Semiconductor News & Analysis Feed
301 articles
2026-06-12
technode.com
2026-06-12
TechNode
Despite TSMC having ramped up its 3nm monthly capacity to 160,000–175,000 wafers in the second quarter, it still cannot fully meet strong customer demand and order backlogs, according to supply chain sources. Industry insiders said TSMC is planning another price increase for 3nm foundry services in the second half of 2026, with hikes of up to 15%.
The Fab 18 complex in the Southern Taiwan Science
2026-06-12
www.digitimes.com
2026-06-12
digitimes
Google is considering using Samsung Electronics to manufacture part of a future artificial intelligence (AI) chip, a move that would mark a notable shift in the US tech group's supply chain as demand for advanced AI silicon strains capacity at TSMC.
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2026-06-12
digitimes.com
2026-06-12
DDR4 memory supply remains tight, with the shortage affecting buyers worldwide, from cloud and server operators to industrial and networking customers. Sources indicate that Nanya Technology's limited third-quarter 2026 capacity has led major shareholders and customers to secure output, pushing contract prices higher and making further gains increasingly likely.
2026-06-12
digitimes.com
2026-06-12
China's two leading memory chipmakers, CXMT and YMTC, are moving closer to the capital market, putting the country's memory industry back under the semiconductor spotlight.
2026-06-12
digitimes.com
2026-06-12
The global push for AI and HPC chips is tightening advanced packaging capacity and lifting orders for outsourced semiconductor assembly and test providers. For international customers and supply chains, the shift suggests stronger demand for Taiwan's packaging and testing firms, alongside a broader rebalancing of semiconductor production.
2026-06-12
digitimes.com
2026-06-12
Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers, the shift signals a broader race for cloud AI supply, capacity, and influence, as more firms vie for a share of high-value custom chip demand.
2026-06-12
digitimes.com
2026-06-12
SK Hynix is preparing to begin mass production of its next-generation 375-layer 3D NAND flash memory by year-end, while pushing ahead with a broader capacity buildout and moving toward a US listing as early as August.
2026-06-12
digitimes.com
2026-06-12
Google is considering using Samsung Electronics to manufacture part of a future artificial intelligence (AI) chip, a move that would mark a notable shift in the US tech group's supply chain as demand for advanced AI silicon strains capacity at TSMC.
2026-06-12
digitimes.com
2026-06-12
Sigurd announced that its May revenue reached a historic high, driven by overseas customer expansion, stronger demand for AI-related chips, and rising use of advanced packaging capacity. The result suggests continued momentum in global semiconductor supply chains, with implications for networking, memory, and high-performance computing markets worldwide.
2026-06-12
digitimes.com
2026-06-12
Taiwanese power management IC supplier Global Mixed-mode Technology (GMT) will follow peers in seeking price increases from customers as tight chip supply continues to reshape capacity allocation across the industry.
2026-06-12
247wallst.com
2026-06-12
24/7 Wall St.
Shares of SanDisk (NASDAQ:SNDK | SNDK Price Prediction) are up 14% to roughly $1,873 in midday trading Thursday, while Western Digital (NASDAQ:WDC) stock is climbing 6% to around $520. The bounce snaps a rough stretch for memory and storage names that had pulled back hard from last week’s highs.
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Both moves arrive alongside a broader rebound across the memory complex. The group had be
2026-06-11
www.techinsights.com
2026-06-11
TechInsights
China Analysis: BYD Semiconductor’s Revenue Growth and Capacity Ramp-Up Outlook
2 Min Read September 19, 2025
BYD Semiconductor's rapid growth in power semiconductors sees revenue increase 5x since 2021, boosting its IGBT and SiC capabilities by 2026.
BYD Semiconductor has rapidly scaled its power semiconductor business, with revenue growing more than 5x since 2021 and wafer fab c
2026-06-11
stocktwits.com
2026-06-11
Stocktwits
stocktwits.com
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2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.barrons.com
2026-06-11
Barron's
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2026-06-11
stocktwits.com
2026-06-11
Stocktwits
stocktwits.com
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
MU, SNDK, WDC, STX Rebound After Iran Jitters: SK Hynix To Triple Wafer Capacity By 2034
Yuvraj Malik
Thu, June 11, 2026 at 1:18 AM PDT 3 min read
MU
-4.70%
000660.KS
+2.59%
SNDK
-0.20%
STX
-3.55%
WDC
-5.34%
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Trading disclosure
Micron stock gains 3.6% in Thursday’s premarket session, while DRAM is up 4.5%.
SK Group Chairman Chey Tae-won said the Korean chipmaker would t
2026-06-11
www.astutegroup.com
2026-06-11
Astute Group
www.astutegroup.com
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2026-06-11
www.investing.com
2026-06-11
Investing.com
www.investing.com
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2026-06-11
digitimes.com
2026-06-11
CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks fresh capital despite persistent losses, negative gross margins and a long road to profitability.