Semiconductor News & Analysis Feed
1470 articles
2026-06-08
digitimes.com
2026-06-08
Lead frame manufacturer Chang Wah Technology Co. (CWTC) says that as applications such as data centers, AI servers, and industrial control systems continue to grow rapidly, market demand for power management components is steadily increasing, driving growth in lead frame shipments. Demand for microcontrollers (MCUs) used in PCs, networking equipment, industrial control systems, and electric vehicl
2026-06-08
digitimes.com
2026-06-08
Andhra Pradesh is positioning itself as a semiconductor packaging hub, focusing on an entry point into the chip supply chain while wafer fabrication remains a long-term goal. Officials said packaging activities are already underway, as Indian states used Computex in Taipei to attract Taiwanese electronics and AI supply chain investment.
2026-06-08
digitimes.com
2026-06-08
LG Innotek is accelerating its push into advanced semiconductor packaging, announcing plans to expand its substrate manufacturing operations in Vietnam as it seeks to transform the business into a key growth engine and generate more than KRW3 trillion (approx. US$1.9 billion) in annual revenue by 2030.
2026-06-08
digitimes.com
2026-06-08
Nvidia's upcoming Vera Rubin AI server platform has become the focus of intense scrutiny after a late-stage redesign of its thermal architecture.
2026-06-08
digitimes.com
2026-06-08
Wingtech has launched a lawsuit in China against Nexperia's Dutch entities and related parties, intensifying a dispute that could affect semiconductor supply chains, corporate governance, and cross-border investment rules for customers and investors worldwide. The case adds another layer to a legal battle already spanning China and the Netherlands.
2026-06-08
digitimes.com
2026-06-08
Apple's M5 Pro signals a broader shift in laptop processors, with implications for global device makers, developers, and AI users. A teardown suggests Apple is combining chiplet-style packaging, higher memory bandwidth, and GPU-based AI acceleration to strengthen on-device computing while reshaping how premium PCs approach local AI workloads.
2026-06-08
digitimes.com
2026-06-08
Nvidia and Doosan Group are widening their collaboration to develop physical AI, robotics, and AI factory infrastructure that could shape industrial automation worldwide. The effort spans robotics, heavy equipment, power systems, and advanced materials, highlighting how global AI growth is increasingly tied to manufacturing, energy, and data center supply chains.
2026-06-08
digitimes.com
2026-06-08
Naver and Nvidia announced on June 7 that the South Korean internet company will expand its AI infrastructure using Nvidia's DSX platform, starting at 55 megawatts and targeting gigawatt-scale deployment. The expansion begins at Naver's GAK Sejong data center in Sejong, South Korea.
2026-06-08
digitimes.com
2026-06-08
Below are the most-read DIGITIMES Asia stories from the week of June 1-7, 2026:
2026-06-08
blogs.nvidia.com
2026-06-08
NVIDIA Blog
NVIDIA and Doosan Group Collaborate to Advance Physical AI and AI Factory Infrastructure
Companies to explore robotics, AI factory power solutions and advanced electronics materials for next-generation data center systems.
June 7, 2026 by Madison Huang
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NVIDIA and Doosan Group are expanding their collaboration to advance new opportunities across physical AI, robotics and AI factory infra
2026-06-08
www.bitget.com
2026-06-08
Bitget
Gelonghui, June 8｜Wolfspeed, a silicon carbide concept stock, surged over 13% in pre-market trading. According to reports, the company announced a partnership with General Electric Aerospace to jointly accelerate the application of high-voltage silicon carbide (SiC).
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. T
2026-06-08
www.indexbox.io
2026-06-08
IndexBox
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2026-06-08
www.insidermonkey.com
2026-06-08
Insider Monkey
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2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
Portfolio inclusions: Recent social media posts frequently list TSM among key holdings in diversified tech strategies alongside names like NVDA and AVGO. Analysts note its central role in advanced chip production amid ongoing demand. This pattern underscores steady attention to semiconductor supply chains.
Investment approaches: Participants share balanced portfolios featuring TSM with establishe
2026-06-08
www.ad-hoc-news.de
2026-06-08
AD HOC NEWS
Infineons, Plunge
Infineon's 12.81% Plunge: Sector Jitters, a Neutral RSI, and a GaN Patent Fight Set the Stage
07.06.2026 - 18:09:45 | boerse-global.de
Infineon shares suffer worst single-day loss in months, erasing gains after Broadcom's cautious guidance and strong US jobs data. Technicals show neutral RSI, support between €68.50-€64.50.
Infineons - Infineon's 12.81% Plunge: Sector Jitters, a
2026-06-07
www.chosun.com
2026-06-07
조선일보
By Kwak Chang-yeol
Published 2026.06.08. 00:32
A ‘semiconductor shock’ originating from the U.S. and the impact of a high exchange rate are casting a shadow of a potential ‘Black Monday’ over the Korean stock market set to open on the 8th. Fear is spreading as semiconductor stocks, which led the artificial intelligence (AI) boom, plummeted across the board on the New York Stock Exchange, while t
2026-06-07
www.gurufocus.com
2026-06-07
GuruFocus
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2026-06-07
cryptoslate.com
2026-06-07
CryptoSlate
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2026-06-07
seekingalpha.com
2026-06-07
Seeking Alpha
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2026-06-07
tomshardware.com
2026-06-07
Hassam Nasir
Some even tipped early 2028 for the hardware release window.