Semiconductor News & Analysis Feed

5023 articles
2026-06-24
finance.yahoo.com 2026-06-24 Yahoo Finance
South Korea's government discussing major new chip investments with Samsung, SK Hynix Reuters Tue, June 23, 2026 at 6:30 PM PDT 1 min read 000660.KS +0.98% 005930.KS +9.84% SEOUL, June 24 (Reuters) - South Korea's government is in talks with ‌Samsung Electronics and SK ‌Hynix over plans for the next phase of ​large-scale investments in semiconductor production facilities, an official said on Wedn
2026-06-24
www.mufgresearch.com 2026-06-24 MUFG Research
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2026-06-24
finance.yahoo.com 2026-06-24 Yahoo Finance
Better Artificial Intelligence (AI) Stock to Buy: SpaceX vs. Nvidia Keithen Drury, The Motley Fool Tue, June 23, 2026 at 5:47 PM PDT 4 min read SPCX -0.17% NVDA -0.29% Explore stocks on Coinbase Trading disclosure In the artificial intelligence (AI) investing world, investors just got a new option: Space Exploration Technologies (NASDAQ: SPCX), better known as SpaceX. It may not sound like an AI
2026-06-24
www.fool.com 2026-06-24 The Motley Fool
In the artificial intelligence (AI) investing world, investors just got a new option: Space Exploration Technologies ( SPCX +0.46% ), better known as SpaceX. It may not sound like an AI investment at first, but it is. Earlier this year, before it went public, SpaceX acquired another of Elon Musk's companies -- xAI, the business behind the Grok generative AI platform and the social media platform X
2026-06-24
finance.yahoo.com 2026-06-24 Yahoo Finance
ASML (ENXTAM:ASML) Faces New AI Supply Chain Rules As Dutch Join Pax Silica Bailey Pemberton Tue, June 23, 2026 at 5:18 PM PDT 2 min read ASML.AS -0.96% ASML -1.65% Trade ASML on Coinbase Trading disclosure Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. The Netherlands has joined the Pax Silica group o
2026-06-24
www.ad-hoc-news.de 2026-06-24 Ad-hoc-news.de
Infineon, DE0006231004 XENSIV TLE4973 from Infineon Technologies AG - precise current sensing for electric drives 24.06.2026 - 02:15:09 | ad-hoc-news.de The XENSIV TLE4973 enables contactless, precise current measurement for compact inverter designs in electric vehicles and industrial drives. This bestseller keeps the price of Infineon Technologies shares (ISIN DE0006231004) firmly in focus for m
2026-06-24
www.indexbox.io 2026-06-24 IndexBox
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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
China's LineShine supercomputer debuted at No. 1 on the June 2026 TOP500 list, announced at the ISC 2026 conference in Hamburg, becoming the first system to sustain more than two exaflops on the standard HPL benchmark using CPUs only. The result marks the first time since 2017 that a China-based system has led the TOP500 ranking, and reflects Beijing's effort to present a frontier computing system
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
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
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
SK Hynix disclosed in a regulatory filing to South Korea's Financial Supervisory Service on June 24 that its board has approved the issuance of new shares worth 45,453,450,000,000 won (approximately $29.4 billion) to support a listing of American Depositary Receipts on the Nasdaq Global Select Market. The board resolution was passed with all six outside directors in attendance and none absent.
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
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
eetimes.com 2026-06-24 Pat Brans
At Silicon Saxony Days 2026, Frank Bösenberg said Dresden shows “what is possible” under Europe’s first Chips Act.
2026-06-24
digitimes.com 2026-06-24
Samsung Electronics' System LSI division is pressing its mobile business to expand adoption of the in-house Exynos 2700 processor beyond the standard Galaxy S27 and S27 Plus models and into the premium Galaxy S27 Ultra and Galaxy Z Fold 8, according to The Bell.
2026-06-24
digitimes.com 2026-06-24
SK Hynix is reportedly easing the pace of some HBM4 production conversions and redirecting more attention toward commodity DRAM, as a sharp profitability reversal makes the broader memory market too profitable to ignore.
2026-06-24
digitimes.com 2026-06-24
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing customer (a move expected to cut cloud margins by 10 to 15 points) will pressure profitability over the next several quarters.
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.