Semiconductor News & Analysis Feed
301 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
According to Nvidia's press release, SK Telecom plans to build a gigawatt-scale AI cloud in Korea, with the first AI factory set to go online in 2027. The project signals how telecom operators may evolve into global AI infrastructure providers, shaping access to computing capacity, energy use, and industrial AI deployment.
2026-06-07
digitimes.com
2026-06-07
Aspeed chairman Chris Lin said on June 3 that rapid growth in agentic AI is boosting demand for AI and general-purpose servers, with the chip maker's main constraint now supply-chain capacity rather than orders. He said the company already has visibility into a large volume of 2027 orders as customers rush to secure supply.
2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Hynix, Doubles
SK Hynix Doubles Down on HBM with $67 Billion Capacity Splurge and $14 Billion IPO Plans Amid Market Turmoil
06.06.2026 - 22:43:21 | boerse-global.de
SK Hynix stock drops 10% on Broadcom AI miss, but expansion plans and HBM dominance position it for long-term growth; ADR listing up to $14B.
Hynix - SK Hynix Doubles Down on HBM with $67 Billion Capacity Splurge and $14 Billion IPO
2026-06-06
www.tweaktown.com
2026-06-06
TweakTown
SK Hynix plans to double wafer production capacity by 2030 as chairman warns AI will keep memory tight
Chairman Chey Tae-won says AI demand will keep memory tight through 2030 and SK Hynix will spend whatever it takes to double capacity.
VIEW GALLERY - 2
Hassam Nasir
Tech Reporter
Published Jun 5, 2026 7:00 PM CDT
2-minute read time
TL;DR: SK Group plans to double wafer production within five year
2026-06-06
wccftech.com
2026-06-06
Wccftech
Korean chip manufacturer SK hynix had been planning to double its memory production capacity by 2030 and 2031 from current levels, even before a request from NVIDIA CEO Jensen Huang, suggests a report from the Korean media. The NVIDIA CEO wrote "please make more" on a hynix wafer at the Computex conference in Taiwan, and supply chain sources suggest that the memory manufacturer plans to expand its
2026-06-06
cryptonews.net
2026-06-06
Cryptonews.net
Rumble just landed the biggest customer deal in its history. The company signed a $270 million multi-year cloud agreement with Together AI for dedicated GPU capacity powered by NVIDIA HGX Blackwell B300 systems.
Rumble’s stock surged 7% in premarket trading following the announcement.
Together AI, a company focused on building and deploying open-source AI models, will get dedicated access to Rum
2026-06-06
www.taipeitimes.com
2026-06-06
Taipei Times
Nvidia Corp CEO Jensen Huang (黃仁勳) yesterday said that his company has arranged to boost capacity in the second half of this year to next year to meet robust demand.
Before boarding his private jet at the Songshan Airport in Taipei to wrap up a 14-day trip to Taiwan, Huang told reporters that Nvidia has already raised its capacity “by 2x for the second half” of this year.
“Capacity is tight all
2026-06-05
www.ad-hoc-news.de
2026-06-05
AD HOC NEWS
ASML’s, Crown
ASML’s €674B Crown Prompts a Breather, but EUV Capacity Breakthrough Lifts Analyst Targets
05.06.2026 - 16:06:06 | boerse-global.de
ASML briefly became Europe's most valuable company with a $674B market cap, then fell 4% on profit-taking. But strong AI chip demand, production capacity ramp, and analyst upgrades underline its dominance.
ASML’s - ASML’s €674B Crown Prompts a Breather
2026-06-05
www.nist.gov
2026-06-05
National Institute of Standards and Technology (.gov)
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2026-06-05
www.datacenterdynamics.com
2026-06-05
Data Center Dynamics
Together AI has signed a multi-year cloud capacity agreement with AI compute provider Rumble Inc.
Under the contract, Rumble will provide Together AI with Nvidia HGX B300 systems as dedicated cloud capacity.
– Rumble
The value of the deal and the number of GPUs have not been provided.
According to Rumble, the contract has the potential to be extended and increased in value depending on its suc
2026-06-05
news.google.com
2026-06-05
thelec.net
2026-06-05
news.google.com
2026-06-05
Finimize
2026-06-05
cryptobriefing.com
2026-06-05
Crypto Briefing
Rumble signs $270M cloud agreement for dedicated GPU capacity powered by NVIDIA Blackwell systems
The video platform's largest customer commitment to date marks a decisive pivot into AI infrastructure
2026-06-04
www.tradingview.com
2026-06-04
TradingView
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2026-06-04
www.ad-hoc-news.de
2026-06-04
AD HOC NEWS
ASMLs, Billion
ASML's €12 Billion Buyback and EUV Capacity Debate Drive Divergent Institutional Reaction
04.06.2026 - 13:13:18 | boerse-global.de
ASML hits record high becoming Europe's most valuable firm; JPMorgan and Morgan Stanley raise price targets on EUV output flexibility, while institutional investors show divergent bets.
KI-Buchhaltung: Bearbeitungszeit sinkt um ein Drittel, Genauigkeit
2026-06-04
www.investing.com
2026-06-04
Investing.com
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2026-06-04
in.investing.com
2026-06-04
Investing.com India
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2026-06-04
in.investing.com
2026-06-04
Investing.com India
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2026-06-04
ng.investing.com
2026-06-04
Investing.com Nigeria
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