Semiconductor News & Analysis Feed
6400 articles
2026-06-30
digitimes.com
2026-06-30
South Korea is overhauling its semiconductor manufacturing footprint to secure an edge in the AI era, drawing direct inspiration from a fierce competitor: Taiwan.
2026-06-30
digitimes.com
2026-06-30
China's silicon carbide (SiC) supply chain is finding a new growth engine as AI strains data-center power systems, extending a market long driven by electric vehicles.
2026-06-30
digitimes.com
2026-06-30
Microcontroller customers are accelerating shipments into the first half of 2026 as higher production costs ripple through the supply chain, with global implications for electronics pricing and availability. Industry sources said buyers are seeking to secure supply before further increases, while weak demand and AI-related capacity pressure continue to shape the market.
2026-06-30
digitimes.com
2026-06-30
Nexchip Semiconductor has filed for a Hong Kong listing to fund expansion, following rapid revenue growth and a stronger market position. The prospectus highlights its scale in display driver chips and image sensors, while also warning investors about customer concentration, heavy capital needs, and exposure to shifting trade policy.
2026-06-30
digitimes.com
2026-06-30
Samsung said on June 29 it will invest a combined KRW2,655 trillion (approx. US$1.72 trillion as of June 30, 2026) across its domestic operations, splitting the figure between continued buildout of its existing Pyeongtaek and Yongin semiconductor clusters and a fresh push into Korea's southwestern Honam region, where the bulk of the new money is aimed at memory capacity.
2026-06-30
digitimes.com
2026-06-30
Protecting patents around the world is a core value for any R&D-driven company. It is also a commitment to partnering with customers. In 2025, glass giant Corning filed nearly 400 patent applications and close to 1,000 international applications. Its active patent portfolio now totals around 11,400 patents worldwide.
2026-06-30
digitimes.com
2026-06-30
Samsung Electro-Mechanics is in final-stage talks to supply multilayer ceramic capacitors (MLCCs) to a major US cloud provider for AI servers, while also expanding substrate production capacity and securing a separate silicon capacitor contract, according to Korean media reports and company statements.
2026-06-30
digitimes.com
2026-06-30
Asia Neo Tech has announced a 15-year technology licensing agreement with US-based Brooks Automation to cooperate on FOUP (front-opening unified pod) cleaning equipment and expand its reach into global markets. The two companies held a signing ceremony on June 30, 2026.
2026-06-30
digitimes.com
2026-06-30
Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters in the first half of 2026. The pace of quarterly increases may now moderate as the pricing base climbs higher. Still, the memory industry remains firmly in a seller's market. Supply constraints have spread beyond high-bandwidth memory (HBM) and premium DRAM products
2026-06-30
digitimes.com
2026-06-30
Qnity, the independent company spun off from US chemicals giant DuPont, is ramping up investment in Taiwan as the island cements its role at the center of the global AI hardware supply chain. Asia-Pacific president Dennis Chen said in an interview with DIGITIMESthat future spending will focus on three main battlegrounds: advanced packaging, co-packaged optics (CPOs), and thermal management.
2026-06-30
digitimes.com
2026-06-30
The 2026 peak season for IC design firms remains unclear, with global readers likely to feel the effects through pricier smartphones, PCs, and other devices. Supply-chain costs are rising, demand is hard to gauge, and companies are preparing for customer stockpiling that could keep chip orders elevated into the third quarter.
2026-06-30
digitimes.com
2026-06-30
For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down memory and component costs before turning hardware upgrades into high-margin revenue. The AI-driven boom in HBM and DRAM is now challenging that strategy.
2026-06-30
digitimes.com
2026-06-30
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM capacity are also set for a prolonged supply shortage, effectively rewriting the foundry industry's business cycle.
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
China's Nexchip Semiconductor seeks up to $890.3 million in Hong Kong share sale
Illustration picture of semiconductor chips on a circuit board · Reuters
Reuters
June 29, 2026 1 min read
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June 30 (Reuters) - China's Nexchip Semiconductor seeks to raise up to HK$6.98 billion ($890.26 million) in a Hong Kong sh
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Supermicro (SMCI) Faces Taiwan Raids In Nvidia Chip Smuggling Probe
Bailey Pemberton
June 29, 2026 4 min read
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Taiwanese authorities have raided Super Micro Computer (NasdaqGS:SMCI) offices and affiliated sit
2026-06-30
www.investing.com
2026-06-30
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2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Has Micron Technology Become the New Nvidia?
David Jagielski, CPA, The Motley Fool
June 29, 2026 3 min read
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In recent years, Nvidia (NASDAQ: NVDA) has been the hot growth stock that the market has been rallying around, determining the overall path forward. And as it has done well, so too has the S&P 500. The stock ha
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Nvidia Is Still a Bargain. Analysts See 57% Upside in NVDA Stock.
Sneha Nahata
June 29, 2026 3 min read
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Nvidia (NVDA) stock has underperformed its peers so far this year despite dominating the artificial intelligence (AI) chip market. While shares of Advanced Micro D
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Buy, Hold, or Sell Micron (MU) Stock After Its Record Q3 Results?
Shaun Pruitt
June 29, 2026 3 min read
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Micron Technology MU) delivered another blockbuster quarterly report last week, underscoring why the memory-chip maker has become one of the biggest beneficiaries of the artificial intelligence spending boom.
The company posted record fiscal th
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
Smart Money is Leaving Nvidia for This AI Chip Stock
Ananda Banerjee
June 29, 2026 5 min read
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MU
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Nvidia stock price keeps sliding, yet the usual dip buyers are missing. Institutional money flow on the stock is the most negative of any major chip name, which means big investors are stepping back instead of loading up.
That single fa