Semiconductor News & Analysis Feed
234 articles
2026-06-16
digitimes.com
2026-06-16
Japan's Rapidus has signed a memorandum of understanding with the UK Semiconductor Centre, a government-backed body established in 2025 to support Britain's semiconductor ecosystem, marking a step toward cooperation on future semiconductor manufacturing and potential customer development in the UK, according to Rapidus and reports from Nikkei, Bloomberg,and Reuters.
2026-06-16
wccftech.com
2026-06-16
Wccftech
Memory manufacturer Micron could benefit from high DRAM and HBM prices in 2026 and 2027, believes financial firm Aletheia Capital. Micron, like SK hynix and Samsung, has benefited from the strong demand for AI chips in the current buildout as memory production constraints have pushed prices up. The financial firm believes that the value of memory chips in the AI ecosystem will become the most impo
2026-06-15
www.techpowerup.com
2026-06-15
TechPowerUp
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2026-06-15
digitimes.com
2026-06-15
China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026 batch shipped at the end of May following an earlier release in 2025, easing a capacity bottleneck in the optical communications market. Taiwanese compound semiconductor suppliers including Visual Photonics Epitaxy (VPEC) and Global Communication Semiconductors (GCS)
2026-06-15
digitimes.com
2026-06-15
Taiwan-based UBright Optronics is accelerating its transformation from an LCD optical film specialist into a diversified technology supplier, expanding into semiconductor materials, passive components and smart acoustics. The new businesses are expected to begin generating revenue in 2026 as product certifications advance, but the company has not yet offered guidance on their revenue impact.
2026-06-14
www.indexbox.io
2026-06-14
IndexBox
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2026-06-14
www.koreaherald.com
2026-06-14
The Korea Herald
SK hynix headquarters in Icheon, Gyeonggi Province (Yonhap)
SK hynix Inc. added more than 2,000 positions last year amid the global artificial intelligence boom, which has led to a sharp rise in demand for memory chips, industry sources said Sunday.
The hiring is noteworthy as it comes amid the overall slowdown in the country's job market.
According to the sources, the number of employees at SK
2026-06-14
digitimes.com
2026-06-14
The global power semiconductor supply chain is undergoing another reshuffling, after Chinese chipmaker Nexperia triggered disruptions in 2025 and, more recently, China's Yangjie Technology was added to the European Union sanctions list.
2026-06-13
tomshardware.com
2026-06-13
Mark Tyson
A watershed moment occurred on the battlefields of Ukraine in 2024 when 10 fully autonomous AI-controlled quadcopter drones were sent to the front lines against Russia with ‘Terminator Mode’ engaged.
2026-06-12
tomshardware.com
2026-06-12
Mark Tyson
AMD’s Radeon RX 9070 XT graphics card has finally penetrated the Steam Survey video card results table, going straight in at position 25.
2026-06-12
news.google.com
2026-06-12
TradingView
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
This Tiny Australian AI Stock Up 4,000% in 2026 Just Inked a Nvidia Deal. Here's the Story.
Elizabeth H. Volk
Fri, June 12, 2026 at 6:27 AM PDT 4 min read
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Sharon AI Holdings (SHAZ), a small Australian neocloud company listed on the Nasdaq, is in the spotlight
2026-06-12
tomshardware.com
2026-06-12
Hassam Nasir
The next-gen Xbox Helix is looking in trouble due to surging memory and storage costs that are forcing even a giant like Microsoft to bend down.
2026-06-12
www.koreaherald.com
2026-06-12
The Korea Herald
Samsung Electronics’ foundry chief Han Jin-man (Samsung Electronics)
Samsung Electronics’ foundry chief Han Jin-man said Friday the company’s contract chipmaking business is unlikely to turn profitable next year, making 2028 a more realistic target for a turnaround.
Han, president and head of Samsung Electronics’ foundry business under its Device Solutions division, made the remarks during a man
2026-06-12
www.aastocks.com
2026-06-12
AASTOCKS.com
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2026-06-12
www.aastocks.com
2026-06-12
AASTOCKS.com
In 2H, Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) will moderately raise its foundry prices for advanced processes in response to higher upstream costs, Taiwan's Commercial Times, citing supply chain sources, reported. The most capacity-constrained 3nm process is expected to see a hike of 15%.
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2026-06-12
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2026-06-12
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Report: TSMC to Moderately Raise Foundry Prices in 2H; 3nm Process May See 15% Hike
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2026/06/12 09:09 CST
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2026-06-12
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2026-06-12
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Key facts: Samsung may make Google TPU interface on 2nm; memory bonuses
Key facts: Samsung may make Google TPU interface on 2nm; memory bonuses
Less than 1 min read
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Samsung Electronics (005930) may make the interface chip for Google’s next‑gen Tensor TPU using its 2nm process; TSMC would supply the main compute die. Mass production possible by 2028.
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2026-06-12
digitimes.com
2026-06-12
Powerlogic reported that a surge in demand for AI servers, a reallocation of supply-chain resources, higher memory prices, and delayed consumer upgrade cycles reduced short-term sales, pressuring its May results and revenues for the first five months of the year. The company disclosed May revenue of NT$63.87 million (US$2 million), down 29.37% month-over-month, and cumulative revenue for the first
2026-06-12
www.crn.com
2026-06-12
crn.com
Fast-growing Nvidia GPU and cloud infrastructure provider Nebius is launching a channel attack this year to provide solution providers with the compute capacity their clients are seeking.
AI cloud infrastructure and GPU provider star Nebius is doubling down on the channel unlike ever before following a highly successful partnership with distribution giant TD Synnex as the company promises much mo