Semiconductor News & Analysis Feed
627 articles
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron Adds AI Veteran To Board As Valuation Stretches On Hot Rally
Simply Wall St
Wed, June 10, 2026 at 3:08 AM PDT 3 min read
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2026-06-10
digitimes.com
2026-06-10
The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form a new moat, as AI-driven demand for high-speed data transfer accelerates.
2026-06-10
digitimes.com
2026-06-10
Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and a structural supply bottleneck looms in 2026. Chairman Frank Lee said the market could face a 15–25% supply shortfall in 2026, setting up a two-to-three year upcycle in prices.
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
digitimes.com
2026-06-10
GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment in AI infrastructure drove a surge in demand for specialty copper materials used in cooling applications. The firm linked the month's performance to rising cooling needs at servers and data centers as computing density i
2026-06-10
kraneshares.com
2026-06-10
KraneShares
kraneshares.com
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2026-06-09
cryptorank.io
2026-06-09
CryptoRank
On June 9, 2026 Nvidia shares fell 1.3% to $206.13 as the S&P 500 slipped 0.38% and the Nasdaq dropped nearly 1%, reversing early gains amid broader semiconductor weakness. Apple confirmed some Apple Intelligence features will run on Nvidia GPUs and its Apple Foundation Model Cloud Pro will use Google and Nvidia infrastructure, reinforcing Nvidia's AI infrastructure adoption and partnerships and p
2026-06-09
news.google.com
2026-06-09
iTWire
2026-06-09
www.marketscreener.com
2026-06-09
marketscreener.com
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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
天下雜誌
english.cw.com.tw
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2026-06-09
themachinemaker.com
2026-06-09
Machine Maker
themachinemaker.com
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2026-06-09
www.eenewseurope.com
2026-06-09
eeNews Europe
Microchip has introduced 3.3 kV HV-D3 mSiC power modules aimed at solid-state transformer designs for AI data centres and other high-voltage power systems. The modules integrate 3.3 kV SiC MOSFETs and Schottky diodes in a standard 62 mm package.
The news is relevant for eeNews Europe readers because power delivery is becoming a limiting factor in AI infrastructure. It also points to how SiC devic
2026-06-09
digitimes.com
2026-06-09
Yangtze Memory Technologies Co. (YMTC) is bringing its consumer SSD brand ZHITAI back to South Korea after a four-year absence, as major memory makers devote more resources to high-bandwidth memory and enterprise storage.
2026-06-09
digitimes.com
2026-06-09
Passive component prices are staying elevated as AI continues to drive demand, with industry sources saying pricing in 2026 will remain at high levels. Panasonic is set to launch a new round of price increases in July, mainly for its SP-Cap capacitor products, with hikes ranging from 5% to 30% depending on the specification.
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
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
semiengineering.com
2026-06-09
Laura Peters
Majority of AI initiatives failing; synthetic data gaining traction due to limited real...
2026-06-09
www.investors.com
2026-06-09
Investor's Business Daily
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2026-06-09
news.google.com
2026-06-09
Yahoo Finance