Semiconductor News & Analysis Feed
5479 articles
2026-06-10
digitimes.com
2026-06-10
Chang Wah Technology has declared that the global semiconductor inventory correction has ended, with demand recovering in industrial control, networking, and AI data center power management. The shift signals firmer supply-chain conditions, rising leadframe demand, and broader pressure on packaging capacity across Asia — factors with direct implications for global electronics buyers and investors.
2026-06-10
digitimes.com
2026-06-10
The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form a new moat, as AI-driven demand for high-speed data transfer accelerates.
2026-06-10
digitimes.com
2026-06-10
Infineon Technologies and Vietnam's VinRobotics have agreed to collaborate on humanoid robots, a move that could shape how future machines are designed, manufactured, and deployed worldwide. The partnership brings together semiconductor expertise and robotics development, highlighting Asia's growing role in automation across industry, services, and the home.
2026-06-10
digitimes.com
2026-06-10
WD is preparing for a global wave of AI data growth by prioritizing hard drives with higher capacity, faster performance, and lower power consumption. The company says the shift reflects how AI training and inference are generating more data than traditional systems can handle, making storage efficiency and affordability increasingly important worldwide.
2026-06-10
digitimes.com
2026-06-10
Malaysia's electronics sector is expected to keep expanding into 2026, even as tariffs, geopolitical tensions, and rising input costs weigh on manufacturers. Industry leaders say the country's neutral position in the US-China contest, along with a deepening semiconductor ecosystem, should help sustain export growth for global supply chains.
2026-06-10
eetimes.com
2026-06-10
Pablo Valerio
IT departments find that purchasing servers and computers has become much more difficult because of surging memory prices and shortages.
2026-06-10
digitimes.com
2026-06-10
GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment in AI infrastructure drove a surge in demand for specialty copper materials used in cooling applications. The firm linked the month's performance to rising cooling needs at servers and data centers as computing density i
2026-06-10
digitimes.com
2026-06-10
Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made a compelling case for why AI is no longer enough to save hardware companies from costly operational challenges. The industry, she argued, must embrace a transition toward deep, native domain enterprise integration to bu
2026-06-10
digitimes.com
2026-06-10
WinWay Technologies said shipments linked to artificial intelligence, high-performance computing, central processing units, and application processors lifted consolidated revenue to NT$1.073 billion (US$33.9 million) in May 2026, the company's second-highest monthly total on record. For global readers tracking the semiconductor supply chain, the results signal how AI infrastructure demand is resha
2026-06-10
digitimes.com
2026-06-10
AI adoption in PCB manufacturing is now widespread, yet fewer than 10% of companies have fully scaled deployments, underscoring a global gap between experimentation and factory-wide integration. For readers worldwide, the findings point to a sector where quality gains are real, but talent, data, and governance constraints are slowing broader industrial change.
2026-06-10
digitimes.com
2026-06-10
At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward a far more practical challenge — how to rapidly deploy full-scale computing infrastructure under tight constraints of power, time, and construction capacity.
2026-06-10
www.tradingview.com
2026-06-10
TradingView
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MU Stock Slides 2% After-Hours As Goldman Sachs Doubles Price Target But Keeps Neutral Rating
MU Stock Slides 2% After-Hours As Goldman Sachs Doubles Price Target But Keeps Neutral Rating
2 min read
MU
−1.41%
KEY POINTS:
Micron is scheduled to report fiscal Q3 2026 results after market close on June 24.
According to data from Fiscal AI, Wall Street on average expects the compan
2026-06-10
drrobertcastellano.substack.com
2026-06-10
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
ASML Won the Lithography War. What Happened Next Changed the Entire Semiconductor Industry
DR. ROBERT CASTELLANO
JUN 10, 2026
∙ PAID
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What’s in This Article
Prologue
Figure 1. 2025 I-Line Lithography Market Shares
Canon Remains The Leader In Mature Lithography
Figure 2. 2025 KrF Lithography Market Shares
ASML Establishes Leadership In KrF Lithography
Figure 3. 2025 193nm Dry ArF Lithography
2026-06-10
www.bloomberg.com
2026-06-10
Bloomberg.com
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2026-06-10
simplywall.st
2026-06-10
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
Qualcomm Primax Deal Highlights Edge AI Push As Valuation Stays Stretched
June 10, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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Qualcomm is expanding into enterprise AI conference solutions through a new collaboration with Primax.
The partnership focuses on AI powered video conferencing and collaboration hardware built around Qualcomm’
2026-06-10
www.kvue.com
2026-06-10
KVUE
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2026-06-10
eetimes.com
2026-06-10
India maps out a bold $150B chip strategy for 2035—see why this time might be different.
2026-06-10
news.google.com
2026-06-10
EE Times
2026-06-10
www.bbc.com
2026-06-10
BBC
World's largest chipmaker does not rule out price rises as costs increase
27 minutes ago
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Suranjana Tewari
Asia Business Correspondent, Hsinchu, Taiwan
BBC
The BBC talks to TSMC in a rare interview at the company's headquarters in Taiwan
The world's largest chipmaker has told the BBC that inflation is pushing up the cost of doing business, and did not rule out
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron (MU) Registers a Bigger Fall Than the Market: Important Facts to Note
Micron (MU) Registers a Bigger Fall Than the Market: Important Facts to Note · Zacks
Zacks Equity Research
Tue, June 9, 2026 at 2:45 PM PDT 2 min read
MU
-1.41%
^GSPC
-0.26%
^DJI
+0.17%
^IXIC
-0.97%
Trade MU on Coinbase
Trading disclosure
In the latest trading session, Micron (MU) closed at $935.89, marking a -1.41% move