Semiconductor News & Analysis Feed
4711 articles
2026-06-17
news.google.com
2026-06-17
Yahoo Finance
2026-06-17
digitimes.com
2026-06-17
Global chip buyers, including BYD, Google, AMD, and Tesla, are turning to Samsung Electronics as TSMC's advanced production lines remain fully booked, Nikkei Asiareported. The shift underscores how AI demand and supply-chain risk are reshaping where cutting-edge chips are made.
2026-06-17
digitimes.com
2026-06-17
Chinese foundry Nexchip is expanding beyond wafer manufacturing with the establishment of a new wholly owned subsidiary, marking its latest move to deepen its presence across the semiconductor value chain.
2026-06-17
digitimes.com
2026-06-17
InnoScience Technology, a leading China-based integrated device manufacturer (IDM) in gallium nitride (GaN), has won a sweeping victory in the latest patent ruling against global power component leader Infineon in China. Supply-chain sources said the two sides' GaN patent fight has stretched from the US and Germany to China, and the ruling makes it even harder for Infineon within China's increasin
2026-06-17
digitimes.com
2026-06-17
Driven by Nvidia and other tech giants, global AI data center buildouts are undergoing an unprecedented structural shift. The pressure is not only coming from explosive compute demand, but also from upgrades in power, cooling, and supply-chain resilience.
2026-06-17
digitimes.com
2026-06-17
Taiwan Semiconductor Manufacturing Company (TSMC) and Amkor Technology have signed a 10-year agreement to jointly expand advanced semiconductor packaging capacity in Arizona, a move that would bring a more complete chip supply chain onto American soil.
2026-06-17
digitimes.com
2026-06-17
Huawei has notified partners and channel distributors that it will raise end-customer prices across its Intelligent Collaboration product line from July 1 this year, as the AI computing buildout tightens chip and component supply across the global semiconductor chain. The move follows Lenovo's earlier price increase and underscores mounting cost pressure on enterprise devices.
2026-06-17
digitimes.com
2026-06-17
Powerchip Semiconductor Manufacturing (PSMC) announced on June 16 that, effective from May 22, 2026, it purchased semiconductor production facilities and machinery from Lam Research for use in wafer production, in a transaction totaling NT$1.04 billion (approx. US$32.94 million). The move comes as the company steps up investment in equipment and new technologies to seize artificial intelligence (A
2026-06-17
digitimes.com
2026-06-17
The global appetite for AI chips is putting new strain on materials suppliers, turning one of Ajinomoto's lesser-known products into a pressure point for advanced semiconductor packaging.
2026-06-17
digitimes.com
2026-06-17
Li Auto announced details of its new Mach M100 chip, a self-developed 5nm chip focused on autonomous driving, on June 15. This development marks the latest entry among Chinese automakers into designing in-house chips as they compete on cost and smart-driving features.
2026-06-17
digitimes.com
2026-06-17
Singapore-based Galatek Technologies is expanding into scarce advanced packaging equipment as it builds localized manufacturing capacity in Malaysia, aiming to capture demand from a shifting global semiconductor supply chain.
2026-06-17
digitimes.com
2026-06-17
AI infrastructure is increasingly dependent on light, and more of that technology is being built in Texas. Coherent's new Sherman expansion, backed by public and private funding, could strengthen global supply chains for the lasers and optical components that connect data centers, chips, and servers worldwide.
2026-06-17
digitimes.com
2026-06-17
EssilorLuxottica and Applied Materials have agreed to a long-term partnership to speed development of intelligent optical systems for augmented reality and AI-powered smart eyewear, a move that could help shape future consumer devices used by people around the world. The companies said the effort aims to make advanced display glasses lighter, more capable, and easier to manufacture at scale.
2026-06-17
digitimes.com
2026-06-17
The US has held back from adding Chinese AI startup DeepSeek, memory chipmaker CXMT, and more than 100 other entities to a key trade blacklist, underscoring Washington's struggle to balance national security controls with a broader effort to contain tensions with Beijing.
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Sandisk vs. Micron: Which AI Memory Stock Is the Better Buy After Their Monster Runs?
Daniel Sparks, The Motley Fool
Tue, June 16, 2026 at 4:41 PM PDT 5 min read
SNDK
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MU
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NVDA
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INTC
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Few corners of the market have run up as sharply as memory chips. Shares of Sandisk (NASDAQ: SNDK) have soared more than 700% in 2026 as of this
2026-06-17
www.kxii.com
2026-06-17
KXII
Coherent breaks ground on Sherman expansion with Nvidia, announces $50M federal funding
Expansion to quadruple production capacity for AI data center components
Coherent breaks ground on Sherman expansion with Nvidia, announces $50M federal funding
By Taylor Brooks
Published: Jun. 17, 2026 at 7:00 AM GMT+8|Updated: 11 hours ago
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SHERMAN, Texas (KXII) - Coh
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Taiwan Semiconductor Manufacturing (NYSE:TSM) And Amkor Sign 10 Year Arizona Packaging Deal
Bailey Pemberton
Tue, June 16, 2026 at 3:12 PM PDT 3 min read
2330.TW
-0.63%
TSM
-3.53%
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TSMC
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
ON Semiconductor Corp. (ON) Falls More Steeply Than Broader Market: What Investors Need to Know
ON Semiconductor Corp. (ON) Falls More Steeply Than Broader Market: What Investors Need to Know · Zacks
Zacks Equity Research
Tue, June 16, 2026 at 3:00 PM PDT 3 min read
ON
-6.08%
^GSPC
-0.57%
^DJI
+0.64%
^IXIC
-1.15%
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Trading disclosure
ON Semiconductor Corp. (ON) closed at $118.2
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Here's Why ASML (ASML) Fell More Than Broader Market
Here's Why ASML (ASML) Fell More Than Broader Market · Zacks
Zacks Equity Research
Tue, June 16, 2026 at 2:45 PM PDT 3 min read
ASML.AS
+1.87%
^GSPC
-0.57%
^DJI
+0.64%
^IXIC
-1.15%
ASML (ASML) closed the most recent trading day at $1,803.89, moving -4.69% from the previous trading session. This move lagged the S&P 500's daily loss of 0.57%. Mea
2026-06-17
finance.yahoo.com
2026-06-17
Yahoo Finance
Qualcomm (QCOM) Dips More Than Broader Market: What You Should Know
Qualcomm (QCOM) Dips More Than Broader Market: What You Should Know · Zacks
Zacks Equity Research
Tue, June 16, 2026 at 2:45 PM PDT 3 min read
QCOM
-3.05%
^GSPC
-0.57%
^DJI
+0.64%
Trade QCOM on Coinbase
Trading disclosure
Qualcomm (QCOM) closed the most recent trading day at $214.07, moving -3.05% from the previous trading sessio