Semiconductor News & Analysis Feed
176 articles
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
AI Memory Bottleneck: This Sizzling ETF Lets You Buy Micron, Sandisk, SK Hynix, and Samsung for Less Than $100
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 6:53 AM PDT 4 min read
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Memory has emerged as one of the biggest bottlenecks in the artificial intelligence (AI) infrastru
2026-06-15
www.fool.com
2026-06-15
The Motley Fool
Memory has emerged as one of the biggest bottlenecks in the artificial intelligence (AI) infrastructure space. Also known as the memory wall, this bottleneck occurs when the performance of an AI accelerator, such as a graphics processing unit (GPU), is constrained by slower memory.
As a result, companies designing AI accelerator chips have been turning to high-speed, high-bandwidth memory (HBM) c
2026-06-15
www.moomoo.com
2026-06-15
Moomoo
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2026-06-15
digitimes.com
2026-06-15
Google's push to diversify its Tensor Processing Units (TPUs) supply chain is increasingly reaching into the foundry side, adding pressure on ASIC makers such as MediaTek. Recent reports indicate that Google is not only set to adopt Intel's embedded multi-die interconnect bridge (EMIB) packaging for its next-generation product, but is also planning to bring in Samsung Electronics for front-end waf
2026-06-15
digitimes.com
2026-06-15
China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026 batch shipped at the end of May following an earlier release in 2025, easing a capacity bottleneck in the optical communications market. Taiwanese compound semiconductor suppliers including Visual Photonics Epitaxy (VPEC) and Global Communication Semiconductors (GCS)
2026-06-13
news.google.com
2026-06-13
IndexBox
2026-06-13
eetimes.com
2026-06-13
UCLA launches a $125M semiconductor hub to smash chip bottlenecks with AI research.
2026-06-12
www.moomoo.com
2026-06-12
Moomoo
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2026-06-12
en.sedaily.com
2026-06-12
Seoul Economic Daily
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2026-06-12
en.sedaily.com
2026-06-12
Seoul Economic Daily
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2026-06-12
digitimes.com
2026-06-12
United Nova Technology (UNT) is expanding from automotive and industrial chips into AI server power management and optical interconnects through a CNY20 billion (US$3 billion) 12-inch mixed-signal fab project.
2026-06-12
digitimes.com
2026-06-12
Breaking the inference barrier requires a rethink of the whole system architecture, not just faster compute. This was the key takeaway from a recent panel discussion at SuperAI Singapore, which brought chip makers and an AI model accelerator together to address how to overcome inference bottlenecks at a time when compute workloads are hitting up against physical limits.
2026-06-12
www.techtimes.com
2026-06-12
Tech Times
By Richard L. Wells
Published: Jun 11 2026, 15:42 PM EDT
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Dutch tech giant ASML's corporate headquarters in Veldhoven during its general shareholders' meeting on April 22, 2026. ASML, which makes cutting-edge machines to manufacture semiconductor chips, said on April 15, 2026 FREEK VAN DEN BERGH
2026-06-11
www.connectmoney.com
2026-06-11
connectmoney.com
Latest News
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June 11, 2026
By: Joe Palmisano
KKR, NVIDIA, Kuwait Launch $10B AI Infrastructure Platform
A consortium led by KKR, the Kuwait Investment Authority, NVIDIA and Vistra have launched Helix Digital Infrastructure, a new company designed to address growing demand for integrated AI infrastructure solutions by combining data center,
2026-06-11
www.thelec.net
2026-06-11
thelec.net
(Source: Exarion)
Exarion, an AI-based spatial audio and image processing semiconductor intellectual property (IP) company, said on June 11 that it has been selected as a member of the Nvidia Connect program.
Exarion is a company in which Hanul Semiconductor and related parties hold an 80% stake.
Nvidia Connect is a program designed to support software developers and service providers. Member c
2026-06-11
digitimes.com
2026-06-11
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.
2026-06-11
digitimes.com
2026-06-11
Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for the cloud AI connectivity chip supplier as demand grows for scale-up infrastructure in AI clusters.
2026-06-11
digitimes.com
2026-06-11
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains tight after disrupting the high-end ABF substrate market. HVLP4 copper foil is set to become the next constraint in the second half of 2026.
2026-06-11
cnycentral.com
2026-06-11
WSTM
WASHINGTON — Representative John Mannion (D, 22) spoke with CNY Central's Megan Coleman about several issues and topics facing Central New Yorkers and in the country. That includes the allegations against Van Duyn Center for Rehabilitation & Nursing, Micron, data centers and more.
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2026-06-10
www.tomshardware.com
2026-06-10
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Analyzing TSMC's fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks
Features
By Anton Shilov published 4 hours ago
TSMC kicks off unprecedented capacity expansion plan.
(Image credit: Getty Images / Jimmy Beunardeau)
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