Semiconductor News & Analysis Feed
1024 articles
2026-06-18
digitimes.com
2026-06-18
A recent open letter from the UK-based fund Palliser Capital called Taiwanese printed circuit board (PCB) maker WUS Printed Circuit one of the most undervalued AI PCB companies in the capital market. This has once drawn industry attention to the current business cooperation between WUS and its subsidiary in China, WUS Printed Circuit Kunshan.
2026-06-18
digitimes.com
2026-06-18
SK Group's combined market capitalization on the South Korean stock market surpassed KRW2,000 trillion (US$1.32 trillion) for the first time as of the June 16 close, driven by strength in AI memory demand and a high-profile visit by Nvidia's CEO that reinforced ties with SK Hynix and broader AI infrastructure plans. According to reports from SBS, YTN, ET Newsand Yonhap, the group's 19 listed subsi
2026-06-18
digitimes.com
2026-06-18
Penang has played a critical role in the global semiconductor back-end industry for decades, particularly in assembly, testing, and packaging (ATP). The region has built a highly competitive industrial base and, amid supply chain diversification and geopolitical shifts, has recently attracted record levels of investment.
2026-06-18
digitimes.com
2026-06-18
Taiyo Yuden is preparing to accelerate production of multilayer ceramic capacitors, or MLCCs, as AI servers and hyperscale data centers tighten supply across the global component market. But the Japanese supplier is resisting the kind of broad price increases now spreading through parts of the industry.
2026-06-18
digitimes.com
2026-06-18
In an exclusive interview with The Wall Street Journal, Apple CEO Tim Cook made an unusually blunt admission. The company is preparing to raise product prices because memory and storage costs have surged to a point Apple can no longer absorb. He said Apple has spent the past stretch trying to shield customers from these cost increases, but the situation has become "unsustainable."
2026-06-18
digitimes.com
2026-06-18
Japanese capacitor manufacturer Nichicon has announced a broad price hike for aluminum electrolytic capacitors (e-cap), as order volumes for some products have exceeded the company's existing production capacity. The announcement comes amid another round of price increases in the passive components industry.
2026-06-18
digitimes.com
2026-06-18
Japanese Prime Minister Sanae Takaichi is scheduled to visit Assam in northeastern India in early July 2026. According to Nikkei, more than 50 Japanese companies and business groups, including Suzuki, Itochu and Toyota Tsusho, are expected to accompany the delegation, with market attention focused on cooperation in semiconductors and infrastructure.
2026-06-18
www.digitaljournal.com
2026-06-18
Digital Journal
www.digitaljournal.com
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2026-06-17
tomshardware.com
2026-06-17
Hassam Nasir
Nvidia has updated RTX Remix with a bunch of new features that will help improve the fidelity and reduce the file size of modded games, along with the complexity of developing said mods.
2026-06-17
sg.finance.yahoo.com
2026-06-17
Yahoo Finance Singapore
Applied Materials (AMAT) Climbed Amid Broad-Based Growth Drivers
Soumya Eswaran
Wed, 17 June 2026 at 7:33 am GMT-7 3 min read
AMAT
+7.79%
^GSPC
+0.05%
Renaissance Investment Management, an investment management company, released its Q1 2026 “Large Cap Growth Strategy.” A copy of the letter can be downloaded here. Stocks fell sharply in the first quarter due to the Iran conflict. The Energy and Ma
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Applied Materials (AMAT) Climbed Amid Broad-Based Growth Drivers
Soumya Eswaran
Wed, June 17, 2026 at 7:33 AM PDT 3 min read
AMAT
+7.99%
Trade AMAT on Coinbase
Trading disclosure
Renaissance Investment Management, an investment management company, released its Q1 2026 "Large Cap Growth Strategy." A copy of the letter can be downloaded here. Stocks fell sharply in the first quarter due to the Iran
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Micron (MU) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Zacks Equity Research
Wed, June 17, 2026 at 7:00 AM PDT 4 min read
MU
+3.68%
Trade MU on Coinbase
Trading disclosure
The market expects Micron (MU) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended May 2026. This widely-known consensus outlook is importa
2026-06-17
www.financialcontent.com
2026-06-17
FinancialContent
The Falcon-544CRA is a 5MP Color Rolling Shutter USB 3.2 Gen1 Camera built on the Onsemi HyperLux LP AR0544 sensor with VCM autofocus. It is designed for robotics, AGV navigation, UAV and drone imaging, kiosk stations, traffic monitoring, security and video surveillance, medical imaging, and industrial inspection. It delivers a 5MP autofocus USB camera with VCM autofocus, auto exposure, and USB 3.
2026-06-17
www.eejournal.com
2026-06-17
EEJournal
June 17, 2026
Compact 240W GaN-based desktop adapters simplify integration into medical and industrial applications
XP Power introduces the APM240 series of 240W external desktop AC-DC power supplies that simplify integration in medical, home healthcare, and industrial applications. The adapters are designed for engineers developing patient treatment, patient monitoring, and surgical robots, as w
2026-06-17
www.nature.com
2026-06-17
Nature
Review Article
Published: 17 June 2026
The physics of GaN-based light-emitting diodes
Aurelien David & Nicolas Grandjean
Nature Reviews Physics (2026) Cite this article
Abstract
The past three decades have witnessed substantial progress in the performance of GaN-based light-emitting diodes. GaN light-emitting diodes, combined with wavelength-converting materials, enable highly efficient white-
2026-06-17
tomshardware.com
2026-06-17
Zak Killian
We now have the first confirmed details about AMD's Zen 6-based Threadripper CPUs, code-named Mustang Peak.
2026-06-17
tomshardware.com
2026-06-17
Mark Tyson
Nvidia showcases agentic robots that can teach themselves high-precision and dexterous tasks - like PC building - in the real world.
2026-06-17
www.delloro.com
2026-06-17
Dell'Oro Group
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AI Infrastructure Expansion and Rising Memory Prices Drive Data Center IT Component Market Growth
REDWOOD CITY, Calif. – June 17, 2026 – According to a recently published report by Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, the worldwide revenue for Data Center IT Semiconductors and Components fo
2026-06-17
www.prnewswire.com
2026-06-17
PR Newswire
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
NEWS PROVIDED BY
Dell'Oro Group
Jun 17, 2026, 08:00 ET
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AI Infrastructure Expansion and Rising Memory Prices Drive Data Center IT Component Market Growth
REDWOOD CITY, Calif., June 17, 2026 /PRNewswire/ -- According to a recently published report by Dell'Oro
2026-06-17
www.morningstar.com
2026-06-17
Morningstar
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Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell'Oro Group
Provided by PR Newswire Jun 17, 2026, 8:00:00 PM
Data Center IT Semiconductor and Component Revenue Increased 116 Percent in 1Q 2026, According to Dell