Semiconductor News & Analysis Feed
201 articles
2026-06-11
stocktwits.com
2026-06-11
Stocktwits
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2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.barrons.com
2026-06-11
Barron's
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2026-06-11
stocktwits.com
2026-06-11
Stocktwits
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
MU, SNDK, WDC, STX Rebound After Iran Jitters: SK Hynix To Triple Wafer Capacity By 2034
Yuvraj Malik
Thu, June 11, 2026 at 1:18 AM PDT 3 min read
MU
-4.70%
000660.KS
+2.59%
SNDK
-0.20%
STX
-3.55%
WDC
-5.34%
Explore stocks on Coinbase
Trading disclosure
Micron stock gains 3.6% in Thursday’s premarket session, while DRAM is up 4.5%.
SK Group Chairman Chey Tae-won said the Korean chipmaker would t
2026-06-11
www.astutegroup.com
2026-06-11
Astute Group
www.astutegroup.com
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2026-06-11
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2026-06-11
Investing.com
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2026-06-11
digitimes.com
2026-06-11
Gudeng chairman and CEO Bill Chiu said global demand for AI is driving a wave of 2nm and 3nm advanced-node capacity expansion, but the biggest constraint for chipmakers is not building fabs — it is securing extreme ultraviolet lithography systems.
2026-06-11
digitimes.com
2026-06-11
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen.
2026-06-11
digitimes.com
2026-06-11
Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers are irreversible, meaning DRAM and flash will stay in short supply, and the memory industry will continue to profit at least throughout the first half of 2027.
2026-06-11
digitimes.com
2026-06-11
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.
2026-06-11
digitimes.com
2026-06-11
CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks fresh capital despite persistent losses, negative gross margins and a long road to profitability.
2026-06-11
www.tweaktown.com
2026-06-11
TweakTown
Google orders Intel Foundry to produce over three million TPUs for 2028 amid TSMC capacity crunch
The reported order would be the largest external win in Intel Foundry's history, coming as TSMC's capacity crunch pushes customers to look elsewhere.
VIEW GALLERY - 3
Hassam Nasir
Tech Reporter
Published Jun 10, 2026 6:10 PM CDT
2 minutes & 15 seconds read time
TL;DR: Google reportedly ordered over th
2026-06-11
asia.nikkei.com
2026-06-11
Nikkei Asia
Japan 'excellent candidate' for South Korean chipmaker's overseas plants
SK Group Chairman Chey Tae-won says Japan would be an ideal candidate for the South Korean conglomerate to expands its chip operations. (Photo by Yuki Nakao)
TOKYO -- South Korea's SK Hynix will triple its wafer capacity by 2034 to meet soaring demand for its memory chips critical for artificial intelligence computing, SK
2026-06-10
datacentremagazine.com
2026-06-10
Data Centre Magazine
NVIDIA and SK Telecom are bringing data centre infrastructure to the forefront of their AI ambitions through plans for a gigawatt-scale AI Cloud in South Korea.
Powered by NVIDIA’s DSX platform, the project will support the development of AI factories capable of handling AI training, inference and enterprise workloads.
It will also expand the country’s computing capacity for future AI services.
2026-06-10
eetimes.com
2026-06-10
As AI models scale to trillions of parameters, conventional memory architectures face mounting capacity and efficiency constraints.
2026-06-10
www.trendforce.com
2026-06-10
TrendForce
[News] Samsung May Announce New Gwangju Advanced Packaging Base by End-June Amid Capacity Expansion
2026-06-10 Semiconductors editor
News
Please note that this article cites information from Hankyung, New Daily, Reuters, and The Dong-A Ilbo.
Samsung Electronics is reportedly looking to expand its advanced packaging capacity. According to Hankyung, sources say the company is pursuing plan
2026-06-10
digitimes.com
2026-06-10
At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward a far more practical challenge — how to rapidly deploy full-scale computing infrastructure under tight constraints of power, time, and construction capacity.
2026-06-10
digitimes.com
2026-06-10
Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and a structural supply bottleneck looms in 2026. Chairman Frank Lee said the market could face a 15–25% supply shortfall in 2026, setting up a two-to-three year upcycle in prices.
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