Semiconductor News & Analysis Feed
202 articles
2026-06-10
digitimes.com
2026-06-10
Aker Technology plans to expand capacity by 20% in 2026 as automotive demand grows and the quartz component supplier pushes further into AI servers, optical modules, and industrial control applications.
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
Chang Wah Technology has declared that the global semiconductor inventory correction has ended, with demand recovering in industrial control, networking, and AI data center power management. The shift signals firmer supply-chain conditions, rising leadframe demand, and broader pressure on packaging capacity across Asia — factors with direct implications for global electronics buyers and investors.
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.
2026-06-09
www.digitimes.com
2026-06-09
digitimes
TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup manufacturing and packaging partner for next-generation AI processors.
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2026-06-09
digitimes.com
2026-06-09
LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that supply of RF-SiP substrates used in premium smartphones could tighten.
2026-06-09
digitimes.com
2026-06-09
SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand strains supplies of advanced memory chips.
2026-06-09
digitimes.com
2026-06-09
TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup manufacturing and packaging partner for next-generation AI processors.
2026-06-09
digitimes.com
2026-06-09
Passive component prices are staying elevated as AI continues to drive demand, with industry sources saying pricing in 2026 will remain at high levels. Panasonic is set to launch a new round of price increases in July, mainly for its SP-Cap capacitor products, with hikes ranging from 5% to 30% depending on the specification.
2026-06-09
www.moomoo.com
2026-06-09
Moomoo
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2026-06-08
www.quiverquant.com
2026-06-08
Quiver Quantitative
ASML Holding (ASML) is up 5.8% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to renewed optimism that ASML can ramp shipments of EUV lithography tools faster than investors had been modeling, alongside multiple bullish analyst price-target increases. The broader AI-driven semiconductor-capex narrative has also been supportive, especial
2026-06-08
bits-chips.com
2026-06-08
Bits&Chips
Headline
TSMC: AI chip shortage to persist for years despite capacity expansion
8 June 2026
Paul van Gerven
Editor at Bits&Chips
Reading time: 1 minute
TSMC CEO CC Wei expects global demand for AI chips to outstrip supply for years. Speaking at the company’s annual shareholders’ meeting in Hsinchu, Wei said planned capacity additions, including new fabs in the United States, won’t be sufficient t
2026-06-08
digitimes.com
2026-06-08
According to Nvidia's press release, SK Telecom plans to build a gigawatt-scale AI cloud in Korea, with the first AI factory set to go online in 2027. The project signals how telecom operators may evolve into global AI infrastructure providers, shaping access to computing capacity, energy use, and industrial AI deployment.
2026-06-08
digitimes.com
2026-06-08
Lead frame manufacturer Chang Wah Technology Co. (CWTC) says that as applications such as data centers, AI servers, and industrial control systems continue to grow rapidly, market demand for power management components is steadily increasing, driving growth in lead frame shipments. Demand for microcontrollers (MCUs) used in PCs, networking equipment, industrial control systems, and electric vehicl
2026-06-07
digitimes.com
2026-06-07
Aspeed chairman Chris Lin said on June 3 that rapid growth in agentic AI is boosting demand for AI and general-purpose servers, with the chip maker's main constraint now supply-chain capacity rather than orders. He said the company already has visibility into a large volume of 2027 orders as customers rush to secure supply.
2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Hynix, Doubles
SK Hynix Doubles Down on HBM with $67 Billion Capacity Splurge and $14 Billion IPO Plans Amid Market Turmoil
06.06.2026 - 22:43:21 | boerse-global.de
SK Hynix stock drops 10% on Broadcom AI miss, but expansion plans and HBM dominance position it for long-term growth; ADR listing up to $14B.
Hynix - SK Hynix Doubles Down on HBM with $67 Billion Capacity Splurge and $14 Billion IPO
2026-06-06
www.tweaktown.com
2026-06-06
TweakTown
SK Hynix plans to double wafer production capacity by 2030 as chairman warns AI will keep memory tight
Chairman Chey Tae-won says AI demand will keep memory tight through 2030 and SK Hynix will spend whatever it takes to double capacity.
VIEW GALLERY - 2
Hassam Nasir
Tech Reporter
Published Jun 5, 2026 7:00 PM CDT
2-minute read time
TL;DR: SK Group plans to double wafer production within five year
2026-06-06
wccftech.com
2026-06-06
Wccftech
Korean chip manufacturer SK hynix had been planning to double its memory production capacity by 2030 and 2031 from current levels, even before a request from NVIDIA CEO Jensen Huang, suggests a report from the Korean media. The NVIDIA CEO wrote "please make more" on a hynix wafer at the Computex conference in Taiwan, and supply chain sources suggest that the memory manufacturer plans to expand its
2026-06-06
cryptonews.net
2026-06-06
Cryptonews.net
Rumble just landed the biggest customer deal in its history. The company signed a $270 million multi-year cloud agreement with Together AI for dedicated GPU capacity powered by NVIDIA HGX Blackwell B300 systems.
Rumble’s stock surged 7% in premarket trading following the announcement.
Together AI, a company focused on building and deploying open-source AI models, will get dedicated access to Rum
2026-06-06
www.taipeitimes.com
2026-06-06
Taipei Times
Nvidia Corp CEO Jensen Huang (黃仁勳) yesterday said that his company has arranged to boost capacity in the second half of this year to next year to meet robust demand.
Before boarding his private jet at the Songshan Airport in Taipei to wrap up a 14-day trip to Taiwan, Huang told reporters that Nvidia has already raised its capacity “by 2x for the second half” of this year.
“Capacity is tight all