Semiconductor News & Analysis Feed
82 articles
2026-07-06
digitimes.com
2026-07-06
China's leading semiconductor equipment manufacturers are accelerating expansion through acquisitions and fundraising, as surging AI investment, memory chip capacity growth, and import substitution combine to create one of the industry's strongest growth cycles in years.
2026-07-05
tomshardware.com
2026-07-05
Mark Tyson
Another modern maker discovers the charms of 1950s-era magnetic core memory.
2026-07-01
tomshardware.com
2026-07-01
Anton Shilov
Tesla hires an Intel veteran, who most recently was responsible for installing advanced tools at Intel's Arizona fab that is now ramping production of chips using 18A fabrication process.
2026-06-30
www.scmp.com
2026-06-30
South China Morning Post
Robotics
TechBig Tech
Nvidia to boost its China robotics team amid emergence of physical AI
The US chip giant says it is recruiting for more than a dozen roles as it looks to move robots from research labs to real-world deployment
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Richard Chen
Published: 9:30pm, 30 Jun 2026
US chip giant Nvidia is ramping up a talent drive for its robotics team i
2026-06-30
digitimes.com
2026-06-30
Qnity, the independent company spun off from US chemicals giant DuPont, is ramping up investment in Taiwan as the island cements its role at the center of the global AI hardware supply chain. Asia-Pacific president Dennis Chen said in an interview with DIGITIMESthat future spending will focus on three main battlegrounds: advanced packaging, co-packaged optics (CPOs), and thermal management.
2026-06-29
www.tomsguide.com
2026-06-29
Tom's Guide
Computing
I knew we weren't crazy! Samsung, SK Hynix and Micron just got sued — accused of using 'AI' to fix prices and screw your wallet in RAMpocalypse
News
By Jason England
Published June 29, 2026
Is there a chance the people could win?
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(Image credit: Future)
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2026-06-29
wccftech.com
2026-06-29
Wccftech
Given the sheer scale of disruption emanating from the ongoing global memory 'chipflation,' it was only a matter of time before the so-called 'Big Three' - Samsung, SK hynix, and Micron - were dragged into a courtroom on allegations of collusion and price-fixing, as appears to have happened last week, just as Apple cited soaring memory prices for implementing a slew of price hikes.
2026-06-27
news.futunn.com
2026-06-27
富途牛牛
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2026-06-26
www.indexbox.io
2026-06-26
IndexBox
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2026-06-25
digitimes.com
2026-06-25
Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process has entered stable mass production while its Wuxi 12-inch line continues to ramp.
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive capacity ramp (with new data centers coming online every quarter through the end of 2027) to meet demand, it says, outstrips supply.
2026-06-23
digitimes.com
2026-06-23
SK Hynix's semiconductor production base in Cheongju, South Korea, has seen a string of accidents since 2026, prompting questions over whether its safety management system has gaps. The incidents have drawn scrutiny because many occurred after the M15X fab began operation, as the company ramped up production to meet surging high-bandwidth memory (HBM) demand.
2026-06-23
digitimes.com
2026-06-23
Wafer Works announced after its June 18, 2026, shareholders meeting that it launched a "golden triangle" expansion plan to deepen silicon wafer product lines and support fast-growing applications in advanced packaging, optical transmission and third-generation semiconductors. The rollout covers simultaneous construction and capacity ramp projects at Erlin, Zhengzhou, and Zhunan to align production
2026-06-23
tomshardware.com
2026-06-23
Jake Roach
PC component bundles are one of the few ways to still build a PC at a reasonable price. Here are some of the best deals, and why bundles are so popular.
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
2026-06-20
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
2026-06-17
www.indexbox.io
2026-06-17
IndexBox
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2026-06-17
tomshardware.com
2026-06-17
Jake Roach
Intel's enhanced 18A-P has entered risk production, laying the groundwork to ramp the node into full production in the coming months.
2026-06-16
www.axios.com
2026-06-16
Axios
www.axios.com
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