Semiconductor News & Analysis Feed
192 articles
2026-07-04
digitimes.com
2026-07-04
Samsung Electronics and SK Hynix are reportedly pressing South Korean semiconductor substrate suppliers to lower prices for the second half of 2026, even as memory demand remains in a Super Cycle. According to ET News, the talks have intensified pressure across the supply chain as raw material costs stay high and substrate makers warn of margin erosion.
2026-07-04
www.digitimes.com
2026-07-04
digitimes
2026-07-03
digitimes.com
2026-07-03
Taiwan's Department of Investment Review (DIR) under the Ministry of Economic Affairs (MOEA) has approved Taiwan Semiconductor Manufacturing Company's (TSMC) US$20 billion capital injection into its US subsidiary TSMC Arizona.
2026-07-02
www.marketscreener.com
2026-07-02
marketscreener.com
2026-07-02
digitimes.com
2026-07-02
China's display makers, led by BOE Technology (BOE), are pushing deeper into semiconductors, with BOE advancing glass substrates, and a 12-inch wafer fab reportedly slated to begin mass production in the second half of 2026. Industry analysts say China is extending display technologies built up with strong government backing into semiconductors as the US tightens restrictions, adding pressure on S
2026-07-01
www.odaily.news
2026-07-01
odaily.news
2026-07-01
www.odaily.news
2026-07-01
odaily.news
2026-07-01
news.google.com
2026-07-01
Stock Titan
2026-06-30
digitimes.com
2026-06-30
Samsung Electro-Mechanics is in final-stage talks to supply multilayer ceramic capacitors (MLCCs) to a major US cloud provider for AI servers, while also expanding substrate production capacity and securing a separate silicon capacitor contract, according to Korean media reports and company statements.
2026-06-30
digitimes.com
2026-06-30
Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters in the first half of 2026. The pace of quarterly increases may now moderate as the pricing base climbs higher. Still, the memory industry remains firmly in a seller's market. Supply constraints have spread beyond high-bandwidth memory (HBM) and premium DRAM products
2026-06-29
www.investing.com
2026-06-29
Investing.com
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2026-06-29
digitimes.com
2026-06-29
ShunSin Technology Holdings, Foxconn's semiconductor packaging and testing subsidiary, is accelerating its transition toward co-packaged optics (CPO). The company's latest appointment of a former TSMC executive as an independent director by Chairman Chiang Shang-yi has also drawn industry attention to the commercialization progress of its high-speed optical transceiver business.
2026-06-29
digitimes.com
2026-06-29
Kunlunxin, the semiconductor subsidiary of Chinese search engine giant Baidu, is targeting a US$50 billion valuation for its Hong Kong public offering. The company is also asking investors to commit to buying its chips as a condition of participation, according to The Information, underscoring the competitive dynamics shaping chip makers as Beijing moves to strengthen its domestic AI supply chain.
2026-06-28
www.ad-hoc-news.de
2026-06-28
Ad-hoc-news.de
Synopsys Inc., US8716071076
Synopsys Cloud from Synopsys Inc. - AI EDA as a subscription service
28.06.2026 - 07:09:39 | ad-hoc-news.de
Synopsys Cloud wraps Synopsys design tools and AI assistants into a scalable, pay-as-you-go environment for chip design teams. This software offering helps shape the price of Synopsys Inc. shares (ISIN US8716071076).
Synopsys Inc., US8716071076
Reviewed: ad hoc
2026-06-27
digitimes.com
2026-06-27
China's AI chip race is pushing the semiconductor bottleneck into advanced packaging and testing, where HPC, HBM, Chiplets and domestic substitution are driving a new capacity cycle.
2026-06-26
news.futunn.com
2026-06-26
富途牛牛
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2026-06-26
digitimes.com
2026-06-26
Tai Asia Semiconductor's latest annual meeting highlighted a broader shift that could matter for investors and technology supply chains worldwide. The company said it is absorbing short-term losses to fund new businesses, while its subsidiaries advance in visual sensing, smart technology, silicon carbide, and gallium nitride.
2026-06-26
digitimes.com
2026-06-26
Corning is studying South Korea as a possible manufacturing base for semiconductor glass substrates, a sign that the US specialty glass and optical materials maker is looking to extend its AI exposure beyond data-center connectivity into advanced chip packaging.
2026-06-26
news.google.com
2026-06-26
Stock Titan
2026-06-26
news.google.com
2026-06-26
Stock Titan