Semiconductor News & Analysis Feed
68 articles
2026-07-03
digitimes.com
2026-07-03
Inflationary pressures are hitting the semiconductor supply chain in 2026 as Chinese power device makers raise prices, while Taiwan-based firms say their flexibility, quality, and service advantages are becoming more visible as the search for non-China supply chains gains momentum.
2026-07-03
www.scmr.com
2026-07-03
Supply Chain Management Review
(Photo: Getty Images)
As AI-driven demand, geopolitical volatility, and massive capital requirements collide, semiconductor supply chains are becoming a blueprint for how capital-intensive industries must rethink long-range planning, risk-sharing, and capacity strategy in an era where market conditions can shift faster than infrastructure can be built.
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2026-07-02
digitimes.com
2026-07-02
Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a Bloombergreport.
2026-07-01
wincountry.com
2026-07-01
WNWN-FM
July 1 (Reuters) – Micron Technology and General Motors have signed a long-term supply agreement for memory and storage platforms used in vehicle production, the companies said on Wednesday.
Under the agreement, GM will secure supplies of memory and storage chips, while the companies work together to develop future technologies.
Surging investments towards AI-powered data centers have boost
2026-07-01
www.reuters.com
2026-07-01
Reuters
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2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
Micron, GM sign semiconductor supply agreement for vehicles
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Micron, GM sign semiconductor supply agreement for vehicles
China International Import Expo in Shanghai
Reuters
Wed, July 1, 2026 at 5:40 AM PDT 1 min read
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July 1 (Reuters) - Micron Technology and General Motors have signed a long-term supply agreement for memory an
2026-07-01
digitimes.com
2026-07-01
South Korea is moving to build a complete semiconductor supply chain modeled on Taiwan's technology corridor, but Gudeng chairman Bill Chiu said the hardest part to replicate is not science parks or fabrication plants, but Taiwan's deeply rooted supply chain culture.
2026-06-29
digitimes.com
2026-06-29
China is accelerating its push into fourth-generation semiconductors, with the country's first fully integrated industrial project for ultra-wide-bandgap semiconductor materials set to be built in Zhengzhou. The project aims to strengthen domestic capabilities in diamond-based semiconductor materials for AI chips, advanced communications and electric vehicles, while expanding China's presence beyo
2026-06-24
digitimes.com
2026-06-24
Cloud service providers are accelerating in-house AI chip development, lifting demand for application-specific integrated circuits, or ASICs, and reshaping collaboration across the semiconductor supply chain.
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.
2026-06-19
eetimes.com
2026-06-19
Small in size but outsized in influence, Taiwan has become a linchpin of the global semiconductor supply chain.
2026-06-19
digitimes.com
2026-06-19
China's semiconductor supply chain is showing fresh signs of pricing strain, with microcontroller unit (MCU) makers and passive component suppliers facing rising costs, tighter capacity, and surging demand from AI servers.
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
2026-06-18
yourvalley.net
2026-06-18
yourvalley.net
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Amkor Technology and Taiwan Semiconductor Manufacturing Co. have struck a deal that will strengthen Peoria’s place as a major player in the north Valley’s semiconductor industry.
The companies announced a 10-year agreement to enhance advanced semiconductor packaging capabilities
2026-06-17
quantumcomputingreport.com
2026-06-17
Quantum Computing Report
The U.S. Department of Commerce’s CHIPS Research and Development Office has signed a definitive agreement awarding $500 million to AI-and-quantum technology startup SandboxAQ to address acute supply chain vulnerabilities in domestic semiconductor manufacturing. Part of a broader federal push under the Trump administration to reshore high-assurance tech manufacturing, the multi-million-dollar contr
2026-06-17
quantumcomputingreport.com
2026-06-17
Quantum Computing Report
SandboxAQ Secures $500 Million CHIPS Act R&D Award to Insulate Semiconductor Supply Chains
Mohamed Abdel-Kareem
3 hours ago
The U.S. Department of Commerce’s CHIPS Research and Development Office has signed a definitive agreement awarding $500 million to AI-and-quantum technology startup SandboxAQ to address acute supply chain vulnerabilities in domestic semiconductor manufacturing. Part of a br
2026-06-17
digitimes.com
2026-06-17
Singapore-based Galatek Technologies is expanding into scarce advanced packaging equipment as it builds localized manufacturing capacity in Malaysia, aiming to capture demand from a shifting global semiconductor supply chain.
2026-06-16
digitimes.com
2026-06-16
The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty gas used in chip manufacturing. Planned production adjustments or exits by some Japanese suppliers in the second half of 2026 have intensified concerns over tighter global supply, sending prices sharply higher and raising the risk of disruption into 2027.
2026-06-15
www.digitimes.com
2026-06-15
digitimes
China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026 batch shipped at the end of May following an earlier release in 2025, easing a capacity bottleneck in the optical...
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2026-06-15
digitimes.com
2026-06-15
Tsang Yow is preparing to broaden its manufacturing footprint in Malaysia, a move that could help global semiconductor supply chains become more regional, resilient, and tariff-proof. The drivetrain systems maker expects trial production at the new plant before the end of 2026, as demand tied to artificial intelligence and advanced chips reshapes sourcing patterns worldwide.