Semiconductor News & Analysis Feed
92 articles
2026-06-12
digitimes.com
2026-06-12
DDR4 memory supply remains tight, with the shortage affecting buyers worldwide, from cloud and server operators to industrial and networking customers. Sources indicate that Nanya Technology's limited third-quarter 2026 capacity has led major shareholders and customers to secure output, pushing contract prices higher and making further gains increasingly likely.
2026-06-11
www.intelligentcio.com
2026-06-11
Intelligent CIO
www.intelligentcio.com
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2026-06-11
digitimes.com
2026-06-11
Congressional Republicans are urging stronger exclusion orders in the ongoing Section 337 investigation tied to TSMC's advanced-node chips, while the company reiterates compliance with local laws and highlights ongoing legal uncertainty in its quarterly filing.
2026-06-11
tech-insider.org
2026-06-11
tech-insider.org
Nvidia Earnings: $81.6B Quarter, 92% DC Surge [2026]
MARCUS CHENJUNE 10, 2026HARDWARE
Marcus Chen
June 10, 2026
14 min read
Nvidia just delivered the single largest quarter any technology company has ever reported, and Wall Street barely blinked. The chipmaker posted $81.6 billion in revenue for its first quarter of fiscal 2027, up 85% year over year, with data center revenue alone reaching $75.2
2026-06-10
news.google.com
2026-06-10
Business Wire
2026-06-10
digitimes.com
2026-06-10
Aker Technology plans to expand capacity by 20% in 2026 as automotive demand grows and the quartz component supplier pushes further into AI servers, optical modules, and industrial control applications.
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Micron to deliver ’another strong quarter’, Goldman says
Vahid Karaahmetovic
Tue, June 9, 2026 at 3:36 AM PDT 2 min read
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Investing.com -- Analysts at Goldman Sachs expect Micron to deliver a strong fiscal third quarter when the company reports later this month, with the bank sharply raising its estimates and price target on the b
2026-06-09
digitimes.com
2026-06-09
Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
2026-06-09
digitimes.com
2026-06-09
After concluding a meeting with SK Group on the morning of June 8, Nvidia CEO Jensen Huang traveled to LG Group's headquarters, the LG Twin Towers in Seoul's Yeouido district, for a formal meeting with LG Chairman Koo Kwang-mo. The discussions underscored a widening strategic partnership between the two companies across robotics, AI infrastructure, mobility technologies, and advanced AI developmen
2026-06-09
digitimes.com
2026-06-09
Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders, and stronger demand for high-bandwidth memory base dies lift utilization, according to Korean media reports.
2026-06-09
digitimes.com
2026-06-09
Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones, AI PCs, and optical modules. The company also said drone-related revenue could grow multiple times over the next two years.
2026-06-08
counterpointresearch.com
2026-06-08
Counterpoint Research
This report provides a comprehensive view of DRAM and NAND Flash market demand and supply trends. It features a unique 3-dimensional tracker that captures data across Brand, Application, and Type — in both bits and revenue terms — offering unparalleled insights into the rapidly evolving dynamics of the memory industry amid the adoption of Gen AI.
Counterpoint research is a young and fast growing
2026-06-07
digitimes.com
2026-06-07
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e
2026-06-07
digitimes.com
2026-06-07
Transcend Information said revenue for April and May combined has already surpassed its first-quarter total, as tight memory supply and elevated prices continue to lift sales at the Taiwan-based memory module maker.
2026-06-04
counterpointresearch.com
2026-06-04
Counterpoint Research
Data on this page is updated every quarter.
For detailed insights on the data, please reach out to us at sales@counterpointresearch.com. If you are a member of the press, please contact us at press@counterpointresearch.com for any media enquiries.
(*) Samsung includes foundry service for its internal logic IC business
Counterpoint Research is a global industry and market research firm providing
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
__fail__
2026-06-01
wccftech.com
2026-06-01
Wccftech
China's ongoing ability to access advanced AI chips from the likes of NVIDIA and AMD has remained a hard-to-crack conundrum in Washington for quite some time now.
Even so, the Trump Administration now appears to be tightening the proverbial screws on these advanced chips by chopping off a major loophole that has allowed Chinese companies to circumvent US-led export controls.
Back in May 2025, th
2026-05-31
digitimes.com
2026-05-31
Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua
2026-05-30
www.benzinga.com
2026-05-30
Benzinga
__fail__
2026-05-30
www.cnbc.com
2026-05-30
CNBC
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