Semiconductor News & Analysis Feed
581 articles
2026-06-12
digitimes.com
2026-06-12
Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales, pressuring its May results and revenues for the first five months of the year. The company disclosed May revenue of NT$63.87 million (US$2 million), down 29.37% month-over-month, and cumulative revenue for the first
2026-06-12
digitimes.com
2026-06-12
Taiwanese power management IC supplier Global Mixed-mode Technology (GMT) will follow peers in seeking price increases from customers as tight chip supply continues to reshape capacity allocation across the industry.
2026-06-12
digitimes.com
2026-06-12
Samsung Electronics is regaining ground in high-bandwidth memory and foundry services, but advanced packaging remains a weak point in its bid to capture a larger share of the AI chip supply chain, according to industry sources and Korean media reports.
2026-06-12
www.fool.com
2026-06-12
The Motley Fool
AI's land‑grab era is giving way to hard questions about costs, pricing power, and semiconductor cyclicality. Discover why rising model prices, tighter supply chains, and shifting unit economics may reshape the winners and losers in this space by watching the video below.
*This video was published on May 29, 2026.
2026-06-12
kotaku.com
2026-06-12
Kotaku
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2026-06-11
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2026-06-11
GuruFocus
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2026-06-11
pulse2.com
2026-06-11
Pulse 2.0
QBit Semiconductor announced the acquisition of a 60% stake in Singapore-based SinChip Technology, expanding its ASIC design services capabilities and strengthening its presence in high-growth markets, including Edge AI, high-performance computing, optical communications, and automotive semiconductors.
The transaction, completed on June 5, gives QBit operational control of SinChip, which will be
2026-06-11
www.businessinsider.com
2026-06-11
Business Insider
Rising memory prices are making AI infrastructure more expensive — and Nvidia's biggest customers could be in for serious sticker shock.
Last month, Meta CEO Mark Zuckerberg and Microsoft CFO Amy Hood cited rising memory costs for chips and data centers as a key factor in their increased AI spending. The surge has helped fuel a boom in memory stocks.
Research firm Bernstein said in a note to inv
2026-06-11
www.channelnews.com.au
2026-06-11
channelnews.com.au
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MediaTek And Qualcomm Lose Ground As Smartphone Chip Market Shifts To Premium Devices
MediaTek And Qualcomm Lose Ground As Smartphone Chip Market Shifts To Premium Devices
Joe Gallop
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11 Jun 2026
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MediaTek and Qualcomm have both lost ground in the global smartphone chipset market as rising memory chip costs force handset makers to rethink their product strategies.
New
2026-06-11
www.indexbox.io
2026-06-11
IndexBox
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2026-06-11
digitimes.com
2026-06-11
Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers are irreversible, meaning DRAM and flash will stay in short supply, and the memory industry will continue to profit at least throughout the first half of 2027.
2026-06-11
digitimes.com
2026-06-11
Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into the stock market and other asset markets. Central bank governor Chin-Long Yang said on June 10 that Taiwan remains far from systemic risk despite concerns over surging market activity.
2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-10
www.bisinfotech.com
2026-06-10
Bisinfotech
www.bisinfotech.com
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2026-06-10
digitimes.com
2026-06-10
QBit Semiconductor said it will buy a 60% stake in Singapore-based Sinchip Technology, a move that gives it control of the company and expands its reach across major chip markets. The deal could affect global demand for customized semiconductors used in AI, computing, communications, and vehicles.
2026-06-10
digitimes.com
2026-06-10
Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and a structural supply bottleneck looms in 2026. Chairman Frank Lee said the market could face a 15–25% supply shortfall in 2026, setting up a two-to-three year upcycle in prices.
2026-06-10
eetimes.com
2026-06-10
Pablo Valerio
IT departments find that purchasing servers and computers has become much more difficult because of surging memory prices and shortages.
2026-06-10
digitimes.com
2026-06-10
Infineon Technologies and Vietnam's VinRobotics have agreed to collaborate on humanoid robots, a move that could shape how future machines are designed, manufactured, and deployed worldwide. The partnership brings together semiconductor expertise and robotics development, highlighting Asia's growing role in automation across industry, services, and the home.
2026-06-10
aws.amazon.com
2026-06-10
Amazon Web Services (AWS)
Scale Robot Reinforcement Learning with NVIDIA Isaac Lab on Amazon SageMaker AI
by Roy Allela and Nicolas Jourdan on 09 JUN 2026 in Amazon SageMaker AI, Technical How-to Permalink Share
Physical AI is moving from research into production. Robots are increasingly trained in high-fidelity simulation before being deployed to factories, warehouses, and logistics centers, because training in the real
2026-06-09
news.google.com
2026-06-09
EE Times Asia