Semiconductor News & Analysis Feed
16201 articles
2026-06-23
digitimes.com
2026-06-23
Taiwan's semiconductor packaging and testing (OSAT) industry delivered strong year-over-year revenue growth in May 2026, with 21 of 24 tracked companies posting positive year-over-year gains, according to monthly revenue filings compiled for the period. The results underscore continued downstream demand driven by AI-related chip shipments and a broader recovery in consumer electronics.
2026-06-23
digitimes.com
2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
2026-06-23
digitimes.com
2026-06-23
China's memory industry is undergoing another round of ownership restructuring. According to a recent merger review case disclosed by China's State Administration for Market Regulation (SAMR), YMTC Holdings, the parent company of Yangtze Memory Technologies (YMTC), will sell its 39% stake in Wuhan Xinxin Semiconductor Manufacturing (XMC) to Wuhan Optics Valley Semiconductor Industry Investment.
2026-06-23
digitimes.com
2026-06-23
Demand for high-end fiberglass cloth is surging on the AI boom, and orders from copper-clad laminate (CCL) customers are leaving the world's two largest suppliers, Nittobo and Taiwan Glass, short of capacity. In particular, low coefficient of thermal expansion (CTE) and low Dk2 products remain the tightest, with supply-demand gaps now expected to last through 2027.
2026-06-23
www.koreatimes.co.kr
2026-06-23
The Korea Times
Samsung Electronics' sales of sixth-generation high bandwidth memory chips, known as HBM4, surpassed $1 billion, industry sources said Tuesday.
The milestone comes just four months after the South Korean tech giant became the first company in the world to begin mass production and shipments of HBM4 chips in February.
Industry sources expect Samsung's HBM4 revenue to exceed $1.2 billion by the en
2026-06-23
www.digitimes.com
2026-06-23
digitimes
Wafer Works announced after its June 18, 2026, shareholders meeting that it launched a "golden triangle" expansion plan to deepen silicon wafer product lines and support fast-growing applications in advanced packaging, optical transmission and...
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2026-06-23
www.theverge.com
2026-06-23
The Verge
TECH
AI
NEWS
Nvidia says its AI data center design runs hotter to use a lot less water
By switching to 100 percent liquid cooling and running servers hotter, Nvidia claims it can cut water use to “near zero.”
by
Stevie Bonifield
Jun 23, 2026, 7:24 AM GMT+8
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Image: Cath Virginia / The Verge, Getty Images
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Chip race: Microsoft, Meta, Google, and Nvidia battle it ou
2026-06-23
drrobertcastellano.substack.com
2026-06-23
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
The Most Critical AI Bottleneck — And Nvidia Could Change It Overnight
DR. ROBERT CASTELLANO
JUN 23, 2026
∙ PAID
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What’s in This Article
The Most Critical AI Bottleneck
How Nvidia Changed the Rules
Table 1. Nvidia AI Accelerator Product Cadence
HBM Content Growth Is Exploding
Table 2. HBM Content Growth by Nvidia Architecture
HBM Is Consuming the Memory Industry
Table 3. HBM Share of DRAM
2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
news.google.com
2026-06-23
The Robot Report
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
SK Hynix becomes South Korea's most valuable company
Tasneem Nashrulla
Mon, June 22, 2026 at 3:44 PM PDT 1 min read
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SK Hynix on Monday topped Samsung as South Korea's most valuable company, propelled by the AI-powered chip boom.
It marked a stunning reversal for a once debt-ridden company that earned the Korean
2026-06-23
www.semafor.com
2026-06-23
Semafor
SK Hynix on Monday topped Samsung as South Korea’s most valuable company, propelled by the AI-powered chip boom.
It marked a stunning reversal for a once debt-ridden company that earned the Korean epithet for a penny stock — “Dongjeon-ju,” Reuters wrote. Its shares have more than quadrupled this year, and it joined rivals Samsung and US-based Micron in crossing a $1 trillion valuation in May.
Th
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
10 Words From Apple CEO Tim Cook That Are Music to the Ears of Micron Technology Investors
David Jagielski, CPA, The Motley Fool
Mon, June 22, 2026 at 3:20 PM PDT 3 min read
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Micron Technology (NASDAQ: MU) stock has been red hot over the past year amid an ongoing shortage of memory products driven by significant inves
2026-06-23
www.reuters.com
2026-06-23
Reuters
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2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Qualcomm nearing deal for AI chip startup Modular, Bloomberg News reports
FILE PHOTO: China International Import Expo in Shanghai · Reuters
Reuters
Mon, June 22, 2026 at 2:57 PM PDT 1 min read
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June 22 (Reuters) - Qualcomm is in advanced discussions to acquire Modular Inc in a transaction valuing the AI chip company at about $4 billion, Bloom
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
TSMC (TSM) Advances While Market Declines: Some Information for Investors
TSMC (TSM) Advances While Market Declines: Some Information for Investors · Zacks
Zacks Equity Research
Mon, June 22, 2026 at 2:45 PM PDT 3 min read
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TSMC (TSM) closed at $467.67 in the latest trading session, marking a +
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
Qualcomm (QCOM) Suffers a Larger Drop Than the General Market: Key Insights
Qualcomm (QCOM) Suffers a Larger Drop Than the General Market: Key Insights · Zacks
Zacks Equity Research
Mon, June 22, 2026 at 2:45 PM PDT 3 min read
QCOM
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In the latest trading session, Qualcomm (QCOM) closed at $221.49, marking a -2.05% move from the previous day. The sto
2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
www.investors.com
2026-06-23
Investor's Business Daily
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