Semiconductor News & Analysis Feed
703 articles
2026-06-09
digitimes.com
2026-06-09
Computex 2026 closed last week with physical AI among its central themes, and robots emerging as one of the clearest ways to demonstrate it. Yet, unlike CES, where robot makers competed to showcase their hardware, Computex presented a different picture: AI computing platforms, edge inference, physical AI architectures, and the ecosystems behind robots took center stage.
2026-06-09
digitimes.com
2026-06-09
India's semiconductor push is creating an opening for companies outside the traditional chipmaking chain, including advanced materials suppliers that could serve electronics, sensor, battery, and semiconductor-related applications before the country's own wafer fabrication ecosystem matures.
2026-06-09
digitimes.com
2026-06-09
Optical communications maker PCL Technologies is expanding into high-power laser packaging, with its new Malaysia plant on track to pass customer certification by the end of 2026. Its earlier investment in US silicon photonics firm Skorpios and the acquisition of Pingood Enterprise also form part of the group's co-packaged optics (CPO) strategy.
2026-06-09
digitimes.com
2026-06-09
Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders, and stronger demand for high-bandwidth memory base dies lift utilization, according to Korean media reports.
2026-06-09
news.google.com
2026-06-09
Stock Titan
2026-06-09
interestingengineering.com
2026-06-09
Interesting Engineering
From daily news and career tips to monthly insights on AI, sustainability, software, and more—pick what matters and get it in your inbox.
Discover the engineering revolution transforming modern defense with Strength, Stealth, Speed: The Very Fast Future of Advanced Defense
Access expert insights, exclusive content, and a deeper dive into engineering and innovation all with fewer ads or a complet
2026-06-08
www.ad-hoc-news.de
2026-06-08
AD HOC NEWS
Infineon, Locks
Infineon Locks In Two Growth Levers: Siemens' Smart Breaker and a €1.5 Billion AI Power Target
08.06.2026 - 13:55:35 | boerse-global.de
Infineon partners with Siemens to supply SiC modules for ultra-fast circuit breakers, while AI data center power revenue is set to double to €1.5B in fiscal 2026.
Infineon - Infineon Locks In Two Growth Levers: Siemens' Smart Breaker and a €1.5 B
2026-06-08
www.iotinsider.com
2026-06-08
IOT Insider
SMART WORLD
Infineon targets wearable payments market with SECORA Connect X and tokenisation platform
NEWS DESK
4 MINUTES AGO
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Infineon Technologies has launched a new platform designed to bring secure contactless payments to smart wearables, as semiconductor suppliers seek to capitalise on growing demand for connected devices capable of operating independently of smartphones.
The German chipm
2026-06-08
www.moomoo.com
2026-06-08
Moomoo
__fail__
2026-06-08
digitimes.com
2026-06-08
Naver and Nvidia announced on June 7 that the South Korean internet company will expand its AI infrastructure using Nvidia's DSX platform, starting at 55 megawatts and targeting gigawatt-scale deployment. The expansion begins at Naver's GAK Sejong data center in Sejong, South Korea.
2026-06-08
digitimes.com
2026-06-08
Lead frame manufacturer Chang Wah Technology Co. (CWTC) says that as applications such as data centers, AI servers, and industrial control systems continue to grow rapidly, market demand for power management components is steadily increasing, driving growth in lead frame shipments. Demand for microcontrollers (MCUs) used in PCs, networking equipment, industrial control systems, and electric vehicl
2026-06-08
digitimes.com
2026-06-08
Andhra Pradesh is positioning itself as a semiconductor packaging hub, focusing on an entry point into the chip supply chain while wafer fabrication remains a long-term goal. Officials said packaging activities are already underway, as Indian states used Computex in Taipei to attract Taiwanese electronics and AI supply chain investment.
2026-06-08
digitimes.com
2026-06-08
Nvidia and Doosan Group are widening their collaboration to develop physical AI, robotics, and AI factory infrastructure that could shape industrial automation worldwide. The effort spans robotics, heavy equipment, power systems, and advanced materials, highlighting how global AI growth is increasingly tied to manufacturing, energy, and data center supply chains.
2026-06-08
digitimes.com
2026-06-08
Hitachi and Intel have agreed to work together on physical AI, advanced computing, and digital infrastructure, a move that could shape manufacturing, energy, and mobility systems used worldwide. The partnership targets efficiency, resilience, and faster industrial innovation, with potential implications for factories, power networks, and other critical operations globally.
2026-06-08
biz.chosun.com
2026-06-08
Chosunbiz
By
Kim Jeong-eon
Published 2026.06.08. 08:58
NH Investment & Securities raised its target prices for Samsung Electronics and SK hynix to 5.3 million won and 32 million won, respectively. It said the spread of agent AI is driving memory demand to grow faster than expected, projecting that favorable industry conditions will persist for a long period.
Samsung Electronics, SK hynix./Courtesy of New
2026-06-07
digitimes.com
2026-06-07
JCET has opened a new advanced manufacturing facility at its Chengdong production base in Jiangyin, strengthening the Chinese OSAT provider's push into advanced packaging for AI computing, power modules, and next-generation data centers.
2026-06-06
michaelparekh.substack.com
2026-06-06
AI: Reset to Zero
WEEKLY ROUNDUP
AI: TSMC's 'AI Fed' 30% Target, Nvidia AI PCs, Anthropic Files IPO & More. AI-RTZ #1109.
.....busy week ending Friday June 5, 2026
MICHAEL PAREKH
JUN 06, 2026
Share
TSMC is still the Fed of the Global AI Economy: Taiwan Semiconductor (TSMC) CEO C.C. Wei did his best Fed chairman impersonation and bounded AI chip growth at a 30% rate for the near term for this AI Tech Wave. He said
2026-06-06
www.barchart.com
2026-06-06
Barchart.com
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2026-06-05
www.ad-hoc-news.de
2026-06-05
AD HOC NEWS
ASML’s, Crown
ASML’s €674B Crown Prompts a Breather, but EUV Capacity Breakthrough Lifts Analyst Targets
05.06.2026 - 16:06:06 | boerse-global.de
ASML briefly became Europe's most valuable company with a $674B market cap, then fell 4% on profit-taking. But strong AI chip demand, production capacity ramp, and analyst upgrades underline its dominance.
ASML’s - ASML’s €674B Crown Prompts a Breather
2026-06-05
www.foreignpolicyjournal.com
2026-06-05
foreignpolicyjournal.com
Apple is set to rely on Google’s fleet of Nvidia (NASDAQ: NVDA) chips to power its overhauled version of Siri when it launches in September, according to a report from The Information.
Queries requiring cloud-based processing will fall back on one of Google’s large Gemini models, under an existing agreement between the two companies.
'I can ask' the Secretary of War: Bessent dodges Iran 'conflic