Semiconductor News & Analysis Feed
287 articles
2026-06-26
biz.chosun.com
2026-06-26
Chosunbiz
By
Jeong Du-yong
Published 2026.06.26. 10:39
Product image of the new FC Bonder 3.5 for artificial intelligence (AI) system semiconductors from ##HANMI Semiconductor##./Courtesy of ##HANMI Semiconductor##
HANMI Semiconductor said on the 26th it launched new equipment for artificial intelligence (AI) system semiconductors, the "FC Bonder 3.5" (Flip Chip Bonder 3.5). The company plans to supply th
2026-06-26
digitimes.com
2026-06-26
AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array
2026-06-26
digitimes.com
2026-06-26
SK Siltron is preparing to bring a new silicon wafer manufacturing facility online in South Korea next month. The expansion comes as AI data center investment helps lift wafer shipments, while pricing remains under pressure as capacity added during the last expansion cycle continues to weigh on the market.
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.
2026-06-26
digitimes.com
2026-06-26
SK Hynix is pairing a potentially record-scale Nasdaq ADR offering with an aggressive push to expand chip production for artificial intelligence, as the South Korean memory maker prepares to nearly double DRAM wafer input capacity by 2030–2031, The Elecreported.
2026-06-26
digitimes.com
2026-06-26
SK Hynix is racing to complete the first cleanroom at its massive Yongin Semiconductor Cluster in Gyeonggi Province, South Korea, by February 2027, ahead of rival capacity expansion timelines. The site's first fabrication facility will break from conventional flat-floor layouts, stacking production floors three levels high in a pioneering triple-deck fab design.
2026-06-26
www.thestreet.com
2026-06-26
thestreet.com
__fail__
2026-06-25
digitimes.com
2026-06-25
Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process has entered stable mass production while its Wuxi 12-inch line continues to ramp.
2026-06-25
digitimes.com
2026-06-25
Techzone Technology Materials, a provider of one of Taiwan's few integrated waste treatment, renewable energy, and recycling solutions, is actively addressing the waste treatment demand driven by semiconductor capacity expansion. Together with its subsidiaries Han-Yang Technology Renewable Energy and Sunlight Environment, the company has a combined annual treatment capacity of 239,000 tons.
2026-06-25
digitimes.com
2026-06-25
SK Hynix said on June 24 its board approved a plan to issue new shares backing American Depositary Receipts on the Nasdaq Global Select Market, targeting up to KRW45.45 trillion (approx. US$29.43 billion) in proceeds for semiconductor facility investment.
2026-06-25
digitimes.com
2026-06-25
JCET Group is accelerating its AI chip packaging expansion with a CNY7.8 billion (US$1.1 billion) investment in a new advanced packaging and testing plant in Shanghai Lingang, strengthening capacity for AI computing, high-performance chips, high-density memory and automotive electronics.
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
finance.yahoo.com
2026-06-25
Yahoo Finance
Texas Instruments (TXN) Stock After Capacity Expansion Push Is The Price Still Justified
Bailey Pemberton
Wed, June 24, 2026 at 2:12 PM PDT 6 min read
TXN
-0.41%
Trade TXN on Coinbase
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Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St.
If you are wondering whether Texas Instruments stock still offers value at
2026-06-25
boisedev.com
2026-06-25
BoiseDev
boisedev.com
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2026-06-24
mezha.net
2026-06-24
mezha.net
SK Hynix plans to raise $29.4B via Nasdaq ADRs to fund AI chip expansion
Wednesday, 24 June 2026, 12:15
SK Hynix unveiled a massive ADR offering to broaden its investor base and accelerate chip capacity for AI.
Based on data from Reuters
SEOUL, June 24 – SK Hynix announced its intention to raise up to 45.45 trillion won (approximately $29.43 billion) through the placement of American depositary
2026-06-24
digitimes.com
2026-06-24
The market for fan-out panel-level packaging(FOPLP) and glass substrate packaging is set to grow sharply as chipmakers race to support AI and high-performance computing. For global readers, the shift could shape future device performance, supply chains, and where advanced semiconductors are manufactured and assembled.
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
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2026-06-24
simplywall.st
2026-06-24
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Texas Instruments (TXN) Stock Could Be 24% Undervalued After AI And Capacity Expansion Optimism
June 24, 2026
Simply Wall St
Texas Instruments (TXN) is back in focus after analysts highlighted strong momentum in its data center and AI related markets, alongside new battery monitoring products for electric vehicles and energy storage systems.
See our late
2026-06-23
overclock3d.net
2026-06-23
OC3D
Published: June 23, 2026 | Source: Chisun | Author: Mark Campbell
SK Hynix to prioritise DDR5 expansion over HBM4 in new production push
SK Hynix to reportedly pivot planned HBM4 production to DDR5 as the company chases higher margins
SK Hynix is one of the world’s largest memory producers, reportedly accounting for 40% of the HBM market. Secure in its position as the global HBM leader, SK Hynix
2026-06-23
tomshardware.com
2026-06-23
Etiido Uko
Oracle cut 21,000 jobs in fiscal year 2026 as AI automation and AI cloud expansions reshape its workforce and spending strategy.