Semiconductor News & Analysis Feed
8116 articles
2026-06-25
digitimes.com
2026-06-25
Global helium supply is under renewed strain. Nippon Sanso, Japan's largest industrial gas supplier, announced it will raise prices across its helium product line by an average of more than 30% starting July 2026, citing persistent tightness in global supply driven in part by rising geopolitical risks in the Middle East.
2026-06-25
digitimes.com
2026-06-25
ByteDance's reported plan to purchase at least 50,000 AI inference chips from Shanghai-based GPU developer Iluvatar CoreX could become one of the most significant commercial wins yet for China's domestic AI chip industry.
2026-06-25
digitimes.com
2026-06-25
SK Group chairman Chey Tae-won is planning to meet Tesla and SpaceX leadership in the US at the end of June 2026 to advance cooperation on next-generation AI infrastructure, memory supply, and data-center projects, South Korean outlet Ddailyreported, citing industry sources. The meeting is expected to cover specific business collaboration plans with Tesla, SpaceX, and xAI, though the exact date wa
2026-06-25
digitimes.com
2026-06-25
As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics' foundry business, with its 2028 turnaround target hinging on stable operations at the Taylor plant and landing major orders.
2026-06-25
digitimes.com
2026-06-25
Micron Technology expects the global memory market to remain supply-constrained beyond 2027, driven by surging artificial intelligence demand and structural limits on new manufacturing capacity, while unveiling a new long-term supply model backed by strategic customer agreements.
2026-06-25
digitimes.com
2026-06-25
Micron Technology is turning the AI memory boom into a new Wall Street story: not just record DRAM, NAND and HBM demand, but stronger free cash flow, long-term customer commitments and a clearer path to shareholder returns.
2026-06-25
digitimes.com
2026-06-25
ASE Holdings COO Dr Tien Wu said the global semiconductor industry is growing faster than expected on the back of AI investment, with demand so strong that the capacity the company had built over the past few years was absorbed almost immediately.
2026-06-25
digitimes.com
2026-06-25
ADATA Technology is stepping up discussions in Thailand amid rising global demand for AI computing centers. Chairman Simon Chen's visit highlights how Southeast Asia could benefit from expanding AI infrastructure, supporting industrial policy, and strengthening regional cooperation. The company sees Thailand as a possible hub for future growth and technology investment.
2026-06-25
digitimes.com
2026-06-25
Optical lens manufacturer Calin Technology stated at its shareholders' meeting on June 24 that global market growth has been weakened by economic volatility and US tariff policies. It reported consolidated revenue of NT$1.02 billion (approx. US$32 million) in 2025 and a net loss after tax of NT$261 million. Although profitability fell short of expectations due to production volumes remaining below
2026-06-25
digitimes.com
2026-06-25
Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process has entered stable mass production while its Wuxi 12-inch line continues to ramp.
2026-06-25
digitimes.com
2026-06-25
Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly infrastructure demand can affect component costs worldwide. The rally underscores a structural mismatch that could keep pressure on buyers across technology supply chains for years, according to industry sources.
2026-06-25
digitimes.com
2026-06-25
MediaTek is reportedly strengthening its partnership with Google in ASICs, a move that could increase the scale of future orders and carry implications for AI infrastructure worldwide. Market talk suggests the company may build an upgraded triggerfish product for Google, underscoring how global chipmakers are vying for influence in TPU development.
2026-06-25
digitimes.com
2026-06-25
The European Commission has given the green light to a EUR76 million (approx. US$86.3 million) German subsidy supporting QuantumDiamonds' plan to build a new semiconductor testing equipment facility in Munich, the Commission announced. The approval is the latest step in Brussels' push to reduce Europe's reliance on foreign chip technology and strengthen its industrial autonomy.
2026-06-25
timesofsandiego.com
2026-06-25
Times of San Diego
Qualcomm President and CEO Cristiano Amon speaks on Wednesday. (Photo from Qualcomm live stream)
Qualcomm‘s stock rose as much as 15% in after-hours trading Wednesday after it announced a deal to supply Facebook-parent Meta with AI chips.
The San Diego-based wireless pioneer said its new Dragonfly C1000 chip will power Meta’s next generation of data centers.
“We’re excited to continue partnerin
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
LIVE
Stock market today: Dow, S&P 500, Nasdaq futures rise as Micron, Qualcomm ease AI jitters
Amalya Dubrovsky
Wed, June 24, 2026 at 4:26 PM PDT 1 min read
MU
-0.31%
QCOM
-3.29%
^IXIC
-0.43%
^DJI
+0.35%
Explore stocks on Coinbase
Trading disclosure
US stock futures rose as Micron and Qualcomm helped boost confidence in the AI trade following several tough days for tech stocks.
Futures attached
2026-06-25
www.azfamily.com
2026-06-25
AZ Family
Scottsdale man sentenced for conspiracy to steal semiconductor testing trade secrets
An Israeli citizen living in Scottsdale has been sentenced in a case involving the theft of a Valley company’s trade secrets.
By Ryan McCoy
Published: Jun. 25, 2026 at 7:03 AM GMT+8|Updated: 3 hours ago
Comment
0
Share
Add as a preferred source on Google
SCOTTSDALE, AZ (AZFamily) — An Israeli citizen living in Sc
2026-06-25
news.futunn.com
2026-06-25
富途牛牛
__fail__
2026-06-25
www.wsj.com
2026-06-25
WSJ
__fail__
2026-06-25
www.msn.com
2026-06-25
MSN
Broadcom (AVGO) and OpenAI (OPENAI) revealed the fruits of its partnership today with Jalapeño, a new chip designed specifically to run inference for large language models.
Broadcom shares inched up 0.5% during early market trading on Wednesday.
OpenAI designed the chip, while partners Broadcom (AVGO) and Celestica (CLS) helped industrialize the platform through chip implementation, board, rack
2026-06-25
eetimes.com
2026-06-25
Cheap, autonomous drones developed in Ukraine are driving a new era of drone-on-drone warfare.