Semiconductor News & Analysis Feed
5028 articles
2026-06-23
cryptobriefing.com
2026-06-23
Crypto Briefing
SK Hynix slows HBM4 production to boost DRAM profits
The world's leading HBM supplier is pumping the brakes on next-gen memory chips to chase fatter margins in conventional DRAM
2026-06-23
www.thelec.net
2026-06-23
thelec.net
Du-ho Kim, CEO of Qualitas Semiconductor. (Photo: THE ELEC)
Qualitas Semiconductor is anticipating a turnaround into profitability next year. The company stands ready to capitalize on new growth engines, including large-scale national R&D projects worth hundreds of billions of won, Compute Express Link (CXL), and silicon photonics.
In an interview with THE ELEC last month, Du-ho Kim, CEO of Qual
2026-06-23
digitimes.com
2026-06-23
Demand for high-end fiberglass cloth is surging on the AI boom, and orders from copper-clad laminate (CCL) customers are leaving the world's two largest suppliers, Nittobo and Taiwan Glass, short of capacity. In particular, low coefficient of thermal expansion (CTE) and low Dk2 products remain the tightest, with supply-demand gaps now expected to last through 2027.
2026-06-23
digitimes.com
2026-06-23
Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator, extending the companies' supply relationship from mobile and PC chips into server-class semiconductors, ZDNet Koreareported.
2026-06-23
digitimes.com
2026-06-23
Google released a 30,000-word AI roadmap on June 14 that, for the first time, clearly defines AI having the capability of 100 million humans as a key milestone on the path to artificial superintelligence (ASI). The plan outlines a three-stage evolution from today's large models to artificial general intelligence (AGI) and then ASI, reinforcing expectations that AI capabilities will keep expanding
2026-06-23
digitimes.com
2026-06-23
China's DRAM supply chain is becoming a new variable in the global memory market. CXMT, China's largest DRAM manufacturer, is accelerating its DDR5 expansion. Recent reports stated that US memory brand Corsair Gaming has adopted CXMT-made chips in some of its DDR5 products, a development that has drawn industry attention.
2026-06-23
digitimes.com
2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
2026-06-23
digitimes.com
2026-06-23
Market sentiment toward the smartphone industry remains subdued. On the demand side, global smartphone sales have declined for several consecutive weeks during the second quarter of 2026, with only Apple and Huawei showing relative resilience thanks to their strong brand appeal. On the supply side, chip shortages continue to intensify, expanding beyond memory products to include both advanced-node
2026-06-23
digitimes.com
2026-06-23
Intel is deepening cooperation with Taiwan's semiconductor supply chain and plans to broaden its engagement again in mid-October after completing exchanges in the US with several Taiwanese suppliers in the first quarter of 2026.
2026-06-23
digitimes.com
2026-06-23
The Indian government plans to disburse INR71 billion in semiconductor incentives in fiscal year 2027 to expand its local chip supply chain, according to anonymous government officials cited by Mint.
2026-06-23
digitimes.com
2026-06-23
Wafer Works announced after its June 18, 2026, shareholders meeting that it launched a "golden triangle" expansion plan to deepen silicon wafer product lines and support fast-growing applications in advanced packaging, optical transmission and third-generation semiconductors. The rollout covers simultaneous construction and capacity ramp projects at Erlin, Zhengzhou, and Zhunan to align production
2026-06-23
digitimes.com
2026-06-23
Fulltech, a glass fiber yarn and cloth maker, said at its 2026 annual general meeting that demand for next-generation AI servers and high-speed switches is lifting specifications and demand for upstream PCB materials. Chairman Yuan-Pin Chang said the share of low DK2 shipments will keep rising in the second half of 2026, helping optimize the product mix and boost revenue and profitability.
2026-06-23
digitimes.com
2026-06-23
SK Hynix's semiconductor production base in Cheongju, South Korea, has seen a string of accidents since 2026, prompting questions over whether its safety management system has gaps. The incidents have drawn scrutiny because many occurred after the M15X fab began operation, as the company ramped up production to meet surging high-bandwidth memory (HBM) demand.
2026-06-23
digitimes.com
2026-06-23
China's memory industry is undergoing another round of ownership restructuring. According to a recent merger review case disclosed by China's State Administration for Market Regulation (SAMR), YMTC Holdings, the parent company of Yangtze Memory Technologies (YMTC), will sell its 39% stake in Wuhan Xinxin Semiconductor Manufacturing (XMC) to Wuhan Optics Valley Semiconductor Industry Investment.
2026-06-23
www.digitimes.com
2026-06-23
digitimes
Wafer Works announced after its June 18, 2026, shareholders meeting that it launched a "golden triangle" expansion plan to deepen silicon wafer product lines and support fast-growing applications in advanced packaging, optical transmission and...
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2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
SK Hynix becomes South Korea's most valuable company
Tasneem Nashrulla
Mon, June 22, 2026 at 3:44 PM PDT 1 min read
000660.KS
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005930.KS
+4.51%
MU
-13.18%
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SK Hynix on Monday topped Samsung as South Korea's most valuable company, propelled by the AI-powered chip boom.
It marked a stunning reversal for a once debt-ridden company that earned the Korean
2026-06-23
www.semafor.com
2026-06-23
Semafor
SK Hynix on Monday topped Samsung as South Korea’s most valuable company, propelled by the AI-powered chip boom.
It marked a stunning reversal for a once debt-ridden company that earned the Korean epithet for a penny stock — “Dongjeon-ju,” Reuters wrote. Its shares have more than quadrupled this year, and it joined rivals Samsung and US-based Micron in crossing a $1 trillion valuation in May.
Th
2026-06-23
ca.investing.com
2026-06-23
Investing.com Canada
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2026-06-23
news.google.com
2026-06-23
Stock Titan
2026-06-23
news.google.com
2026-06-23
Stock Titan