Semiconductor News & Analysis Feed
887 articles
2026-06-07
tomshardware.com
2026-06-07
Luke James
ASML closed Wednesday, June 3rd, as the most valuable company in European history, reaching a market cap of $668 billion.
2026-06-07
www.reuters.com
2026-06-07
Reuters
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2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
www.tradingview.com
2026-06-07
TradingView
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2026-06-07
digitimes.com
2026-06-07
Zhen Ding Technology Group reported that May consolidated revenue reached a 2026 high as robust demand for high-end AI products drove significant year-over-year growth, the company said. The firm attributed the performance to a sharp uptick in server and optical module shipments, which rose nearly 2.5 times year-over-year, and strong momentum in IC substrate sales, which grew nearly 80% year-over-
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
digitimes.com
2026-06-07
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e
2026-06-06
247wallst.com
2026-06-06
24/7 Wall St.
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2026-06-06
digitimes.com
2026-06-06
Phison Electronics CEO K.S. Pua said the company is moving beyond its roots as an IC component supplier and repositioning itself as a system solutions provider, warning that AI-driven memory shortages could become more severe in 2027 than in the second half of 2026.
2026-06-06
tomshardware.com
2026-06-06
Hassam Nasir
Wildcat Lake is seemingly due for a big upgrade next year.
2026-06-05
www.datacenterdynamics.com
2026-06-05
Data Center Dynamics
The European Commission (EC) has unveiled the Chips Act 2.0, a proposal that builds on the 2023 Chips Act and introduces new measures to boost the semiconductor industry across the continent.
In a statement, the EC said the Chips Act 2.0 will complement other initiatives it has introduced in the intervening years, helping to build a “more competitive, secure, and resilient European digital econom
2026-06-05
www.tomshardware.com
2026-06-05
Tom's Hardware
Tech Industry Artificial Intelligence
Industry coalition urges Trump administration to take urgent action as AI data centers' extreme memory consumption threatens other industries — AI-driven memory chip shortage could raise prices in automotive, medical, telecommunications sectors
News
By Etiido Uko published 2 days ago
Risks are emerging despite billions of dollars of US investment in domestic
2026-06-05
news.google.com
2026-06-05
South China Morning Post
2026-06-05
news.google.com
2026-06-05
Yahoo Finance
2026-06-05
news.google.com
2026-06-05
The Motley Fool
2026-06-05
tomshardware.com
2026-06-05
Jowi Morales
All this demand for AI chips is just too much for one company.
2026-06-04
news.google.com
2026-06-04
TradingView
2026-06-04
tomshardware.com
2026-06-04
Anton Shilov
Sales of Silicon Motion’s SSD controllers are record high, but supply of NAND for client applications may get worse in 2027, the company tells us.
2026-06-04
cryptobriefing.com
2026-06-04
Crypto Briefing
TSMC CEO outlines efforts to enhance cost-effectiveness of High-NA EUV
The world's largest chipmaker is pumping the brakes on $400M-per-unit lithography tools, opting to squeeze more life out of curre
2026-06-04
www.fdd.org
2026-06-04
Foundation for Defense of Democracies
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