Semiconductor News & Analysis Feed
18766 articles
2026-06-17
digitimes.com
2026-06-17
InnoScience Technology, a leading China-based integrated device manufacturer (IDM) in gallium nitride (GaN), has won a sweeping victory in the latest patent ruling against global power component leader Infineon in China. Supply-chain sources said the two sides' GaN patent fight has stretched from the US and Germany to China, and the ruling makes it even harder for Infineon within China's increasin
2026-06-17
digitimes.com
2026-06-17
Powerchip Semiconductor Manufacturing (PSMC) announced on June 16 that, effective from May 22, 2026, it purchased semiconductor production facilities and machinery from Lam Research for use in wafer production, in a transaction totaling NT$1.04 billion (approx. US$32.94 million). The move comes as the company steps up investment in equipment and new technologies to seize artificial intelligence (A
2026-06-17
digitimes.com
2026-06-17
Singapore-based Galatek Technologies is expanding into scarce advanced packaging equipment as it builds localized manufacturing capacity in Malaysia, aiming to capture demand from a shifting global semiconductor supply chain.
2026-06-17
digitimes.com
2026-06-17
Poland is seeking major Taiwanese investment to strengthen its manufacturing base, a shift that could reshape Europe's supply chains and technology capacity. The plan spans electric vehicles, semiconductors, and industrial policy, and reflects how governments are adapting to geopolitical pressure and shortages in key global sectors.
2026-06-17
digitimes.com
2026-06-17
India-based Kaynes Technology is seeking outsourced automotive semiconductor orders in Japan, a move that could help establish a foothold for Indian backend chip manufacturing in a market long dominated by East Asia. Japanese partners are backing the effort, but the company still faces strict quality hurdles.
2026-06-17
digitimes.com
2026-06-17
Li Auto announced details of its new Mach M100 chip, a self-developed 5nm chip focused on autonomous driving, on June 15. This development marks the latest entry among Chinese automakers into designing in-house chips as they compete on cost and smart-driving features.
2026-06-17
digitimes.com
2026-06-17
Suzhou Dongshan Precision Manufacturing (DSBJ) will invest US$1.2 billion to expand optical chip and optical module capacity at Source Photonics, accelerating its shift from PCB manufacturing into AI data center optical communications.
2026-06-17
semiengineering.com
2026-06-17
Ann Mutschler
On-die monitors, localized analytics, and lifecycle data are giving architects new ways...
2026-06-17
digitimes.com
2026-06-17
Samsung Electro-Mechanics (Semco) is rapidly gaining ground in the silicon capacitor market as AI infrastructure investment and technology upgrades accelerate demand. After landing its first major silicon capacitor order, the company is in talks with additional potential customers, while its multilayer ceramic capacitor (MLCC) business is also expanding and operating profit is expected to hit a re
2026-06-17
digitimes.com
2026-06-17
Nvidia is expected to surpass Apple and Samsung Electronics' mobile division to become the world's top buyer of LPDDR, as AI servers and AI PCs pull low-power memory beyond smartphones, MoneyTodayreported, citing electronics industry sources.
2026-06-17
digitimes.com
2026-06-17
EssilorLuxottica and Applied Materials have agreed to a long-term partnership to speed development of intelligent optical systems for augmented reality and AI-powered smart eyewear, a move that could help shape future consumer devices used by people around the world. The companies said the effort aims to make advanced display glasses lighter, more capable, and easier to manufacture at scale.
2026-06-17
digitimes.com
2026-06-17
Global chip buyers, including BYD, Google, AMD, and Tesla, are turning to Samsung Electronics as TSMC's advanced production lines remain fully booked, Nikkei Asiareported. The shift underscores how AI demand and supply-chain risk are reshaping where cutting-edge chips are made.
2026-06-17
digitimes.com
2026-06-17
Taiwan Semiconductor Manufacturing Company (TSMC) and Amkor Technology have signed a 10-year agreement to jointly expand advanced semiconductor packaging capacity in Arizona, a move that would bring a more complete chip supply chain onto American soil.
2026-06-17
digitimes.com
2026-06-17
Semiconductor materials suppliers are moving to rebuild depleted inventories and recover sharply higher costs from Samsung Electronics, SK Hynix and other memory chip customers after the 106-day US-Iran war strained supply chains for precursors, specialty gases and other key chipmaking inputs.
2026-06-17
digitimes.com
2026-06-17
The US has held back from adding Chinese AI startup DeepSeek, memory chipmaker CXMT, and more than 100 other entities to a key trade blacklist, underscoring Washington's struggle to balance national security controls with a broader effort to contain tensions with Beijing.
2026-06-17
www.thefastmode.com
2026-06-17
The Fast Mode
Equinix, the world's digital infrastructure company, announced an expanded collaboration with Cisco and NVIDIA to accelerate enterprise AI.
Working with its partners, the company will enable customers to deploy the Cisco Secure AI Factory with NVIDIA across its global network of high-performance data centers, providing customers with standardized AI factory blueprints and automation that simplif
2026-06-17
drrobertcastellano.substack.com
2026-06-17
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
How AI Factories Are Creating New Winners Beyond Nvidia
DR. ROBERT CASTELLANO
JUN 17, 2026
∙ PAID
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What’s In This Article
The semiconductor equipment lesson Wall Street is missing
Table 1. AI Accelerators Have Become The Dominant Form Of Data Center Compute
Chart 1. Nvidia’s Share of AI Infrastructure Value Continues To Increase
From CPU-Centric Computing To AI Factories
Nvidia Is Becoming
2026-06-17
www.ad-hoc-news.de
2026-06-17
AD HOC NEWS
ON Semiconductor, US6821891035
ON Semiconductor unveils new GaN power module for faster, cooler EV charging
17.06.2026 - 01:42:35 | ad-hoc-news.de
ON Semiconductor’s latest silicon carbide and GaN based power module targets next generation DC fast charging, promising higher efficiency, smaller footprints, and lower total cost of ownership for demanding B2B charging operators and industrial power
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Few corners of the market have run up as sharply as memory chips. Shares of Sandisk (
SNDK
5.52%
) have soared more than 700% in 2026 as of this writing, while Micron Technology (
MU
5.50%
) has more than tripled this year and recently crossed $1 trillion in market value. Both have climbed for the same reason: an artificial intelligence (AI) build-out so hungry for storage and memory that supply c
2026-06-17
news.google.com
2026-06-17
The Seattle Times