Semiconductor News & Analysis Feed
22066 articles
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Shares of Micron Technology (
MU
+14.50%
) surged on Thursday after the memory chip leader delivered a blockbuster earnings report.
Image source: The Motley Fool.
An AI bonanza
Micron's revenue rose a staggering 346% year over year to $41.5 billion in its fiscal third quarter, which ended on May 28.
The AI boom and the massive data sets it requires are creating enormous demand for the high-per
2026-06-26
wccftech.com
2026-06-26
Wccftech
NVIDIA is going to retain its top position as TSMC's biggest customer in 2027, but AMD EPYC Venice could outpace its Vera CPUs.
CPUs are quickly becoming the major consumer of advanced packaging technologies as their demand has grown proportionally with the rise of Agentic AI. So far, 2026 has been a roller-coaster ride for the entire tech segment, and 2027 is shaping up to be just as intense. In
2026-06-26
en.sedaily.com
2026-06-26
Seoul Economic Daily
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2026-06-26
www.digitimes.com
2026-06-26
digitimes
Tai Asia Semiconductor's latest annual meeting highlighted a broader shift that could matter for investors and technology supply chains worldwide. The company said it is absorbing short-term losses to fund new businesses, while its subsidiaries advance in...
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2026-06-26
www.bizjournals.com
2026-06-26
The Business Journals
www.bizjournals.com
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2026-06-26
breakingthenews.net
2026-06-26
Breakingthenews.net
ON Semiconductor Corp. (Onsemi) announced that it will acquire Synaptics in a $7 billion all-stock transaction, expecting the deal to expand its total addressable market (TAM) by $30 billion to $243 billion by 2030.
The deal will see Synaptics shareholders obtaining 1.350 shares of Onsemi common stock per Synaptics share held, the press release said, noting that the transaction is expected to clo
2026-06-26
www.digitaltoday.co.kr
2026-06-26
디지털투데이
AI & Enterprise
China AI server chip market sees domestic share near 80 percent, narrowing Nvidia's footing
AI Summary
Domestic chip suppliers led by Huawei and Cambricon are expected to account for close to 80 percent of China’s AI server chip market this year, TrendForce forecast. Foreign suppliers including Nvidia and AMD are seen falling to 21 percent market share in 2026 from 34 percent last
2026-06-26
digitimes.com
2026-06-26
South Korea's plan to push semiconductor investment beyond the greater Seoul area is taking clearer shape, with Samsung Electronics reportedly moving closer to a new chip hub in Gwangju while SK Hynix continues to weigh a site in South Jeolla Province against overseas investment options.
2026-06-26
zpravy.kurzy.cz
2026-06-26
Zprávy Kurzy.cz
The Industrial Alliance for Semiconductors gathered its members in Brussels to discuss the future of the semiconductor ecosystem.
On 26 June, members of the Industrial Alliance for Semiconductors came together for the first time since the adoption of the Chips Act 2.0 proposal. Industry leaders, policymakers, and research organisations considered the evolving policy landscape and future of the se
2026-06-26
digitimes.com
2026-06-26
Japan is moving to anchor its long-term growth strategy around AI, semiconductors, and strategic infrastructure, as Prime Minister Sanae Takaichi seeks to use state-backed investment as a strategic push to lift private-sector spending and rebuild the country's industrial base.
2026-06-26
digitimes.com
2026-06-26
GlobalFoundries (GF) is positioning its Singapore operations as a core hub for the emerging era of physical AI, as the chipmaker expands investment in manufacturing capacity and next-generation semiconductor technologies aimed at robotics, autonomous systems, and AI-driven infrastructure.
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
AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array
2026-06-26
digitimes.com
2026-06-26
Alibaba Group's semiconductor design arm T-Head has more than tripled its registered capital, underscoring the Chinese technology giant's growing focus on artificial intelligence infrastructure and domestic chip development.
2026-06-26
digitimes.com
2026-06-26
SK Siltron is preparing to bring a new silicon wafer manufacturing facility online in South Korea next month. The expansion comes as AI data center investment helps lift wafer shipments, while pricing remains under pressure as capacity added during the last expansion cycle continues to weigh on the market.
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
www.bizjournals.com
2026-06-26
The Business Journals
www.bizjournals.com
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2026-06-26
digitimes.com
2026-06-26
On June 25, IBM unveiled what it calls the world's first sub-1nm chip technology: a 0.7nm — or 7 angstrom — transistor architecture built on an entirely new 3D platform called Nanostack. The announcement, timed to the VLSI 2026 symposium, marks the first time logic technology has extended below the 1nm node and, IBM says, opens a roadmap of at least a decade of further semiconductor scaling.
2026-06-26
digitimes.com
2026-06-26
Academia Sinica's Center for Quantum Computer is focusing only on hardware, not algorithms or applications, and executive director Chii-Dong Chen said that approach is similar to the mission Taiwan's government gave ITRI in the early days of the foundry industry. He said Taiwan enjoys a strong advantage in quantum chip manufacturing, but turning the new Quantum Chip Fabrication Space (QC-Fab) into
2026-06-26
digitimes.com
2026-06-26
The detention of two Japanese nationals in China over suspected rare earth export violations is raising fresh compliance concerns for Japanese technology manufacturers operating in China, as Beijing tightens control over strategic minerals amid worsening Japan-China ties.