Semiconductor News & Analysis Feed
887 articles
2026-06-18
digitimes.com
2026-06-18
Japanese capacitor manufacturer Nichicon has announced a broad price hike for aluminum electrolytic capacitors (e-cap), as order volumes for some products have exceeded the company's existing production capacity. The announcement comes amid another round of price increases in the passive components industry.
2026-06-18
digitimes.com
2026-06-18
MPI Corporation, a major probe card supplier, said AI demand is tightening supply across the probe card market and extending order visibility, with the company considering a prepayment mechanism to guarantee customers priority access to capacity.
2026-06-18
digitimes.com
2026-06-18
Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan's two leading suppliers, Yageo and Walsin Technology. Average book-to-bill ratios at both companies have risen above 1.3, placing industry conditions near their highest levels in recent years and reinforcing expectations for sequential growth through 2026.
2026-06-18
digitimes.com
2026-06-18
Japanese Prime Minister Sanae Takaichi is scheduled to visit Assam in northeastern India in early July 2026. According to Nikkei, more than 50 Japanese companies and business groups, including Suzuki, Itochu and Toyota Tsusho, are expected to accompany the delegation, with market attention focused on cooperation in semiconductors and infrastructure.
2026-06-18
digitimes.com
2026-06-18
Following the announcement in April 2026 that the AI5 chip design had been finalized, Tesla CEO Elon Musk introduced a new benchmark, stating that under yield considerations, the AI6 chip is expected to set a new record for maximum usable computing power per wafer.
2026-06-18
eetimes.com
2026-06-18
uOttawa cracks quantum turbulence, making ultra-secure communication cheaper.
2026-06-18
www.ad-hoc-news.de
2026-06-18
AD HOC NEWS
Infineons, Rally
Infineon's Rally Stalls Under Insider Sales and Chinese Court Uncertainty
17.06.2026 - 18:24:54 | boerse-global.de
Infineon's 105% rally stalls as board member cashes €474k in shares and a Chinese patent ruling threatens its GaN growth. Stock slips 14% from high.
Infineons - Infineon's Rally Stalls Under Insider Sales and Chinese Court Uncertainty 17.06.2026 - Bild: über boerse-
2026-06-18
tomshardware.com
2026-06-18
Jowi Morales
The U.S. is apparently avoiding an escalation and prioritizing stability by keeping DeepSeek, CXMT, and other Chinese companies from the Entity List, at least for now.
2026-06-17
tomshardware.com
2026-06-17
Hassam Nasir
Nvidia has updated RTX Remix with a bunch of new features that will help improve the fidelity and reduce the file size of modded games, along with the complexity of developing said mods.
2026-06-17
tomshardware.com
2026-06-17
Jowi Morales
Syrian users would have to deal with slow internet speeds as the undersea cable is being repaired.
2026-06-17
eetimes.com
2026-06-17
The future of drones, robotics, and autonomous systems will depend not only on AI, but also on reliable communications in congested, contested, and degraded environments.
2026-06-17
roadtovr.com
2026-06-17
Road to VR
Courtesy Qualcomm
Qualcomm’s New Snapdragon Chip Paves the Way for More Compact XR Headsets and Glasses
SCOTT HAYDEN
June 17, 2026
4
Qualcomm announced at Augmented World Expo (AWE) Snapdragon Reality Elite, a new processor which aims to slim down XR headsets and glasses of the near future.
Focusing on on-device AI, improved performance, and lower power consumption, Qualcomm says Snapdragon Real
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Custom AI Chips Are Coming for Nvidia's Crown. Here Are 2 Companies Quietly Cashing In.
Daniel Sparks, The Motley Fool
Tue, June 16, 2026 at 8:52 PM PDT 4 min read
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Nvidia (NASDAQ: NVDA) still sits at the center of the artificial intelligence (AI) boom, supplying most of the chips that train and run today's largest AI models. B
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Nvidia (
NVDA
2.16%
) still sits at the center of the artificial intelligence (AI) boom, supplying most of the chips that train and run today's largest AI models. But the biggest cloud companies are increasingly designing their own processors for some of that work, both to lean less on a single supplier and to tune the hardware to their own software.
The clearest example is Alphabet, whose Google
2026-06-17
digitimes.com
2026-06-17
EssilorLuxottica and Applied Materials have agreed to a long-term partnership to speed development of intelligent optical systems for augmented reality and AI-powered smart eyewear, a move that could help shape future consumer devices used by people around the world. The companies said the effort aims to make advanced display glasses lighter, more capable, and easier to manufacture at scale.
2026-06-17
digitimes.com
2026-06-17
Powerchip Semiconductor Manufacturing (PSMC) announced on June 16 that, effective from May 22, 2026, it purchased semiconductor production facilities and machinery from Lam Research for use in wafer production, in a transaction totaling NT$1.04 billion (approx. US$32.94 million). The move comes as the company steps up investment in equipment and new technologies to seize artificial intelligence (A
2026-06-17
digitimes.com
2026-06-17
India-based Kaynes Technology is seeking outsourced automotive semiconductor orders in Japan, a move that could help establish a foothold for Indian backend chip manufacturing in a market long dominated by East Asia. Japanese partners are backing the effort, but the company still faces strict quality hurdles.
2026-06-17
digitimes.com
2026-06-17
Driven by Nvidia and other tech giants, global AI data center buildouts are undergoing an unprecedented structural shift. The pressure is not only coming from explosive compute demand, but also from upgrades in power, cooling, and supply-chain resilience.
2026-06-17
digitimes.com
2026-06-17
Samsung Electro-Mechanics (Semco) is rapidly gaining ground in the silicon capacitor market as AI infrastructure investment and technology upgrades accelerate demand. After landing its first major silicon capacitor order, the company is in talks with additional potential customers, while its multilayer ceramic capacitor (MLCC) business is also expanding and operating profit is expected to hit a re
2026-06-17
digitimes.com
2026-06-17
Taiwan Semiconductor Manufacturing Company (TSMC) and Amkor Technology have signed a 10-year agreement to jointly expand advanced semiconductor packaging capacity in Arizona, a move that would bring a more complete chip supply chain onto American soil.