Semiconductor News & Analysis Feed
957 articles
2026-06-10
www.thestreet.com
2026-06-10
thestreet.com
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2026-06-10
www.techzine.eu
2026-06-10
Techzine Global
3 MIN
INFRASTRUCTURE
TSMC sales jump 30 percent as AI chip demand stays strong
ERIK VAN KLINKEN
Jun 10, 2026, 8:34 PM GMT+8
TSMC posted a 30 percent rise in May revenue to NT$416.98 billion (roughly 11 billion euros), driven by sustained AI chip demand. Combined April and May sales are up around 24 percent year-on-year. CEO CC Wei told shareholders this month that chip supply will fall short of d
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
How Record Margins, AI Demand Visibility and Singapore Expansion At Applied Materials (AMAT) Has Changed Its Investment Story
Simply Wall St
Tue, June 9, 2026 at 11:16 PM PDT 3 min read
AMAT
+1.30%
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In recent days, Applied Materials reported record quarterly revenue and its highest gross margin in more than two decades, raised its semiconductor equipment g
2026-06-10
www.bloomberg.com
2026-06-10
Bloomberg.com
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2026-06-10
www.globenewswire.com
2026-06-10
GlobeNewswire
New state-of-the-art facility strengthens Applied’s global manufacturing and R&D capabilities to drive resilience and scalability
Tampines Campus sets a new benchmark for sustainable, intelligent semiconductor equipment production
SINGAPORE and SANTA CLARA, Calif., June 09, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc., the leader in materials engineering solutions for the semiconductor indu
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
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Applied Materials Expands Singapore Manufacturing to Support AI Chip Demand
Applied Materials, Inc.
Tue, June 9, 2026 at 10:00 PM PDT 4 min read
AMAT
+1.43%
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Applied Materials, Inc.
Applied Materials Tampines Campus in Singapore
Applied Materials Tampines Camp
2026-06-10
www.eenewseurope.com
2026-06-10
eeNews Europe
The European Commission has proposed revised semiconductor legislation intended to strengthen Europe’s chip industry, reduce strategic dependencies and support both advanced and mainstream semiconductor production in the EU.
The new Chips Act 2.0 proposal builds on the original European Chips Act, which the Commission says has helped mobilise more than €52 billion in public and private investment
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Nebius And NVIDIA Lab Links AI Cloud Growth To Robotics Demand
Simply Wall St
Tue, June 9, 2026 at 8:15 PM PDT 3 min read
NBIS
+0.97%
NVDA
-0.22%
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Nebius Group (NasdaqGS:NBIS) has launched the Physical AI Living
2026-06-10
digitimes.com
2026-06-10
GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment in AI infrastructure drove a surge in demand for specialty copper materials used in cooling applications. The firm linked the month's performance to rising cooling needs at servers and data centers as computing density i
2026-06-10
digitimes.com
2026-06-10
QBit Semiconductor said it will buy a 60% stake in Singapore-based Sinchip Technology, a move that gives it control of the company and expands its reach across major chip markets. The deal could affect global demand for customized semiconductors used in AI, computing, communications, and vehicles.
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
The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form a new moat, as AI-driven demand for high-speed data transfer accelerates.
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
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
Samsung Electronics is considering building an advanced semiconductor packaging facility in the southwestern city of Gwangju, a move that would expand its backend chipmaking footprint as demand for high-bandwidth memory and AI-related chips grows.
2026-06-10
digitimes.com
2026-06-10
As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid and calcium fluoride sludge an essential service. Liying said the company's core strength lay in using intelligent production parameters to improve waste purity and regenerate the materials into green synthetic fluorite
2026-06-10
digitimes.com
2026-06-10
WD is preparing for a global wave of AI data growth by prioritizing hard drives with higher capacity, faster performance, and lower power consumption. The company says the shift reflects how AI training and inference are generating more data than traditional systems can handle, making storage efficiency and affordability increasingly important worldwide.
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
www.bloomberg.com
2026-06-10
Bloomberg.com
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2026-06-10
www.newelectronics.co.uk
2026-06-10
New Electronics
www.newelectronics.co.uk
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