Semiconductor News & Analysis Feed
3122 articles
2026-06-07
www.digitimes.com
2026-06-07
digitimes
Samsung Electronics is pursuing a two-track foundry strategy, accelerating its 2nm push for future customers while asking partners to step up sales of its 5nm and 8nm processes to support near-term utilization, according to ZDNet Korea.
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2026-06-07
digitimes.com
2026-06-07
Samsung Electronics is pursuing a two-track foundry strategy, accelerating its 2nm push for future customers while asking partners to step up sales of its 5nm and 8nm processes to support near-term utilization, according to ZDNet Korea.
2026-06-07
digitimes.com
2026-06-07
JCET has opened a new advanced manufacturing facility at its Chengdong production base in Jiangyin, strengthening the Chinese OSAT provider's push into advanced packaging for AI computing, power modules, and next-generation data centers.
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
Japan's Ministry of Economy, Trade and Industry announced on June 5, 2026, that the government completed an additional JPY150 billion (US$937.9 million) capital injection into Rapidus, the national semiconductor champion formed to commercialize advanced node chips, to fund plant construction, equipment and research for 2nm and 1.4nm chips. The funding was executed through the Information-Technolog
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
finance.yahoo.com
2026-06-07
Yahoo Finance
__fail__
2026-06-07
www.techtimes.com
2026-06-07
Tech Times
By Allen Lee
Published: Jun 06 2026, 15:34 PM EDT
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This picture taken on May 16, 2024 shows the logo of new Japanese semiconductor maker Rapidus Corporation at company's headquarters in Tokyo. YAMAZAKI/AFP VIA GETTY IMAGES
Japan's Ministry of Economy, Trade and Industry announced Friday that th
2026-06-07
pulse2.com
2026-06-07
Pulse 2.0
Akamai announced an expanded collaboration with NVIDIA to embed Zero Trust security directly into AI factory infrastructure, enabling organizations to protect AI workloads, data, context memory, and autonomous agents without sacrificing performance. The integration combines Akamai Guardicore Segmentation with NVIDIA Vera BlueField-4 STX and the NVIDIA DOCA software platform, creating an infrastruc
2026-06-07
pulse2.com
2026-06-07
Pulse 2.0
Akamai announced an expanded collaboration with NVIDIA to embed Zero Trust security directly into AI factory infrastructure, enabling organizations to protect AI workloads, data, context memory, and autonomous agents without sacrificing performance. The integration combines Akamai Guardicore Segmentation with NVIDIA Vera BlueField-4 STX and the NVIDIA DOCA software platform, creating an infrastruc
2026-06-07
www.ad-hoc-news.de
2026-06-07
AD HOC NEWS
Infineons, Triple
Infineon's Triple Threat: Analyst Caution, Broadcom Jitters, and Macro Headwinds Trigger 13% Rout
06.06.2026 - 19:45:19 | boerse-global.de
Infineon shares plunge 12.81% from yearly high after skeptical analyst note, Broadcom's weak forecast, and strong US payrolls trigger profit-taking. Growth story intact with AI and auto demand.
Infineons - Infineon's Triple Threat: Analyst C
2026-06-06
www.benzinga.com
2026-06-06
Benzinga
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2026-06-06
www.cnbc.com
2026-06-06
CNBC
It’s been one of the wildest stock markets on record lately but you wouldn’t have known it looking at the Cboe Volatility Index
. Friday’s sell-off just made things a lot clearer.
The non-stop, two-month 80% rally in semiconductor stocks that added roughly half a trillion dollars in market cap to the Nasdaq 100
, spurred one of the most successful ETF launches in history, and birthed dozens of ey
2026-06-06
www.cnbc.com
2026-06-06
CNBC
It’s been one of the wildest stock markets on record lately but you wouldn’t have known it looking at the Cboe Volatility Index
. Friday’s sell-off just made things a lot clearer.
The non-stop, two-month 80% rally in semiconductor stocks that added roughly half a trillion dollars in market cap to the Nasdaq 100
, spurred one of the most successful ETF launches in history, and birthed dozens of ey
2026-06-06
tomshardware.com
2026-06-06
Jowi Morales
Gamers and enthusiasts are getting new affordable options pretty soon.
2026-06-06
tomshardware.com
2026-06-06
Jeffrey Kampman
AMD's EXPO Ultra Low Latency program, announced at Computex 2026, aims to give users a one-click route to lower memory latencies than its existing EXPO profiles
2026-06-06
www.ad-hoc-news.de
2026-06-06
AD HOC NEWS
Infineons, Correction
Infineon's 13% Correction Puts the Focus on PCIM as NVIDIA Partnership Takes Center Stage
06.06.2026 - 12:57:40 | boerse-global.de
Infineon shares fell 13% on Friday amid Broadcom's AI miss and rate fears, but remain up 94% YTD. Analysts see valuation reset, not thesis broken. Warburg downgraded to Hold, P/T €84.
Infineons - Infineon's 13% Correction Puts the Focus on PCIM
2026-06-06
www.magzter.com
2026-06-06
Magzter
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TSMC expects demand for artificial intelligence chips to outpace supply for an extended period, with CEO C. C. Weiindicating it will take “a long time” before the company can fully meet global needs.
The outlook underscores how deeply Al has reshaped the semiconducto
2026-06-06
www.digitimes.com
2026-06-06
digitimes
Jensen Huang arrived in Seoul on June 5 for what looked like a replay of his Taiwan trip — meetings with Samsung Electronics, SK Hynix, LG Group and Hyundai Motor Group, all companies whose strengths in HBM, advanced packaging, autonomous driving, robotics...
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2026-06-06
digitimes.com
2026-06-06
DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications, tightening supply of mainstream DDR5 and DDR4 products used in PCs, servers, and other electronics, according to Nikkei.