Semiconductor News & Analysis Feed

8159 articles
2026-06-23
www.mitrade.com 2026-06-23 Mitrade
Nvidia (NASDAQ: NVDA) stock is still green for 2026, but the trade no longer looks clean from the company that outperformed every other company and country in 2024 and 2025. NND is up about 12% this year, yet they have slipped roughly 3% over the past month. The gap with the rest of the chip market is hard to ignore. The VanEck Semiconductor ETF (NASDAQ: SMH) has jumped about 84% in 2026 and adde
2026-06-23
www.moomoo.com 2026-06-23 Moomoo
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2026-06-23
geekculture.co 2026-06-23 Geek Culture
FEATURETECH Get Ahead Of The Curve With ROG’s 2026 Gaming Laptops With NVIDIA GeForce RTX 50 Series GPU, Powered By Blackwell & AI Si JiaJune 23, 20265 min read As an industry giant in the PC gaming space, Republic of Gamers (ROG) has had front-row seats to technological advancements over the years, itself often contributing to faster processing, higher frame rates, enhanced visuals, and more.
2026-06-23
www.reuters.com 2026-06-23 Reuters
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2026-06-23
www.investing.com 2026-06-23 Investing.com
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2026-06-23
www.timesleader.com 2026-06-23 Times Leader
Home News Pennsylvania Roundup: DCED announces $30M investment from Nokia to expand semiconductor production News Pennsylvania Roundup: DCED announces $30M investment from Nokia to expand semiconductor production By Bill O’Boyle boboyle@timesleader.com June 22, 2026 ❮ ❯ Listen to this Gov. Josh Shapiro and Pennsylvania Department of Community and Economic Development (DCED) Secretary Ric
2026-06-23
www.bloomberg.com 2026-06-23 Bloomberg.com
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2026-06-23
www.thelec.net 2026-06-23 thelec.net
Du-ho Kim, CEO of Qualitas Semiconductor. (Photo: THE ELEC) Qualitas Semiconductor is anticipating a turnaround into profitability next year. The company stands ready to capitalize on new growth engines, including large-scale national R&D projects worth hundreds of billions of won, Compute Express Link (CXL), and silicon photonics. In an interview with THE ELEC last month, Du-ho Kim, CEO of Qual
2026-06-23
digitimes.com 2026-06-23
Market sentiment toward the smartphone industry remains subdued. On the demand side, global smartphone sales have declined for several consecutive weeks during the second quarter of 2026, with only Apple and Huawei showing relative resilience thanks to their strong brand appeal. On the supply side, chip shortages continue to intensify, expanding beyond memory products to include both advanced-node
2026-06-23
digitimes.com 2026-06-23
Japan is preparing a sweeping public-private investment strategy totaling more than JPY370 trillion (US$2.3 trillion) by fiscal 2040, spanning 17 strategic sectors including AI, semiconductors, aerospace, and energy-related industries.
2026-06-23
digitimes.com 2026-06-23
Infineon and InnoScience are escalating their global GaN patent dispute across the US, Germany, and China, with each side scoring wins in infringement suits that are already affecting real-world sales. Sources familiar with the matter say the latest rulings are effectively pushing the two companies into separate market territories.
2026-06-23
digitimes.com 2026-06-23
Taiwan's semiconductor packaging and testing (OSAT) industry delivered strong year-over-year revenue growth in May 2026, with 21 of 24 tracked companies posting positive year-over-year gains, according to monthly revenue filings compiled for the period. The results underscore continued downstream demand driven by AI-related chip shipments and a broader recovery in consumer electronics.
2026-06-23
digitimes.com 2026-06-23
Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue to lead in technology, their capacity expansion has struggled to keep pace with AI-related demand, driving order spillover to Taiwan-based manufacturers.
2026-06-23
digitimes.com 2026-06-23
SK Hynix's semiconductor production base in Cheongju, South Korea, has seen a string of accidents since 2026, prompting questions over whether its safety management system has gaps. The incidents have drawn scrutiny because many occurred after the M15X fab began operation, as the company ramped up production to meet surging high-bandwidth memory (HBM) demand.
2026-06-23
digitimes.com 2026-06-23
Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator, extending the companies' supply relationship from mobile and PC chips into server-class semiconductors, ZDNet Koreareported.
2026-06-23
digitimes.com 2026-06-23
Google released a 30,000-word AI roadmap on June 14 that, for the first time, clearly defines AI having the capability of 100 million humans as a key milestone on the path to artificial superintelligence (ASI). The plan outlines a three-stage evolution from today's large models to artificial general intelligence (AGI) and then ASI, reinforcing expectations that AI capabilities will keep expanding
2026-06-23
digitimes.com 2026-06-23
Dutch semiconductor metrology specialist Nearfield Instruments has secured US$380 million in Series D funding, marking the largest fundraising round ever completed by a deep-tech company in the Netherlands.
2026-06-23
digitimes.com 2026-06-23
Taiwanese IC design leader MediaTek has sent a price hike letter to customers, signaling that the current wave of chip price increases is sweeping across the semiconductor market and that the era of chip inflation has arrived.
2026-06-23
digitimes.com 2026-06-23
Fulltech, a glass fiber yarn and cloth maker, said at its 2026 annual general meeting that demand for next-generation AI servers and high-speed switches is lifting specifications and demand for upstream PCB materials. Chairman Yuan-Pin Chang said the share of low DK2 shipments will keep rising in the second half of 2026, helping optimize the product mix and boost revenue and profitability.
2026-06-23
digitimes.com 2026-06-23
Industrial gas manufacturer Nippon Sanso Holdings announced it will raise prices for all helium products in the Japanese market starting in July 2026, with an average price increase of more than 30%. Affected products include helium used in key applications such as semiconductor front-end process wafer cooling and medical magnetic resonance imaging (MRI) equipment. The move is mainly driven by geo