Semiconductor News & Analysis Feed
48 articles
2026-06-18
digitimes.com
2026-06-18
SK Group's combined market capitalization on the South Korean stock market surpassed KRW2,000 trillion (US$1.32 trillion) for the first time as of the June 16 close, driven by strength in AI memory demand and a high-profile visit by Nvidia's CEO that reinforced ties with SK Hynix and broader AI infrastructure plans. According to reports from SBS, YTN, ET Newsand Yonhap, the group's 19 listed subsi
2026-06-18
digitimes.com
2026-06-18
Taiwan's listed semiconductor manufacturers reported strong May revenue figures, with a sweeping recovery in DRAM prices and rising artificial intelligence infrastructure spending lifting most of the sector's 27 tracked companies to double-digit year-on-year gains.
2026-06-18
digitimes.com
2026-06-18
Taiwan's 2026 GDP growth is on track to exceed 10% as AI demand powers the island's economy, Minister of Economic Affairs Ming-hsin Kung said, adding that this level of growth may be achieved given current trends. He pointed to stronger-than-expected exports from the AI supply chain and traditional industries such as machinery.
2026-06-18
digitimes.com
2026-06-18
Japanese Prime Minister Sanae Takaichi is scheduled to visit Assam in northeastern India in early July 2026. According to Nikkei, more than 50 Japanese companies and business groups, including Suzuki, Itochu and Toyota Tsusho, are expected to accompany the delegation, with market attention focused on cooperation in semiconductors and infrastructure.
2026-06-18
www.thelec.net
2026-06-18
thelec.net
ISTE's FOUP cleaner for HBM back-end processes. (Photo: ISTE)
ISTE announced on June 17 that it has received an initial order from Samsung Electronics for front-opening unified pod (FOUP) cleaning equipment designed for high-bandwidth memory (HBM) manufacturing. The deal adds Samsung to ISTE's customer base alongside SK hynix.
FOUP cleaners are used to remove contaminants from the sealed carrier
2026-06-18
www.theregister.com
2026-06-18
The Register
NETWORKS
Nvidia-backed optics vendor to boost wafer output by 4x to meet AI interconnect demand
Jensen can't risk semiconductor supply chains derailing the AI hype train
Tobias Mann
Systems editor
0
Published Wed 17 Jun 2026 // 18:12 UTC
As AI systems grow larger, optics are playing a larger part in their design – so much so that at Computex earlier this month, Nvidia CEO Jensen Huang proclaim
2026-06-18
www.theregister.com
2026-06-18
The Register
SYSTEMS
Uncle Sam bets $500M that Alphabet spinoff's AI can dig up new semiconductor materials
AI drug discovery is so last year, even though it hasn't accomplished much yet
Brandon Vigliarolo
2
Published Wed 17 Jun 2026 // 17:05 UTC
In order to move more semiconductor manufacturing onshore, the US needs to depend less on foreign-sourced materials. Now, the government is giving an Alphabet spi
2026-06-16
news.google.com
2026-06-16
Manistee News Advocate
2026-06-16
www.theregister.com
2026-06-16
The Register
SYSTEMS
Qualcomm said to be circling AI chip biz Tenstorrent in $10B RISC-V power play
Potential takeover would represent significant commitment to the open instruction set architecture
Dan Robinson
1
Published Tue 16 Jun 2026 // 11:15 UTC
Qualcomm is reportedly moving to buy AI chip firm Tenstorrent, an acquisition that could prove a major boost to the RISC-V ecosystem.
This comes from The I
2026-06-16
tomshardware.com
2026-06-16
Etiido Uko
A Reddit user has shown SteamOS running on an Intel Arc B580 desktop GPU, but the early proof of concept required a Radeon-assisted install workaround and Resizable BAR to recover performance.
2026-06-15
www.thelec.net
2026-06-15
thelec.net
SurplusGLOBAL headquarters in Yongin, South Korea. (Photo: THE ELEC)
SurplusGLOBAL said on June 15 that it has registered multiple patents in Korea related to semiconductor process equipment.
The newly registered patents include three technologies related to atomic layer deposition (ALD) equipment, wafer transfer, and wafer loading systems used in semiconductor manufacturing. SurplusGLOBAL plans
2026-06-15
digitimes.com
2026-06-15
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
2026-06-13
www.theregister.com
2026-06-13
The Register
SYSTEMS
SK Hynix to boost memory production 3x ... you can wait another 8 years, right?
We're moving as fast as we can, says SK Group chair
Tobias Mann
Systems editor
Published Fri 12 Jun 2026 // 21:05 UTC
Amid the unrelenting demand for AI infrastructure, SK Hynix, the world’s largest supplier of HBM memory used in high-end GPUs, now expects to triple its wafer capacity. You'll just have to w
2026-06-13
www.taipeitimes.com
2026-06-13
Taipei Times
__fail__
2026-06-12
digitimes.com
2026-06-12
TSMC has been drawn into a patent infringement complaint in the US by Ireland-based patent licensing firms Longitude Licensing and Marlin Semiconductor. The companies have claimed that the US government could block imports to the US of chips made by TSMC as a result of the case, and have enlisted several members of Congress to support their position, drawing market attention.
2026-06-11
tomshardware.com
2026-06-11
Joe Shields
We tested the top 20 chargers on the market across different power segments to find out which models provide the most consistent power and the best charging experience without thermal throttling.
2026-06-11
digitimes.com
2026-06-11
CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks fresh capital despite persistent losses, negative gross margins and a long road to profitability.
2026-06-11
digitimes.com
2026-06-11
Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation server memory platforms.
2026-06-11
digitimes.com
2026-06-11
Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future of AI networking, could face further delays as manufacturing yields remain inconsistent.
2026-06-10
www.theregister.com
2026-06-10
The Register
SYSTEMS
SpacemiT shows off usably quick RISC-V mini desktop
Actual RVA23 hardware and useful performance – for a certain price
Liam Proven
13
Published Wed 10 Jun 2026 // 09:33 UTC
UBUNTU SUMMIT SpacemiT is demonstrating its impressive new K3 RISC-V SoC, a fairly hefty 16-core device – with a moderately hefty price.
One of the few hardware vendors exhibiting at the recent Ubuntu Summit was Sp