Semiconductor News & Analysis Feed
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2026-06-18
digitimes.com
2026-06-18
The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away from the price wars of the consumer market, Nvidia's push to upgrade AI transmission standards to 1.6T, 3.2T, and beyond is exposing the physical limits of copper wiring, making scale-up the first battlefield in the co
2026-06-18
digitimes.com
2026-06-18
Samsung Electronics' foundry division plans to open its Multi-Project Wafer, or MPW, service to its 2nm process next year, giving South Korean fabless chip designers access to one of the most advanced foundry nodes being commercialized without having to pay for a full wafer run, according to ZDNet Koreaand iNews24.
2026-06-18
digitimes.com
2026-06-18
Samsung Electronics is reportedly working with multiple partners to develop production equipment for its seventh-generation 10nm-class (1d) DRAM process. The company aims to begin tool installation as early as the second quarter of 2027, with initial volume production expected by the end of that year.
2026-06-18
digitimes.com
2026-06-18
SK Hynix has begun shipping samples of HBM4E, its next-generation high-bandwidth memory, to major customers. The South Korean chipmaker said the 12-layer product was delivered on schedule.
2026-06-18
digitimes.com
2026-06-18
Winbond's NOR flash has reportedly entered Nvidia's supply chain for the first time, as AI server demand drives a surge in memory consumption and Nvidia's next-generation Vera Rubin platform prepares for volume shipments in the second half of 2026. Industry sources said Winbond will align NOR flash shipments with customer rollout schedules and is expected to win a major share on the Vera Rubin pla
2026-06-18
digitimes.com
2026-06-18
As AI chip technology advances, larger chip sizes and heterogeneous integration packaging are driving bigger package dimensions, pushing semiconductor makers to adopt FOPLP over FOWLP and improve manufacturing efficiency by "replacing round with square." DIGITIMESbelieves that panel makers have an edge because their existing glass substrates are larger than those used by OSATs, making FOPLP develo
2026-06-18
digitimes.com
2026-06-18
Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan's two leading suppliers, Yageo and Walsin Technology. Average book-to-bill ratios at both companies have risen above 1.3, placing industry conditions near their highest levels in recent years and reinforcing expectations for sequential growth through 2026.
2026-06-18
digitimes.com
2026-06-18
MPI Corporation, a major probe card supplier, said AI demand is tightening supply across the probe card market and extending order visibility, with the company considering a prepayment mechanism to guarantee customers priority access to capacity.
2026-06-18
digitimes.com
2026-06-18
Japanese Prime Minister Sanae Takaichi is scheduled to visit Assam in northeastern India in early July 2026. According to Nikkei, more than 50 Japanese companies and business groups, including Suzuki, Itochu and Toyota Tsusho, are expected to accompany the delegation, with market attention focused on cooperation in semiconductors and infrastructure.
2026-06-18
digitimes.com
2026-06-18
Taiwan's listed semiconductor manufacturers reported strong May revenue figures, with a sweeping recovery in DRAM prices and rising artificial intelligence infrastructure spending lifting most of the sector's 27 tracked companies to double-digit year-on-year gains.
2026-06-18
letsdatascience.com
2026-06-18
Let's Data Science
INFRASTRUCTURE
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ai infrastructure
SK hynix Ships 12-Layer HBM4E Samples to Customers
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June 17, 2026
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Photo: manilatimes.net · rights & takedowns
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SK hynix announced it has shipped samples of its 12-layer HBM4E high-bandwidth memory to major customers, according to a PR Newswire release carried by Manila Times, Morningstar and ot
2026-06-18
news.stocktradersdaily.com
2026-06-18
Stock Traders Daily
STOCK ANALYSIS
How Invesco Phlx Semiconductor Etf (SOXQ) Affects Rotational Strategy Timing
June 17, 2026, 23:50 pm ET
BY Quantitative Research Desk - Contributor
Editor: Thomas H. Kee Jr. (Follow on LinkedIn)
Key findings for Invesco Phlx Semiconductor Etf (NASDAQ: SOXQ)
Strong Sentiment Across All Horizons Supports Overweight Bias
No clear price positioning signal identified.
No resistance level
2026-06-18
www.reuters.com
2026-06-18
Reuters
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2026-06-18
www.tradingview.com
2026-06-18
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Nvidia supplier SK Hynix ships samples of next-generation chips to major customers
Nvidia supplier SK Hynix ships samples of next-generation chips to major customers
RefinitivLess than 1 min read
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2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Nvidia supplier SK Hynix ships samples of next-generation chips to major customers
Illustration shows SK HYNIX logo · Reuters
Reuters
Wed, June 17, 2026 at 4:33 PM PDT 1 min read
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SEOUL, June 18 (Reuters) - SK Hynix said on Thursday it has shipped samples of its latest high-bandwidth memory (HBM
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Qualcomm in Talks to Acquire AI Chip Startup Tenstorrent for Up to $10 Billion, Reuters Reports
Vardah Gill
Wed, June 17, 2026 at 4:04 PM PDT 2 min read
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With a free cash flow yield of 5.54%, QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 12 Stocks From Companies Generating High Cash Flow.
Qualcomm in Talks to Acquire AI Chip Startu
2026-06-18
www.investing.com
2026-06-18
Investing.com
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2026-06-18
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2026-06-18
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2026-06-18
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2026-06-18
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2026-06-18
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2026-06-18
HPCwire
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