Semiconductor News & Analysis Feed
4394 articles
2026-06-24
digitimes.com
2026-06-24
Former SMIC CEO Tzu-yin Chiu is extending his semiconductor materials strategy into photomasks, one of the most critical upstream links in chip manufacturing. Guangzhou Xinrui Photomask Technology, also known as New Ray Mask, where Chiu serves as chairman, has begun IPO listing guidance, marking another step in his shift from foundry operations to China's chip materials supply chain.
2026-06-24
digitimes.com
2026-06-24
The market for fan-out panel-level packaging(FOPLP) and glass substrate packaging is set to grow sharply as chipmakers race to support AI and high-performance computing. For global readers, the shift could shape future device performance, supply chains, and where advanced semiconductors are manufactured and assembled.
2026-06-24
digitimes.com
2026-06-24
Samsung Electronics' foundry plant in Taylor, Texas, is showing signs of moving into equipment-level execution. Key engineers from ASML Korea, the Dutch lithography equipment giant's South Korean unit, have been dispatched to the Taylor facility and are expected to remain on site for roughly six to eight weeks, according to Korean industry publication DealSite.
2026-06-24
digitimes.com
2026-06-24
Taiwan's economy is expected to maintain strong momentum through the second half of 2026, supported by accelerating AI-related investment, resilient exports, and robust demand across the semiconductor, memory, and server supply chains. Industry analysts and government officials increasingly believe growth could surpass earlier expectations as AI infrastructure spending continues to expand worldwid
2026-06-24
digitimes.com
2026-06-24
JEDEC finalized a new HBM4 packaging specification called SPHBM4 that aims to broaden high bandwidth memory (HBM) use cases by reducing packaging complexity and cost, industry sources reported. According to ET News, the DRAM subcommittee completed its review, and the JEDEC board gave final approval, positioning the standard to influence AI semiconductor cost structures and substrate choices.
2026-06-24
digitimes.com
2026-06-24
Hwatsing Technology, China's leading domestic supplier of chemical mechanical planarization (CMP) equipment, is seeking up to CNY4 billion (approx. US$552 million) through a private placement to expand chip equipment capacity, strengthen wafer reclamation services, and accelerate high-end semiconductor tool R&D.
2026-06-24
digitimes.com
2026-06-24
The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads pushing the industry from doubler-based designs to direct native multi-phase control. Industry insiders say the growing shortage of power components has three main causes: inventory corrections over the past three yea
2026-06-24
digitimes.com
2026-06-24
Reports of MediaTek price adjustments appear to confirm a broader pricing trend across Taiwan's IC design sector. Industry sources said many small and mid-sized chip suppliers have spent the past three months discussing potential price increases with customers, but MediaTek's move carries particular significance given its scale and market position.
2026-06-24
digitimes.com
2026-06-24
China's push to build a domestic semiconductor equipment industry is beginning to cut into revenue at major Japanese toolmakers, with five major Japanese suppliers posting a combined 12% drop in China sales for the fiscal year ended March 2026, Nikkeireported.
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive capacity ramp (with new data centers coming online every quarter through the end of 2027) to meet demand, it says, outstrips supply.
2026-06-24
digitimes.com
2026-06-24
Optical film and nano-coating materials developer Victory For Technology (VFT) is focusing on three key areas — AI and semiconductor processes, foldable displays, and key new-energy materials — as it deepens R&D and product deployment to capture emerging opportunities in the global supply chain.
2026-06-24
digitimes.com
2026-06-24
Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens beyond high-bandwidth memory, or HBM, into server DRAM and storage products.
2026-06-24
digitimes.com
2026-06-24
Cloud service providers are accelerating in-house AI chip development, lifting demand for application-specific integrated circuits, or ASICs, and reshaping collaboration across the semiconductor supply chain.
2026-06-24
digitimes.com
2026-06-24
IBM is building a foundry to produce silicon wafers used in quantum-computing processors, seeking to become an indispensable part of the quantum economy under development. Called Anderon, the independent subsidiary is set to begin production this year, a decade after IBM began exploring applications of quantum computing.
2026-06-24
www.digitimes.com
2026-06-24
digitimes
Samsung Electronics is putting long-term memory supply agreements higher on its second-half agenda as demand from data centers broadens beyond high-bandwidth memory, or HBM, into server DRAM and storage products.
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2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
The Technology Select Sector SPDR Fund (NYSEARCA:XLK) charges a sticker fee so small it looks like a rounding error. The real bill shows up in how much of your money is riding on three stocks you probably already own through your S&P 500 fund.
Video Muted
What You’re Actually Paying
XLK’s expense ratio sits at 0.08%, or roughly $8 a year per $10,000 invested, per State Street’s March 20, 2026 fa
2026-06-24
www.gurufocus.com
2026-06-24
GuruFocus
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia Is No Longer the Ultimate AI Play, But NVDA Stock Is a Buy Anyways
Mohit Oberoi
Tue, June 23, 2026 at 1:43 PM PDT 4 min read
NVDA
+0.18%
GOOGL
+1.22%
^IXIC
+0.52%
^GSPC
+0.44%
Explore stocks on Coinbase
Trading disclosure
NVIDIA Corp logo outside building-by BING-JHEN_HONG via iStock
Ever since artificial intelligence (AI) became the buzzword in 2023, Nvidia (NVDA) has been at the forefron
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Applied Materials (AMAT) Unveils Two New Chipmaking Systems For Next Generation AI Chips
Bailey Pemberton
Tue, June 23, 2026 at 1:11 PM PDT 2 min read
AMAT
-8.48%
Trade AMAT on Coinbase
Trading disclosure
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.
Applied Materials introduced two new chipmaking systems, Centris Spectral SiN ALD and
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Applied Materials, Teradyne, and Entegris Stocks Trade Down, What You Need To Know
Kayode Omotosho
Tue, June 23, 2026 at 1:08 PM PDT 4 min read
000660.KS
+0.98%
TER
-8.07%
ENTG
-8.58%
005930.KS
+9.84%
ASML.AS
+0.17%
Explore stocks on Coinbase
Trading disclosure
What Happened?
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth