Semiconductor News & Analysis Feed
71 articles
2026-07-01
digitimes.com
2026-07-01
SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As AI chips demand more from memory, logic design, advanced process nodes, and packaging integration, talent with system semiconductor and found
2026-06-29
www.digitimes.com
2026-06-29
digitimes
Onsemi's acquisition of Synaptics underscores how global chipmakers are racing to build broader edge AI platforms, with implications that could ripple through data centers, industrial systems, and connected devices. The deal signals a push toward integrated...
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2026-06-27
digitimes.com
2026-06-27
A US$250 million award for I-Pulse's semiconductor and pulsed power research could have implications far beyond the US, potentially affecting energy, mining, defense, and chip supply chains used by industries worldwide. The funding is aimed at domestic capacity, but the technologies being developed may shape global competition and access.
2026-06-26
digitimes.com
2026-06-26
As growth in the traditional consumer electronics market slows and industry competition intensifies, LCD optical film manufacturer Optivision Technology is accelerating its transition toward higher-value automotive applications. The company has reduced its production lines from 16 to 13 in response to changing demand dynamics in the display industry, aiming to optimize asset utilization and improv
2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
www.barrons.com
2026-06-25
Barron's
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2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia
Daniel Howley · Technology Editor
Wed, June 24, 2026 at 12:30 PM PDT 3 min read
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Qualcomm (QCOM) is dramatically expanding its presence in the AI data center wars with a slew of announcements that include everythi
2026-06-24
project-disco.org
2026-06-24
Disruptive Competition Project
Enabling Semiconductor Manufacturing in Space
YASWANT DEVARAKONDA · JUNE 23, 2026
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AI
SEMICONDUCTOR CHIPS
SPACE MANUFACTURING
Congress recently introduced the Semiconductor Superiority Act, which would expand the CHIPS and Science Act tax credits to include semiconductor manufacturing in space. Through the Act, Congress is positioning the U.S. to lead a technological shift that will
2026-06-18
www.mk.co.kr
2026-06-18
매일경제
Signals supply to multiple customers beyond NVIDIA Competition with Samsung over HBM4E supply heats up
사진 확대
SK hynix HBM4E 12-high new product
SK hynix said on the 18th that it had supplied samples of its 12-high HBM4E, a new ultra-high-performance DRAM product for next-generation AI, to major customers.
SK hynix said, "Based on the advanced HBM development capabilities and production know-how
2026-06-18
digitimes.com
2026-06-18
The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away from the price wars of the consumer market, Nvidia's push to upgrade AI transmission standards to 1.6T, 3.2T, and beyond is exposing the physical limits of copper wiring, making scale-up the first battlefield in the co
2026-06-16
www.digitimes.com
2026-06-16
digitimes
Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible for running deployed models and generating revenue.
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2026-06-16
digitimes.com
2026-06-16
TSMC is accelerating its advanced packaging roadmap for AI chips, expanding CoWoS capacity while publicly disclosing new progress in glass substrate technology. The company is also signaling that next-generation packaging competition is shifting from CoWoS toward CoPoS as it builds out a fuller ecosystem ahead of rivals.
2026-06-16
digitimes.com
2026-06-16
Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible for running deployed models and generating revenue.
2026-06-11
tomshardware.com
2026-06-11
Luke James
The zoo has filed a zoning appeal to overturn DC BLOX's approved permits.
2026-06-11
digitimes.com
2026-06-11
AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains tight after disrupting the high-end ABF substrate market. HVLP4 copper foil is set to become the next constraint in the second half of 2026.
2026-06-09
www.marketscreener.com
2026-06-09
marketscreener.com
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2026-06-09
www.astutegroup.com
2026-06-09
Astute Group
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2026-06-08
www.trendforce.com
2026-06-08
TrendForce
[News] Onsemi Reportedly Plans Up to 300 Job Cuts in Czech Plant as Low-cost Chinese SiC Competition Intensifies
2026-06-08 Semiconductors editor
News
Please note that this article cites information from e15, iROZHLAS, Central News Agency and Czech Semiconductor Centre.
Amid intensifying competition from Chinese players, Onsemi is reportedly under mounting pressure, with up to 300 job cu
2026-06-05
news.google.com
2026-06-05
Yahoo Finance