Semiconductor News & Analysis Feed
5456 articles
2026-06-16
digitimes.com
2026-06-16
NAND flash memory supplier Kioxia Holdings has surpassed Toyota Motor in market capitalisation, becoming Japan's most valuable company. The development highlights how the global artificial intelligence (AI) boom is reshaping Japan's corporate landscape.
2026-06-16
digitimes.com
2026-06-16
South Korea has begun planning a large-scale research and development program for next-generation power semiconductors as part of its broader "Ultra-Innovation Economy Project," according to a report by the Seoul Economic Daily.
2026-06-16
digitimes.com
2026-06-16
TSMC is accelerating its advanced packaging roadmap for AI chips, expanding CoWoS capacity while publicly disclosing new progress in glass substrate technology. The company is also signaling that next-generation packaging competition is shifting from CoWoS toward CoPoS as it builds out a fuller ecosystem ahead of rivals.
2026-06-16
digitimes.com
2026-06-16
China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity for the second half of the year. But supply chain players say the long-term priority is still to expand substrate capacity from non-China sources, with supply security for the AI industry outweighing price.
2026-06-16
digitimes.com
2026-06-16
Qualcomm has been in talks to acquire Tenstorrent, an AI chip startup, The Informationreported, citing a person with direct knowledge of the deal. The two companies have discussed a price of US$8 billion to US$10 billion, the person said, a significant premium to Tenstorrent's last known valuation.
2026-06-16
digitimes.com
2026-06-16
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers,Unimicron,Kinsus, andNanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.
2026-06-16
digitimes.com
2026-06-16
AI, high-performance computing, and early pull-ins from TV, PC, and notebook supply chains pushed the global foundry market to a record high in the first quarter of 2026. China's Nexchip Semiconductor delivered the key ranking shift, overtaking Taiwan's Vanguard International Semiconductor (VIS) for the first time to become the world's eighth-largest foundry.
2026-06-16
digitimes.com
2026-06-16
Researchers and chipmakers presented new logic, memory, and device architectures at the 2026 IEEE/JSAP VLSI Technology and Circuits Symposium in Honolulu, with several results pointing toward pilot production and mass manufacturing.
2026-06-16
www.frontier-enterprise.com
2026-06-16
Frontier Enterprise
Frontier TechAI & MLNews
Foxconn, Taiwan hospitals tap NVIDIA for agentic and physical AI
By Staff Writer -
June 16, 2026
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Foxconn and Taiwan’s leading medical centers are deploying NVIDIA-powered special agent workforces to scale the region’s transition to AI‑driven health systems.
Agentic AI represents a new hospital operating system that is adaptive, orchestrated and built to scale clin
2026-06-16
simplywall.st
2026-06-16
simplywall.st
United States/Semiconductors/NasdaqGS:POWI
Does Power Integrations’ (POWI) Kyber-Optimized GaN Push Redefine Its High-Voltage AI Data Center Ambitions?
June 16, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In June 2026, Power Integrations introduced two ultra-slim auxiliary power supply reference designs for 800 VDC AI data centers, including a 15 W single-output and a 35 W six-
2026-06-16
news.google.com
2026-06-16
TradingView
2026-06-16
247wallst.com
2026-06-16
24/7 Wall St.
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2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
Forget Micron: 1 Record-Breaking Cloud Powerhouse to Buy Hand Over Fist After the Pullback
Alex Sirois
Mon, June 15, 2026 at 3:10 PM PDT 4 min read
MU
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Memory margins historically collapse below 30% in downturns; Micron's current 74% gross margins and 760% one-year run signal a classic peak-cycle setup.
Oracle (ORCL) fell
2026-06-16
www.latimes.com
2026-06-16
Los Angeles Times
The Nvidia Corp. logo during the Computex conference in Taipei, Taiwan, on Wednesday, May 21, 2025.
By Brian Smith and Gerson Freitas Jr.
June 15, 2026 3 PM PT
Chipmaking giant Nvidia Corp. sold $25 billion of high-grade bonds, joining a wave of jumbo debt offerings from tech heavyweights as investors clamor to get exposure to the artificial intelligence boom.
The deal, priced on Monday, attract
2026-06-16
markets.businessinsider.com
2026-06-16
markets.businessinsider.com
Shenzhen, China, June 15, 2026 (GLOBE NEWSWIRE) -- Shenzhen Jewellok Technology Co., Ltd., a leading manufacturer of ultra-high purity fluid control and gas delivery solutions, today announced the continued expansion of its advanced product portfolio, including the VMB Gas Cabinet, Gas Changeover Manifold, and bulk chemical delivery system (CDS) technologies designed for semiconductor, photovoltai
2026-06-16
www.fool.com
2026-06-16
The Motley Fool
Nvidia is one of the biggest names in the artificial intelligence (AI) infrastructure space since the mainstream adoption of the technology began nearly four years ago, and that's not surprising, as its chips have played an instrumental role in training popular AI models.
However, the AI infrastructure ecosystem has expanded beyond Nvidia. Several companies are witnessing phenomenal growth in the
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
This Artificial Intelligence (AI) Infrastructure Stock Has Been Crushing Nvidia on the Market. Its Latest Deal Could Send the Stock Even Higher
Harsh Chauhan, The Motley Fool
Mon, June 15, 2026 at 2:18 PM PDT 4 min read
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Nvidia is one of the biggest names in the artificial intelligence (AI) infrastructure space since
2026-06-16
www.investors.com
2026-06-16
Investor's Business Daily
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2026-06-16
news.google.com
2026-06-16
Stock Titan
2026-06-16
www.msn.com
2026-06-16
MSN
Micron Technology stock was rising sharply Monday amid a resurgence of the artificial-intelligence momentum trade, alongside reminders of the shortage in memory chips.
Micron shares were up 10.1% at $1,081 with markets cheered by the prospect of a U.S.-Iran peace deal.
Shares have been volatile as investors debate Micron’s valuation. The chip maker trades at a notably low forward price-to-earnin