Semiconductor News & Analysis Feed
202 articles
2026-06-26
wccftech.com
2026-06-26
Wccftech
NVIDIA is going to retain its top position as TSMC's biggest customer in 2027, but AMD EPYC Venice could outpace its Vera CPUs.
CPUs are quickly becoming the major consumer of advanced packaging technologies as their demand has grown proportionally with the rise of Agentic AI. So far, 2026 has been a roller-coaster ride for the entire tech segment, and 2027 is shaping up to be just as intense. In
2026-06-26
digitimes.com
2026-06-26
CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry, strengthening China's ability to finance domestic DRAM expansion and reduce reliance on foreign capital and technology. As supply chains increasingly split along regional lines, the listing reinforces Beijing's push for memory self-sufficiency and reshapes competitive dynamics in global markets.
2026-06-26
digitimes.com
2026-06-26
The detention of two Japanese nationals in China over suspected rare earth export violations is raising fresh compliance concerns for Japanese technology manufacturers operating in China, as Beijing tightens control over strategic minerals amid worsening Japan-China ties.
2026-06-25
www.fool.com
2026-06-25
The Motley Fool
Space Exploration Technologies, better known as SpaceX, may have captured the attention of many investors, but I think several stocks are far better investments today. One of the best may be sitting right under investors' noses.
Although it's the largest company in the world, I think Nvidia (
NVDA
1.73%
) is a far better buy, especially if 2027's artificial intelligence (AI) spending dwarfs 2026'
2026-06-25
digitimes.com
2026-06-25
JCET Group is accelerating its AI chip packaging expansion with a CNY7.8 billion (US$1.1 billion) investment in a new advanced packaging and testing plant in Shanghai Lingang, strengthening capacity for AI computing, high-performance chips, high-density memory and automotive electronics.
2026-06-25
digitimes.com
2026-06-25
Sigurd is expanding testing and packaging capacity as AI demand and steady customer orders keep its facilities fully utilized. For global readers, the move underscores how supply chains for silicon photonics (SiPh), AI servers, and advanced chips are tightening, while new capacity is expected to ease bottlenecks and shape revenue growth in 2026 and 2027.
2026-06-25
digitimes.com
2026-06-25
ADATA Technology is stepping up discussions in Thailand amid rising global demand for AI computing centers. Chairman Simon Chen's visit highlights how Southeast Asia could benefit from expanding AI infrastructure, supporting industrial policy, and strengthening regional cooperation. The company sees Thailand as a possible hub for future growth and technology investment.
2026-06-25
digitimes.com
2026-06-25
Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly infrastructure demand can affect component costs worldwide. The rally underscores a structural mismatch that could keep pressure on buyers across technology supply chains for years, according to industry sources.
2026-06-25
digitimes.com
2026-06-25
MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide. Market talk suggests the company may build an upgraded triggerfish product for Google, underscoring how global chipmakers are vying for influence in TPU development.
2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
__fail__
2026-06-24
armenpress.am
2026-06-24
Armenpress
High Technologies
09:04, 24 June 2026
EU eyes Synopsys Armenia model for chip design training
Gayane Gaboyan
6 minute read
The European Union is looking to Armenia's chip design education ecosystem as a potential model for training the next generation of specialists. Built over more than 20 years through the efforts of Synopsys Armenia, the program has drawn EU interest amid growing demand for t
2026-06-24
digitimes.com
2026-06-24
Strong demand for AI servers is driving higher shipments of advanced printed circuit board (PCB) products in Taiwan, but it is also tightening supply of key materials and resources, adding fresh uncertainty to the industry. The Taiwan Printed Circuit Association (TPCA) and the Industry, Science and Technology International Strategy Center (ISTI) said Taiwan's PCB manufacturing output reached NT$24
2026-06-23
www.cnbc.com
2026-06-23
CNBC
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2026-06-23
www.prnewswire.com
2026-06-23
PR Newswire
SandboxAQ Launches Virtual Screening Solution for GPCR Drug Discovery, Accelerated by NVIDIA BioNeMo
NEWS PROVIDED BY
SandboxAQ
Jun 23, 2026, 09:00 ET
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PALO ALTO, Calif., June 23, 2026 /PRNewswire/ -- SandboxAQ today announced a new virtual screening solution that helps drug developers identify promising candidates faster and at lower cost for G protein-coupled receptor
2026-06-23
simplywall.st
2026-06-23
simplywall.st
Netherlands/Semiconductors/ENXTAM:ASML
ASML (ENXTAM:ASML) Denies Ever Shipping EUV Machines To China
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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ASML Holding (ENXTAM:ASML) has publicly denied ever shipping extreme ultraviolet (EUV) lithography systems to China.
The company reiterated this position amid renewed media and governmental scrutiny around export controls and
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
ASML (NasdaqGS:ASML) Denies China EUV Export Allegations As Scrutiny Builds
Bailey Pemberton
Tue, June 23, 2026 at 4:12 AM PDT 2 min read
ASML.AS
-5.74%
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
ASML Holding (NasdaqGS:ASML) has firmly denied accusations that its advanced EUV lithography systems were
2026-06-23
www.marketscreener.com
2026-06-23
marketscreener.com
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2026-06-23
digitimes.com
2026-06-23
Intel is deepening cooperation with Taiwan's semiconductor supply chain and plans to broaden its engagement again in mid-October after completing exchanges in the US with several Taiwanese suppliers in the first quarter of 2026.
2026-06-23
biz.chosun.com
2026-06-23
Chosunbiz
By
Hwang Min-gyu
Published 2026.06.23. 06:01
Updated 2026.06.23. 10:16
Inside the SK hynix semiconductor plant./Courtesy of SK hynix
SK hynix is putting more weight on targeting the commodity DRAM market while adjusting the pace of expanding mass production of 6th-generation high bandwidth memory (HBM4). With HBM already accounting for more than 40% of revenue and establishing an overwhelming le
2026-06-23
ca.finance.yahoo.com
2026-06-23
Yahoo! Finance Canada
This is a paid press release. Contact the press release distributor directly with any inquiries.
MKS Celebrates Opening of Supercenter Factory in Malaysia, Strengthening Semiconductor Manufacturing Capabilities
MKS Inc.
Mon, June 22, 2026 at 1:00 p.m. PDT 8 min read
MKSI
-7.46%
MKS Inc.
ANDOVER, Mass. and KUALA LUMPUR, Malaysia, June 22, 2026 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), a global