Semiconductor News & Analysis Feed
487 articles
2026-06-30
digitimes.com
2026-06-30
Asia Neo Tech has announced a 15-year technology licensing agreement with US-based Brooks Automation to cooperate on FOUP (front-opening unified pod) cleaning equipment and expand its reach into global markets. The two companies held a signing ceremony on June 30, 2026.
2026-06-30
digitimes.com
2026-06-30
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM capacity are also set for a prolonged supply shortage, effectively rewriting the foundry industry's business cycle.
2026-06-30
digitimes.com
2026-06-30
Qnity, the independent company spun off from US chemicals giant DuPont, is ramping up investment in Taiwan as the island cements its role at the center of the global AI hardware supply chain. Asia-Pacific president Dennis Chen said in an interview with DIGITIMESthat future spending will focus on three main battlegrounds: advanced packaging, co-packaged optics (CPOs), and thermal management.
2026-06-30
digitimes.com
2026-06-30
For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down memory and component costs before turning hardware upgrades into high-margin revenue. The AI-driven boom in HBM and DRAM is now challenging that strategy.
2026-06-29
asia.nikkei.com
2026-06-29
Nikkei Asia
Country's president says move comes at 'decisive moment' as AI transforms the global economy
South Korean President Lee Jae Myung, center, Samsung Electronics Chairman Lee Jae-yong, right, and SK Group Chairman Chey Tae-won at the announcement of three mega projects at the Blue House presidential palace in Seoul on June 29. © Reuters
SEOUL -- President Lee Jae Myung on Monday announced an "unpre
2026-06-29
michaelparekh.substack.com
2026-06-29
AI: Reset to Zero
AI: Yet another AI Chip Bottleneck in Asia. AI-RTZ #1132
...Chips on Wafer on Substrate (CoWoS) packaging tech as critical as AI GPUs & memory.
MICHAEL PAREKH
JUN 29, 2026
5
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If it was just like packaging Lay’s potato chips.
Regulars here at AI-RTZ and ARD podcast know of the long litany of AI bottlenecks this AI Tech Wave through the end of this decade at least. To the AI GPUs, AI memory,
2026-06-29
news.google.com
2026-06-29
EE Times Asia
2026-06-29
asia.nikkei.com
2026-06-29
Nikkei Asia
Data center builder says the 350-megawatt campus will be in Batam
Firmus says it will use Nvidia chips for its Indonesian data center and sell Nvidia-powered cloud services to "AI-native" customers. (Source photos by Getty and Ken Kobayashi)
SYDNEY -- Australian data center builder Firmus will partner with chip giant Nvidia to build a 350-megawatt "AI factory" in Indonesia to provide cloud compu
2026-06-29
digitimes.com
2026-06-29
Below are the most-read DIGITIMES Asiastories from the week of June 22-28, 2026:
2026-06-29
www.harianbasis.co
2026-06-29
HarianBasis.co
www.harianbasis.co
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2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-26
www.kvue.com
2026-06-26
KVUE
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2026-06-26
www.foxbusiness.com
2026-06-26
Fox Business
Charles Payne and Ivana Delevska, Spear Invest Founder and CIO, compare Micron Technology and NVIDIA's valuations.
Ivana Delevska, Spear Invest Founder and CIO, joins Charles Payne to compare Micron Technology and NVIDIA's valuations. Despite Micron's guided revenue exceeding NVIDIA's and having significantly higher earnings power than NVIDIA's Q3 FY2025 profit, Micron's market cap remains substa
2026-06-26
indianexpress.com
2026-06-26
The Indian Express
Asian Stock Market Crash Explained: Asian stock markets tanked as much as 6% on Friday (June 26) as Apple’s move to jack up prices of some of its product lines by as much as 20%, and the South Korean government’s proposal to tax unrealised gains on equities, weighed on sentiment for AI and chip-related stocks.
South Korea’s Kospi index ended 5.8% lower on Friday, briefly triggering the 8% lower c
2026-06-26
indianexpress.com
2026-06-26
The Indian Express
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2026-06-26
nasilemaktech.com
2026-06-26
Nasi Lemak Tech
nasilemaktech.com
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2026-06-26
news.google.com
2026-06-26
EE Times Asia
2026-06-26
www.cnbc.com
2026-06-26
CNBC
SoftBank Group
plunged more than 13% on Friday, leading a broad selloff in Asian technology stocks, amid mounting concerns over the rising cost of artificial intelligence infrastructure.
The Japanese conglomerate led losses across the region after the Nasdaq Composite fell for a fourth straight session overnight. The tech-heavy index dropped 0.46% as a 6% plunge in Apple
overshadowed Micron
’s
2026-06-26
digitimes.com
2026-06-26
CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry, strengthening China's ability to finance domestic DRAM expansion and reduce reliance on foreign capital and technology. As supply chains increasingly split along regional lines, the listing reinforces Beijing's push for memory self-sufficiency and reshapes competitive dynamics in global markets.
2026-06-26
digitimes.com
2026-06-26
Tai Asia Semiconductor's latest annual meeting highlighted a broader shift that could matter for investors and technology supply chains worldwide. The company said it is absorbing short-term losses to fund new businesses, while its subsidiaries advance in visual sensing, smart technology, silicon carbide, and gallium nitride.