Semiconductor News & Analysis Feed
30 articles
2026-06-12
digitimes.com
2026-06-12
SK Hynix is preparing to begin mass production of its next-generation 375-layer 3D NAND flash memory by year-end, while pushing ahead with a broader capacity buildout and moving toward a US listing as early as August.
2026-06-11
finance.yahoo.com
2026-06-11
Yahoo Finance
IREN’s 5.8 GW Buildout And Nvidia Deal Reframe AI Growth Story
Simply Wall St
Wed, June 10, 2026 at 10:13 PM PDT 3 min read
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IREN (NasdaqGS:IREN) has expanded its global data ce
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
digitimes.com
2026-06-09
Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
2026-06-08
www.banklesstimes.com
2026-06-08
BanklessTimes
Nvidia and SK hynix just unveiled a deep, multiyear partnership that ties AI chips, memory, and factory automation even closer together. The two companies will co-develop custom memory for Nvidia’s next wave of AI, PC, and robotics platforms while also using Nvidia AI to design and build chips inside SK hynix fabs.
Under the deal, SK hynix will create specialized high-performance memory for four
2026-06-08
news.google.com
2026-06-08
Stock Titan
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-02
www.zacks.com
2026-06-02
Zacks Investment Research
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2026-06-01
blog.st.com
2026-06-01
STMicroelectronics
HomeOur products
MASTERGAN6 and MASTERGAN7 help democratize GaN power devices thanks to integrated LDOs and new dedicated pins
Our products Power
June 1, 2026 / 4 minutes of reading /
MASTERGAN6, MASTERGAN7
The MASTERGAN6 and MASTERGAN7 are the first ST GaN power devices to include LDOs, rather than relying on external ones, and the first to offer a hard-switching topology capable of tol
2026-06-01
blogs.nvidia.com
2026-06-01
NVIDIA Blog
Taiwan’s Industry Titans Turbocharge World’s AI Infrastructure Buildout With NVIDIA
Semiconductor and electronics manufacturing leaders are using NVIDIA AI to speed manufacturing from fabs to factory floors as they ramp up the production of NVIDIA Vera Rubin NVL72 infrastructure for agentic AI factories.
May 31, 2026 by Timothy Costa
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Taiwan is home to more than 500 NVIDIA ecosystem part
2026-05-29
digitimes.com
2026-05-29
As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of COMPUTEX 2026, Morgan Stanley held its Asia AI Summit in Taipei for the first time, underscoring the island's central role in the global semiconductor supply chain and the AI investment cycle.
2026-05-28
www.cnbc.com
2026-05-28
CNBC
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2026-05-28
www.msn.com
2026-05-28
MSN
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2026-05-27
finance.yahoo.com
2026-05-27
Yahoo Finance
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2026-05-27
www.fool.com
2026-05-27
The Motley Fool
The artificial intelligence (AI) build-out continues. AI hyperscalers will spend an estimated $725 billion this year, much of it on data centers and the chips and hardware that power them.
In discussions about AI stocks, Nvidia gets a lot of the credit, and for good reason. The graphics processing unit (GPU) juggernaut has been the runaway leader, selling the overwhelming majority of the AI GPU c
2026-05-25
www.benzinga.com
2026-05-25
Benzinga
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2026-05-21
www.msn.com
2026-05-21
MSN
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2026-05-20
www.msn.com
2026-05-20
MSN
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2026-05-20
www.cnbc.com
2026-05-20
CNBC
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2026-05-18
www.digitimes.com
2026-05-18
digitimes
SK Hynix is accelerating construction at its Yongin Semiconductor Cluster, as a tightening memory market pushes South Korea's top chipmakers to move faster on long-term capacity plans.The article requires paid subscription.Subscribe Now