Semiconductor News & Analysis Feed

4497 articles
2026-06-08
digitimes.com 2026-06-08
US chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a keynote speech and senior executives visiting Taiwan to lay out the company's outlook for AI data center connectivity technology and market opportunities.
2026-06-08
digitimes.com 2026-06-08
Wingtech has launched a lawsuit in China against Nexperia's Dutch entities and related parties, intensifying a dispute that could affect semiconductor supply chains, corporate governance, and cross-border investment rules for customers and investors worldwide. The case adds another layer to a legal battle already spanning China and the Netherlands.
2026-06-08
digitimes.com 2026-06-08
ChangXin Memory Technologies (CXMT) is gaining attention as a potential new force in the global DRAM market, but memory module vendors say the Chinese chipmaker is not offering the low-cost DDR5 supply many in the PC sector had hoped for.
2026-06-08
digitimes.com 2026-06-08
Beneath the rapid expansion of electric vehicles and artificial intelligence infrastructure, a quieter battle is unfolding in the semiconductor supply chain.
2026-06-08
digitimes.com 2026-06-08
Naver and Nvidia announced on June 7 that the South Korean internet company will expand its AI infrastructure using Nvidia's DSX platform, starting at 55 megawatts and targeting gigawatt-scale deployment. The expansion begins at Naver's GAK Sejong data center in Sejong, South Korea.
2026-06-08
digitimes.com 2026-06-08
Hitachi and Intel have agreed to work together on physical AI, advanced computing, and digital infrastructure, a move that could shape manufacturing, energy, and mobility systems used worldwide. The partnership targets efficiency, resilience, and faster industrial innovation, with potential implications for factories, power networks, and other critical operations globally.
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
2026-06-08
digitimes.com 2026-06-08
Shanghai Belling, a Chinese analog IC supplier, has announced price adjustments for some of its products starting June 9, 2026, with increases ranging from 10% to 30%. The move is widely seen as a notable step in a fresh round of price adjustments by one of China's most established analog chipmakers.
2026-06-08
digitimes.com 2026-06-08
Andhra Pradesh is positioning itself as a semiconductor packaging hub, focusing on an entry point into the chip supply chain while wafer fabrication remains a long-term goal. Officials said packaging activities are already underway, as Indian states used Computex in Taipei to attract Taiwanese electronics and AI supply chain investment.
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
As hyperscale cloud providers and enterprise customers race to build increasingly powerful artificial intelligence infrastructure, power delivery and energy efficiency are emerging as critical constraints. Industry analysts expect AI rack power requirements to exceed 1 MW per rack in the coming years.
2026-06-08
digitimes.com 2026-06-08
Nvidia and Doosan Group are widening their collaboration to develop physical AI, robotics, and AI factory infrastructure that could shape industrial automation worldwide. The effort spans robotics, heavy equipment, power systems, and advanced materials, highlighting how global AI growth is increasingly tied to manufacturing, energy, and data center supply chains.
2026-06-08
digitimes.com 2026-06-08
LG Innotek is accelerating its push into advanced semiconductor packaging, announcing plans to expand its substrate manufacturing operations in Vietnam as it seeks to transform the business into a key growth engine and generate more than KRW3 trillion (approx. US$1.9 billion) in annual revenue by 2030.
2026-06-08
digitimes.com 2026-06-08
Taiwan's T3EX Global Holdings is strengthening its Northeast Asia air freight network to capture rising logistics demand from the electronics and semiconductor supply chains, as global shipping remains highly volatile amid geopolitical tensions and adjustments to energy prices and routes.
2026-06-08
www.fool.com 2026-06-08 The Motley Fool
The semiconductor company sells equipment to manufacturing enterprises and holds strong competitive advantages. ASML ( ASML 6.49% ) stock is soaring along with the semiconductor industry overall. *Stock prices used were the afternoon prices of June 3, 2026. The video was published on June 5, 2026. The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stock
2026-06-08
www.gurufocus.com 2026-06-08 GuruFocus
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2026-06-08
www.digitimes.com 2026-06-08 digitimes
As hyperscale cloud providers and enterprise customers race to build increasingly powerful artificial intelligence infrastructure, power delivery and energy efficiency are emerging as critical constraints. Industry analysts expect AI rack power requirements... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time
2026-06-08
www.reuters.com 2026-06-08 Reuters
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2026-06-08
www.asiae.co.kr 2026-06-08 아시아경제
AI Supercomputer, Vera CPU, RTX Spark, Jetson Thor Joint Memory Development Aligned with Nvidia's AI Infrastructure Roadmap Applying AI to Semiconductor Design and Process Simulation Collaboration to Build Autonomous Fabs Based on Digital T SK hynix announced on June 8 that it will jointly develop next-generation memory for building global artificial intelligence (AI) factories with Nvidia, and s
2026-06-08
www.bloomberg.com 2026-06-08 Bloomberg.com
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