Semiconductor News & Analysis Feed
3476 articles
2026-06-23
digitimes.com
2026-06-23
SK Hynix's semiconductor production base in Cheongju, South Korea, has seen a string of accidents since 2026, prompting questions over whether its safety management system has gaps. The incidents have drawn scrutiny because many occurred after the M15X fab began operation, as the company ramped up production to meet surging high-bandwidth memory (HBM) demand.
2026-06-23
digitimes.com
2026-06-23
Market sentiment toward the smartphone industry remains subdued. On the demand side, global smartphone sales have declined for several consecutive weeks during the second quarter of 2026, with only Apple and Huawei showing relative resilience thanks to their strong brand appeal. On the supply side, chip shortages continue to intensify, expanding beyond memory products to include both advanced-node
2026-06-23
digitimes.com
2026-06-23
Intel is deepening cooperation with Taiwan's semiconductor supply chain and plans to broaden its engagement again in mid-October after completing exchanges in the US with several Taiwanese suppliers in the first quarter of 2026.
2026-06-23
digitimes.com
2026-06-23
China's memory industry is undergoing another round of ownership restructuring. According to a recent merger review case disclosed by China's State Administration for Market Regulation (SAMR), YMTC Holdings, the parent company of Yangtze Memory Technologies (YMTC), will sell its 39% stake in Wuhan Xinxin Semiconductor Manufacturing (XMC) to Wuhan Optics Valley Semiconductor Industry Investment.
2026-06-23
digitimes.com
2026-06-23
Taiwan's semiconductor packaging and testing (OSAT) industry delivered strong year-over-year revenue growth in May 2026, with 21 of 24 tracked companies posting positive year-over-year gains, according to monthly revenue filings compiled for the period. The results underscore continued downstream demand driven by AI-related chip shipments and a broader recovery in consumer electronics.
2026-06-23
digitimes.com
2026-06-23
The Indian government plans to disburse INR71 billion in semiconductor incentives in fiscal year 2027 to expand its local chip supply chain, according to anonymous government officials cited by Mint.
2026-06-23
digitimes.com
2026-06-23
Industrial gas manufacturer Nippon Sanso Holdings announced it will raise prices for all helium products in the Japanese market starting in July 2026, with an average price increase of more than 30%. Affected products include helium used in key applications such as semiconductor front-end process wafer cooling and medical magnetic resonance imaging (MRI) equipment. The move is mainly driven by geo
2026-06-23
drrobertcastellano.substack.com
2026-06-23
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
The Most Critical AI Bottleneck — And Nvidia Could Change It Overnight
DR. ROBERT CASTELLANO
JUN 23, 2026
∙ PAID
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What’s in This Article
The Most Critical AI Bottleneck
How Nvidia Changed the Rules
Table 1. Nvidia AI Accelerator Product Cadence
HBM Content Growth Is Exploding
Table 2. HBM Content Growth by Nvidia Architecture
HBM Is Consuming the Memory Industry
Table 3. HBM Share of DRAM
2026-06-23
news.google.com
2026-06-23
embedded.com
2026-06-23
www.marketwatch.com
2026-06-23
MarketWatch
__fail__
2026-06-23
ca.finance.yahoo.com
2026-06-23
Yahoo! Finance Canada
This is a paid press release. Contact the press release distributor directly with any inquiries.
MKS Celebrates Opening of Supercenter Factory in Malaysia, Strengthening Semiconductor Manufacturing Capabilities
MKS Inc.
Mon, June 22, 2026 at 1:00 p.m. PDT 8 min read
MKSI
-7.46%
MKS Inc.
ANDOVER, Mass. and KUALA LUMPUR, Malaysia, June 22, 2026 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), a global
2026-06-23
simplywall.st
2026-06-23
simplywall.st
United States/Semiconductors/NYSE:TSM
Taiwan Semiconductor Manufacturing (NYSE:TSM) Stock Could Be 15.5% Overvalued After Its Strong Run
June 23, 2026
Simply Wall St
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Taiwan Semiconductor Manufacturing (NYSE:TSM) is drawing fresh attention after recent performance data highlighted sizeable 1 year and multi year total returns, prompting investors to reassess what the current share p
2026-06-23
www.semiconductor-today.com
2026-06-23
Semiconductor Today
ASML, TSMC and imec present 300mm integration route for industry-ready 2D-material-based transistors
In partnership with equipment provider Advanced Semiconductor Materials Lithography (ASML) of Veldhoven, The Netherlands and foundry Taiwan Semiconductor Manufacturing Corp (TSMC), nanoelectronics research center imec of Leuven, Belgium has presented a novel, robust and scalable 300mm integration
2026-06-22
www.sdxcentral.com
2026-06-22
SDxCentral
Nvidia backs AI networking switch silicon startup Upscale in $190M raise
Upscale founding reaches $2 billion following Series A-1 extension
June 22, 2026 By Ben Wodecki Have your say
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– Upscale AI
Upscale AI, the startup developing AI-focused networking switch silicon, has raised $190 million to fuel its efforts.
The Series A-1 round was led by India
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
Maharathi Basu
Mon, June 22, 2026 at 7:45 AM PDT 5 min read
NVTS
-9.70%
AAOI
-13.89%
Explore stocks on Coinbase
Trading disclosure
Navitas Semiconductor NVTS and Applied Optoelectronics AAOI are prominent participants in the Zacks Electronics-Semiconductors industry, both benefiting from increasing demand for data centers, artifi
2026-06-22
www.tradingview.com
2026-06-22
TradingView
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AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
AAOI or NVTS: Which Semiconductor Stock Is Better-Placed Right Now?
4 min read
NVTS
−9.70%
AAOI
−13.89%
Navitas Semiconductor NVTS and Applied Optoelectronics AAOI are prominent participants in the Zacks Electronics-Semiconductors industry, both benefiting from increasing demand for data centers, artificial intelli
2026-06-22
eciks.org
2026-06-22
eciks.org
SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
Published on 22 June 2026 at 10:38 am •
Written by Chris Martin
• Reading duration : 2 minutes · read 104 times
© SMH semiconductor ETF surges on AI chip demand, draws $6.9B in inflows
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The VanEck Semiconductor ETF (SMH) pulled in $6.9 billion in single-day net inflows on June 18, 2026, nearly breaking $7 bill
2026-06-22
blockonomi.com
2026-06-22
Blockonomi
blockonomi.com
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2026-06-22
www.zacks.com
2026-06-22
Zacks Investment Research
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2026-06-22
eetimes.com
2026-06-22
Discover how RISC-V is reshaping AI chip design—watch to see why it's becoming the default ISA.