Semiconductor News & Analysis Feed
684 articles
2026-06-17
hothardware.com
2026-06-17
HotHardware
2026-06-17
www.semiconductors.org
2026-06-17
Semiconductor Industry Association | SIA
2026-06-17
www.thestreet.com
2026-06-17
thestreet.com
2026-06-17
techcrunch.com
2026-06-17
TechCrunch
2026-06-16
www.barrons.com
2026-06-16
Barron's
2026-06-16
seekingalpha.com
2026-06-16
Seeking Alpha
2026-06-16
www.theregister.com
2026-06-16
The Register
2026-06-16
www.tomshardware.com
2026-06-16
Tom's Hardware
2026-06-16
tomshardware.com
2026-06-16
Anton Shilov
CoPoS may enable larger chips, but CoWoS is still better.
2026-06-16
www.wsj.com
2026-06-16
WSJ
2026-06-16
www.chartmill.com
2026-06-16
ChartMill
2026-06-16
www.ad-hoc-news.de
2026-06-16
AD HOC NEWS
2026-06-16
www.digitimes.com
2026-06-16
digitimes
2026-06-16
www.cnbc.com
2026-06-16
CNBC
2026-06-16
autonews.gasgoo.com
2026-06-16
Gasgoo
2026-06-16
digitimes.com
2026-06-16
The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty gas used in chip manufacturing. Planned production adjustments or exits by some Japanese suppliers in the second half of 2026 have intensified concerns over tighter global supply, sending prices sharply higher and raising the risk of disruption into 2027.
2026-06-16
digitimes.com
2026-06-16
China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity for the second half of the year. But supply chain players say the long-term priority is still to expand substrate capacity from non-China sources, with supply security for the AI industry outweighing price.
2026-06-16
digitimes.com
2026-06-16
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility now extends two to three years, prompting Taiwan's three leading IC substrate suppliers,Unimicron,Kinsus, andNanya PCB, to restart capacity expansion targeting GPU, CPU, and ASIC customers.
2026-06-16
digitimes.com
2026-06-16
Austria's AT&S plans to invest up to EUR2 billion (approx. US$2.32 billion) to expand its Kulim plant and a previously unused building at the second site in Kulim, Malaysia, as part of a broader push to capitalize on AI demand. The company said the investments will be fully supported and financed by long-term customer commitments, and it expects to represent at least five leading US tech partners.
2026-06-16
digitimes.com
2026-06-16
South Korea has begun planning a large-scale research and development program for next-generation power semiconductors as part of its broader "Ultra-Innovation Economy Project," according to a report by the Seoul Economic Daily.