Semiconductor News & Analysis Feed
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2026-06-17
siliconcanals.com
2026-06-17
Silicon Canals
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2026-06-17
www.digitimes.com
2026-06-17
digitimes
Semiconductor manufacturers, market analysts, and engineering departments have long tracked the clean energy transition through siloed vertical markets. For example, they will calculate individual EV sales on one spreadsheet while tracking hyperscale data...
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2026-06-17
www.fool.com
2026-06-17
The Motley Fool
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2026-06-17
www.sdxcentral.com
2026-06-17
SDxCentral
HPE nabs more Nvidia fuel to augment agentic AI efforts
The moves are targeted at accelerating enterprise returns on their AI-angled investments
June 17, 2026 By Dan Meyer Have your say
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– Dan Meyer
LAS VEGAS – Hewlett Packard Enterprise (HPE) used this week’s Discover 2026 event to continue flooding the market with AI-angled updates and features, wit
2026-06-17
news.google.com
2026-06-17
The Korea Herald
2026-06-17
www.digitimes.com
2026-06-17
digitimes
AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could strengthen global supply chains for the lasers and optical components that...
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2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
SK hynix (KOSE:A000660) Partners With Nvidia On AI Memory And Autonomous Fabs
Bailey Pemberton
Tue, June 16, 2026 at 7:09 PM PDT 4 min read
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SK hynix (KOSE:A000660) and NVIDIA announced a multiyear technology partnersh
2026-06-17
news.google.com
2026-06-17
Laredo Morning Times
2026-06-17
news.google.com
2026-06-17
KSN-TV
2026-06-17
news.google.com
2026-06-17
NVIDIA
2026-06-17
en.sedaily.com
2026-06-17
Seoul Economic Daily
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2026-06-17
digitimes.com
2026-06-17
Samsung Electro-Mechanics (Semco) is rapidly gaining ground in the silicon capacitor market as AI infrastructure investment and technology upgrades accelerate demand. After landing its first major silicon capacitor order, the company is in talks with additional potential customers, while its multilayer ceramic capacitor (MLCC) business is also expanding and operating profit is expected to hit a re
2026-06-17
digitimes.com
2026-06-17
Huawei has notified partners and channel distributors that it will raise end-customer prices across its Intelligent Collaboration product line from July 1 this year, as the AI computing buildout tightens chip and component supply across the global semiconductor chain. The move follows Lenovo's earlier price increase and underscores mounting cost pressure on enterprise devices.
2026-06-17
digitimes.com
2026-06-17
Semiconductor manufacturers, market analysts, and engineering departments have long tracked the clean energy transition through siloed vertical markets. For example, they will calculate individual EV sales on one spreadsheet while tracking hyperscale data center deployments on another. However, during PCIM Europe 2026 in Nuremberg, Germany, industry leaders and experts discussed and dismantled thi
2026-06-17
digitimes.com
2026-06-17
The US has held back from adding Chinese AI startup DeepSeek, memory chipmaker CXMT, and more than 100 other entities to a key trade blacklist, underscoring Washington's struggle to balance national security controls with a broader effort to contain tensions with Beijing.
2026-06-17
digitimes.com
2026-06-17
Nvidia is expected to surpass Apple and Samsung Electronics' mobile division to become the world's top buyer of LPDDR, as AI servers and AI PCs pull low-power memory beyond smartphones, MoneyTodayreported, citing electronics industry sources.
2026-06-17
digitimes.com
2026-06-17
Suzhou Dongshan Precision Manufacturing (DSBJ) will invest US$1.2 billion to expand optical chip and optical module capacity at Source Photonics, accelerating its shift from PCB manufacturing into AI data center optical communications.
2026-06-17
digitimes.com
2026-06-17
Global chip buyers, including BYD, Google, AMD, and Tesla, are turning to Samsung Electronics as TSMC's advanced production lines remain fully booked, Nikkei Asiareported. The shift underscores how AI demand and supply-chain risk are reshaping where cutting-edge chips are made.
2026-06-17
digitimes.com
2026-06-17
Driven by Nvidia and other tech giants, global AI data center buildouts are undergoing an unprecedented structural shift. The pressure is not only coming from explosive compute demand, but also from upgrades in power, cooling, and supply-chain resilience.
2026-06-17
digitimes.com
2026-06-17
The global appetite for AI chips is putting new strain on materials suppliers, turning one of Ajinomoto's lesser-known products into a pressure point for advanced semiconductor packaging.