Semiconductor News & Analysis Feed
473 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
Apple's M5 Pro signals a broader shift in laptop processors, with implications for global device makers, developers, and AI users. A teardown suggests Apple is combining chiplet-style packaging, higher memory bandwidth, and GPU-based AI acceleration to strengthen on-device computing while reshaping how premium PCs approach local AI workloads.
2026-06-08
247wallst.com
2026-06-08
24/7 Wall St.
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2026-06-07
247wallst.com
2026-06-07
24/7 Wall St.
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2026-06-07
tomshardware.com
2026-06-07
Hassam Nasir
Some even tipped early 2028 for the hardware release window.
2026-06-07
www.tomshardware.com
2026-06-07
Tom's Hardware
Tech Industry
ASML becomes Europe's most valuable company ever as analysts bet on higher EUV output — its market cap hit $674 billion this week
News
By Luke James published 60 minutes ago
Passing the $650 billion record Novo Nordisk set in June 2024.
(Image credit: ASML)
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2026-06-07
tomshardware.com
2026-06-07
Luke James
ASML closed Wednesday, June 3rd, as the most valuable company in European history, reaching a market cap of $668 billion.
2026-06-07
www.reuters.com
2026-06-07
Reuters
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2026-06-07
finance.yahoo.com
2026-06-07
Yahoo Finance
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2026-06-07
www.tradingview.com
2026-06-07
TradingView
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2026-06-07
digitimes.com
2026-06-07
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e
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
digitimes.com
2026-06-07
Zhen Ding Technology Group reported that May consolidated revenue reached a 2026 high as robust demand for high-end AI products drove significant year-over-year growth, the company said. The firm attributed the performance to a sharp uptick in server and optical module shipments, which rose nearly 2.5 times year-over-year, and strong momentum in IC substrate sales, which grew nearly 80% year-over-
2026-06-06
247wallst.com
2026-06-06
24/7 Wall St.
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2026-06-06
digitimes.com
2026-06-06
Phison Electronics CEO K.S. Pua said the company is moving beyond its roots as an IC component supplier and repositioning itself as a system solutions provider, warning that AI-driven memory shortages could become more severe in 2027 than in the second half of 2026.
2026-06-06
tomshardware.com
2026-06-06
Hassam Nasir
Wildcat Lake is seemingly due for a big upgrade next year.
2026-06-05
www.datacenterdynamics.com
2026-06-05
Data Center Dynamics
The European Commission (EC) has unveiled the Chips Act 2.0, a proposal that builds on the 2023 Chips Act and introduces new measures to boost the semiconductor industry across the continent.
In a statement, the EC said the Chips Act 2.0 will complement other initiatives it has introduced in the intervening years, helping to build a “more competitive, secure, and resilient European digital econom
2026-06-05
www.tomshardware.com
2026-06-05
Tom's Hardware
Tech Industry Artificial Intelligence
Industry coalition urges Trump administration to take urgent action as AI data centers' extreme memory consumption threatens other industries — AI-driven memory chip shortage could raise prices in automotive, medical, telecommunications sectors
News
By Etiido Uko published 2 days ago
Risks are emerging despite billions of dollars of US investment in domestic
2026-06-05
news.google.com
2026-06-05
South China Morning Post
2026-06-05
news.google.com
2026-06-05
Yahoo Finance