Semiconductor News & Analysis Feed
206 articles
2026-06-09
digitimes.com
2026-06-09
As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain bottlenecks, with industry watchers saying the number of components that are currently in a severe shortage now far exceeds those that are not.
2026-06-09
digitimes.com
2026-06-09
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries.
2026-06-09
digitimes.com
2026-06-09
LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that supply of RF-SiP substrates used in premium smartphones could tighten.
2026-06-09
digitimes.com
2026-06-09
Nvidia's multiyear technology partnership with SK Hynix could reinforce the South Korean chipmaker's role in the AI memory supply chain, raising pressure on Samsung Electronics and Micron Technology as the memory market enters one of its strongest upcycles in years.
2026-06-09
digitimes.com
2026-06-09
Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive month. Macronix International also reached a single-month record high of NT$6.26 billion.
2026-06-08
www.barrons.com
2026-06-08
Barron's
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2026-06-08
digitimes.com
2026-06-08
Taiwan's T3EX Global Holdings is strengthening its Northeast Asia air freight network to capture rising logistics demand from the electronics and semiconductor supply chains, as global shipping remains highly volatile amid geopolitical tensions and adjustments to energy prices and routes.
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
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2026-06-04
news.google.com
2026-06-04
Yahoo Finance
2026-06-04
seekingalpha.com
2026-06-04
Seeking Alpha
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2026-06-03
www.barrons.com
2026-06-03
Barron's
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2026-06-01
eetimes.com
2026-06-01
The demand for more efficient power solutions continues to put pressure on designers to optimize system design without compromising performance. Read how you can simplify high-voltage power conversion and reduce system cost, size and complexity for a range of demanding applications with GaN BDS. High-voltage GaN bi-directional switches enable implementation of single-stage power converters with […
2026-06-01
www.koreatimes.co.kr
2026-06-01
The Korea Times
Hyundai Mobis, Hyundai Motor's auto parts affiliate, said Monday a fire broke out at its parts plant in India, raising concerns about potential disruptions to supplies for Hyundai Motor and Kia manufacturing facilities in the country.
The fire occurred Sunday afternoon at its Chennai plant, in southeastern India, destroying one of the facility's buildings that produces automotive electronics comp
2026-06-01
www.digitaltoday.co.kr
2026-06-01
디지털투데이
AI & Enterprise
Nvidia H200 GPU rental rates fall 40 percent in three weeks, raising questions over AI chip scarcity
AI Summary
Nvidia's H200 GPU rental prices have fallen about 40 percent over the past three weeks, a move seen as a possible sign that years-long GPU shortages are easing. The decline is linked to demand shifting to Nvidia's newer Blackwell series, while supply of older Hopper chip
2026-06-01
tomshardware.com
2026-06-01
Jake Roach
AMD is rereleasing the Ryzen 7 5800X3D and introducing the Ryzen 7 7700X3D, both eight-core chips with 3DV-Cache targeting midrange gamers who’ve been under the thumb of rising component prices.
2026-05-31
www.thelec.net
2026-05-31
thelec.net
Samsung Electronics and SK hynix participated in an investment round for artificial intelligence (AI) company Anthropic.
Anthropic said on May 28 that it raised $65 billion in its Series H funding round. Following the investment, the company's valuation reached $965 billion.
The funding round also included participation from three major memory suppliers: Samsung Electronics, SK hynix and Micron.
2026-05-30
techcrunch.com
2026-05-30
TechCrunch
Groq is looking to raise $650 million in new funding from existing investors, sources tell Axios, as it leans into its inference neocloud business that relies on its homegrown AI chip and systems.
In December, Groq struck one of those not-an-acquisition agreements with Nvidia for a reported $20 billion which involved the departure of some top-level senior Groq employees to the chip giant and the
2026-05-30
finance.yahoo.com
2026-05-30
Yahoo Finance
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2026-05-30
techcrunch.com
2026-05-30
TechCrunch
Groq is looking to raise $650 million in new funding from existing investors, sources tell Axios, as it leans into its inference neocloud business that relies on its homegrown AI chip and systems.
In December, Groq struck one of those not-an-acquisition agreements with Nvidia for a reported $20 billion, which involved the departure of some top-level senior Groq employees to the chip giant and the
2026-05-29
tomshardware.com
2026-05-29
Hassam Nasir
Of course, there's some RGB involved, too.