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2026-06-18
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2026-06-18
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2026-06-18
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2026-06-18
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2026-06-18
www.prnewswire.com
2026-06-18
PR Newswire
Constraints Squeeze the Chip Market as Geopolitics and AI Impact Lead Times and Prices
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Sourceability
Jun 18, 2026, 09:00 ET
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Sourceability's upcoming Q2 Lead Time Report and webinar highlight continued memory allocation, AI-adjacent tightening, and raw-material cost pressure
AUSTIN, Texas, June 18, 2026 /PRNewswire/ -- Sourceability, a data-driven hybr
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
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Constraints Squeeze the Chip Market as Geopolitics and AI Impact Lead Times and Prices
PR Newswire
Thu, June 18, 2026 at 6:00 AM PDT 3 min read
Sourceability's upcoming Q2 Lead Time Report and webinar highlight continued memory allocation, AI-adjacent tightening, and raw-material cost pressure
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2026-06-18
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2026-06-18
MarketWatch
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2026-06-18
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2026-06-18
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2026-06-18
www.tradingkey.com
2026-06-18
TradingKey
Apple has officially partnered with Intel for US-based chip design and manufacturing, a move endorsed by President Trump to bolster domestic supply chains. For Apple, this reduces reliance on TSMC amid global capacity constraints, enhancing supply chain security. For Intel, securing Apple as a client marks a pivotal milestone in its transformation and validates its 18A process. This development fo
2026-06-18
www.mk.co.kr
2026-06-18
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Samsung Electronics' System LSI Business said it has set profitability improvement as its top priority after posting record quarterly sales in the first quarter of this year. It also said it plans to enter the AI data center market and expand its mobile-centered business structure into the future infrastructure sector.
At a business briefing held on the 18th, Yong-In Park, president and hea
2026-06-18
www.indexbox.io
2026-06-18
IndexBox
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2026-06-18
news.futunn.com
2026-06-18
富途牛牛
Recently, domestic passenger vehicle ADAS domain controller chip installation data for April 2026 was released. According to statistics from NE Times New Energy, the total installation volume of ADAS domain controller chips in China’s passenger vehicle market reached 600,000 units in April. NVIDIA maintained its leading position with over 300,000 units installed, capturing a market share of 50.9%.
2026-06-18
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2026-06-18
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2026-06-18
digitimes.com
2026-06-18
Taiyo Yuden is preparing to accelerate production of multilayer ceramic capacitors, or MLCCs, as AI servers and hyperscale data centers tighten supply across the global component market. But the Japanese supplier is resisting the kind of broad price increases now spreading through parts of the industry.
2026-06-18
digitimes.com
2026-06-18
SK Hynix has eliminated degree requirements from its regular recruitment process for new employees, as the memory chip giant seeks to strengthen its lead in high-bandwidth memory (HBM) and secure talent for the fast-changing AI semiconductor market. Industry watchers said the move reflects a greater focus on practical creativity and execution in the AI era rather than formal academic credentials.
2026-06-18
digitimes.com
2026-06-18
The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away from the price wars of the consumer market, Nvidia's push to upgrade AI transmission standards to 1.6T, 3.2T, and beyond is exposing the physical limits of copper wiring, making scale-up the first battlefield in the co
2026-06-18
digitimes.com
2026-06-18
A recent open letter from the UK-based fund Palliser Capital called Taiwanese printed circuit board (PCB) maker WUS Printed Circuit one of the most undervalued AI PCB companies in the capital market. This has once drawn industry attention to the current business cooperation between WUS and its subsidiary in China, WUS Printed Circuit Kunshan.
2026-06-18
digitimes.com
2026-06-18
Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan's two leading suppliers, Yageo and Walsin Technology. Average book-to-bill ratios at both companies have risen above 1.3, placing industry conditions near their highest levels in recent years and reinforcing expectations for sequential growth through 2026.
2026-06-18
digitimes.com
2026-06-18
SK Group's combined market capitalization on the South Korean stock market surpassed KRW2,000 trillion (US$1.32 trillion) for the first time as of the June 16 close, driven by strength in AI memory demand and a high-profile visit by Nvidia's CEO that reinforced ties with SK Hynix and broader AI infrastructure plans. According to reports from SBS, YTN, ET Newsand Yonhap, the group's 19 listed subsi
2026-06-18
digitimes.com
2026-06-18
Backlight module maker Darwin held its shareholders' meeting on June 17, 2026, and said it remains cautiously optimistic about 2026 revenue as its new businesses continue to gain traction. The company cited fresh commercial display orders in the US market and said organ-chip partner Anivance AI is also listed on an "Nvidia backdrop," adding momentum to its medical technology push.
2026-06-18
digitimes.com
2026-06-18
Japanese Prime Minister Sanae Takaichi is scheduled to visit Assam in northeastern India in early July 2026. According to Nikkei, more than 50 Japanese companies and business groups, including Suzuki, Itochu and Toyota Tsusho, are expected to accompany the delegation, with market attention focused on cooperation in semiconductors and infrastructure.