Semiconductor News & Analysis Feed
1851 articles
2026-06-10
pr.tsmc.com
2026-06-10
pr.tsmc.com
TSMC May 2026 Revenue Report
Issued by: TSMC
Issued on: 2026/06/10
TSMC May 2026 Revenue Report
HSINCHU, Taiwan, R.O.C. – June 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for May 2026: On a consolidated basis, revenue for May 2026 was approximately NT$416.98 billion, an increase of 1.5 percent from April 2026 and an increase of 30.1 percent from May 2025. Revenue for J
2026-06-10
www.thelec.net
2026-06-10
thelec.net
President Lee Jae Myung delivers remarks at a press conference marking the first anniversary of his inauguration. (Photo: Cheong Wa Dae)
Samsung Electronics and SK hynix are being mentioned as potential investors in new semiconductor production bases in the Chungcheong and Honam regions of South Korea.
The discussions align with the government's balanced regional development policy, though some
2026-06-10
www.thelec.net
2026-06-10
thelec.net
Siemens' SENTRON 3QD2 semiconductor circuit breaker. (Photo: Infineon)
Infineon Technologies said on June 8 local time that it will supply 1200V silicon carbide (SiC) power modules, branded as CoolSiC MOSFETs, to Siemens.
Siemens will integrate the modules into its SENTRON 3QD2 solid-state circuit breaker system.
Circuit breakers are designed to protect electrical systems from overloads and sho
2026-06-10
www.moomoo.com
2026-06-10
Moomoo
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June 10th - The industry of $Power semiconductor (LIST24211.HK)$ is trending lower today with 8 constituents down
2026-06-10
digitimes.com
2026-06-10
WinWay Technologies said shipments linked to artificial intelligence, high-performance computing, central processing units, and application processors lifted consolidated revenue to NT$1.073 billion (US$33.9 million) in May 2026, the company's second-highest monthly total on record. For global readers tracking the semiconductor supply chain, the results signal how AI infrastructure demand is resha
2026-06-10
digitimes.com
2026-06-10
Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made a compelling case for why AI is no longer enough to save hardware companies from costly operational challenges. The industry, she argued, must embrace a transition toward deep, native domain enterprise integration to bu
2026-06-10
digitimes.com
2026-06-10
Powerchip Semiconductor Manufacturing Corp. (PSMC) has priced a cash capital increase tied to an overseas depositary receipt offering, a move that may matter to global investors tracking Asia's semiconductor supply chain. The Taiwan-based company said the deal will fund equipment purchases and foreign-currency materials, while modestly diluting existing shareholders.
2026-06-10
digitimes.com
2026-06-10
Chang Wah Technology has declared that the global semiconductor inventory correction has ended, with demand recovering in industrial control, networking, and AI data center power management. The shift signals firmer supply-chain conditions, rising leadframe demand, and broader pressure on packaging capacity across Asia — factors with direct implications for global electronics buyers and investors.
2026-06-10
digitimes.com
2026-06-10
Samsung Electronics is considering building an advanced semiconductor packaging facility in the southwestern city of Gwangju, a move that would expand its backend chipmaking footprint as demand for high-bandwidth memory and AI-related chips grows.
2026-06-10
digitimes.com
2026-06-10
Malaysia's electronics sector is expected to keep expanding into 2026, even as tariffs, geopolitical tensions, and rising input costs weigh on manufacturers. Industry leaders say the country's neutral position in the US-China contest, along with a deepening semiconductor ecosystem, should help sustain export growth for global supply chains.
2026-06-10
digitimes.com
2026-06-10
As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid and calcium fluoride sludge an essential service. Liying said the company's core strength lay in using intelligent production parameters to improve waste purity and regenerate the materials into green synthetic fluorite
2026-06-10
digitimes.com
2026-06-10
Taiwan is considering significantly tougher restrictions on exports of advanced AI chips to China, a move that would bring the island's regulations closer to those of the US and strengthen efforts to combat semiconductor smuggling, according to Bloomberg.
2026-06-10
digitimes.com
2026-06-10
QBit Semiconductor said it will buy a 60% stake in Singapore-based Sinchip Technology, a move that gives it control of the company and expands its reach across major chip markets. The deal could affect global demand for customized semiconductors used in AI, computing, communications, and vehicles.
2026-06-10
digitimes.com
2026-06-10
The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form a new moat, as AI-driven demand for high-speed data transfer accelerates.
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
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QBit Semiconductor Announces Acquisition of 60% Stake in Singapore's SinChip
PR Newswire
Tue, June 9, 2026 at 5:00 PM PDT 3 min read
7913.TWO
+2.71%
7913
Enhancing ASIC Design Services Layout, Expanding Global Footprint and Growth Performance
TAIPEI, June 10, 2026 /PRNewswire/ -- QBit Semiconductor (
2026-06-10
digitimes.com
2026-06-10
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil fusion, and China's technology supply chain.
2026-06-10
digitimes.com
2026-06-10
Infineon Technologies and Vietnam's VinRobotics have agreed to collaborate on humanoid robots, a move that could shape how future machines are designed, manufactured, and deployed worldwide. The partnership brings together semiconductor expertise and robotics development, highlighting Asia's growing role in automation across industry, services, and the home.
2026-06-10
drrobertcastellano.substack.com
2026-06-10
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
ASML Won the Lithography War. What Happened Next Changed the Entire Semiconductor Industry
DR. ROBERT CASTELLANO
JUN 10, 2026
∙ PAID
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What’s in This Article
Prologue
Figure 1. 2025 I-Line Lithography Market Shares
Canon Remains The Leader In Mature Lithography
Figure 2. 2025 KrF Lithography Market Shares
ASML Establishes Leadership In KrF Lithography
Figure 3. 2025 193nm Dry ArF Lithography
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Nvidia (NVDA), SK Group to Announce Expanded AI and Semiconductor Partnership
Maham Fatima
Tue, June 9, 2026 at 4:21 PM PDT 2 min read
NVDA
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NVIDIA Corporation (NASDAQ:NVDA) is one of the most profitable growth stocks to buy. On June 7, Reuters reported that NVIDIA and SK are set to announce a new cooperation plan on Monday, following a meeting be
2026-06-10
simplywall.st
2026-06-10
simplywall.st
United States/Semiconductors/NasdaqGS:MU
Micron’s Sold Out HBM4 Supply Puts AI Valuation Premium In Focus
June 10, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Micron Technology (NasdaqGS:MU) has its 2026 HBM4 AI memory supply fully committed under long-term agreements, highlighting tight industry capacity.
The company has signed new multi-year supply deals and unveiled product