Semiconductor News & Analysis Feed
8254 articles
2026-06-16
digitimes.com
2026-06-16
China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity for the second half of the year. But supply chain players say the long-term priority is still to expand substrate capacity from non-China sources, with supply security for the AI industry outweighing price.
2026-06-16
digitimes.com
2026-06-16
Global semiconductor manufacturing equipment sales reached a record US$36.55 billion in the first quarter of 2026, driven by AI-related investment in advanced logic, DRAM, and advanced packaging capacity, according to the latest Worldwide Semiconductor Equipment Market Statistics report from SEMI.
2026-06-16
digitimes.com
2026-06-16
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers,Unimicron,Kinsus, andNanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.
2026-06-16
digitimes.com
2026-06-16
ASML, TSMC, and imec have demonstrated a major advance in the effort to bring two-dimensional (2D) semiconductor materials from research laboratories into high-volume semiconductor manufacturing. At the 2026 IEEE/JSAP Symposium on VLSI Technology and Circuits, the partners unveiled a 300mm wafer integration flow that produced both n-type and p-type 2D-material transistors at a 50nm contacted poly
2026-06-16
wmbdradio.com
2026-06-16
1470 & 100.3 WMBD
By Saeed Azhar, Tatiana Bautzer and Zaheer Kachwala
June 15 (Reuters) – Nvidia will raise $25 billion through a U.S. bond issuance, more than initially planned, two sources told Reuters on Monday, as it taps the debt market to increase liquidity. Investor demand for the bond sale hit $85 billion, one of the sources familiar with the matter said, declining to be named as the plan was still pr
2026-06-16
www.thelec.net
2026-06-16
thelec.net
Equipment materials company KC Tech is commercializing supercritical cleaning equipment specialized for advanced semiconductor manufacturing after years of research and development (R&D).
The system is considered one of the industry’s most technically demanding cleaning tools, commercialized by only a handful of companies including Japan’s Tokyo Electron (TEL) after Samsung Electronics subsidiary
2026-06-16
cnycentral.com
2026-06-16
WSTM
Convicted rapist and kidnapper Christopher E. Block was returned to the custody of law enforcement days after his release from prison.
OSWEGO, N.Y. — Leaders across Oswego County say they are already preparing for the massive impact Micron is expected to have on Central New York, but many acknowledge the region is not ready yet.
For the third year in a row, community leaders, educators and econo
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
Alex Sirois
Mon, June 15, 2026 at 3:10 PM PDT 4 min read
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Memory margins historically collapse below 30% in downturns; Micron's current 74% gross margins and 760% one-year run signal a classic peak-cycle setup.
Oracle (ORCL) fell
2026-06-16
eetimes.com
2026-06-16
GlobalFoundries leads with the first silicon to support OCI MSA, shaking up AI data centers.
2026-06-16
www.digitimes.com
2026-06-16
digitimes
SK Hynix moved closer to shipping seventh-generation high-bandwidth memory, HBM4E, to key customers as timing emerged as a critical competitive factor in the global memory market. According to Newsis, industry sources reported that SK Hynix had...
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2026-06-16
www.digitimes.com
2026-06-16
digitimes
After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time th
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Cadence Design Systems (CDNS) Beats Stock Market Upswing: What Investors Need to Know
Cadence Design Systems (CDNS) Beats Stock Market Upswing: What Investors Need to Know · Zacks
Zacks Equity Research
Mon, June 15, 2026 at 2:50 PM PDT 3 min read
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In the latest trading session, Cadence Design Systems (CDNS) closed at $394.45, marking a +2.47% m
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
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2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Nvidia is one of the biggest names in the artificial intelligence (AI) infrastructure space since the mainstream adoption of the technology began nearly four years ago, and that's not surprising, as its chips have played an instrumental role in training popular AI models.
However, the AI infrastructure ecosystem has expanded beyond Nvidia. Several companies are witnessing phenomenal growth in the
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
This Artificial Intelligence (AI) Infrastructure Stock Has Been Crushing Nvidia on the Market. Its Latest Deal Could Send the Stock Even Higher
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 2:18 PM PDT 4 min read
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Nvidia is one of the biggest names in the artificial intelligence (AI) infrastructure space since
2026-06-16
www.investors.com
2026-06-16
Investor's Business Daily
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2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
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2026-06-16
www.techtimes.com
2026-06-16
Tech Times
By Allen Lee
Published: Jun 15 2026, 15:57 PM EDT
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The TSMC logo is displayed at the Taiwan Semiconductor Manufacturing Company branch and Innovation Museum, highlighting the company branding and signage inside and outside the site in Hsinchu, Taiwan, January 27, 2026. JIMMY BEUNARDEAU/GETTY IMA