Semiconductor News & Analysis Feed
413 articles
2026-06-26
digitimes.com
2026-06-26
China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader industry upcycle with global implications, as higher costs and tighter capacity could affect data centers, automotive suppliers, and power equipment buyers worldwide.
2026-06-26
digitimes.com
2026-06-26
The global memory market is facing a structural supply-demand imbalance that shows little sign of easing. Micron's stronger-than-expected quarterly results have drawn fresh attention from investors and the technology industry, while the broader supply picture remains tight.
2026-06-26
digitimes.com
2026-06-26
As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that even if major tech firms are interested in adopting Chinese chips, translating that interest into actual supply agreements remains difficult due to several significant obstacles.
2026-06-26
digitimes.com
2026-06-26
CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry, strengthening China's ability to finance domestic DRAM expansion and reduce reliance on foreign capital and technology. As supply chains increasingly split along regional lines, the listing reinforces Beijing's push for memory self-sufficiency and reshapes competitive dynamics in global markets.
2026-06-26
digitimes.com
2026-06-26
As growth in the traditional consumer electronics market slows and industry competition intensifies, LCD optical film manufacturer Optivision Technology is accelerating its transition toward higher-value automotive applications. The company has reduced its production lines from 16 to 13 in response to changing demand dynamics in the display industry, aiming to optimize asset utilization and improv
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Micron is looking to end the memory industry's boom-bust cycle
Micron logo at the company's booth at the 8th China International Import Expo (CIIE) in Shanghai, China, November 5, 2025. REUTERS/Maxim Shemetov · Yahoo Finance · Reuters / REUTERS
Daniel Howley · Technology Editor
Thu, June 25, 2026 at 12:36 PM PDT 2 min read
MU
+15.81%
Trade MU on Coinbase
Trading disclosure
Micron (MU) reported bl
2026-06-25
www.gamesindustry.biz
2026-06-25
GamesIndustry.biz
Home News
Micron says chip shortage will "improve gradually" in 2028
But CEO Sanjay Mehrotra admits he doesn't know when memory supply will catch up with increased demand
Image credit: Marta Branco
News by Alex Forbes-Calvin Contributor
Published on June 25, 2026
The CEO of chip giant Micron, Sanjay Mehrotra, has said that the AI-fueled global RAM and NAND shortage will continue through 2027 a
2026-06-25
thevoicenewsweekly.com
2026-06-25
The Voice Newsweekly
The Bureau of Customs (BoC) – Port of Clark held a dialogue with representatives of Texas Instruments and STMicroelectronics to address operational concerns and reinforce collaboration for more efficient customs processes and improved trade facilitation.
The meeting provided a platform to discuss stakeholder issues and identify practical measures to enhance service delivery and streamline operati
2026-06-25
digitimes.com
2026-06-25
As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics' foundry business, with its 2028 turnaround target hinging on stable operations at the Taylor plant and landing major orders.
2026-06-25
digitimes.com
2026-06-25
Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process has entered stable mass production while its Wuxi 12-inch line continues to ramp.
2026-06-25
digitimes.com
2026-06-25
SK Group chairman Chey Tae-won is planning to meet Tesla and SpaceX leadership in the US at the end of June 2026 to advance cooperation on next-generation AI infrastructure, memory supply, and data-center projects, South Korean outlet Ddailyreported, citing industry sources. The meeting is expected to cover specific business collaboration plans with Tesla, SpaceX, and xAI, though the exact date wa
2026-06-25
digitimes.com
2026-06-25
On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor confidence in the AI infrastructure boom. Analysts said the company's expanding portfolio of multi-year customer agreements could help reduce the memory industry's traditional volatility, while persistent supply constr
2026-06-25
digitimes.com
2026-06-25
National Silicon Industry Group, China's leading 12-inch silicon wafer maker, has announced a CNY11.45 billion (US$1.6 billion) capital injection into its core subsidiary Shanghai Xinsheng Semiconductor Technology, in a restructuring aimed at easing losses in its wafer business.
2026-06-25
digitimes.com
2026-06-25
Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly infrastructure demand can affect component costs worldwide. The rally underscores a structural mismatch that could keep pressure on buyers across technology supply chains for years, according to industry sources.
2026-06-25
digitimes.com
2026-06-25
ASE Holdings COO Dr Tien Wu said the global semiconductor industry is growing faster than expected on the back of AI investment, with demand so strong that the capacity the company had built over the past few years was absorbed almost immediately.
2026-06-25
digitimes.com
2026-06-25
ByteDance's reported plan to purchase at least 50,000 AI inference chips from Shanghai-based GPU developer Iluvatar CoreX could become one of the most significant commercial wins yet for China's domestic AI chip industry.
2026-06-24
engineerlive.com
2026-06-24
Engineer Live
__fail__
2026-06-24
www.openpr.com
2026-06-24
openPR.com
403
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2026-06-24
Bisinfotech
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2026-06-24
www.sony-semicon.com
2026-06-24
sony-semicon.com
Sony Semiconductor Solutions Corporation (Sony) today announced the upcoming release of the LYTIA 610, a 1/2-type approximately 64-effective megapixel CMOS image sensor with the RB2×2 On Chip Lens (OCL) pixel structure. This is the industry’s first*1 product with this pixel structure to be mass produced.
By combining the RB2×2 OCL pixel structure with dedicated array conversion processing (remosa