Semiconductor News & Analysis Feed
627 articles
2026-06-22
digitimes.com
2026-06-22
Amid growing localization efforts across China's supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into AI cooling, semiconductors, and drones. The company's liquid-cooling cold plates for AI applications have already been sampled by end customers and are expected to begin shipping in the second half of 2026. Once volume
2026-06-22
digitimes.com
2026-06-22
Semiconductor testing and analysis service provider Hongkang held its annual shareholders' meeting on June 18. Chairperson Hsieh Yung-fen said the company has begun investing in a silicon photonics wafer-and-chip optoelectronic analysis platform in anticipation of growing demand for silicon photonics. The first system is expected to be installed before August 2026, followed by a second and third s
2026-06-21
tomshardware.com
2026-06-21
Mark Tyson
GMKtec's dramatically redesigned EVO-X3 'Strix Halo' Mini PC gets Lisa Su’s signature of approval.
2026-06-21
finance.yahoo.com
2026-06-21
Yahoo Finance
SK Hynix (KOSE:A000660) Ships HBM4E DRAM To AI Customers
Bailey Pemberton
Sat, June 20, 2026 at 8:13 PM PDT 3 min read
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SK hynix has begun shipping its next generation HBM4E DRAM for AI customers, introduc
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
TSMC’s, Booking
TSMC’s Booking Bonanza: Fully Subscribed to 2028 as Clients Eye Samsung and CoWoS Expansion Ramps
20.06.2026 - 16:28:21 | boerse-global.de
TSMC's advanced nodes fully booked by Nvidia, Apple, and others; clients like BYD, AMD, and Google explore Samsung. Stock near €414 record, capital budget at $52-56B for 2026.
TSMC’s - TSMC’s Booking Bonanza: Fully Subscribed to 2028 as Client
2026-06-20
digitimes.com
2026-06-20
Efinix, a Cupertino-based FPGA startup founded in 2012, is making a push into edge AI with its newly launched Titanium Edge series — a family of chips the company says addresses longstanding power and security limitations in programmable logic devices.
2026-06-20
www.tradingview.com
2026-06-20
TradingView
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GuruFocus
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Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge
Micron Stock Gets Stunning Double Upgrade -- Analysts Predict Triple-Digit DRAM Surge
Less than 1 min read
MU
+6.82%
Micron
MU
stock could stay in focus after Stifel and Wedbush lifted their price targets on expectations that memory pricing and AI demand will keep improving.
Stifel raised i
2026-06-20
www.gurufocus.com
2026-06-20
GuruFocus
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2026-06-19
www.thelec.net
2026-06-19
thelec.net
Lee Hyuk-jae, director of the Next-Generation Semiconductor Convergence University Consortium and professor at Seoul National University. (Photo: THE ELEC)
The Next-Generation Semiconductor Convergence University Consortium unveiled the results of its hands-on semiconductor training program for students without semiconductor-related academic backgrounds. The consortium said it plans to further st
2026-06-18
tomshardware.com
2026-06-18
Hassam Nasir
MSI's new Arc G3 Extreme-based handheld costs nearly $2,000 but the company is rather apologetic about it, even if it's warning that the price may rise in the future.
2026-06-18
www.investing.com
2026-06-18
Investing.com
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2026-06-18
tomshardware.com
2026-06-18
Anton Shilov
Apple's Tim Cook says that Apple can no longer 'shield' its customers from increased prices of DRAM and NAND memory.
2026-06-18
tomshardware.com
2026-06-18
Anton Shilov
CCP directives can be lifebuoy for Chinese producers of DRAM modules and solid-state drives as domestic memory makers may be obliged to support the module industry.
2026-06-18
www.thelec.net
2026-06-18
thelec.net
Qualcomm unveils the Snapdragon Start Program. (Photo: Qualcomm)
Qualcomm Launches Snapdragon Start Program to Accelerate AI Device Development
Applied Materials, Avegant and Pegatron among ecosystem partners supporting commercialization
Qualcomm unveiled its Snapdragon Start Program on June 17 at the Augmented World Expo (AWE) in Long Beach, California.
Snapdragon Start, short for Scalable Tu
2026-06-18
smallcaps.com.au
2026-06-18
smallcaps.com.au
dorsaVi (ASX: DVL) has finalised the design package for its first integrated resistive random access memory-complementary metal-oxide semiconductor (RRAM-CMOS) validation chip.
The company has developed the chip with NTU Singapore and ITRI Taiwan, and is now ready to move into tape-out and staged silicon implementation.
The design incorporates self-checking write-and-verify circuitry, compute-in
2026-06-18
www.tradingview.com
2026-06-18
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dorsaVi Finalises RRAM-CMOS Validation Chip Design for Ultra-Edge AI
dorsaVi Finalises RRAM-CMOS Validation Chip Design for Ultra-Edge AI
2 min read
DVL
0
dorsaVi
DVL
has finalised the design package for its first integrated resistive random access memory-complementary metal-oxide semiconductor (RRAM-CMOS) validation chip.
The company has developed the chip with NTU Singapo
2026-06-18
wccftech.com
2026-06-18
Wccftech
SK Hynix has commenced sampling of its next-gen HBM4E memory, offering up to 16 Gbps speeds and 48 GB capacities.
The acceleration in AI has pushed DRAM manufacturers to dial up their development plans. As such, SK Hynix is racing its rival Samsung to deliver the first HBM4E memory solutions to partners who will be using it to power their next-generation datacenters.
The HBM4E memory will play a
2026-06-18
digitimes.com
2026-06-18
Taiyo Yuden is preparing to accelerate production of multilayer ceramic capacitors, or MLCCs, as AI servers and hyperscale data centers tighten supply across the global component market. But the Japanese supplier is resisting the kind of broad price increases now spreading through parts of the industry.
2026-06-18
digitimes.com
2026-06-18
Samsung Electronics is reportedly working with multiple partners to develop production equipment for its seventh-generation 10nm-class (1d) DRAM process. The company aims to begin tool installation as early as the second quarter of 2027, with initial volume production expected by the end of that year.
2026-06-18
digitimes.com
2026-06-18
Taiwan's listed semiconductor manufacturers reported strong May revenue figures, with a sweeping recovery in DRAM prices and rising artificial intelligence infrastructure spending lifting most of the sector's 27 tracked companies to double-digit year-on-year gains.