Semiconductor News & Analysis Feed
237 articles
2026-05-27
www.trendforce.com
2026-05-27
TrendForce
[News] Infineon Announces Second 2026 Price Hike Effective July 1 Amid Rising Supply Chain Costs, Strong Demand
2026-05-27 Semiconductors editor
News
Please note that this article cites information from TechNews and Commercial Times.
Infineon has announced another price increase. According to TechNews, the company informed customers and partners on the 26th that it will adjust prices for
2026-05-27
www.theworldfolio.com
2026-05-27
The Worldfolio
As global supply chains are reshaped by geopolitical tensions and manufacturing shifts, Sanritsu Corporation is enhancing precision logistics through advanced packaging technologies, ensuring the safe transport of high-value components that underpin critical industries worldwide.
To begin, we would like to discuss the broader global and macroeconomic environment. In recent years, geopolitical ten
2026-05-27
digitimes.com
2026-05-27
SmartSens and Unisoc have formed a strategic partnership to develop Micro LED high-speed optical interconnects, aiming to deliver domestic, low-power, high-bandwidth solutions for short-reach AI cluster links. The collaboration could accelerate the commercialization of Micro LED co-packaged optics (CPO) technology and strengthen China's role in global AI infrastructure supply chains, according to
2026-05-27
digitimes.com
2026-05-27
US efforts to rebuild its semiconductor supply chain are exposing a critical gap in domestic packaging and testing capacity, a bottleneck that industry sources expect to ease only after 2028 as the US OSAT ecosystem gradually takes shape.
2026-05-27
environmentenergyleader.com
2026-05-27
Environment+Energy Leader
Representatives from the Idaho Department of Commerce, the Boise Valley Economic Partnership (BVEP), and the City of Boise were in Japan from April 21 to 25 for an Innovative Tech Trade Mission that covered semiconductors, AI, aerospace, food technology, and logistics. Meetings included Hitachi, Mitsubishi Chemical Corporation, Sumitomo Corporation, and the Japan External Trade Organization (JETRO
2026-05-27
sourceability.com
2026-05-27
Sourceability
The semiconductor industry’s dependence on a handful of manufacturers confined to only a few countries has been a known vulnerability for years. Samsung’s labor negotiations in South Korea illustrate the risks tied to both concentrated geopolitical sources and the growing demands on the ever-shrinking chip workforce.
Meanwhile, ASML’s partnership with Tata Electronics signals growing momentum b
2026-05-26
futurumgroup.com
2026-05-26
The Futurum Group
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2026-05-26
supplychaindigital.com
2026-05-26
Supply Chain Digital
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2026-05-26
digitimes.com
2026-05-26
Holy Stone Enterprise warns that AI-driven power upgrades are creating global shortages and record demand for multilayer ceramic capacitors (MLCCs), with lead times beyond 20 weeks and tighter supply expected through 2027. The developments could reshape supply chains for servers, data centers, and high-power consumer electronics worldwide, and accelerate global investment in components.
2026-05-26
digitimes.com
2026-05-26
Taiwan-based AI server maker Wiwynn is accelerating its global expansion as surging demand for AI infrastructure creates mounting pressure on power supply, production capacity, and critical component availability.
2026-05-25
seekingalpha.com
2026-05-25
Seeking Alpha
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2026-05-25
www.digitimes.com
2026-05-25
digitimes
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2026-05-25
digitimes.com
2026-05-25
Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for low-power DRAM, adding another pressure point to the already tight memory supply chain.
2026-05-25
digitimes.com
2026-05-25
Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadco
2026-05-25
www.techtimes.com
2026-05-25
Tech Times
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2026-05-22
www.ad-hoc-news.de
2026-05-22
AD HOC NEWS
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2026-05-22
www.tradingview.com
2026-05-22
TradingView
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2026-05-21
eetimes.com
2026-05-21
Pablo Valerio
According to Gartner, 22% of organizations have introduced roles for autonomous business operations, a share expected to exceed 50% next year.
2026-05-20
simplywall.st
2026-05-20
simplywall.st
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2026-05-16
www.ad-hoc-news.de
2026-05-16
AD HOC NEWS
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