Semiconductor News & Analysis Feed
11264 articles
2026-06-11
digitimes.com
2026-06-11
Memory supply remains tight, and higher prices have made end markets cautious. Despite that, Apacer Technology CEO Chia-Kun Chang said that foundry shifts by the three major makers are irreversible, meaning DRAM and flash will stay in short supply, and the memory industry will continue to profit at least throughout the first half of 2027.
2026-06-11
digitimes.com
2026-06-11
Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into the stock market and other asset markets. Central bank governor Chin-Long Yang said on June 10 that Taiwan remains far from systemic risk despite concerns over surging market activity.
2026-06-11
digitimes.com
2026-06-11
Montage Technology has begun sampling its sixth-generation DDR5 registering clock driver chip (RCD06) to customers, marking a step forward in the performance upgrade of next-generation server memory platforms.
2026-06-11
digitimes.com
2026-06-11
TSS Semiconductor Alliance, a group of 18 small and medium-sized Taiwanese suppliers of semiconductor materials, components and equipment, is preparing to form a third cohort as members seek to expand their role in global chip supply chains.
2026-06-11
digitimes.com
2026-06-11
AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to qualify Chinese alternatives such as Chaozhou Three-Circle as lead times lengthen.
2026-06-11
digitimes.com
2026-06-11
Congressional Republicans are urging stronger exclusion orders in the ongoing Section 337 investigation tied to TSMC's advanced-node chips, while the company reiterates compliance with local laws and highlights ongoing legal uncertainty in its quarterly filing.
2026-06-11
digitimes.com
2026-06-11
MicroIP has opened a nearly 300-ping southern R&D center at Kaohsiung's PIER F, with plans to expand smart manufacturing and smart transportation applications. The move signals a deeper push to link AI development with local logistics, industry, and public infrastructure.
2026-06-11
digitimes.com
2026-06-11
Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future of AI networking, could face further delays as manufacturing yields remain inconsistent.
2026-06-11
digitimes.com
2026-06-11
Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment. The move highlights how AI demand is influencing chipmakers, equipment suppliers, and global customers, with implications for production capacity, regional innovation hubs, and technology markets worldwide.
2026-06-11
digitimes.com
2026-06-11
Recent market speculation suggests that Nvidia's ambitious transition to a native 800-volt direct-current (800VDC) architecture for AI data centers may be delayed by up to a year, pushing large-scale production and deployment beyond 2028. The reports also claim that major cloud service providers (CSPs) could postpone adoption of the technology.
2026-06-11
semiengineering.com
2026-06-11
Brian Bailey
It depends on what those models are used, which also can have a big impact on the cost.
2026-06-11
www.axios.com
2026-06-11
Axios
www.axios.com
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2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
Scoop: Republican lawmakers challenge TSMC's Washington clout
Madison Mills
Wed, June 10, 2026 at 4:36 PM PDT 2 min read
2330.TW
-2.17%
Illustration: Maura Kearns/Axios
A group of congressional Republicans is urging the U.S. International Trade Commission to enforce U.S. patent rights in a case involving Taiwan Semiconductor Manufacturing Co., according to a letter exclusively obtained by Axios.
2026-06-11
drrobertcastellano.substack.com
2026-06-11
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
The Best-of-Breed Divide in Semiconductor Equipment Is Becoming Clearer
DR. ROBERT CASTELLANO
JUN 11, 2026
∙ PAID
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What’s in this article
The Semiconductor Equipment Market Is No Longer Moving in Unison
Applied Materials Lost Leadership Despite Industry Growth
Table 1: Semiconductor Equipment Revenues for Applied Materials and ASML (2015–2025)
Chart 1: Applied Materials Share of Global WFE Ma
2026-06-11
sg.finance.yahoo.com
2026-06-11
Yahoo Finance Singapore
Qualcomm (QCOM) Suffers a Larger Drop Than the General Market: Key Insights
Zacks Equity Research
Wed, 10 June 2026 at 2:45 pm GMT-7 3 min read
QCOM
-6.92%
^GSPC
-1.62%
^DJI
-1.87%
^IXIC
-1.98%
In the latest close session, Qualcomm (QCOM) was down 6.96% at $191.12. The stock's change was less than the S&P 500's daily loss of 1.62%. Elsewhere, the Dow lost 1.87%, while the tech-heavy Nasdaq lost 1
2026-06-11
www.investing.com
2026-06-11
Investing.com
www.investing.com
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2026-06-11
seekingalpha.com
2026-06-11
Seeking Alpha
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2026-06-11
www.barchart.com
2026-06-11
Barchart
A concept image showing a ray of light passing through cyberspace_ Image by metamorworks via Shutterstock_
Quantum computing just got its “Uncle Sam” moment.
The U.S. government is investing more than $2 billion into quantum initiatives, and that changes the conversation. This is no longer just a futuristic science project buried inside research labs. It’s becoming a national technology race, a
2026-06-11
www.newelectronics.co.uk
2026-06-11
New Electronics
www.newelectronics.co.uk
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2026-06-11
au.investing.com
2026-06-11
Investing.com Australia
au.investing.com
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