Semiconductor News & Analysis Feed

34 articles
2026-07-07
finance.biggo.com 2026-07-07 finance.biggo.com
2026-07-07
digitimes.com 2026-07-07
PCB maker Zhen Ding said June revenue climbed to a fresh 2026 high, extending strong year-over-year growth as demand for AI-related high-end applications continued to build.
2026-07-06
news.google.com 2026-07-06 Tom's Hardware
2026-07-06
news.google.com 2026-07-06 Bloomberg.com
2026-07-06
news.google.com 2026-07-06 Moomoo
2026-07-06
digitimes.com 2026-07-06
Rising demand for AI servers and high-performance computing (HPC) continues to drive price increases across the upstream PCB materials supply chain.
2026-07-04
digitimes.com 2026-07-04
Machvision posted another record monthly revenue in June 2026, as surging demand for AI servers, high-performance computing (HPC), and advanced packaging continued to lift orders for the semiconductor and PCB inspection equipment maker. The company said the biggest challenge has now shifted from winning orders to managing supply chains and expanding capacity.
2026-07-02
tomshardware.com 2026-07-02 Hassam Nasir
It seems like a never-before-seen engineering sample for AMD's last-gen Radeon RX 7900 XTX has just popped up online, featuring specs that indicate it's a binned down model.
2026-07-02
digitimes.com 2026-07-02
Despite rising concerns over memory price hikes, Apple's PCB supply chain has seen little change to the company's 2026 order pull-in schedule as of the second quarter, according to people familiar with the PCB industry.
2026-07-01
www.odaily.news 2026-07-01 odaily.news
In a research note released on June 26, UBS provided a more detailed picture of the spreading demand within China's AI hardware chain: demand for AI infrastructure remains robust, and the pull factors now extend beyond GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
www.odaily.news 2026-07-01 odaily.news
In a research note released on June 26, UBS provided a more detailed picture of the spreading demand within China's AI hardware chain: demand for AI infrastructure remains robust, and the pull factors now extend beyond GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
www.odaily.news 2026-07-01 odaily.news
In research materials released on June 26, UBS provided more specific details on the diffusion of demand within China's AI hardware chain: AI infrastructure demand remains strong, with its pull extending beyond just GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-06-30
www.semiconductor-today.com 2026-06-30 Semiconductor Today
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2026-06-24
digitimes.com 2026-06-24
Strong demand for AI servers is driving higher shipments of advanced printed circuit board (PCB) products in Taiwan, but it is also tightening supply of key materials and resources, adding fresh uncertainty to the industry. The Taiwan Printed Circuit Association (TPCA) and the Industry, Science and Technology International Strategy Center (ISTI) said Taiwan's PCB manufacturing output reached NT$24
2026-06-23
digitimes.com 2026-06-23
Fulltech, a glass fiber yarn and cloth maker, said at its 2026 annual general meeting that demand for next-generation AI servers and high-speed switches is lifting specifications and demand for upstream PCB materials. Chairman Yuan-Pin Chang said the share of low DK2 shipments will keep rising in the second half of 2026, helping optimize the product mix and boost revenue and profitability.
2026-06-18
finance.yahoo.com 2026-06-18 Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries. PCB Technologies Awarded Approximately EUR 8.6 million Orders from a Semiconductor Industry Customer PR Newswire Thu, June 18, 2026 at 12:00 AM PDT 2 min read PCBT.TA +0.42% MIGDAL HAEMEK, Israel, June 18, 2026 /PRNewswire/ -- PCB Technologies (TASE: PCBT), a global leader in advanced electronic and P
2026-06-18
www.prnewswire.com 2026-06-18 PR Newswire
PCB Technologies Awarded Approximately EUR 8.6 million Orders from a Semiconductor Industry Customer NEWS PROVIDED BY PCB Technologies Jun 18, 2026, 03:00 ET SHARE THIS ARTICLE MIGDAL HAEMEK, Israel, June 18, 2026 /PRNewswire/ -- PCB Technologies (TASE: PCBT), a global leader in advanced electronic and PCB manufacturing solutions, is pleased to report that during the past two weeks, unti
2026-06-18
www.morningstar.com 2026-06-18 Morningstar
Home News PR Newswire PCB Technologies Awarded Approximately EUR 8.6 million Orders from a Semiconductor Industry Customer PCB Technologies Awarded Approximately EUR 8.6 million Orders from a Semiconductor Industry Customer Provided by PR Newswire Jun 18, 2026, 3:00:00 PM PCB Technologies Awarded Approximately EUR 8.6 million Orders from a Semiconductor Industry Customer PCB Technologies Awarded
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.
2026-06-17
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.