Semiconductor News & Analysis Feed
4807 articles
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.
2026-06-15
digitimes.com
2026-06-15
Tata Electronics' planned US$11 billion semiconductor fab in Dholera, Gujarat, has become the anchor of India's front-end chip manufacturing ambitions. The project, supported by technology from Taiwan's PSMC, has also drawn a strategic partnership with Dutch lithography equipment supplier ASML.
2026-06-15
digitimes.com
2026-06-15
SK Hynix is bringing additional back-end equipment into its Cheongju P&T6 facility as it steps up mass-production preparations for HBM4, a move that underscores mounting pressure on advanced memory suppliers to keep pace with demand from AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive electronics, and future device upgrades lifts orders while memory shortages weigh on shipments across the broader electronics supply chain.
2026-06-15
digitimes.com
2026-06-15
LG Innotek plans to invest more than KRW1 trillion in a new semiconductor substrate plant in Haiphong, Vietnam, reflecting rising demand for substrates used in AI servers, 5G smartphones, and on-device AI chips. The expansion targets RF-SiP, FC-CSP, and FC-BGA substrates, as substrate suppliers adjust capacity plans to stronger demand from advanced mobile devices and AI infrastructure.
2026-06-15
digitimes.com
2026-06-15
INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year, citing a supply-demand imbalance in the memory market and sharp raw material price increases. The company said it expected a gradual recovery in the second half of 2026 as industry inventories normalized and new products and customers began contributing. INPAQ also ou
2026-06-15
digitimes.com
2026-06-15
Equipment maker Manz recently announced the successful delivery of the world's first 310mm x 310mm panel-level packaging (PLP) electrochemical deposition (ECD) mass-production tool, further expanding its footprint in advanced packaging process equipment and demonstrating integrated capabilities spanning in-house R&D, process and system integration, and mass-production deployment.
2026-06-15
digitimes.com
2026-06-15
As global semiconductor supply chains are rebuilt, Southeast Asia is evolving from a back-end test-and-pack region into a resilient, multi-center advanced packaging and equipment ecosystem, according to industry participants. Migration drivers include pushes for local production and service, faster ramps for AI chip capacity, and customer demands for supply chain resilience amid de-Americanization
2026-06-15
digitimes.com
2026-06-15
Tsang Yow is preparing to broaden its manufacturing footprint in Malaysia, a move that could help global semiconductor supply chains become more regional, resilient, and tariff-proof. The drivetrain systems maker expects trial production at the new plant before the end of 2026, as demand tied to artificial intelligence and advanced chips reshapes sourcing patterns worldwide.
2026-06-15
www.tradingview.com
2026-06-15
TradingView
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Reuters
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Sunrise Energy Metals Agrees To Strategic Investment In Advanced Alscn Memory Semiconductor Developer Agni Semiconductor
Sunrise Energy Metals Agrees To Strategic Investment In Advanced Alscn Memory Semiconductor Developer Agni Semiconductor
RefinitivLess than 1 min read
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2026-06-15
www.digitaltrends.com
2026-06-15
Digital Trends
Making chips smaller has dominated the semiconductor conversation for years, but TSMC’s next big leap may come from how those chips are packaged instead. According to analyst Ming-Chi Kuo, the company is developing a new Chip-on-Panel-on-Substrate, or CoPoS, technology that promises lower manufacturing costs while delivering better performance for future AI processors.
TSMC’s CoPoS packaging coul
2026-06-15
ts2.tech
2026-06-15
TechStock²
14 JUNE 2026
ARTIFICIAL INTELLIGENCE·BREAKING·EARNINGS·NASDAQ:MU·TECHNOLOGY
2 MINS READ
MICRON SHARES DROP UNDER $1,000 ON AI MEMORY SURGE AND EARNINGS CONCERNS
BY SHAN AHMED KHAN
New York, June 14, 2026, 16:03 EDT.
Micron Technology ended the session at $981.61, off 1.43%. The Nasdaq Composite added 0.31%. S&P 500 was up 0.50%.
Goldman Sachs kept its cautious stance going into Micron’s June 2
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
SMH vs. SOXX vs. SOXQ: Which Semiconductor ETF Is the Best Buy Right Now?
David Dierking, The Motley Fool
Sun, June 14, 2026 at 12:50 PM PDT 4 min read
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SMH
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Microsoft, Amazon, Alphabet, Meta Platforms, and Oracle committed to spending nearly $700 billion on capital expenditures for 2026, an 81% inc
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
NVIDIA (NVDA): AI Factory Demand Shows How Growth Can Stay High Without Balance Sheet Strain
Habib Ur Rehman
Sun, June 14, 2026 at 12:44 PM PDT 2 min read
NVDA
+0.16%
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NVIDIA Corporation (NASDAQ:NVDA) is one of the high growth low debt stocks to invest in right now. The company fits the list because demand for AI infrastructure is still driving exception
2026-06-15
ca.finance.yahoo.com
2026-06-15
Yahoo! Finance Canada
NVIDIA (NVDA): AI Factory Demand Shows How Growth Can Stay High Without Balance Sheet Strain
Habib Ur Rehman
Sun, June 14, 2026 at 12:44 p.m. PDT 2 min read
NVDA
+0.16%
NVIDIA Corporation (NASDAQ:NVDA) is one of the high growth low debt stocks to invest in right now. The company fits the list because demand for AI infrastructure is still driving exceptional growth, while NVIDIA continues to carry
2026-06-15
news.google.com
2026-06-15
The Motley Fool
2026-06-15
uk.finance.yahoo.com
2026-06-15
Yahoo Finance UK
Jim Cramer Asserts NVIDIA (NVDA), Not SpaceX, Is The “Key” To The Market
Ramish Cheema
Sun, 14 June 2026 at 12:08 pm GMT-7 1 min read
NVDA
+0.16%
SPCX
+19.22%
We recently published
Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer.
NVIDIA Corporation (NASDAQ:NVDA)’s shares are up by 40% over the
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Jim Cramer Asserts NVIDIA (NVDA), Not SpaceX, Is The “Key” To The Market
Ramish Cheema
Sun, June 14, 2026 at 12:08 PM PDT 1 min read
NVDA
+0.16%
SPCX
+19.22%
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Trading disclosure
We recently published
Jim Cramer Didn’t Hold Back On SpaceX’s IPO & Discussed These 12 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer.
NVIDIA Corporation
2026-06-15
finance.yahoo.com
2026-06-15
Yahoo Finance
Jim Cramer Says Intel (INTC) Is An Alternative To TSMC
Ramish Cheema
Sun, June 14, 2026 at 12:05 PM PDT 2 min read
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We recently published Jim Cramer Didn't Hold Back On SpaceX's IPO & Discussed These 12 Stocks. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer.
Chip manufacturing giant
2026-06-15
news.google.com
2026-06-15
The National Law Review