Semiconductor News & Analysis Feed
161 articles
2026-06-17
digitimes.com
2026-06-17
The global appetite for AI chips is putting new strain on materials suppliers, turning one of Ajinomoto's lesser-known products into a pressure point for advanced semiconductor packaging.
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Nvidia's China Woes Deepen As TikTok Parent ByteDance Eyes AI Chips From Iluvatar CoreX, Baidu: Report
Namrata Sen
Tue, June 16, 2026 at 12:31 PM PDT 6 min read
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ByteDance, the parent company of
2026-06-16
memeburn.com
2026-06-16
Memeburn
TL;DR
Google is reportedly in talks with Samsung to help manufacture its future AI chip, codenamed Icefish.
TSMC will likely remain the primary producer, but capacity constraints are pushing Google to diversify suppliers.
The move highlights how the AI boom is reshaping the global semiconductor industry and supply chains.
Google could soon give Samsung a major role in building one of its most ad
2026-06-16
letsdatascience.com
2026-06-16
Let's Data Science
INFRASTRUCTURE
tsmc
chip packaging
cowos
copos
TSMC highlights CoWoS strength over panel packaging for largest AI chips
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June 16, 2026
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Photo: cdn.mos.cms.futurecdn.net · rights & takedowns
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At TSMC's European Technology Symposium, Kevin Zhang, TSMC's senior vice president of business development and global sales and deputy co-COO, said that panel-l
2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
ASE Tech, TW0003711008
New high-density fan-out module, ASE Technology pushes advanced packaging for AI chips
16.06.2026 - 03:43:12 | ad-hoc-news.de
ASE Technology is highlighting its FOCoS fan-out module as a high-density packaging option for AI and data center processors, combining multiple dies and high-bandwidth memory in a single advanced substrate stack for hyperscale and HPC customers.
AS
2026-06-16
digitimes.com
2026-06-16
Global expansion in AI chips, advanced logic processes, and multilayer 3D NAND flash memory is driving demand for tungsten hexafluoride (WF6), a critical electronic specialty gas used in semiconductor manufacturing. Limited short-term supply additions and low industry inventories are widening the supply-demand gap, triggering a rapid price increase.
2026-06-16
digitimes.com
2026-06-16
TSMC is accelerating its advanced packaging roadmap for AI chips, expanding CoWoS capacity while publicly disclosing new progress in glass substrate technology. The company is also signaling that next-generation packaging competition is shifting from CoWoS toward CoPoS as it builds out a fuller ecosystem ahead of rivals.
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
2026-06-15
www.benzinga.com
2026-06-15
Benzinga
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2026-06-15
cryptobriefing.com
2026-06-15
Crypto Briefing
ByteDance in talks to acquire AI chips from Iluvatar CoreX in push away from Nvidia
TikTok's parent company is negotiating to buy at least 50,000 AI inference GPUs from the Shanghai-based chipmaker as
2026-06-15
digitimes.com
2026-06-15
LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand for substrates used in AI servers, 5G smartphones, and on-device AI chips. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates, as substrate suppliers adjust capacity plans to stronger demand from advanced mobile devices and AI infrastructure.
2026-06-12
www.investopedia.com
2026-06-12
Investopedia
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2026-06-11
www.tradingview.com
2026-06-11
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Key facts: TSMC May Revenue Up 30.1% YoY; AI Chips Boost Growth
Key facts: TSMC May Revenue Up 30.1% YoY; AI Chips Boost Growth
Less than 1 min read
2330
−0.22%
TSMC (2330) May 2026 revenue NT$416.975B (~$13.17B), +30.1% YoY, +1.5% MoM; Jan–May revenue NT$1,961.804B (~$62B), +30.0% YoY, driven by AI infrastructure, smartphones, HPC demand
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TSMC (2330) gains from rising A
2026-06-10
digitimes.com
2026-06-10
As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid and calcium fluoride sludge an essential service. Liying said the company's core strength lay in using intelligent production parameters to improve waste purity and regenerate the materials into green synthetic fluorite
2026-06-10
digitimes.com
2026-06-10
Taiwan is considering significantly tougher restrictions on exports of advanced AI chips to China, a move that would bring the island's regulations closer to those of the US and strengthen efforts to combat semiconductor smuggling, according to Bloomberg.
2026-06-09
the-decoder.com
2026-06-09
The Decoder
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Intel gets a second life as Google and Nvidia explore it as a TSMC backup for AI chips
Matthias Bastian
View the LinkedIn Profile of Matthias Bastian
Jun 8, 2026
Google and Nvidia are looking at Intel as an alternative chipmaker as TSMC struggles to keep up with surging demand for AI chips. According to The Information,
2026-06-08
www.myeverydaytech.com
2026-06-08
My Everyday Tech
Consumer News & Events
Cadence strikes new partnership with Samsung Foundry to deliver 2nm platform for AI chips
8 minutes ago Calvin Liew
Cadence and Samsung Foundry announced a multi-year expansion of their collaboration to develop a full portfolio of Memory and Interface IP certified for Samsung Foundry’s second-generation 2nm process technology.Mobile & Wireless
The signoff-ready platfor
2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
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2026-06-08
simplywall.st
2026-06-08
simplywall.st
United States/Semiconductors/NasdaqGS:NVDA
AI Chips Today - NVIDIA and SK hynix: Advancing AI Infrastructure Together
June 08, 2026
Simply Wall St
NVIDIA and SK hynix have announced a multiyear technology partnership aimed at developing next-generation memory to support the global buildout of AI factories. This collaboration is set to enhance memory supply aligned with NVIDIA's AI infrastructure
2026-06-08
www.fool.com
2026-06-08
The Motley Fool
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