Semiconductor News & Analysis Feed
16591 articles
2026-06-22
www.fool.com
2026-06-22
The Motley Fool
Nvidia (
NVDA
1.13%
) may be the world's largest company by market cap, but I still think it's a screaming buy at today's levels. The reality is that future growth hasn't been priced into its stock as much as some of its peers. In fact, the market isn't prepared at all for a 2027 where Nvidia sees strong growth.
If your investment horizon spans more than a few months (as it should for an individu
2026-06-22
www.techtimes.com
2026-06-22
Tech Times
By Allen Lee
Published: Jun 21 2026, 21:39 PM EDT
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This photograph shows European Union flags in front of the Berlaymont building, the EU Commission headquarters, in Brussels on June 9, 2026. NICOLAS TUCAT/AFP VIA GETTY IMAGES
The European Union has unveiled a sweeping plan to rebuild its semic
2026-06-22
www.eetasia.com
2026-06-22
EE Times Asia
__fail__
2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
Memory-chip shortage drives up consumer prices as AI devours supply meant for your devices
Apple raises MacBook prices by up to $400 as data centers consume an ever-growing share of global memory prod
2026-06-22
www.lincolnjournal.com
2026-06-22
lincolnjournal.com
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2026-06-22
cryptobriefing.com
2026-06-22
Crypto Briefing
South Korea’s early exports rise 50% in June on semiconductor demand
AI-fueled chip demand is turning South Korea into the world's semiconductor ATM, with early June exports hitting $28.6 billion
2026-06-22
www.trendforce.com
2026-06-22
TrendForce
[News] MIT Announced Breakthrough in GaN-on-Single-Crystal Diamond Thermal Management Technology
2026-06-22 Semiconductors editor
News
On June 8, 2026, the Massachusetts Institute of Technology (MIT) announced that its researchers had successfully embedded gallium nitride (GaN) transistors into an ultra-thin single-crystal diamond layer, overcoming a major thermal bottleneck in high-power
2026-06-22
digitimes.com
2026-06-22
The memory industry is entering a super cycle as prices keep soaring, with industry sources saying third-quarter 2026 contract price gains show no sign of slowing amid tight supply from upstream vendors. Overall increases could reach 30% to 40%, after second-quarter 2026 contract prices already climbed 40%. As market prices continue to stack higher in the second half, profits at the top three memo
2026-06-22
digitimes.com
2026-06-22
Nvidia's planned US$20 billion strategic deal with Groq is built on a simple logic: as compute gets cheaper, demand keeps expanding. In a recent interview, Groq co-founder and CEO Jonathan Ross explained why Nvidia is expected to combine Groq's LPU with its latest Vera Rubin platform and how GPU and LPU can work as complementary engines in LLM inference.
2026-06-22
digitimes.com
2026-06-22
Amid growing localization efforts across China's supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into AI cooling, semiconductors, and drones. The company's liquid-cooling cold plates for AI applications have already been sampled by end customers and are expected to begin shipping in the second half of 2026. Once volume
2026-06-22
digitimes.com
2026-06-22
SK Hynix briefly overtook Samsung Electronics on June 22 to claim the top spot by common-share market capitalization on South Korea's KOSPI exchange, a milestone that reflects how high-bandwidth memory (HBM) has redefined the value of Korea's semiconductor industry.
2026-06-22
digitimes.com
2026-06-22
Semiconductor testing and analysis service provider Hongkang held its annual shareholders' meeting on June 18. Chairperson Hsieh Yung-fen said the company has begun investing in a silicon photonics wafer-and-chip optoelectronic analysis platform in anticipation of growing demand for silicon photonics. The first system is expected to be installed before August 2026, followed by a second and third s
2026-06-22
digitimes.com
2026-06-22
TSMC is accelerating its CoPoS rollout, replacing traditional round wafers with larger rectangular glass panels to support packaging demand for AI GPUs and HPC chips over the next several years. Supply chain sources said the first wave of demo equipment has already been installed at VisEra, a TSMC subsidiary.
2026-06-22
digitimes.com
2026-06-22
According to an exclusive report by VideoCardz, Intel's first x86 system-on-chip (SoC) integrating an Nvidia RTX GPU has been added to its internal product roadmap and is expected to launch in the first quarter of 2028, potentially making its public debut at CES 2028.
2026-06-22
digitimes.com
2026-06-22
Taiwan's investment office, InvesTaiwan, under the Ministry of Economic Affairs, has approved expanded Taiwan investment plans from four companies, led by MSScorps, which will invest NT$1.5 billion (US$47.4 million) and is filing for the third time. The company plans to add production lines and adopt AI technology at its Hsinchu, Tai Yuen Hi-Tech Industrial Park, and Southern Taiwan Science Park (
2026-06-22
digitimes.com
2026-06-22
AI data centers are driving growth in demand for power management and power semiconductor components. Hot swap products, in particular, require a wide safe operating area (SOA) to prevent excessive surge current when a redundant power supply is inserted and activated, interacting with the system's large capacitors.
2026-06-22
digitimes.com
2026-06-22
Former SK Hynix CEO Lee Seok-Hee is set to return to Intel as executive vice president (EVP) of Intel's foundry business, strengthening Intel's push into advanced packaging technologies. The appointment also represents another strategic move by Intel CEO Lip-Bu Tan to reorganize the company's foundry business.
2026-06-22
digitimes.com
2026-06-22
China's memory makers are moving from technology catch-up to capital-market expansion, with ChangXin Memory Technologies' (CXMT) parent and Yangtze Memory Technology (YMTC) both preparing initial public offerings (IPOs) to fund future capacity growth and technology upgrades. South Korean industry players are paying particularly close attention to YMTC, which focuses on NAND Flash and is closing in
2026-06-22
digitimes.com
2026-06-22
AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the affordability of its budget phones. At the same time, Samsung is seeking to use its new AI features to encourage new device purchases as memory prices dampen smartphone sales globally.
2026-06-22
digitimes.com
2026-06-22
The race to commercialize glass core substrates in advanced semiconductor packaging is heating up — but the technology is moving faster in headlines than in production lines. DIGITIMEShas been tracking the latest developments in TSMC's CoPoS advanced packaging technology, with glass core substrates emerging as the most closely watched variable in that story.