Semiconductor News & Analysis Feed
9835 articles
2026-06-26
digitimes.com
2026-06-26
SK Siltron is preparing to bring a new silicon wafer manufacturing facility online in South Korea next month. The expansion comes as AI data center investment helps lift wafer shipments, while pricing remains under pressure as capacity added during the last expansion cycle continues to weigh on the market.
2026-06-26
digitimes.com
2026-06-26
Onsemi has agreed to buy Synaptics in an all-stock transaction valued at about US$7 billion, a deal that could reshape the edge AI landscape across automotive, industrial, and connected devices. If completed, the merger aims to broaden global access to intelligent systems, software, and wireless technology.
2026-06-26
digitimes.com
2026-06-26
Before the price hikes became official, Apple had already warned investors that soaring memory costs would increasingly pressure margins. The company has now followed through on one of the rarest moves in its history: raising prices across much of its Mac, iPad, home device, and Vision Pro lineup to offset an AI-driven surge in memory and storage costs.
2026-06-26
digitimes.com
2026-06-26
South Korea's Ministry of Employment and Labor has launched chemical safety inspections at 25 semiconductor manufacturers, including SK Hynix, after a series of fluorine gas leaks at chip plants raised fresh concerns over industrial accidents.
2026-06-26
digitimes.com
2026-06-26
On June 25, IBM unveiled what it calls the world's first sub-1nm chip technology: a 0.7nm — or 7 angstrom — transistor architecture built on an entirely new 3D platform called Nanostack. The announcement, timed to the VLSI 2026 symposium, marks the first time logic technology has extended below the 1nm node and, IBM says, opens a roadmap of at least a decade of further semiconductor scaling.
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.
2026-06-26
digitimes.com
2026-06-26
Academia Sinica's Center for Quantum Computer is focusing only on hardware, not algorithms or applications, and executive director Chii-Dong Chen said that approach is similar to the mission Taiwan's government gave ITRI in the early days of the foundry industry. He said Taiwan enjoys a strong advantage in quantum chip manufacturing, but turning the new Quantum Chip Fabrication Space (QC-Fab) into
2026-06-26
digitimes.com
2026-06-26
As growth in the traditional consumer electronics market slows and industry competition intensifies, LCD optical film manufacturer Optivision Technology is accelerating its transition toward higher-value automotive applications. The company has reduced its production lines from 16 to 13 in response to changing demand dynamics in the display industry, aiming to optimize asset utilization and improv
2026-06-26
digitimes.com
2026-06-26
GlobalFoundries (GF) is positioning its Singapore operations as a core hub for the emerging era of physical AI, as the chipmaker expands investment in manufacturing capacity and next-generation semiconductor technologies aimed at robotics, autonomous systems, and AI-driven infrastructure.
2026-06-26
digitimes.com
2026-06-26
As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that even if major tech firms are interested in adopting Chinese chips, translating that interest into actual supply agreements remains difficult due to several significant obstacles.
2026-06-26
digitimes.com
2026-06-26
Academia Sinica has built a 20-qubit quantum chip from scratch, and the team now says the next phase is less about lab breakthroughs and more about engineering a scalable, reproducible manufacturing system. Chii-Dong Chen, executive director of Academia Sinica's Center for Quantum Computer, says Taiwan's quantum chip effort is moving into that engineering battleground.
2026-06-26
digitimes.com
2026-06-26
South Korea's plan to push semiconductor investment beyond the greater Seoul area is taking clearer shape, with Samsung Electronics reportedly moving closer to a new chip hub in Gwangju while SK Hynix continues to weigh a site in South Jeolla Province against overseas investment options.
2026-06-26
digitimes.com
2026-06-26
China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader industry upcycle with global implications, as higher costs and tighter capacity could affect data centers, automotive suppliers, and power equipment buyers worldwide.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron's Blowout Earnings Could Be Great News for Nvidia Investors
Daniel Sparks, The Motley Fool
Thu, June 25, 2026 at 4:03 PM PDT 4 min read
MU
+15.81%
NVDA
-1.59%
Explore stocks on Coinbase
Trading disclosure
Memory chips rarely steal the spotlight from the processors they support. But Micron Technology (NASDAQ: MU) just posted a quarter big enough to do exactly that -- and the read-through ma
2026-06-26
startupfortune.com
2026-06-26
Startup Fortune
Onsemi's $7 billion Synaptics deal is a bet that AI won't stay bottled up in data centers. The company is paying in stock because the edge-AI market it wants is still more promise than proof.
Onsemi is trying to buy its way into the next AI hardware fight, and it isn't the one Nvidia has already made famous. The Scottsdale chipmaker said on June 25 that it will acquire Synaptics in an all-stock t
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Memory chips rarely steal the spotlight from the processors they support. But Micron Technology (
MU
+14.50%
) just posted a quarter big enough to do exactly that -- and the read-through may matter most for investors in Nvidia (
NVDA
1.86%
), whose artificial intelligence (AI) accelerators are built around the very memory Micron is scrambling to supply.
Micron's stock jumped about 16% as of this
2026-06-26
www.basenor.com
2026-06-26
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Musk: Chip Shortage Is an Existential Threat to Tesla Production
BASENOR Team
16 min ago
Updated June 25, 2026
3 min read
Table of Contents
How Bad Is It?
The Terafab Response
What the Timeline Actually Looks Like
Why This Matters for Tesla Owners
Elon Musk isn't mincing words about the global chip and memory shortage. In comments circulated widely this week, he desc
2026-06-26
eetimes.com
2026-06-26
Invoking Rent's Rule and Amdahl's Law, Keller argues that memory and communication, not bigger processors, will define the future of AI infrastructure
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Qualcomm (
QCOM
+3.65%
) is best known for the chips and wireless technology inside smartphones. At its Investor Day in New York City, the company made the case that its next major growth engine could come from a very different market: AI data centers.
That message ran through much of the event. Qualcomm is not walking away from handsets, but management wants investors to look at a wider set of g
2026-06-26
www.marketscreener.com
2026-06-26
marketscreener.com
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