Semiconductor News & Analysis Feed
5393 articles
2026-06-15
digitimes.com
2026-06-15
As global semiconductor supply chains are rebuilt, Southeast Asia is evolving from a back-end test-and-pack region into a resilient, multi-center advanced packaging and equipment ecosystem, according to industry participants. Migration drivers include pushes for local production and service, faster ramps for AI chip capacity, and customer demands for supply chain resilience amid de-Americanization
2026-06-15
digitimes.com
2026-06-15
Taiwan's fabless semiconductor design sector posted its strongest year-over-year growth figures in years as of May 2026, with a cluster of memory-adjacent and storage chip makers leading a recovery that is both remarkable in scale and strikingly uneven in distribution. Of the 105 companies tracked, 69 reported positive accumulated year-over-year growth through May, but the top performers are lappi
2026-06-15
digitimes.com
2026-06-15
Google's push to diversify its Tensor Processing Units (TPUs) supply chain is increasingly reaching into the foundry side, adding pressure on ASIC makers such as MediaTek. Recent reports indicate that Google is not only set to adopt Intel's embedded multi-die interconnect bridge (EMIB) packaging for its next-generation product, but is also planning to bring in Samsung Electronics for front-end waf
2026-06-15
digitimes.com
2026-06-15
China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026 batch shipped at the end of May following an earlier release in 2025, easing a capacity bottleneck in the optical communications market. Taiwanese compound semiconductor suppliers including Visual Photonics Epitaxy (VPEC) and Global Communication Semiconductors (GCS)
2026-06-15
digitimes.com
2026-06-15
South Korea's semiconductor equipment supply chain saw a material pickup in orders in the first half of 2026 as Samsung Electronics and SK Hynix accelerated investment in advanced DRAM and high-bandwidth memory (HBM4), generating demand across front-end tools, advanced packaging, and inspection equipment. The shift toward high-end process and packaging capabilities for AI memory has driven new con
2026-06-15
digitimes.com
2026-06-15
Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive electronics, and future device upgrades lifts orders while memory shortages weigh on shipments across the broader electronics supply chain.
2026-06-15
digitimes.com
2026-06-15
Samsung Electronics' foundry division chief told employees on June 12 that a return to profitability in the contract chipmaking business looks difficult next year, with 2028 emerging as a more likely timeline, Yonhap, ZDNet Korea,and Chosunreported.
2026-06-15
digitimes.com
2026-06-15
Samsung Electronics announced that its Exynos 2600 mobile application processor delivered more than double the on-device AI performance of the Exynos 2500, according to benchmark results released in June 2026. The company said the chip, manufactured on a 2nm foundry process and slated for Galaxy S26 standard and Plus models in early 2026, showed broad gains across natural language processing and i
2026-06-15
www.digitaltrends.com
2026-06-15
Digital Trends
Making chips smaller has dominated the semiconductor conversation for years, but TSMC’s next big leap may come from how those chips are packaged instead. According to analyst Ming-Chi Kuo, the company is developing a new Chip-on-Panel-on-Substrate, or CoPoS, technology that promises lower manufacturing costs while delivering better performance for future AI processors.
TSMC’s CoPoS packaging coul
2026-06-15
simplywall.st
2026-06-15
simplywall.st
Japan/Semiconductors/TSE:8035
Is Tokyo Electron (TSE:8035) Quietly Redefining Its Chiplet Strategy With Teradyne Test Integration?
June 14, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In June 2026, Teradyne announced an integrated test cell solution for AI and data center chips that combines its UltraFLEXplus platform with Tokyo Electron’s Prexa SDP prober to enable high-qualit
2026-06-14
ts2.tech
2026-06-14
TechStock²
14 JUNE 2026
ARTIFICIAL INTELLIGENCE·NASDAQ:NVDA·NVIDIA·STOCK MARKET
2 MINS READ
NVIDIA STOCK HOLDS NEAR $5 TRILLION AS CHINA VERA CHIP PUSH AND AI BENCHMARK PUT NVDA IN FOCUS
BY MATEUSZ KACZMAREK
New York, June 14, 2026, 11:03 EDT
Nvidia ended Friday at $205.19, up 0.16%, leaving its market value at about $5.0 trillion and its price-to-earnings ratio near 31, a valuation measure comparing sha
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
www.quiverquant.com
2026-06-14
Quiver Quantitative
Capacity Expansion Focus: Social media conversations center on TSMC's aggressive plans to construct multiple new fabrication facilities each year. Analysts note the firm's target of six-figure monthly wafer output by 2029 amid sustained high demand.
Supply Constraints Persist: Recent commentary emphasizes that TSMC's Arizona plant remains fully booked through 2027, with big tech clients continuin
2026-06-14
news.google.com
2026-06-14
IndexBox
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Forget the Chip Itself. Nvidia’s Own CEO Says the Real Moat Is Somewhere Else
Jeremy Phillips
Sun, June 14, 2026 at 5:44 AM PDT 4 min read
NVDA
+0.16%
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NVDA posted $81.6B in Q1 revenue, led by Data Center Networking up 199% YoY. This serves as proof that customers buy full platform ecosystems, not just silicon.
CFO Colette Kress noted softwar
2026-06-14
247wallst.com
2026-06-14
24/7 Wall St.
Jensen Huang spent most of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction)’s Q1 FY27 earnings call on May 20, 2026 doing something unusual for a chip CEO: arguing that the chip itself is no longer the company’s most important asset.
Video Muted
His core line: “Agentic AI has arrived, doing productive work, generating real value and scaling rapidly across companies and industries. NVIDIA is uniquely
2026-06-14
tomshardware.com
2026-06-14
Luke James
David Sacks said the US government warned Anthropic that Claude Fable 5 had been jailbroken and that CEO Dario Amodei refused to fix the flaw.
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Nvidia Taps Veteran Lobbyist To Help Navigate Washington's China Chip Curbs
Nvidia Taps Veteran Lobbyist To Help Navigate Washington's China Chip Curbs
Ananya Gairola
Sun, June 14, 2026 at 3:01 AM PDT 5 min read
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Nvidia Corp. ha
2026-06-14
mlq.ai
2026-06-14
MLQ.ai
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2026-06-14
simplywall.st
2026-06-14
simplywall.st
Germany/Semiconductors/XTRA:IFX
Infineon Technologies (XTRA:IFX) Stock After China GaN Sales Ban A Fresh Look At Valuation
June 14, 2026
Simply Wall St
Infineon Technologies (XTRA:IFX) is under fresh scrutiny after China’s Supreme People’s Court upheld a sales injunction on its Gallium Nitride products in mainland China, ending a key patent dispute with Innoscience.
See our latest analysis for I