Semiconductor News & Analysis Feed
6496 articles
2026-06-18
digitimes.com
2026-06-18
SK Group's combined market capitalization on the South Korean stock market surpassed KRW2,000 trillion (US$1.32 trillion) for the first time as of the June 16 close, driven by strength in AI memory demand and a high-profile visit by Nvidia's CEO that reinforced ties with SK Hynix and broader AI infrastructure plans. According to reports from SBS, YTN, ET Newsand Yonhap, the group's 19 listed subsi
2026-06-18
digitimes.com
2026-06-18
The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away from the price wars of the consumer market, Nvidia's push to upgrade AI transmission standards to 1.6T, 3.2T, and beyond is exposing the physical limits of copper wiring, making scale-up the first battlefield in the co
2026-06-18
digitimes.com
2026-06-18
Imec, ASML and TSMC have demonstrated a 300mm integration route for 2D-material n-type and p-type field-effect transistors, marking a step toward moving atomically thin channel materials from laboratory devices closer to semiconductor manufacturing.
2026-06-18
digitimes.com
2026-06-18
Taiwan's listed semiconductor manufacturers reported strong May revenue figures, with a sweeping recovery in DRAM prices and rising artificial intelligence infrastructure spending lifting most of the sector's 27 tracked companies to double-digit year-on-year gains.
2026-06-18
digitimes.com
2026-06-18
As AI chip technology advances, larger chip sizes and heterogeneous integration packaging are driving bigger package dimensions, pushing semiconductor makers to adopt FOPLP over FOWLP and improve manufacturing efficiency by "replacing round with square." DIGITIMESbelieves that panel makers have an edge because their existing glass substrates are larger than those used by OSATs, making FOPLP develo
2026-06-18
digitimes.com
2026-06-18
The global semiconductor and high-tech manufacturing landscape continues to undergo structural realignment. An increasing number of Chinese technology and semiconductor companies are adopting a dual-location strategy, establishing corporate entities in Singapore while locating manufacturing operations in Malaysia in an effort to reduce their association with the "Made in China" label.
2026-06-18
digitimes.com
2026-06-18
Winbond's NOR flash has reportedly entered Nvidia's supply chain for the first time, as AI server demand drives a surge in memory consumption and Nvidia's next-generation Vera Rubin platform prepares for volume shipments in the second half of 2026. Industry sources said Winbond will align NOR flash shipments with customer rollout schedules and is expected to win a major share on the Vera Rubin pla
2026-06-18
digitimes.com
2026-06-18
Following the announcement in April 2026 that the AI5 chip design had been finalized, Tesla CEO Elon Musk introduced a new benchmark, stating that under yield considerations, the AI6 chip is expected to set a new record for maximum usable computing power per wafer.
2026-06-18
digitimes.com
2026-06-18
Demand in the passive components market is recovering significantly, lifting operating momentum at Taiwan's two leading suppliers, Yageo and Walsin Technology. Average book-to-bill ratios at both companies have risen above 1.3, placing industry conditions near their highest levels in recent years and reinforcing expectations for sequential growth through 2026.
2026-06-18
digitimes.com
2026-06-18
Samsung Electronics and SK Hynix are each reviewing locations in South Korea's Honam region for new semiconductor packaging plants, according to The Elecand Hankyung, citing industry sources, as the two companies look for ways to add back-end capacity beyond their existing manufacturing hubs.
2026-06-18
stocksdownunder.com
2026-06-18
Stocks Down Under
Tape-out clears the path to validation data, with compute-in-memory and TSMC-sourced wafers framing the commercial pitch
dorsaVi (ASX:DVL) has reached the moment its RRAM equity story has been pointing toward for the better part of two years. The company has finalised the full design package for its first integrated RRAM-CMOS validation chip, developed alongside NTU Singapore and ITRI Taiwan, and
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Nvidia Just Raised $25 Billion in Debt. Here's What That Really Tells Investors
Daniel Sparks, The Motley Fool
Wed, June 17, 2026 at 4:52 PM PDT 4 min read
NVDA
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On June 15, Nvidia (NASDAQ: NVDA) priced a $25 billion sale of senior notes -- its biggest bond offering to date and its first trip to the debt market since 2021. The deal spans seven tra
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
This is a paid press release. Contact the press release distributor directly with any inquiries.
SK hynix Ships Samples of 12-Layer Next-Gen 'HBM4E'
PR Newswire
Wed, June 17, 2026 at 4:35 PM PDT 3 min read
000660.KS
+5.61%
- Delivers 12-high HBM4E samples to major customers
- Achieves a maximum speed of 16Gbps per pin with improvements in both performance and efficiency
- Utilizes Advanced MR-MUF
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Nvidia supplier SK Hynix ships samples of next-generation chips to major customers
Illustration shows SK HYNIX logo · Reuters
Reuters
Wed, June 17, 2026 at 4:33 PM PDT 1 min read
000660.KS
+3.77%
NVDA
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005930.KS
+0.14%
MU
+2.20%
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Trading disclosure
SEOUL, June 18 (Reuters) - SK Hynix said on Thursday it has shipped samples of its latest high-bandwidth memory (HBM
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Qualcomm in Talks to Acquire AI Chip Startup Tenstorrent for Up to $10 Billion, Reuters Reports
Vardah Gill
Wed, June 17, 2026 at 4:04 PM PDT 2 min read
QCOM
-0.51%
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Trading disclosure
With a free cash flow yield of 5.54%, QUALCOMM Incorporated (NASDAQ:QCOM) is included among the 12 Stocks From Companies Generating High Cash Flow.
Qualcomm in Talks to Acquire AI Chip Startu
2026-06-18
www.thelec.net
2026-06-18
thelec.net
Techwing's Cube Prober. (Photo: Techwing)
Semiconductor test equipment maker Techwing announced on June 17 that it has secured an order for its Cube Prober system from SK hynix.
The contract marks the company's first commercial supply agreement since passing SK hynix's qualification testing in March. Techwing did not disclose the value or volume of the order.
"Following successful qualification
2026-06-18
news.google.com
2026-06-18
marketscreener.com
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Semiconductor Manufacturing Stocks Q1 Results: Benchmarking Nova (NASDAQ:NVMI)
Kayode Omotosho
Wed, June 17, 2026 at 2:31 PM PDT 4 min read
NVMI
+0.68%
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Semiconductor Manufacturing Stocks Q1 Results: Benchmarking Nova (NASDAQ:NVMI)
The end of the earnings season is always a good time to take a step back and see who shined (and who didn't). Let's take a loo
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Apple to raise prices due to memory chip shortage, CEO tells WSJ
Reuters
Wed, June 17, 2026 at 2:23 PM PDT 2 min read
AAPL
-1.10%
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Trading disclosure
June 17 (Reuters) - Apple plans to raise prices on its products to offset increasing memory and storage chip costs, CEO Tim Cook told the Wall Street Journal in an interview.
A surge in AI-driven demand for data centers has
2026-06-18
www.dlapiper.com
2026-06-18
DLA Piper
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