Semiconductor News & Analysis Feed

22707 articles
2026-06-10
www.thelec.net 2026-06-10 thelec.net
(Source: Imagis Technology) Imagis Technology secured a vehicle semiconductor supply contract worth about KRW 5.8 billion, equivalent to roughly 44% of the company's annual revenue last year, according to a regulatory filing disclosed on June 8. The contract marks the first major achievement under newly appointed CEO Lee Dong-seop, who took office in March this year. The customer was identified
2026-06-10
www.moomoo.com 2026-06-10 Moomoo
To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here. June 10th - The industry of $Power semiconductor (LIST24211.HK)$ is trending lower today with 8 constituents down
2026-06-10
www.investing.com 2026-06-10 Investing.com
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2026-06-10
simplywall.st 2026-06-10 simplywall.st
United States/Software/NasdaqGS:CDNS Assessing Cadence Design Systems (CDNS) Valuation After New AI EDA Advances And Foundry Alliances June 10, 2026 Simply Wall St Share Copy Link Cadence Design Systems (CDNS) has been in focus after a new multi year Design Technology Co Optimization agreement with Intel Foundry targeting Intel 14A, alongside recent AI automation and 2nm ecosystem updates. See o
2026-06-10
finance.yahoo.com 2026-06-10 Yahoo Finance
OpenAI weighs leasing Ohio data center with Nvidia backing, The Information reports Reuters Tue, June 9, 2026 at 7:18 PM PDT NVDA -0.22% Trade NVIDIA on Coinbase Trading disclosure June 9 (Reuters) - OpenAI is ‌in negotiations ‌to lease a ​proposed 10-gigawatt data center campus on federal ‌land ⁠in Ohio, in a ⁠deal that could include ​financial ​backing ​from Nvidia, ‌The Information reported on
2026-06-10
www.reuters.com 2026-06-10 Reuters
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2026-06-10
www.theinformation.com 2026-06-10 The Information
Developers of OpenAI’s Stargate Data Center Face Higher Costs  Save 25% to unlock this story Unlimited access to our journalism, newsletters, charts and data library, and event discounts. Annual + Deep Research, 60+ org charts, proprietary databases and survey results. Search, find and engage with others who are serious about tech and business. Follow and be a part of discussions about tech, f
2026-06-10
www.gurufocus.com 2026-06-10 GuruFocus
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2026-06-10
finance.yahoo.com 2026-06-10 Yahoo Finance
Synopsys (SNPS) Valuation Check After Share Price Weakness And Ansys Growth Story Simply Wall St Tue, June 9, 2026 at 8:16 PM AST 3 min read SNPS -1.73% Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Synopsys (SNPS) is back in focus for investors after recent share price pressure, with the stock down 1
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
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
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
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
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
digitimes.com 2026-06-10
QBit Semiconductor said it will buy a 60% stake in Singapore-based Sinchip Technology, a move that gives it control of the company and expands its reach across major chip markets. The deal could affect global demand for customized semiconductors used in AI, computing, communications, and vehicles.
2026-06-10
digitimes.com 2026-06-10
Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and a structural supply bottleneck looms in 2026. Chairman Frank Lee said the market could face a 15–25% supply shortfall in 2026, setting up a two-to-three year upcycle in prices.
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
Lens maker Largan Precision held its shareholders' meeting on June 9, where chairman Adam Lin, long known for his terse public remarks, appeared relaxed and offered unusually detailed views on the industry, technology, and Largan's own operations. His comments showed clear optimism toward the company's development of fiber array units (FAUs).
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
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil fusion, and China's technology supply chain.