Semiconductor News & Analysis Feed
8117 articles
2026-06-11
www.koreaherald.com
2026-06-11
The Korea Herald
Government push for regional growth fuels speculation over chip giants' investments in Honam
Samsung Electronics logo (left) and SK hynix logo (Yonhap)
Samsung Electronics and SK hynix are being floated as possible investors in new semiconductor facilities in Korea's southwest, fueling hopes that the Honam region could host its first major chip production base, even as both companies say no such
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
IREN’s 5.8 GW Buildout And Nvidia Deal Reframe AI Growth Story
Simply Wall St
Wed, June 10, 2026 at 10:13 PM PDT 3 min read
IREN
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IREN (NasdaqGS:IREN) has expanded its global data ce
2026-06-11
www.trendforce.com
2026-06-11
TrendForce
[News] SK hynix Advances DRAM and NAND Roadmap, Targets 3x Wafer Output by 2034, 375-Layer NAND at Year-End
2026-06-11 Semiconductors editor
News
Please note that this article cites information from Nikkei, The Elec, Newsis, Hankyung, and Global Economic.
While SK hynix had only last week outlined plans to double capacity over the next five years, the memory giant is now signaling an eve
2026-06-11
news.google.com
2026-06-11
2nm.com.au
2026-06-11
siliconangle.com
2026-06-11
SiliconANGLE
Cloud-based artificial intelligence infrastructure startup TensorWave Inc. said today it has closed on a bumper $350 million Series B funding round as it strives to meet demand for an alternative to Nvidia Corp.’s graphics processing units. The round was co-led by Magnetar and AMD Ventures, the venture capital arm of the chipmaker Advanced Micro Devices Inc. Maverick Silicon, Nexus Venture Partner
2026-06-11
www.tikr.com
2026-06-11
TIKR.com
Key Stats for Rigetti Computing Stock
Price change for Rigetti Computing stock: -10%
$RGTI Share Price as of Jun. 9: $20
52-Week High: $58
$RGTI Stock Price Target: $29
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Rigetti Computing (RGTI) stock fell roughly 10% on Tuesday despite two genuinely positive developm
2026-06-11
www.koreatimes.co.kr
2026-06-11
The Korea Times
OpenAI CEO Sam Altman will meet with executives of Samsung Electronics in Korea next week to discuss the company's efforts to integrate artificial intelligence (AI) into its business operations, industry sources said Thursday.
Altman is scheduled to visit Samsung's office in Suwon, south of Seoul, on Monday, where he will deliver a lecture on the transformative impact of AI technologies and strat
2026-06-11
simplywall.st
2026-06-11
simplywall.st
South Korea/Semiconductors/KOSE:A000660
SK Hynix NVIDIA AI Memory Pact And What It May Mean For Valuation
June 11, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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SK hynix and NVIDIA have agreed a multiyear technology partnership to co-develop and supply next generation memory solutions for AI infrastructure, personal AI, and robotics platforms.
The collaboration covers co-enginee
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Nvidia (NVDA) Valuation Check After Major South Korea AI Memory And Data Center Agreements
Simply Wall St
Wed, June 10, 2026 at 5:20 PM PDT 3 min read
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NVIDIA (NVDA) just signed multi-year agreement
2026-06-11
digitimes.com
2026-06-11
Largan Precision is accelerating its push into CPO-related optical components, with chairman Adam Lin revealing that the company is building its first automated pilot line at a new Taiwan facility, scheduled to be ready before September 2026.
2026-06-11
digitimes.com
2026-06-11
The Czech Republic and other Central and Eastern European countries have gradually become emerging markets for Taiwanese investment and exports. This follows the donation of vaccines during the Covid-19 pandemic from the Czech Republic to Taiwan, underscoring the shared values of democracy and freedom between the two.
2026-06-11
digitimes.com
2026-06-11
While marketing initiatives promote an ultra-fast transition to wide-bandgap (WBG) semiconductors, fully automated smart factories, and an all-electric automotive future, the sentiment across the PCIM Europe 2026 exhibition floor is more pragmatic. The industry has reached a transitional maturity wall where the realities of material physics, fragmented design silos, and macroeconomic supply shocks
2026-06-11
digitimes.com
2026-06-11
Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers are irreversible, meaning DRAM and flash will stay in short supply, and the memory industry will continue to profit at least throughout the first half of 2027.
2026-06-11
digitimes.com
2026-06-11
MicroIP has opened a nearly 300-ping southern R&D center at Kaohsiung's PIER F, with plans to expand smart manufacturing and smart transportation applications. The move signals a deeper push to link AI development with local logistics, industry, and public infrastructure.
2026-06-11
digitimes.com
2026-06-11
Taiwan Mask (TMC), a Taiwanese photomask manufacturing process company, has approved the sale of its Plant 6 in Zhunan, Taiwan. The company said the move is primarily a strategic measure aimed at activating assets and focusing on its core business. It is also intended to improve the group's capital allocation efficiency, optimize its balance sheet, and boost earnings per share (EPS).
2026-06-11
digitimes.com
2026-06-11
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains tight after disrupting the high-end ABF substrate market. HVLP4 copper foil is set to become the next constraint in the second half of 2026.
2026-06-11
digitimes.com
2026-06-11
Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into the stock market and other asset markets. Central bank governor Chin-Long Yang said on June 10 that Taiwan remains far from systemic risk despite concerns over surging market activity.
2026-06-11
digitimes.com
2026-06-11
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen.
2026-06-11
digitimes.com
2026-06-11
Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year, pushing large-scale production and deployment beyond 2028. The reports also claim that major cloud service providers (CSPs) could postpone adoption of the technology.
2026-06-11
semiengineering.com
2026-06-11
Brian Bailey
It depends on what those models are used, which also can have a big impact on the cost.