Semiconductor News & Analysis Feed
12097 articles
2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
www.hpcwire.com
2026-06-24
HPCwire
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2026-06-24
www.reuters.com
2026-06-24
Reuters
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia's banned AI chips double in price on China's black market, FT reports
Illustration of Nvidia logo · Reuters
Reuters
Tue, June 23, 2026 at 5:25 PM PDT
NVDA
-0.06%
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June 23 (Reuters) - Nvidia's AI chips have more than doubled in price on China's black market, the Financial Times reported on Tuesday, citing multiple Chinese chip traders.
R
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
ASML (ENXTAM:ASML) Faces New AI Supply Chain Rules As Dutch Join Pax Silica
Bailey Pemberton
Tue, June 23, 2026 at 5:18 PM PDT 2 min read
ASML.AS
-0.96%
ASML
-1.65%
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The Netherlands has joined the Pax Silica group o
2026-06-24
www.ad-hoc-news.de
2026-06-24
Ad-hoc-news.de
Infineon, DE0006231004
XENSIV TLE4973 from Infineon Technologies AG - precise current sensing for electric drives
24.06.2026 - 02:15:09 | ad-hoc-news.de
The XENSIV TLE4973 enables contactless, precise current measurement for compact inverter designs in electric vehicles and industrial drives. This bestseller keeps the price of Infineon Technologies shares (ISIN DE0006231004) firmly in focus for m
2026-06-24
www.ft.com
2026-06-24
Financial Times
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2026-06-24
digitimes.com
2026-06-24
Hwatsing Technology, China's leading domestic supplier of chemical mechanical planarization (CMP) equipment, is seeking up to CNY4 billion (approx. US$552 million) through a private placement to expand chip equipment capacity, strengthen wafer reclamation services, and accelerate high-end semiconductor tool R&D.
2026-06-24
digitimes.com
2026-06-24
At VivaTech 2026 in Paris last week, Philippe Keryer, Chief Strategy and Innovation Officer at Thales, identified Europe's core quantum challenge in a single observation: "The problem is not really how we invent, it's really how we scale."
2026-06-24
digitimes.com
2026-06-24
Optical film and nano-coating materials developer Victory For Technology (VFT) is focusing on three key areas — AI and semiconductor processes, foldable displays, and key new-energy materials — as it deepens R&D and product deployment to capture emerging opportunities in the global supply chain.
2026-06-24
digitimes.com
2026-06-24
China's push to build a domestic semiconductor equipment industry is beginning to cut into revenue at major Japanese toolmakers, with five major Japanese suppliers posting a combined 12% drop in China sales for the fiscal year ended March 2026, Nikkeireported.
2026-06-24
digitimes.com
2026-06-24
JEDEC finalized a new HBM4 packaging specification called SPHBM4 that aims to broaden high bandwidth memory (HBM) use cases by reducing packaging complexity and cost, industry sources reported. According to ET News, the DRAM subcommittee completed its review, and the JEDEC board gave final approval, positioning the standard to influence AI semiconductor cost structures and substrate choices.
2026-06-24
digitimes.com
2026-06-24
The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads pushing the industry from doubler-based designs to direct native multi-phase control. Industry insiders say the growing shortage of power components has three main causes: inventory corrections over the past three yea
2026-06-24
digitimes.com
2026-06-24
Samsung Electronics' foundry plant in Taylor, Texas, is showing signs of moving into equipment-level execution. Key engineers from ASML Korea, the Dutch lithography equipment giant's South Korean unit, have been dispatched to the Taylor facility and are expected to remain on site for roughly six to eight weeks, according to Korean industry publication DealSite.
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing customer (a move expected to cut cloud margins by 10 to 15 points) will pressure profitability over the next several quarters.
2026-06-24
digitimes.com
2026-06-24
Reports of MediaTek price adjustments appear to confirm a broader pricing trend across Taiwan's IC design sector. Industry sources said many small and mid-sized chip suppliers have spent the past three months discussing potential price increases with customers, but MediaTek's move carries particular significance given its scale and market position.
2026-06-24
digitimes.com
2026-06-24
IBM is building a foundry to produce silicon wafers used in quantum-computing processors, seeking to become an indispensable part of the quantum economy under development. Called Anderon, the independent subsidiary is set to begin production this year, a decade after IBM began exploring applications of quantum computing.
2026-06-24
digitimes.com
2026-06-24
Former SMIC CEO Tzu-yin Chiu is extending his semiconductor materials strategy into photomasks, one of the most critical upstream links in chip manufacturing. Guangzhou Xinrui Photomask Technology, also known as New Ray Mask, where Chiu serves as chairman, has begun IPO listing guidance, marking another step in his shift from foundry operations to China's chip materials supply chain.
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on the call to quantify how much revenue its biggest customers represent (deferring those concentration figures to its SEC filings).
2026-06-24
eetimes.com
2026-06-24
Pat Brans
At Silicon Saxony Days 2026, Frank Bösenberg said Dresden shows “what is possible” under Europe’s first Chips Act.