Semiconductor News & Analysis Feed
291 articles
2026-06-08
digitimes.com
2026-06-08
Naver and Nvidia announced on June 7 that the South Korean internet company will expand its AI infrastructure using Nvidia's DSX platform, starting at 55 megawatts and targeting gigawatt-scale deployment. The expansion begins at Naver's GAK Sejong data center in Sejong, South Korea.
2026-06-08
digitimes.com
2026-06-08
Beneath the rapid expansion of electric vehicles and artificial intelligence infrastructure, a quieter battle is unfolding in the semiconductor supply chain.
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
tomshardware.com
2026-06-07
Zak Killian
A couple of new add-in cards exemplify the trend of slapping AMD's Promontory 21 chipset onto a card for extra I/O expansion.
2026-06-06
simplywall.st
2026-06-06
simplywall.st
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2026-06-05
www.trendforce.com
2026-06-05
TrendForce
[News] Laser Annealing Adoption May Broaden with Wolfspeed, Samsung SiC Push and 400-Layer NAND Expansion
2026-06-05 Semiconductors editor
News
Please note that this article cites information from ETNews and Korea Credit News.
Laser annealing adoption appears to be broadening. According to ETNews, the thermal treatment process is expanding beyond its traditional use in silicon (Si) wafer
2026-06-05
news.google.com
2026-06-05
Retail TouchPoints
2026-06-04
cryptobriefing.com
2026-06-04
Crypto Briefing
TSMC CEO announces capacity expansions in Japan and Germany to meet growing chip demand
The world's largest chipmaker is investing billions to build out manufacturing in Kumamoto and Dresden, targetin
2026-06-03
www.quiverquant.com
2026-06-03
Quiver Quantitative
AI PC Momentum: Social media chatter has intensified around NVIDIA's latest AI-powered PC chip unveiled at Computex, with observers noting its potential to extend the company's AI leadership from data centers into consumer devices. The announcement has sparked debates on whether this new total addressable market will sustain recent gains amid broader tech sector rotation. Analysts on the platform
2026-06-03
datacentremagazine.com
2026-06-03
Data Centre Magazine
NVIDIA and Corning have formed a multi-year commercial and technology partnership to expand US manufacturing of advanced optical connectivity solutions.
The agreement includes US$500m in investment from NVIDIA, according to The Wall Street Journal.
The partnership is set to create three new manufacturing sites and more than 3,000 jobs. Corning's stock rose 17% after the announcement.
These conf
2026-06-03
www.quiverquant.com
2026-06-03
Quiver Quantitative
Amkor Technology (AMKR) is up 6.2% today. Here is some analysis on what might have caused this price movement.
Analysis: AMKR’s move appears tied to a mix of ongoing investor optimism around advanced packaging demand and company-specific momentum from recent disclosures about expanding its Arizona footprint and deepening work with large chip customers. The rally may also be getting an extra push
2026-06-03
www.quiverquant.com
2026-06-03
Quiver Quantitative
Aptiv PLC (APTV) is up 6.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to Aptiv’s June 1, 2026 announcement of an expanded collaboration with NVIDIA aimed at turning Jetson platforms into commercially supported, production-ready edge AI offerings with long-term software and security support. The gain may also reflect momentum after
2026-06-03
www.tradingview.com
2026-06-03
TradingView
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2026-06-02
www.digitimes.com
2026-06-02
digitimes
South Korea's Ministry of Trade, Industry, and Energy announced on June 2, 2026, that it would sharply streamline domestic approval procedures for extreme ultraviolet equipment used in semiconductor fabrication, reducing installation lead times from 34 days...
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2026-06-02
www.asiae.co.kr
2026-06-02
아시아경제
Inspection Period Reduced from 34 to 9 Days, Cutting 25 Days
Intermediate Inspection Omitted, Saving 500 Million Won per Unit
Samsung Electronics and SK hynix Expected to Accelerate Advanced Production Line Deployment
Samsung Electronics Semiconductor Production Site
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The government is significantly streamlining the domestic introduction procedures for EUV (Extreme Ultravio
2026-06-02
www.asiae.co.kr
2026-06-02
아시아경제
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2026-06-01
news.google.com
2026-06-01
The Korea Times
2026-06-01
www.tradingkey.com
2026-06-01
TradingKey
Chinese semiconductor firms are increasing DRAM and NAND production, with CXMT's chips appearing in Corsair products, indicating a shift in global supply dynamics. Companies like HP, Qualcomm, Dell, ASUS, and Acer are also engaging with Chinese manufacturers, driven by higher prices and limited supply from Samsung, SK Hynix, and Micron. While Chinese firms leverage advanced processes for consumer
2026-05-30
news.google.com
2026-05-30
Idaho Statesman
2026-05-30
digitimes.com
2026-05-30
Xintec, TSMC's packaging and testing unit, is preparing for a broader testing-led expansion that could affect global chip supply chains. The company said capacity gains, new equipment spending, and strategic-partner orders may support growth in 2026, even as it continues a gradual shift in its product mix and packaging portfolio.