Semiconductor News & Analysis Feed
4355 articles
2026-07-07
digitimes.com
2026-07-07
Tokyo Artisan Intelligence said it has finished validating its Sting Ray test chip, a step that could broaden access to lower-power edge AI hardware for industries worldwide. The milestone highlights how startups and foundries are pushing specialized chips that may ease energy pressure from AI, even as they support real-time applications in factories, transport, and infrastructure.
2026-07-07
digitimes.com
2026-07-07
PCB maker Zhen Ding said June revenue climbed to a fresh 2026 high, extending strong year-over-year growth as demand for AI-related high-end applications continued to build.
2026-07-07
semiengineering.com
2026-07-07
Anne Meixner
Optical methods need to comply with increasing warpage, finer RDL pitch, and trace size.
2026-07-07
digitimes.com
2026-07-07
Samsung Electronics and SK Hynix are reportedly accelerating efforts to reduce China's role in their semiconductor supply chains in preparation for the possibility of tighter US export controls. The two companies are said to be restructuring their sourcing of materials, components, and manufacturing equipment that rely heavily on China, while gradually replacing some Chinese-made semiconductor too
2026-07-07
digitimes.com
2026-07-07
Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory maker's SSDs in an overseas Lenovo model. The move comes as global PC makers face tighter NAND flash supply and higher prices.
2026-07-07
digitimes.com
2026-07-07
Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching six months. The company has advised customers to place orders at least six months in advance to help secure an adequate chip supply.
2026-07-07
digitimes.com
2026-07-07
Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift DRAM and NAND prices again in mid-June 2026. The trend could ripple through smartphones, PCs, and servers, while Apple's possible sourcing shifts may influence pricing across the wider semiconductor industry.
2026-07-07
digitimes.com
2026-07-07
Micron Technology and Ford Motor Company have entered into a long-term supply agreement to strengthen access to automotive memory and storage products. The deal underscores how chip supply stability is becoming more important for vehicle makers and consumers worldwide as cars rely more heavily on advanced electronics and data systems.
2026-07-07
digitimes.com
2026-07-07
Unimicron Technology has priced a large overseas depositary receipt sale that could affect global investors monitoring Taiwan's electronics supply chain and semiconductor-related financing trends. The deal, which will fund foreign-currency purchases, is expected to reduce interest costs and strengthen the company's balance sheet, with potential benefits for shareholders worldwide.
2026-07-07
digitimes.com
2026-07-07
Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capac
2026-07-07
digitimes.com
2026-07-07
AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer grow first-half 2026 revenue despite memory shortages weighing on networking products. Wafer foundry and packaging capacity remain tight, with rush orders pushing standard lead times from 180 days to 270 days, according to supply chain sources.
2026-07-07
digitimes.com
2026-07-07
The planned acquisition of Element Solutions by Solstice Advanced Materials would create a larger supplier serving electronics, data center cooling, and other industrial markets closely watched by customers and investors worldwide. The deal may reshape competition in advanced materials, where demand is rising alongside artificial intelligence infrastructure, semiconductor manufacturing, and energy
2026-07-07
simplywall.st
2026-07-07
simplywall.st
United States/Semiconductors/NasdaqGS:TXN
Is Texas Instruments’ (TXN) Index Reclassification Quietly Rewriting Its Long-Term Investment Identity?
July 07, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In late June 2026, Texas Instruments was removed from several Russell value and defensive benchmarks and added to the Russell 1000 Dynamic and Russell Top 50 indexes, marking a shif
2026-07-07
investingnews.com
2026-07-07
Investing News Network
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Micron Technology, Inc. (Nasdaq: MU) and Ford Motor Company today announced a long-term Strategic Customer Agreement (SCA) to strengthen the supply of memory and storage solutions supporting Ford's next-generation vehicle production.
Micron is increasing output of key automotive memory solutions with
2026-07-07
finance.biggo.com
2026-07-07
finance.biggo.com
As the artificial intelligence (AI) infrastructure investment boom deepens a memory semiconductor shortage, the world's top three memory manufacturers are entering a full-scale expansion race. With South Korea, the U.S., Japan, and even China joining the fray, a global battle for semiconductor supremacy is heating up.
2026-07-07
biz.chosun.com
2026-07-07
Chosunbiz
By
Hwang Min-gyu
Published 2026.07.07. 06:00
Updated 2026.07.07. 11:07
Dram production plants of Samsung Electronics, SK hynix, and Micron./Courtesy of each company
Let's assume there are only three bakeries that supply bread in a village. As it happened, more young people in the village started getting married, wedding cake orders surged, and all three bakeries shifted their ovens to wedding ca
2026-07-07
www.aa.com.tr
2026-07-07
Anadolu Ajansı
South Korean semiconductor giant SK hynix is preparing a $28 billion US public offering of American Depositary Shares, or ADSs, on Nasdaq, in what could become the largest ADR listing in Wall Street history.
The company said it filed a registration statement with the US Securities and Exchange Commission for the proposed offering of ADSs representing its common shares.
SK hynix also applied to l
2026-07-07
www.wsj.com
2026-07-07
WSJ
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2026-07-07
en.wowtale.net
2026-07-07
Wowtale
South Korean power semiconductor firm PowerCubeSemi has successfully completed its first mass-production order for SpaceX, marking a milestone in the Korean company’s push into the global aerospace supply chain.
PowerCubeSemi’s power semiconductors are now integrated into the ground terminals of SpaceX’s Starlink system. These terminals serve as the critical hardware users install to communicate
2026-07-07
www.msn.com
2026-07-07
MSN
SK Hynix (HXSCL) expects to spend about 11.9T won to acquire ASML's (ASML) extreme ultraviolet, or EUV, lithography scanners, according to the company's regulatory filing as part of its IPO on Nasdaq.
Shares of ASML (ASML) climbed about 4%, as did other chip equipment makers, as the broader market also showed signs of recovery premarket on Monday after last week's selloff.
SK Hynix expects to re