Semiconductor News & Analysis Feed
20 articles
2026-06-10
digitimes.com
2026-06-10
WinWay Technologies said shipments linked to artificial intelligence, high-performance computing, central processing units, and application processors lifted consolidated revenue to NT$1.073 billion (US$33.9 million) in May 2026, the company's second-highest monthly total on record. For global readers tracking the semiconductor supply chain, the results signal how AI infrastructure demand is resha
2026-06-09
rbj.net
2026-06-09
Rochester Business Journal
rbj.net
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2026-06-08
www.astutegroup.com
2026-06-08
Astute Group
Home > General > Huawei Chip Technology Push Reshapes Semiconductor Supply Chains
New US export controls drive component sourcing changes in China
Huawei has outlined a new semiconductor development strategy that aims to achieve transistor density equivalent to 1.4nm-class technology by 2031, despite continuing US restrictions on advanced chipmaking equipment. The announcement, made at the IEEE
2026-06-08
digitimes.com
2026-06-08
Beneath the rapid expansion of electric vehicles and artificial intelligence infrastructure, a quieter battle is unfolding in the semiconductor supply chain.
2026-06-08
digitimes.com
2026-06-08
Taiwan's T3EX Global Holdings is strengthening its Northeast Asia air freight network to capture rising logistics demand from the electronics and semiconductor supply chains, as global shipping remains highly volatile amid geopolitical tensions and adjustments to energy prices and routes.
2026-06-08
digitimes.com
2026-06-08
Wingtech has launched a lawsuit in China against Nexperia's Dutch entities and related parties, intensifying a dispute that could affect semiconductor supply chains, corporate governance, and cross-border investment rules for customers and investors worldwide. The case adds another layer to a legal battle already spanning China and the Netherlands.
2026-06-05
tomshardware.com
2026-06-05
Etiido Uko
Risks are emerging despite billions of dollars of US investment in domestic semiconductor supply chains
2026-05-31
www.tekedia.com
2026-05-31
Tekedia
MediaTek Accepts Both Intel And TSMC Packaging As AI Chip Boom Reshapes Semiconductor Supply Chains
May 31, 2026 | by Samuel Nwite | 0
Taiwanese chip designer MediaTek is positioning itself as a rare neutral player in one of the semiconductor industry’s most consequential battles, embracing both Taiwan Semiconductor Manufacturing Co. (TSMC) and Intel’s advanced packaging technologies as demand f
2026-05-29
digitimes.com
2026-05-29
As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of COMPUTEX 2026, Morgan Stanley held its Asia AI Summit in Taipei for the first time, underscoring the island's central role in the global semiconductor supply chain and the AI investment cycle.
2026-05-29
digitimes.com
2026-05-29
Generative AI, HPC, and large data centers are raising demand for chips with higher power efficiency, stronger thermal control, and denser packaging, making advanced packaging a more strategic part of the semiconductor supply chain. In China, panel-level packaging (PLP) is gaining traction for its larger format, higher output, and lower-cost potential.
2026-05-28
digitimes.com
2026-05-28
Nvidia CEO Jensen Huang hosted another "trillion-dollar dinner" at Juan Yau Restaurant in Taipei, Taiwan, on May 28, with chairmen and presidents from multiple Taiwanese artificial intelligence (AI) server and semiconductor supply chain companies attending and posing for group photos.
2026-05-27
digitimes.com
2026-05-27
US efforts to rebuild its semiconductor supply chain are exposing a critical gap in domestic packaging and testing capacity, a bottleneck that industry sources expect to ease only after 2028 as the US OSAT ecosystem gradually takes shape.
2026-05-27
environmentenergyleader.com
2026-05-27
Environment+Energy Leader
Representatives from the Idaho Department of Commerce, the Boise Valley Economic Partnership (BVEP), and the City of Boise were in Japan from April 21 to 25 for an Innovative Tech Trade Mission that covered semiconductors, AI, aerospace, food technology, and logistics. Meetings included Hitachi, Mitsubishi Chemical Corporation, Sumitomo Corporation, and the Japan External Trade Organization (JETRO
2026-05-27
sourceability.com
2026-05-27
Sourceability
The semiconductor industry’s dependence on a handful of manufacturers confined to only a few countries has been a known vulnerability for years. Samsung’s labor negotiations in South Korea illustrate the risks tied to both concentrated geopolitical sources and the growing demands on the ever-shrinking chip workforce.
Meanwhile, ASML’s partnership with Tata Electronics signals growing momentum b
2026-05-25
seekingalpha.com
2026-05-25
Seeking Alpha
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2026-05-14
www.cnbc.com
2026-05-14
CNBC
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2026-05-13
www.digitimes.com
2026-05-13
digitimes
Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and 58% (139) grew month-over-month. Memory makers, AI server assemblers, and advanced packaging...The article requires paid subscription.Subscribe Now
2026-05-06
www.bloomberg.com
2026-05-06
Bloomberg.com
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2026-04-24
eetimes.com
2026-04-24
Kevin Berghoff
The semiconductor industry is facing a reckoning it has postponed for years.
2026-04-02
eetimes.com
2026-04-02
Zaheer Ali
Why transatlantic execution, not transatlantic symbolism, now matters to the electronics and semiconductor supply chain.