Semiconductor News & Analysis Feed
21 articles
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.
2026-06-09
digitimes.com
2026-06-09
Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
2026-06-09
digitimes.com
2026-06-09
As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain bottlenecks, with industry watchers saying the number of components that are currently in a severe shortage now far exceeds those that are not.
2026-06-06
www.semiconductors.org
2026-06-06
Semiconductor Industry Association | SIA
Worldwide chip sales in April up 93.9% year-to-year; annual semiconductor sales projected to top $1.5 trillion globally in 2026
WASHINGTON—June 5, 2026—The Semiconductor Industry Association (SIA) today announced global semiconductor sales were $110.5 billion during the month of April 2026, an increase of 11% compared to the March 2026 total of $99.5 billion and 93.9% more than the April 2025 tot
2026-06-05
news.google.com
2026-06-05
The420.in
2026-05-29
digitimes.com
2026-05-29
As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of COMPUTEX 2026, Morgan Stanley held its Asia AI Summit in Taipei for the first time, underscoring the island's central role in the global semiconductor supply chain and the AI investment cycle.
2026-05-28
digitimes.com
2026-05-28
Huawei's "Tau (τ) Scaling Law," unveiled at ISCAS 2026 on May 25, has become a global semiconductor flashpoint, drawing scrutiny from financial institutions, media outlets, chip analysts, and research firms.
2026-05-26
www.mk.co.kr
2026-05-26
매일경제
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2026-05-26
digitimes.com
2026-05-26
As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced "Tau (τ) Law" and a related time-scaling theory.
2026-05-26
digitimes.com
2026-05-26
As the global semiconductor industry pivots toward chiplet-based designs — where multiple smaller chips are packaged together rather than built as a single monolithic die — the specialized intellectual property that makes those chips communicate reliably has become critical infrastructure. InPsytech, a Taiwanese IP design firm and subsidiary of Egis Technology, has staked its business on exactly t
2026-05-25
www.firstpost.com
2026-05-25
Firstpost
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2026-05-25
digitimes.com
2026-05-25
As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor miniaturisation.
2026-05-14
www.thewealthadvisor.com
2026-05-14
The Wealth Advisor
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2026-05-13
evertiq.com
2026-05-13
Evertiq
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2026-05-13
www.bisinfotech.com
2026-05-13
Bisinfotech
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2026-05-12
finance.yahoo.com
2026-05-12
Yahoo Finance
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2026-05-12
www.oracle.com
2026-05-12
Oracle
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2026-05-11
www.scmp.com
2026-05-11
South China Morning Post
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2026-05-09
www.thelec.net
2026-05-09
thelec.net
1Samsung Display, LG Display to Supply OLED Panels for Apple iPhone 18 Pro Models2Bezos-Backed Prometheus Startup Raises $10 Billion Without a Prototype3DRAM Prices Seen Rising Up to 48% in Q2 as Pace of Gains Slows4SK hynix Says Hybrid Bonding HBM Yield Improved5Qualcomm to Ship First Data-Center Chips This Year6Galaxy S26 Ultra Uses Qualcomm Snapdragon 8 Elite 5th Gen7Samsung Electronics Targets
2026-05-09
www.digitimes.com
2026-05-09
digitimes
Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial intelligence (AI) demand, escalating geopolitical fragmentation, and...The article requires paid subscription.Subscribe Now