Semiconductor News & Analysis Feed
6205 articles
2026-06-24
www.investing.com
2026-06-24
Investing.com
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
2026-06-24
pandaily.com
2026-06-24
Pandaily
AI
Embodied AI Chip Market Heats Up as Multiple Players Race for Dominance
Published:
June 24, 2026
Reading Time:
3 min read
Want to read in a language you're more familiar with?
Embodied AI Chip Market Heats Up as Multiple Players Race for Dominance
Embodied AI Chip Market Heats Up as Multiple Players Race for Dominance
The embodied AI chip market is experiencing an unprecedented surge of com
2026-06-24
bbcmag.com
2026-06-24
Broadband Communities
__fail__
2026-06-24
www.reuters.com
2026-06-24
Reuters
__fail__
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
South Korea's government discussing major new chip investments with Samsung, SK Hynix
Reuters
Tue, June 23, 2026 at 6:30 PM PDT 1 min read
000660.KS
+0.98%
005930.KS
+9.84%
SEOUL, June 24 (Reuters) - South Korea's government is in talks with Samsung Electronics and SK Hynix over plans for the next phase of large-scale investments in semiconductor production facilities, an official said on Wedn
2026-06-24
www.foreignpolicyjournal.com
2026-06-24
foreignpolicyjournal.com
A wave of selling across technology stocks is intensifying fears that the artificial intelligence spending boom may not deliver the returns investors have been counting on.
The tech-heavy Nasdaq Composite fell approximately 2% on Tuesday afternoon as major AI-related names continued their decline for a second consecutive session.
Submit a Press Release or News Tip
Nvidia and Alphabet, two of th
2026-06-24
www.investing.com
2026-06-24
Investing.com
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
2026-06-24
www.reuters.com
2026-06-24
Reuters
__fail__
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%
Trade NVIDIA on Coinbase
Trading disclosure
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
www.ft.com
2026-06-24
Financial Times
Then $75 per month.
Complete digital access to quality FT journalism on any device.
Cancel anytime during your trial.
Access to eight surprising articles a day, hand-picked by FT editors. For seamless reading, access content via the FT Edit page on FT.com and receive the FT Edit newsletter.
Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%.
Comple
2026-06-24
digitimes.com
2026-06-24
Cloud service providers are accelerating in-house AI chip development, lifting demand for application-specific integrated circuits, or ASICs, and reshaping collaboration across the semiconductor supply chain.
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
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
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
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
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
Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive capacity ramp (with new data centers coming online every quarter through the end of 2027) to meet demand, it says, outstrips supply.
2026-06-24
digitimes.com
2026-06-24
Strong demand for AI servers is driving higher shipments of advanced printed circuit board (PCB) products in Taiwan, but it is also tightening supply of key materials and resources, adding fresh uncertainty to the industry. The Taiwan Printed Circuit Association (TPCA) and the Industry, Science and Technology International Strategy Center (ISTI) said Taiwan's PCB manufacturing output reached NT$24
2026-06-24
digitimes.com
2026-06-24
South Korea's government is in talks with Samsung Electronics and SK Hynix over a potential new phase of large-scale semiconductor investments, as the two chipmakers review plans that could include front-end fabrication plants and packaging facilities across the country's Honam and Chungcheong regions. Both companies say no final decisions have been made.
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.