Semiconductor News & Analysis Feed
158 articles
2026-06-19
www.wsj.com
2026-06-19
WSJ
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2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
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2026-06-18
www.tweaktown.com
2026-06-18
TweakTown
AMD, Google, Tesla, and Groq turn to Samsung Foundry as TSMC runs out of capacity
TSMC's leading-edge capacity is locked up with NVIDIA, Apple, and Broadcom, making Samsung's available slots attractive despite trailing on yields.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published Jun 17, 2026 9:45 PM CDT
2 minutes & 15 seconds read time
TL;DR: With TSMC's advanced chip production fully booked
2026-06-18
markets.ft.com
2026-06-18
Financial Times
IRVINE, Calif. , June 17, 2026 /PRNewswire/ -- Netlist, Inc. (OTCBQ: NLST) today announced it has initiated new legal proceedings against Samsung in the U.S. International Trade Commission (ITC) and the U.S. District Court for the Eastern District of Texas. These actions are based on the infringement of Netlist'sU.S. Patent Nos. 12,646,537 and 12,650,937, which respectively read on Samsung's high
2026-06-17
news.google.com
2026-06-17
BBC
2026-06-17
www.investing.com
2026-06-17
Investing.com
www.investing.com
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2026-06-17
asia.nikkei.com
2026-06-17
Nikkei Asia
Demand for AI infrastructure strains advanced capacity of market leader TSMC
Samsung's advanced chipmaking services are gaining more attention as the AI boom strains rivals' production capacity. (Nikkei montage/Source photos by Ken Kobayashi and Reuters)
TAIPEI/HONG KONG/SEOUL -- BYD, Google, AMD, Tesla and others are looking increasingly to Samsung Electronics for contract chipmaking services a
2026-06-17
digitimes.com
2026-06-17
Global chip buyers, including BYD, Google, AMD, and Tesla, are turning to Samsung Electronics as TSMC's advanced production lines remain fully booked, Nikkei Asiareported. The shift underscores how AI demand and supply-chain risk are reshaping where cutting-edge chips are made.
2026-06-17
news.google.com
2026-06-17
9to5Google
2026-06-16
memeburn.com
2026-06-16
Memeburn
TL;DR
Google is reportedly in talks with Samsung to help manufacture its future AI chip, codenamed Icefish.
TSMC will likely remain the primary producer, but capacity constraints are pushing Google to diversify suppliers.
The move highlights how the AI boom is reshaping the global semiconductor industry and supply chains.
Google could soon give Samsung a major role in building one of its most ad
2026-06-16
digitimes.com
2026-06-16
China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity for the second half of the year. But supply chain players say the long-term priority is still to expand substrate capacity from non-China sources, with supply security for the AI industry outweighing price.
2026-06-16
digitimes.com
2026-06-16
After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of memory; only the Apple-defined advanced on-device AI requires the higher 12GB spec.
2026-06-16
www.digitimes.com
2026-06-16
digitimes
After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of...
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2026-06-16
www.tradingview.com
2026-06-16
TradingView
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GuruFocus
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Google's Samsung Talks Highlight TSMC Capacity Crunch
Google's Samsung Talks Highlight TSMC Capacity Crunch
Less than 1 min read
GOOG
+2.61%
Alphabet (GOOG, Financials) may be looking beyond Taiwan Semiconductor Manufacturing for part of its future AI chip production, and that says a lot about how tight the market has become.
Google is reportedly in talks with Samsung to make
2026-06-16
www.gurufocus.com
2026-06-16
GuruFocus
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2026-06-16
wccftech.com
2026-06-16
Wccftech
The datacenter segment is preparing for the first wave of next-gen 800V HDVC systems that will power NVIDIA & Google infrastructure this year.
As Datacenters continue to outstrip electricity generation, the need for more power-efficient & versatile solutions has become essential. This is why major companies like NVIDIA & Google have invested heavily in 800V DC or HVDC (High-Voltage Direct Current
2026-06-15
seekingalpha.com
2026-06-15
Seeking Alpha
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2026-06-15
tomshardware.com
2026-06-15
Mark Tyson
Today marks 15 years since the first Chromebooks hit the market.
2026-06-15
tomshardware.com
2026-06-15
Luke James
The FBI, Google, and Lumen Technologies say they’ve dismantled a China-based phishing-as-a-service operation called Outsider Enterprise.
2026-06-15
www.tweaktown.com
2026-06-15
TweakTown
Google is in talks with Samsung to build next-gen 'Icefish' TPU on 1.4nm and 2nm process split
Google's Icefish TPU may be split between Samsung and TSMC, with 1.4nm compute dies and 2nm memory I/O targeting a 2028 production timeline.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published Jun 14, 2026 8:30 PM CDT
2-minute read time
TL;DR: Google is reportedly planning a multi-foundry strategy fo