18
MPI Corporation, a major probe card supplier, said AI demand is tightening supply across the probe card market and extending order visibility, with the company considering a prepayment mechanism to guarantee customers priority access to capacity.
2026-06-18
digitimes.com
2026-06-18
Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan's two leading suppliers, Yageo and Walsin Technology. Average book-to-bill ratios at both companies have risen above 1.3, placing industry conditions near their highest levels in recent years and reinforcing expectations for sequential growth through 2026.
2026-06-18
www.digitimes.com
2026-06-18
digitimes
SK Hynix has eliminated degree requirements from its regular recruitment process for new employees, as the memory chip giant seeks to strengthen its lead in high-bandwidth memory (HBM) and secure talent for the fast-changing AI semiconductor market. Industry...
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Qualcomm in Talks to Acquire AI Chip Startup Tenstorrent for Up to $10 Billion, Reuters Reports
Vardah Gill
Wed, June 17, 2026 at 4:04 PM PDT 2 min read
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2026-06-18
www.fool.com
2026-06-18
The Motley Fool
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2026-06-18
www.spokesman.com
2026-06-18
The Spokesman-Review
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Nvidia CEO says AI can reindustrialize US, create jobs, reshape society. A North Texas factory could play a role
June 17, 2026 Updated Wed., June 17, 2026 at 4:25 p.m.
1 of 5
Julie Eng, EVP, Optical Components and Chief Technology Officer at Coherent, explains a 6-inch InP wafer at Coherent’s advanced manufacturing facility in Sherman, Tuesday, June 16, 2026. (Angela P
2026-06-18
news.google.com
2026-06-18
Sentinel Colorado
2026-06-18
www.hpcwire.com
2026-06-18
HPCwire
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2026-06-18
biz.chosun.com
2026-06-18
Chosunbiz
By
Jeong Du-yong
Published 2026.06.18. 06:02
Glass substrate from Appslix, SKC's semiconductor substrate manufacturing subsidiary./Courtesy of Appslix
TSMC, the world's largest foundry (contract semiconductor manufacturing) corporations, disclosed verification results for the commercialization of glass semiconductor substrates developed in an ecosystem centered on Taiwan and Japan. As a result,
2026-06-18
www.trefis.com
2026-06-18
Trefis
Is Micron Stock’s Record-Breaking Run A Cyclical Peak Or A New AI Reality?
June 17th, 2026 by Trefis Team
-66.17%
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1043
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353
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MU
Micron Technology
The chip giant’s AI-fueled success is undeniable, but its soaring valuation is a stark reminder of the industry’s notoriously cyclical past.
After a striking 785% gain over the past year, it’s hard to ignore Micron Technology (MU).
2026-06-18
www.brookings.edu
2026-06-18
Brookings
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2026-06-18
thehill.com
2026-06-18
The Hill
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2026-06-18
futurumgroup.com
2026-06-18
The Futurum Group
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2026-06-18
decrypt.co
2026-06-18
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2026-06-18
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