Semiconductor News & Analysis Feed

21 articles
2026-06-03
www.bitget.com 2026-06-03 Bitget
According to Odaily, the “New Stock God” Serenity stated on platform X that the EU Chips Act 2.0 proposal has been officially released, with photonic technology recognized as a structural component of EU policy. This brings long-term benefits to the photonics industry. The proposal explicitly supports the development of photonic integrated circuits and related technologies, such as building and st
2026-06-01
www.ad-hoc-news.de 2026-06-01 AD HOC NEWS
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2026-06-01
www.ad-hoc-news.de 2026-06-01 AD HOC NEWS
Infineons, Record Infineon's Record Rally Gains a Dual Catalyst: NVIDIA Ecosystem Entry and GaN Patent Victory 01.06.2026 - 07:42:17 | boerse-global.de Infineon shares hit €81.81, up 113.6% in 2026, driven by NVIDIA AI factory partnership, GaN patent win, and raised revenue forecast above €16 billion. Infineon's Record Rally Gains a Dual Catalyst: NVIDIA Ecosystem Entry and GaN Patent Victory -
2026-05-31
digitimes.com 2026-05-31
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua
2026-05-30
www.ad-hoc-news.de 2026-05-30 AD HOC NEWS
Sivers, Semiconductors Sivers Semiconductors: Q1 Revenue Decline Masks $799M Pipeline, Chips Act Funding and Nasdaq Dual-Listing Progress 30.05.2026 - 07:22:05 | boerse-global.de Sivers Semiconductors Q1 revenue fell 22%, but pipeline hit record $799M. US defense funding, Nasdaq dual listing prep, and production ramps signal long-term growth. Immobilienpreise steigen trotz Neubau-Krise - Foto: ü
2026-05-30
digitimes.com 2026-05-30
Xintec, TSMC's packaging and testing unit, is preparing for a broader testing-led expansion that could affect global chip supply chains. The company said capacity gains, new equipment spending, and strategic-partner orders may support growth in 2026, even as it continues a gradual shift in its product mix and packaging portfolio.
2026-05-28
bioengineer.org 2026-05-28 Bioengineer.org
In the face of a rapidly evolving electronic landscape, the challenge of electromagnetic interference and pollution has surged to the forefront of scientific research and technological innovation. High-intensity, multi-frequency electromagnetic radiation poses pervasive risks that extend beyond the mere disruption of electronic devices, threatening information security and biological health across
2026-05-28
www.eurekalert.org 2026-05-28 EurekAlert!
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2026-05-28
digitimes.com 2026-05-28
Nvidia's new Taiwan headquarters is expected to begin construction by the end of 2026 and officially open in 2030, and CEO Jensen Huang is propagating that Taiwan "needs more electricity" to fund projects. With the AI cluster revolving around Nvidia, Taiwan Power Company (Taipower) estimates that power demand in the Beitou-Shilin Technology Park (BSTP) area will reach approximately 180MW.
2026-05-27
tomshardware.com 2026-05-27 Jowi Morales
Reports say that the three individuals successfully shipped a batch of banned Nvidia AI chips in Super Micro servers to China from Taiwan to Hong Kong via Japan using falsified documentation.
2026-05-27
digitimes.com 2026-05-27
WinWay Technology's orders are already booked out five to six months in advance, says company Chairman Mark Wang. He expects new production capacity coming online at the company's Kaohsiung facilities to gradually ease supply shortages and help drive record monthly and quarterly revenue growth throughout the second half of 2026.
2026-05-27
digitimes.com 2026-05-27
US efforts to rebuild its semiconductor supply chain are exposing a critical gap in domestic packaging and testing capacity, a bottleneck that industry sources expect to ease only after 2028 as the US OSAT ecosystem gradually takes shape.
2026-05-26
digitimes.com 2026-05-26
GlobalWafers held its shareholders' meeting on May 25, where CEO Doris Hsu stated that the semiconductor market in 2026 has gradually moved beyond 2025's two extremes, when only AI and advanced process technologies dominated growth. In 2026, non-AI and traditional application markets began to recover, making market conditions thrive.
2026-05-26
digitimes.com 2026-05-26
AI servers are driving a surge in demand for high-end passive components, rapidly eating into multilayer ceramic capacitor (MLCC) capacity and extending lead times to more than 16–20 weeks. As a result, some orders that once went to major Japanese and South Korean suppliers are gradually spilling over to Taiwan-based makers.
2026-05-23
www.streetinsider.com 2026-05-23 StreetInsider
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2026-05-23
markets.financialcontent.com 2026-05-23 FinancialContent
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2026-05-13
news.futunn.com 2026-05-13 富途牛牛
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2026-05-13
www.z2data.com 2026-05-13 Z2Data
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2026-05-12
www.trendforce.com 2026-05-12 TrendForce
HomeNews
2026-05-10
www.chosun.com 2026-05-10 조선일보
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