Semiconductor News & Analysis Feed
4473 articles
2026-06-09
digitimes.com
2026-06-09
As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain bottlenecks, with industry watchers saying the number of components that are currently in a severe shortage now far exceeds those that are not.
2026-06-09
digitimes.com
2026-06-09
Huawei's chip design arm HiSilicon Technologies has reportedly raised prices for some products, drawing market attention as China's semiconductor sector shows signs of recovery after a prolonged downturn.
2026-06-09
digitimes.com
2026-06-09
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries.
2026-06-09
digitimes.com
2026-06-09
Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
2026-06-09
digitimes.com
2026-06-09
ELAN Microelectronics is broadening beyond notebook PCs into agentic AI PCs, unmanned vehicles, and optical communication chips, moves that could influence technology supply chains across Asia, the US, and Europe. The company also disclosed a strategic investment in US-based PETA Optronics, signaling a deeper push into next-generation hardware markets worldwide.
2026-06-09
digitimes.com
2026-06-09
Taiwan's Yesiang has started volume shipments of a newly certified recycled advanced micro-contamination (AMC) filter as semiconductor makers push deeper into 2nm and smaller nodes. The development could matter globally because tighter contamination control is becoming a critical yield factor for advanced chips, while cleaner manufacturing also aligns with lower-waste sourcing trends.
2026-06-09
digitimes.com
2026-06-09
Tencent is sharpening a dual-track AI chip strategy, combining self-developed semiconductors for its own business workloads with deeper partnerships across China's domestic AI computing supply chain.
2026-06-09
digitimes.com
2026-06-09
Nvidia's multiyear technology partnership with SK Hynix could reinforce the South Korean chipmaker's role in the AI memory supply chain, raising pressure on Samsung Electronics and Micron Technology as the memory market enters one of its strongest upcycles in years.
2026-06-09
digitimes.com
2026-06-09
Topco Scientific said strong demand from artificial intelligence and high-performance computing drove higher shipments of advanced-process materials, lifting consolidated revenue in May to NT$6.54 billion, up 18.6% year over year and the third-highest monthly level on record. For the first five months of 2026, consolidated revenue reached NT$31.85 billion, up 17.6% year over year, as semiconductor
2026-06-09
digitimes.com
2026-06-09
TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup manufacturing and packaging partner for next-generation AI processors.
2026-06-09
digitimes.com
2026-06-09
SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand strains supplies of advanced memory chips.
2026-06-09
digitimes.com
2026-06-09
COMPUTEX 2026 concluded this week after drawing the world's largest chipmakers and technology suppliers to Taiwan. Yet despite a crowded field of competitors, one company once again dominated the conversation: Nvidia.
2026-06-09
digitimes.com
2026-06-09
Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones, AI PCs, and optical modules. The company also said drone-related revenue could grow multiple times over the next two years.
2026-06-09
digitimes.com
2026-06-09
India's semiconductor push is creating an opening for companies outside the traditional chipmaking chain, including advanced materials suppliers that could serve electronics, sensor, battery, and semiconductor-related applications before the country's own wafer fabrication ecosystem matures.
2026-06-09
semiengineering.com
2026-06-09
Gregory Haley
Analog behavior is difficult to compress into simple pass/fail decisions that could red...
2026-06-09
www.bloomberg.com
2026-06-09
Bloomberg.com
To continue, please click the box below to let us know you're not a robot.
Please make sure your browser supports JavaScript and cookies and that you are not blocking them from loading. For more information you can review our Terms of Service and Cookie Policy.
For inquiries related to this message please contact our support team and provide the reference ID below.
Get the most important global
2026-06-09
cryptobriefing.com
2026-06-09
Crypto Briefing
Nvidia and SK Hynix sign multi-year pact to develop next-gen AI memory chips
The partnership targets HBM4 memory for Nvidia's Vera Rubin platform, with initial deliveries planned for Q3 2026.
2026-06-09
www.fool.com
2026-06-09
The Motley Fool
Artificial intelligence (AI) stocks have led the S&P 500's gains throughout this bull market. And chip designers, key players in the AI story, have been among the biggest winners. These companies, such as Nvidia (
NVDA
+1.70%
), Broadcom (
AVGO
+2.81%
), and Advanced Micro Devices, power tasks that are crucial for the development of AI and have been among the first to generate significant revenue
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Should You Buy AI Chip Stocks on the Dip? Words from Nvidia's Jensen Huang Offer an Answer That's Crystal Clear (and Echoes Warren Buffett's Wisdom).
Adria Cimino, The Motley Fool
Mon, June 8, 2026 at 4:30 PM PDT 5 min read
NVDA
+1.73%
AVGO
+2.82%
^GSPC
+0.30%
AMD
+5.14%
Explore stocks on Coinbase
Trading disclosure
Artificial intelligence (AI) stocks have led the S&P 500's gains throughout this
2026-06-09
www.asdnews.com
2026-06-09
ASDNews
www.asdnews.com
Performing security verification
This website uses a security service to protect against malicious bots. This page is displayed while the website verifies you are not a bot.
Ray ID: a099fb6ffefbe19f
Performance and Security by Cloudflare
Privacy