Semiconductor News & Analysis Feed
291 articles
2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-11
digitimes.com
2026-06-11
Amkor Technology Korea is considering investing about KRW1 trillion (approx. US$650 million) to expand its chip packaging and testing facilities in the South Korean city of Gwangju, according to Korean media reports and city officials. The company has not officially announced the plan.
2026-06-11
www.digitimes.com
2026-06-11
digitimes
Gudeng chairman and CEO Bill Chiu said global demand for AI is driving a wave of 2nm and 3nm advanced-node capacity expansion, but the biggest constraint for chipmakers is not building fabs — it is securing extreme ultraviolet lithography systems.
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron Selects Bechtel for New York Semiconductor Project as U.S. Manufacturing Expansion Moves Forward (MU)
Fiona Craig
Wed, June 10, 2026 at 10:36 AM AST 3 min read
MU
-1.83%
chip semiconductor pcb 2 NEW SIZE ©Jon Sullivan
The appointment of Bechtel advances construction of Micron's planned New York memory manufacturing complex, a project expected to become the largest semiconductor facility in
2026-06-10
www.tomshardware.com
2026-06-10
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Analyzing TSMC's fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks
Features
By Anton Shilov published 4 hours ago
TSMC kicks off unprecedented capacity expansion plan.
(Image credit: Getty Images / Jimmy Beunardeau)
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
How Record Margins, AI Demand Visibility and Singapore Expansion At Applied Materials (AMAT) Has Changed Its Investment Story
Simply Wall St
Tue, June 9, 2026 at 11:16 PM PDT 3 min read
AMAT
+1.30%
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In recent days, Applied Materials reported record quarterly revenue and its highest gross margin in more than two decades, raised its semiconductor equipment g
2026-06-10
www.trendforce.com
2026-06-10
TrendForce
[News] Samsung May Announce New Gwangju Advanced Packaging Base by End-June Amid Capacity Expansion
2026-06-10 Semiconductors editor
News
Please note that this article cites information from Hankyung, New Daily, Reuters, and The Dong-A Ilbo.
Samsung Electronics is reportedly looking to expand its advanced packaging capacity. According to Hankyung, sources say the company is pursuing plan
2026-06-10
digitimes.com
2026-06-10
Samsung Electronics is considering building an advanced semiconductor packaging facility in the southwestern city of Gwangju, a move that would expand its backend chipmaking footprint as demand for high-bandwidth memory and AI-related chips grows.
2026-06-10
digitimes.com
2026-06-10
As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid and calcium fluoride sludge an essential service. Liying said the company's core strength lay in using intelligent production parameters to improve waste purity and regenerate the materials into green synthetic fluorite
2026-06-10
www.fox7austin.com
2026-06-10
FOX 7 Austin
UT Austin selected to help lead national expansion of semiconductor workforce
By
Meredith Aldis
FOX 7 Austin
Austin
Published
June 9, 2026 5:25 PM CDT
UT Austin to help expansion of semiconductor workforce
The University of Texas at Austin is leading a major effort across the south to train the next generation's workforce.
The Brief
The University of Texas at Austin is leading a major effort ac
2026-06-10
www.fox7austin.com
2026-06-10
FOX 7 Austin
The University of Texas at Austin is leading a major effort across the south to train the next generation's workforce.
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2026-06-10
www.tradingview.com
2026-06-10
TradingView
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SNPS: AI, Ansys integration, and robust partnerships drive growth, innovation, and margin expansion
SNPS: AI, Ansys integration, and robust partnerships drive growth, innovation, and margin expansion
Less than 1 min read
SNPS
−2.91%
Strong Q2 results led to raised full-year guidance, with double-digit EDA growth and a rebound in IP expected. AI and Ansys integration are driving ne
2026-06-10
www.tradingview.com
2026-06-10
TradingView
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2026-06-10
news.utexas.edu
2026-06-10
The University of Texas at Austin
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2026-06-09
www.zacks.com
2026-06-09
Zacks Investment Research
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2026-06-09
digitimes.com
2026-06-09
SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand strains supplies of advanced memory chips.
2026-06-08
bits-chips.com
2026-06-08
Bits&Chips
Headline
TSMC: AI chip shortage to persist for years despite capacity expansion
8 June 2026
Paul van Gerven
Editor at Bits&Chips
Reading time: 1 minute
TSMC CEO CC Wei expects global demand for AI chips to outstrip supply for years. Speaking at the company’s annual shareholders’ meeting in Hsinchu, Wei said planned capacity additions, including new fabs in the United States, won’t be sufficient t
2026-06-08
futurumgroup.com
2026-06-08
The Futurum Group
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2026-06-08
seekingalpha.com
2026-06-08
Seeking Alpha
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2026-06-08
www.yahoo.com
2026-06-08
Yahoo
Nvidia Secures Major South Korean Partnerships to Fuel AI Expansion
Cover Media
Mon, June 8, 2026 at 3:45 PM GMT+8
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Nvidia has announced a series of new partnerships with some of South Korea's biggest technology companies as it works to strengthen its AI ecosystem and secure critical chip supplies.
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