Semiconductor News & Analysis Feed
194 articles
2026-06-07
digitimes.com
2026-06-07
Zhen Ding Technology Group reported that May consolidated revenue reached a 2026 high as robust demand for high-end AI products drove significant year-over-year growth, the company said. The firm attributed the performance to a sharp uptick in server and optical module shipments, which rose nearly 2.5 times year-over-year, and strong momentum in IC substrate sales, which grew nearly 80% year-over-
2026-06-07
www.techtimes.com
2026-06-07
Tech Times
By Allen Lee
Published: Jun 06 2026, 15:34 PM EDT
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This picture taken on May 16, 2024 shows the logo of new Japanese semiconductor maker Rapidus Corporation at company's headquarters in Tokyo. YAMAZAKI/AFP VIA GETTY IMAGES
Japan's Ministry of Economy, Trade and Industry announced Friday that th
2026-06-05
adamtooze.substack.com
2026-06-05
Adam Tooze | Substack
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Top Links 1123 Financially conflicted. How Nvidia nudged Micron onto the AI train. Kültürkampf & Chinmaxxing Russian elites.
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2026-06-05
adamtooze.substack.com
2026-06-05
Adam Tooze | Substack
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2026-06-05
eetimes.com
2026-06-05
Chips Act 2.0 shifts EU focus from factory subsidies to chip design and demand.
2026-06-05
www.trendforce.com
2026-06-05
TrendForce
[News] Glass Substrates Eye 2027 Launch, Scale Toward 2030 as CoWoS Costs Rise and Hyperscaler Demand Grows
2026-06-05 Semiconductors editor
News
Please note that this article cites information from Sisa Journal, Economic Daily News, Commercial Times, Forbes and The Elec.
As AI chips continue to scale in size and complexity, demand is rising for next-generation packaging and substrate so
2026-06-04
www.moomoo.com
2026-06-04
Moomoo
消息面上，随着英伟达等AI芯片功耗飙升，传统硅基电源架构已触及物理极限。行业正加速向800V高压直流(HVDC)架构过渡，碳化硅成为AI服务器固态变压器及电源管理的必选材料。英飞凌、意法半导体等巨头明确表示，AI数据中心的部署导致多款功率器件出现严重供应短缺。
公开资料显示，天岳先进在8英寸碳化硅衬底领域占据全球领先份额，12英寸完成样品研发、送样、小批量试样供货。据悉，天岳先进的12英寸SiC衬底进入台积电供应链验证阶段，作为下一代CoWoS中介层备选方案开展送样测试。用作替代硅中介层以解决高性能GPU的散热瓶颈。
Tianyue Advanced Materials (02631.HK) rose nearly 7% in early trading. As of the time of writing, it was up 3.27% at HK$104.1, with a tr
2026-06-04
news.futunn.com
2026-06-04
富途牛牛
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2026-06-04
www.digitimes.com
2026-06-04
digitimes
Huawei's recently proposed "Tau Law" suggests that reducing signal transmission distance, combined with heterogeneous integration and system-level optimisation, can enhance computing power and energy efficiency. The concept is increasingly seen as a key route...
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2026-06-04
www.digitimes.com
2026-06-04
digitimes
China's silicon carbide (SiC) substrate manufacturers continue to slash prices despite already operating on razor-thin margins, underscoring the intensity of a price war reshaping the global compound semiconductor industry.
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2026-06-03
news.google.com
2026-06-03
Adam Tooze | Substack
2026-06-02
www.chosun.com
2026-06-02
조선일보
By Ahn Byeol
Published 2026.06.02. 18:00
Updated 2026.06.02. 18:15
NVIDIA CEO Jensen Huang enters the 'Korea Partners Night' event held at a seafood restaurant in downtown Taipei, Taiwan, on the afternoon of the 1st. /Courtesy of Kim Min-jae
The words of NVIDIA CEO Jensen Huang have sparked mixed reactions among South Korea’s semiconductor giants. The controversy began after the “Korea Partner N
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.cnbc.com
2026-06-02
CNBC
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2026-06-01
www.koranmanado.co.id
2026-06-01
Koran Manado
There is an unknown connection issue between Cloudflare and the origin web server. As a result, the web page can not be displayed.
There is an issue between Cloudflare's cache and your origin web server. Cloudflare monitors for these errors and automatically investigates the cause. To help support the investigation, you can pull the corresponding error log from your web server and submit it our s
2026-06-01
tomshardware.com
2026-06-01
Jowi Morales
You don't need to import banned chips into China if you can export your company instead.
2026-06-01
seekingalpha.com
2026-06-01
Seeking Alpha
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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
2026-06-01
www.scmp.com
2026-06-01
South China Morning Post
US-China relations
WorldUnited States & Canada
US takes step to halt Nvidia AI chip shipments to Chinese overseas subsidiaries
Surprise move suggests US chips may have been making their way to the subsidiaries of Chinese firms based in places such as Malaysia
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Reuters
Published: 5:46am, 1 Jun 2026Updated: 7:24am, 1 Jun 2026
The US Department of Commerce on Sunday moved to clo
2026-06-01
www.investing.com
2026-06-01
Investing.com
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