Semiconductor News & Analysis Feed

802 articles
2026-06-09
www.cnbc.com 2026-06-09 CNBC
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2026-06-09
www.koreatimes.co.kr 2026-06-09 The Korea Times
Nvidia CEO Jensen Huang raises his hand as he speaks to reporters ahead of his departure from Gimpo International Airport in Seoul, Tuesday. Yonhap Nvidia CEO Jensen Huang wrapped up his five-day visit to Korea on Tuesday, focused on expanding partnerships with major Korean technology companies across a broad range of the artificial intelligence (AI) ecosystem. Huang departed from Gimpo Internat
2026-06-09
digitimes.com 2026-06-09
SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand strains supplies of advanced memory chips.
2026-06-09
www.bloomberg.com 2026-06-09 Bloomberg.com
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2026-06-09
digitimes.com 2026-06-09
Taiwan's Yesiang has started volume shipments of a newly certified recycled advanced micro-contamination (AMC) filter as semiconductor makers push deeper into 2nm and smaller nodes. The development could matter globally because tighter contamination control is becoming a critical yield factor for advanced chips, while cleaner manufacturing also aligns with lower-waste sourcing trends.
2026-06-09
digitimes.com 2026-06-09
As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain bottlenecks, with industry watchers saying the number of components that are currently in a severe shortage now far exceeds those that are not.
2026-06-09
digitimes.com 2026-06-09
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries.
2026-06-09
digitimes.com 2026-06-09
ELAN Microelectronics is broadening beyond notebook PCs into agentic AI PCs, unmanned vehicles, and optical communication chips, moves that could influence technology supply chains across Asia, the US, and Europe. The company also disclosed a strategic investment in US-based PETA Optronics, signaling a deeper push into next-generation hardware markets worldwide.
2026-06-09
semiengineering.com 2026-06-09 Gregory Haley
Analog behavior is difficult to compress into simple pass/fail decisions that could red...
2026-06-09
digitimes.com 2026-06-09
Tencent is sharpening a dual-track AI chip strategy, combining self-developed semiconductors for its own business workloads with deeper partnerships across China's domestic AI computing supply chain.
2026-06-09
cryptobriefing.com 2026-06-09 Crypto Briefing
Nvidia and SK Hynix sign multi-year pact to develop next-gen AI memory chips The partnership targets HBM4 memory for Nvidia's Vera Rubin platform, with initial deliveries planned for Q3 2026.
2026-06-09
www.techinsights.com 2026-06-09 TechInsights
  Chips Act 2.0 - Can €120 Billion Buy Europe a Seat at the AI Chip Table?     2 Min Read     June 08, 2026     Europe’s Chips Act 2.0 aims to boost AI independence with €120B in funding, a flagship AI foundry, and new safeguards against foreign providers. The European Commission unveiled Chips Act 2.0 on June 3, 2026, shifting from the original act's ineffective supply-side subsidies to a dema
2026-06-09
the-decoder.com 2026-06-09 The Decoder
Short News Copy the url to clipboard Share this article Go to comment section Intel gets a second life as Google and Nvidia explore it as a TSMC backup for AI chips Matthias Bastian View the LinkedIn Profile of Matthias Bastian Jun 8, 2026 Google and Nvidia are looking at Intel as an alternative chipmaker as TSMC struggles to keep up with surging demand for AI chips. According to The Information,
2026-06-09
americanbazaaronline.com 2026-06-09 The American Bazaar
SHARE Nvidia announced on Monday that it was entering a series of deals with South Korean companies, including SK Hynix and Naver, as it attempts to secure crucial memory chips for its AI ambitions. The agreements come during CEO Jensen Huang’s trip to South Korea, which began on Friday. Nvidia and its partners did not disclose the value of the deals. SK Group, South Korea’s ​second-largest fami
2026-06-09
www.engineering.com 2026-06-09 Engineering.com
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2026-06-08
www.spiceworks.com 2026-06-08 Spiceworks
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2026-06-08
www.barchart.com 2026-06-08 Barchart.com
CPU surrounded by rare earth minerals by Pingingz via Shutterstock USA Rare Earth (USAR) was in focus on June 5 after the company secured $1.6 billion in federal funding, reinforcing its role as a key player in U.S. efforts to reshore critical mineral supply chains.  USAR is leveraging CHIPS and Science Act provisions alongside Inflation Reduction Act rewards to build out an integrated mine-to-m
2026-06-08
sherwood.news 2026-06-08 Sherwood News
Helena Cheng 2H Nvidia and SK Hynix strike multiyear partnership on memory chips, AI data center build-out NvidiaNVDA $208.21 (1.52%) shares are modestly higher after it announced a multiyear partnership with SK Hynix on memory chips and building out AI data centers. The agreement secures a long-term pipeline of memory chips for Nvidia. At the center of the partnership is the integration of SK H
2026-06-08
bits-chips.com 2026-06-08 Bits&Chips
Headline TSMC: AI chip shortage to persist for years despite capacity expansion 8 June 2026 Paul van Gerven Editor at Bits&Chips Reading time: 1 minute TSMC CEO CC Wei expects global demand for AI chips to outstrip supply for years. Speaking at the company’s annual shareholders’ meeting in Hsinchu, Wei said planned capacity additions, including new fabs in the United States, won’t be sufficient t
2026-06-08
www.myeverydaytech.com 2026-06-08 My Everyday Tech
Consumer News & Events Cadence strikes new partnership with Samsung Foundry to deliver 2nm platform for AI chips 8 minutes ago Calvin Liew   Cadence and Samsung Foundry announced a multi-year expansion of their collaboration to develop a full portfolio of Memory and Interface IP certified for Samsung Foundry’s second-generation 2nm process technology.Mobile & Wireless The signoff-ready platfor