Semiconductor News & Analysis Feed
553 articles
2026-07-01
www.newelectronics.co.uk
2026-07-01
New Electronics
www.newelectronics.co.uk
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2026-07-01
www.odaily.news
2026-07-01
odaily.news
In research materials released on June 26, UBS provided more specific details on the diffusion of demand within China's AI hardware chain: AI infrastructure demand remains strong, with its pull extending beyond just GPUs to include PCBs, optical interconnects, liquid cooling, SiC substrates, and optical communication materials.
2026-07-01
www.thelec.net
2026-07-01
thelec.net
Former Dongbu Group (now DB Group) Chairman Kim Jun-ki leaves the Seoul Central District Court in Seoul on October 25, 2019, following a pre-arrest detention hearing. (Photo: News1)
DB HiTek Co., Ltd. (DB HiTek) has proposed a government-backed model for building a public production fab for silicon carbide (SiC) and gallium nitride (GaN) power semiconductors, shifting from earlier requests for po
2026-06-30
news.google.com
2026-06-30
EE Times Asia
2026-06-30
www.thelec.net
2026-06-30
thelec.net
ASICLAND headquarters. (Image: ASICLAND)
ASICLAND shares surged to the daily trading limit on June 29 after two contract disclosures related to SK hynix produced sharply contrasting market reactions.
The company made separate regulatory filings on the afternoon of June 26 and the morning of June 29. In the June 26 filing, ASICLAND revised the value of its application-specific integrated circuit
2026-06-30
news.google.com
2026-06-30
EE Times Asia
2026-06-30
digitimes.com
2026-06-30
Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots, autonomous vehicles, and other physical systems. The message suggested that the next leg of growth may come from devices that bring AI into the real world.
2026-06-30
digitimes.com
2026-06-30
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM capacity are also set for a prolonged supply shortage, effectively rewriting the foundry industry's business cycle.
2026-06-30
digitimes.com
2026-06-30
China's silicon carbide (SiC) supply chain is finding a new growth engine as AI strains data-center power systems, extending a market long driven by electric vehicles.
2026-06-30
eetimes.com
2026-06-30
RISC-V heavyweights tackle physical AI, edge autonomy and TOPS-per-watt—watch how robots chase their killer app.
2026-06-30
news.google.com
2026-06-30
EE Times
2026-06-29
seekingalpha.com
2026-06-29
Seeking Alpha
__fail__
2026-06-29
www.digitimes.com
2026-06-29
digitimes
Onsemi's acquisition of Synaptics underscores how global chipmakers are racing to build broader edge AI platforms, with implications that could ripple through data centers, industrial systems, and connected devices. The deal signals a push toward integrated...
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2026-06-29
digitimes.com
2026-06-29
China is accelerating its push into fourth-generation semiconductors, with the country's first fully integrated industrial project for ultra-wide-bandgap semiconductor materials set to be built in Zhengzhou. The project aims to strengthen domestic capabilities in diamond-based semiconductor materials for AI chips, advanced communications and electric vehicles, while expanding China's presence beyo
2026-06-29
digitimes.com
2026-06-29
Below are the most-read DIGITIMES Asiastories from the week of June 22-28, 2026:
2026-06-28
www.scmp.com
2026-06-28
South China Morning Post
Semiconductors
TechTech War
As AI pushes data centres to breaking point, some Chinese chipmakers bet on SiC
Basic Semiconductor is the latest firm in the space to move forward with an IPO
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Ann Caoin Shanghai
Published: 1:00pm, 28 Jun 2026
As the global artificial intelligence (AI) boom puts intense pressure on data centre energy grids, some Chines
2026-06-27
www.tekedia.com
2026-06-27
Tekedia
Onsemi Strikes $7bn Deal For Synaptics To Build AI Chip Powerhouse For Robotics, Smart Devices, And Physical AI
June 27, 2026 | by Samuel Nwite | 0
ON Semiconductor has agreed to acquire Synaptics in an all-stock transaction valued at approximately $7 billion, marking the largest acquisition in the company’s history as it intensifies its push into artificial intelligence hardware, robotics, and
2026-06-27
en.ilsole24ore.com
2026-06-27
Il Sole 24 ORE
A step forward for STMicroelectronics’ expansion project in the Catania industrial zone, though some infrastructure issues remain unresolved. The signing of the contract between Sidra and the semiconductor giant for the supply of industrial water formalises a significant commitment to the new SiC campus in Catania.
Sidra, a company wholly owned by Catania City Council, will supply StM with an add
2026-06-27
www.techtimes.com
2026-06-27
Tech Times
By Allen Lee
Published: Jun 26 2026, 3:56 PM EDT
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A humanoid robot carries a five-kilogram box during a demonstration at the Intel booth at Computex in Taipei on June 2, 2026. I-HWA CHENG/GETTY IMAGES
The U.S. power-chip maker Onsemi has agreed to acquire Synaptics in an all-stock deal valuing
2026-06-27
news.google.com
2026-06-27
Stock Titan