Semiconductor News & Analysis Feed

236 articles
2026-07-02
news.google.com 2026-07-02 The Block
2026-07-02
ktar.com 2026-07-02 KTAR News 92.3 FM
2026-07-02
tomshardware.com 2026-07-02 Anton Shilov
SpaceX is reportedly working on a handheld device that runs a proprietary operating system and features advanced AI capabilities from xAI, but Elon Musk denies existence of the product.
2026-07-02
digitimes.com 2026-07-02
Fujifilm India said it has signed a memorandum of understanding with the Gujarat State Electronics Mission, under the Department of Science and Technology of the Government of Gujarat, to explore opportunities for manufacturing semiconductor materials in India and strengthening domestic supply chain capabilities.
2026-07-01
digitimes.com 2026-07-01
SK Hynix's latest senior hiring drive has reignited debate in South Korea's semiconductor industry, with the move seen as more than routine R&D reinforcement and as a sign that competition in the high-bandwidth memory (HBM) market has entered a new stage. As AI chips demand more from memory, logic design, advanced process nodes, and packaging integration, talent with system semiconductor and found
2026-07-01
digitimes.com 2026-07-01
South Korea's plan to build a KRW800 trillion (approx. US$51 billion) memory fab cluster in the southwestern Honam region is running into an inconvenient fact: the region has the country's weakest base of semiconductor materials, components, and equipment suppliers, according to government data submitted to lawmaker Koo Ja-keun and cited by Chosun Ilbo.
2026-06-30
tomshardware.com 2026-06-30 Luke James
Taiwan officials raided Supermicro Computer's Taiwan office on Monday, alongside the homes of six individuals and three affiliated company sites
2026-06-30
www.tomshardware.com 2026-06-30 Tom's Hardware
Tech Industry Taiwan raids Supermicro and two supply-chain partners in widening Nvidia smuggling probe — nine sites hit as six people summoned for questioning News By Luke James Published June 30, 2026 Prosecutors searched six homes and three company sites. (Image credit: Getty / Bloomberg) Share this article 4 Join the conversation Follow us Add us as a preferred source on Google Newsletter Sub
2026-06-30
www.rockpapershotgun.com 2026-06-30 Rock Paper Shotgun
Home Hardware News US lawsuit accuses Samsung, SK Hynix and Micron of worsening the RAM crisis by fixing memory prices and supply Update: Micron respond Image credit: Rock Paper Shotgun News by Mark Warren Senior Staff Writer Updated on June 30, 2026 28 comments Update: Micron have issued the following statement to RPS: "Micron disagrees with the allegations contained in the complaint. We co
2026-06-30
digitimes.com 2026-06-30
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM capacity are also set for a prolonged supply shortage, effectively rewriting the foundry industry's business cycle.
2026-06-30
digitimes.com 2026-06-30
Asia Neo Tech has announced a 15-year technology licensing agreement with US-based Brooks Automation to cooperate on FOUP (front-opening unified pod) cleaning equipment and expand its reach into global markets. The two companies held a signing ceremony on June 30, 2026.
2026-06-30
digitimes.com 2026-06-30
Memory price inflation has emerged as one of the biggest challenges facing the consumer electronics industry, with Apple, Microsoft, and Nintendo all having signaled product price increases as widening supply-demand gaps continue to drive up memory costs.
2026-06-30
www.abc15.com 2026-06-30 ABC15 Arizona
NEWSBUSINESS East Coast investor outbids Vestar for two Phoenix sites near TSMC You can watch the latest headlines and weather from ABC15 Arizona in Phoenix any time on-air, online, and on the ABC15 mobile and streaming apps. By: Hailey Mensik, Phoenix Business Journal Posted 11:32 PM, Jun 29, 2026 An out-of-state real estate investor stole the show from Phoenix-based Vestar during two Arizon
2026-06-29
finance.yahoo.com 2026-06-29 Yahoo Finance
ASML Holding N.V. (ASML) Denies Selling EUV Chipmaking Tool to China Following Report of US Concern Fatima Gulzar June 28, 2026 1 min read ASML.AS -0.37% ASML +3.15% Trade ASML on Coinbase Trading disclosure ASML Holding N.V. (NASDAQ:ASML) is among the Best Semiconductor Stocks. On June 19, Reuters reported that ASML Holding N.V. (NASDAQ:ASML) denied ever shipping an EUV lithography machine to C
2026-06-26
wccftech.com 2026-06-26 Wccftech
NVIDIA is going to retain its top position as TSMC's biggest customer in 2027, but AMD EPYC Venice could outpace its Vera CPUs. CPUs are quickly becoming the major consumer of advanced packaging technologies as their demand has grown proportionally with the rise of Agentic AI. So far, 2026 has been a roller-coaster ride for the entire tech segment, and 2027 is shaping up to be just as intense. In
2026-06-26
digitimes.com 2026-06-26
The detention of two Japanese nationals in China over suspected rare earth export violations is raising fresh compliance concerns for Japanese technology manufacturers operating in China, as Beijing tightens control over strategic minerals amid worsening Japan-China ties.
2026-06-26
digitimes.com 2026-06-26
CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry, strengthening China's ability to finance domestic DRAM expansion and reduce reliance on foreign capital and technology. As supply chains increasingly split along regional lines, the listing reinforces Beijing's push for memory self-sufficiency and reshapes competitive dynamics in global markets.
2026-06-25
www.fool.com 2026-06-25 The Motley Fool
Space Exploration Technologies, better known as SpaceX, may have captured the attention of many investors, but I think several stocks are far better investments today. One of the best may be sitting right under investors' noses. Although it's the largest company in the world, I think Nvidia ( NVDA 1.73% ) is a far better buy, especially if 2027's artificial intelligence (AI) spending dwarfs 2026'
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
Sigurd is expanding testing and packaging capacity as AI demand and steady customer orders keep its facilities fully utilized. For global readers, the move underscores how supply chains for silicon photonics (SiPh), AI servers, and advanced chips are tightening, while new capacity is expected to ease bottlenecks and shape revenue growth in 2026 and 2027.