Semiconductor News & Analysis Feed
680 articles
2026-06-10
www.thelec.net
2026-06-10
thelec.net
(Source: Imagis Technology)
Imagis Technology secured a vehicle semiconductor supply contract worth about KRW 5.8 billion, equivalent to roughly 44% of the company's annual revenue last year, according to a regulatory filing disclosed on June 8.
The contract marks the first major achievement under newly appointed CEO Lee Dong-seop, who took office in March this year.
The customer was identified
2026-06-10
digitimes.com
2026-06-10
QBit Semiconductor said it will buy a 60% stake in Singapore-based Sinchip Technology, a move that gives it control of the company and expands its reach across major chip markets. The deal could affect global demand for customized semiconductors used in AI, computing, communications, and vehicles.
2026-06-10
digitimes.com
2026-06-10
Malaysia's electronics sector is expected to keep expanding into 2026, even as tariffs, geopolitical tensions, and rising input costs weigh on manufacturers. Industry leaders say the country's neutral position in the US-China contest, along with a deepening semiconductor ecosystem, should help sustain export growth for global supply chains.
2026-06-10
digitimes.com
2026-06-10
Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made a compelling case for why AI is no longer enough to save hardware companies from costly operational challenges. The industry, she argued, must embrace a transition toward deep, native domain enterprise integration to bu
2026-06-10
www.bbc.com
2026-06-10
BBC
World's largest chipmaker does not rule out price rises as costs increase
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Suranjana Tewari
Asia Business Correspondent, Hsinchu, Taiwan
BBC
The BBC talks to TSMC in a rare interview at the company's headquarters in Taiwan
The world's largest chipmaker has told the BBC that inflation is pushing up the cost of doing business, and did not rule out
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Elon Musk Says He’s Building a Chip “2 to 3 Times” Better Than NVIDIA at 10% The Cost. Is He Bluffing?
David Moadel
Tue, June 9, 2026 at 12:30 PM PDT 5 min read
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Musk's AI5 chip targets a 50x performance leap over AI4 at 10% of NVIDIA's cost, while NVDA's data center revenue hit $75
2026-06-09
tomshardware.com
2026-06-09
Luke James
Elon Musk laid out the first detailed design of SpaceX's AI1 satellite in a 30-minute video posted to the company's X account.
2026-06-09
www.datacenterdynamics.com
2026-06-09
Data Center Dynamics
New York data center firm DataVerge has expanded an existing customer’s footprint at its Brooklyn data center, and is adding new capacity to the facility.
The Brooklyn-based firm recently announced that Mathpix, the AI-powered document automation and scientific communication company, is expanding its infrastructure at DataVerge’s Industry City facility to support AI training and real-time inferen
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
ASML Becomes Europe’s Most Valuable Stock As Valuation And Growth Expectations Soar
Simply Wall St
Tue, June 9, 2026 at 6:21 AM AST 3 min read
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ASML Holding (NasdaqGS:ASML) has become the most valuable European stock ever, setting a
2026-06-09
www.stocktitan.net
2026-06-09
Stock Titan
Wolfspeed Unveils the Industry’s Lowest RDS(ON) Silicon Carbide (SiC) MOSFETs in New Technology Generation
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2026-06-09
english.cw.com.tw
2026-06-09
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2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Google's 4-Pronged AI Strategy Could Help it Leapfrog Nvidia to Become the World's Most Valuable Company
Danny Vena, CPA, The Motley Fool
Tue, June 9, 2026 at 12:15 AM PDT 5 min read
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When it comes to artificial intelligence (AI), it seems there's Nvidia (NASDAQ: NVDA), and then there's everyone else. The company's
2026-06-09
digitimes.com
2026-06-09
TSMC's AI capacity crunch is giving Intel its clearest opening in years to re-enter the most advanced chipmaking race, with Google and Nvidia exploring Intel as a potential backup manufacturing and packaging partner for next-generation AI processors.
2026-06-09
digitimes.com
2026-06-09
Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending Nvidia developer events, GTC Taipei, and a Computex tour, and once again hosting his "trillion-dollar banquet."
2026-06-09
digitimes.com
2026-06-09
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries.
2026-06-09
digitimes.com
2026-06-09
MAtek reported May 2026 revenue of NT$544 million (US$17.23 million), a 26.87% increase year-over-year and a 0.69% increase month-over-month, marking its third consecutive month of record sales, the firm announced. For the first five months of 2026, revenue reached NT$2.51 billion, up 19.01% from the same period in 2025, with the company's leadership attributing growth to demand for outsourced mat
2026-06-09
digitimes.com
2026-06-09
Topco Scientific said strong demand from artificial intelligence and high-performance computing drove higher shipments of advanced-process materials, lifting consolidated revenue in May to NT$6.54 billion, up 18.6% year over year and the third-highest monthly level on record. For the first five months of 2026, consolidated revenue reached NT$31.85 billion, up 17.6% year over year, as semiconductor
2026-06-09
digitimes.com
2026-06-09
Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive month. Macronix International also reached a single-month record high of NT$6.26 billion.
2026-06-09
digitimes.com
2026-06-09
Computex, Asia's largest technology trade show, opened this year with many of the industry's most prominent executives gathering in Taiwan. Yet while Nvidia used the event to unveil new products and reinforce its ambitions in artificial intelligence (AI), Intel's appearance left some industry observers underwhelmed.
2026-06-09
www.cnbc.com
2026-06-09
CNBC
Apple
on Monday revealed what it’s been working on in artificial intelligence at its annual Worldwide Developers Conference in Cupertino, Calif.
WWDC showed off demos of its redesigned Siri, which can speak back and forth with the user, a major improvement over previous versions of the assistant. In a demo, Siri was able to check concert dates, set a reminder to buy tickets, and even get directi