Semiconductor News & Analysis Feed
11403 articles
2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
www.hpcwire.com
2026-06-24
HPCwire
www.hpcwire.com
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2026-06-24
www.upi.com
2026-06-24
upi.com
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia's banned AI chips double in price on China's black market, FT reports
Illustration of Nvidia logo · Reuters
Reuters
Tue, June 23, 2026 at 5:25 PM PDT
NVDA
-0.06%
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June 23 (Reuters) - Nvidia's AI chips have more than doubled in price on China's black market, the Financial Times reported on Tuesday, citing multiple Chinese chip traders.
R
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%
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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.ft.com
2026-06-24
Financial Times
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Comple
2026-06-24
www.indexbox.io
2026-06-24
IndexBox
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2026-06-24
blogs.nvidia.com
2026-06-24
NVIDIA Blog
NVIDIA and AWS Collaborate to Bring AI to Production at Scale
June 23, 2026 by Josiah Byers
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Building AI systems at scale is demanding, requiring low-latency inference, fast vector search, strong GPU price-performance and infrastructure that can grow without multiplying operational complexity.
NVIDIA’s latest work with Amazon Web Services (AWS) addresses each of those constraints. Acro
2026-06-24
digitimes.com
2026-06-24
At VivaTech 2026 in Paris last week, Philippe Keryer, Chief Strategy and Innovation Officer at Thales, identified Europe's core quantum challenge in a single observation: "The problem is not really how we invent, it's really how we scale."
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
eetimes.com
2026-06-24
Modern fluid systems demand accurate, reliable monitoring to detect inefficiencies, prevent failures, and optimise performance. Engineers often face challenges with measurement accuracy at low flow rates, maintenance from mechanical wear, and complex calibration processes. This paper explains how non-invasive sensing approaches can overcome these issues, enabling stable, low-power measurement of f
2026-06-24
digitimes.com
2026-06-24
Strong demand for AI servers is driving higher shipments of advanced printed circuit board (PCB) products in Taiwan, but it is also tightening supply of key materials and resources, adding fresh uncertainty to the industry. The Taiwan Printed Circuit Association (TPCA) and the Industry, Science and Technology International Strategy Center (ISTI) said Taiwan's PCB manufacturing output reached NT$24
2026-06-24
digitimes.com
2026-06-24
Reports of MediaTek price adjustments appear to confirm a broader pricing trend across Taiwan's IC design sector. Industry sources said many small and mid-sized chip suppliers have spent the past three months discussing potential price increases with customers, but MediaTek's move carries particular significance given its scale and market position.
2026-06-24
digitimes.com
2026-06-24
South Korea's government is in talks with Samsung Electronics and SK Hynix over a potential new phase of large-scale semiconductor investments, as the two chipmakers review plans that could include front-end fabrication plants and packaging facilities across the country's Honam and Chungcheong regions. Both companies say no final decisions have been made.
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
Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive capacity ramp (with new data centers coming online every quarter through the end of 2027) to meet demand, it says, outstrips supply.
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.
2026-06-24
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
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on the call to quantify how much revenue its biggest customers represent (deferring those concentration figures to its SEC filings).