Semiconductor News & Analysis Feed
137 articles
2026-06-07
digitimes.com
2026-06-07
Samsung Electronics is pursuing a two-track foundry strategy, accelerating its 2nm push for future customers while asking partners to step up sales of its 5nm and 8nm processes to support near-term utilization, according to ZDNet Korea.
2026-06-07
digitimes.com
2026-06-07
Zhen Ding Technology Group reported that May consolidated revenue reached a 2026 high as robust demand for high-end AI products drove significant year-over-year growth, the company said. The firm attributed the performance to a sharp uptick in server and optical module shipments, which rose nearly 2.5 times year-over-year, and strong momentum in IC substrate sales, which grew nearly 80% year-over-
2026-06-06
news.google.com
2026-06-06
foreignpolicyjournal.com
2026-06-05
247wallst.com
2026-06-05
24/7 Wall St.
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2026-06-05
finance.yahoo.com
2026-06-05
Yahoo Finance
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2026-06-05
www.trendforce.com
2026-06-05
TrendForce
[News] Laser Annealing Adoption May Broaden with Wolfspeed, Samsung SiC Push and 400-Layer NAND Expansion
2026-06-05 Semiconductors editor
News
Please note that this article cites information from ETNews and Korea Credit News.
Laser annealing adoption appears to be broadening. According to ETNews, the thermal treatment process is expanding beyond its traditional use in silicon (Si) wafer
2026-06-04
www.benzinga.com
2026-06-04
Benzinga
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2026-06-04
tomshardware.com
2026-06-04
Luke James
U.S. tech companies announced 38,242 job cuts in May, more than any other sector and the industry's heaviest month of reductions in nearly two years.
2026-06-04
www.theregister.com
2026-06-04
The Register
AI AND ML
Intel's mysterious new datacenter GPU is what Nvidia's Rubin CPX nearly was
Nvidia's prefill accelerator was shelved, but Chipzilla's Crescent Island could fill the void
Tobias Mann
Systems editor
0
Published Thu 04 Jun 2026 // 13:00 UTC
COMPUTEX 2026 Intel offered new insights into its next-gen datacenter GPU codenamed Crescent Island. Alongside supporting enterprise AI deployments,
2026-06-04
news.futunn.com
2026-06-04
富途牛牛
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2026-06-04
www.cnbc.com
2026-06-04
CNBC
Printed circuit boards sit underneath almost every chip, a necessity in nearly every electronic. They make up a quiet but crucial piece of the booming artificial intelligence market, and represent a growing problem for the U.S., because nearly all AI circuit boards, for Nvidia
and others, are made in China.
Circuit boards present all sorts of opportunities for adversaries to sneak through malici
2026-06-03
www.fool.com
2026-06-03
The Motley Fool
No trend has played a bigger role in sending the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite to record highs than the evolution and proliferation of artificial intelligence (AI). Empowering software and systems with the tools to make autonomous, split-second decisions is a $15.7 trillion global opportunity by 2030, according to PwC analysts.
And no company has been more foundation
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-02
www.quiverquant.com
2026-06-02
Quiver Quantitative
onsemi (ON) is up 6.5% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to a broader semiconductor risk-on session after a widely followed industry outlook update reinforced expectations for strong 2026 demand, particularly tied to AI infrastructure. The stock may also be benefiting from positioning ahead of onsemi’s scheduled June 3, 202
2026-06-02
www.digitaltoday.co.kr
2026-06-02
디지털투데이
Industry
K-defense boom masks near-total reliance on imported defense semiconductors
AI Summary
South Korean weapons are setting export records, but defense semiconductors that serve as their core components rely almost entirely on imports, raising concerns about structural vulnerabilities. A report cited 98.9 percent import use for advanced chips in domestic weapon systems, with particularly hig
2026-06-02
www.techradar.com
2026-06-02
TechRadar
Pro
Texas Instruments had plans for personal computer domination - a price war nearly brought it to ruin
Features
By Ross Kelly published 5 hours ago
The TI-99/4A was Texas Instruments’ flagship personal computer
(Image credit: Getty Images)
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In January 1951, Texas-b
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
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2026-06-01
finance.yahoo.com
2026-06-01
Yahoo Finance
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2026-06-01
www.fonearena.com
2026-06-01
FoneArena.com
Microsoft Surface Laptop Ultra with 15″ mini-LED touch display, NVIDIA Blackwell RTX GPU announced
Microsoft has announced the upcoming release of the Surface Laptop Ultra, a high-performance device designed specifically for developers, AI builders, and creators who require massive computing power. Developed in close partnership with NVIDIA, the laptop is engineered from the ground up to handle