Semiconductor News & Analysis Feed
10645 articles
2026-07-09
digitimes.com
2026-07-09
Aurona Industries said demand for its PCB process materials remains strong, with order intake rising year over year, and high-end products in particular are seeing robust traction. The company's update reflects continued momentum for global electronics supply chains, as AI-related upgrades and high-speed computing fuel broader demand across Asia.
2026-07-09
digitimes.com
2026-07-09
Foxconn Chairman Young Liu recently revealed that one of the group's IC design subsidiaries is preparing for a Taiwan listing as early as 2026, potentially on the Taiwan Innovation Board. While Liu did not identify the company, industry observers believe the most likely candidate is Socle Technology Corp (Socle).
2026-07-09
digitimes.com
2026-07-09
China's bid to replace Nvidia in AI chips faces a constraint more immediate than design capability: SMIC's limited 7nm-class manufacturing capacity.
2026-07-09
digitimes.com
2026-07-09
South Korean AI chip startup Rebellions is preparing for a domestic listing in the first half of 2027, offering a test of whether investor enthusiasm for inference chips can move from private funding rounds into public markets.
2026-07-09
semiengineering.com
2026-07-09
Brian Bailey
Using models outside the context in which they were created for can result in misleadin...
2026-07-09
digitimes.com
2026-07-09
Infineon has secured a final US import ban against Innoscience after the US International Trade Commission's May 7 ruling was upheld following the presidential review period, confirming that the Chinese GaN power semiconductor maker infringed an Infineon patent. The decision blocks the import and sale of Innoscience's infringing gallium nitride (GaN) products in the US market.
2026-07-09
digitimes.com
2026-07-09
Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June mobile controller shipments rose 47% from a year earlier even as global smartphone shipments are expected to decline, while PCIe SSD boot drive shipments jumped 5,600% year-over-year and some AI project orders now exten
2026-07-09
digitimes.com
2026-07-09
Analog Devices (ADI) announced that it has completed its acquisition of Empower Semiconductor, a move it said is designed to bolster the company's role as a comprehensive power partner spanning the entire AI ecosystem, from grid infrastructure to core computing systems.
2026-07-09
digitimes.com
2026-07-09
Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT chip platforms despite supply chain pressures affecting the broader electronics industry.
2026-07-09
digitimes.com
2026-07-09
China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend well beyond a single procurement decision. The plan is possibly, though not only, for the shifting balance between US export leverage and Beijing's push to reduce its dependence on foreign silicon.
2026-07-09
digitimes.com
2026-07-09
Micron Technology said July 9 it is raising its planned US fab and technology investment to more than $250 billion through 2035, citing surging demand for memory driven by AI. The company said the increase supports its long-term goal of producing 40% of its DRAM output domestically.
2026-07-09
digitimes.com
2026-07-09
Micron Technology said July 9 it plans to invest up to $3 billion to strengthen the US semiconductor supply chain, with the bulk of the announcement centered on a new financing and supply arrangement with Taiwan's GlobalWafers.
2026-07-09
digitimes.com
2026-07-09
CXMT has launched a CNY29.5 billion (approx. US$4.1 billion) STAR Market IPO, giving China's top DRAM maker fresh capital to upgrade 17nm production, expand DDR5, and develop HBM for AI servers and high-performance computing.
2026-07-09
digitimes.com
2026-07-09
Taiwanese PMIC provider Anpec reported stronger revenue in June 2026, supported by rising demand for fan motor driver ICs. The company said June revenue reached NT$695 million, up 1.31% from May and 11.1% from a year earlier.
2026-07-09
digitimes.com
2026-07-09
SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq, where he will personally attend the celebration in New York. The move is being seen as more than a capital market event, as it marks an important moment in SK Hynix's effort to reposition itself from a traditional memory maker into a core company in AI infrastruc
2026-07-09
digitimes.com
2026-07-09
Edom Technology reported record first-half revenue for 2026, driven by rising demand for AI servers and networking equipment. The IC distributor said June consolidated revenue reached NT$12.573 billion, down 9.23% from May but up 60.10% from a year earlier, marking its third-highest monthly result on record.
2026-07-09
digitimes.com
2026-07-09
Chang Wah Technology Co. said its June and second quarter revenue both reached all-time highs in 2026, supported by rising demand from data centers, high-performance computing and automotive electronics. The Taiwan-based lead frame maker said stronger demand for power management and microcontroller products helped drive the latest gains.
2026-07-09
digitimes.com
2026-07-09
Arterytek, the microcontroller unit maker under Faraday Technology, said its unaudited June revenue rose to NT$370 million (US$11.53 million), up 20% from May and 114% from a year earlier. The company said second-quarter revenue reached NT$960 million, a record high, as customer demand recovered and key product shipments strengthened.
2026-07-09
digitimes.com
2026-07-09
Shanghai Fudan Microelectronics Group said its first-half earnings will rise sharply, reflecting stronger chip demand and a recovery in the sector that may matter to global electronics and industrial supply chains. The company also cited gains from product upgrades and an investment valuation boost.
2026-07-09
digitimes.com
2026-07-09
Yesiang, a major supplier of advanced process micro-contamination control filters, said rising demand from a top foundry customer is supporting stronger sales as the customer expands capacity. The company reported consolidated revenue of NT$247 million (US$7.7 million) in June 2026, up 3.71% from May and 101.60% from a year earlier, setting another record.