Semiconductor News & Analysis Feed
200 articles
2026-06-10
www.mk.co.kr
2026-06-10
매일경제
사진 확대
"We’ll cover the investment costs, so please secure the substrate supply first."
Competition to secure supply chains in the artificial intelligence (AI) semiconductor market is entering a new phase. Just one or two years ago, High Bandwidth Memory (HBM) was the hardest component to obtain. Concerns then shifted to shortages of general-purpose DRAM and NAND flash memory, and now semiconducto
2026-06-10
www.moomoo.com
2026-06-10
Moomoo
To create a seamless experience and for website quality and improvement purposes, we use cookie technologies for verification and quality purposes, to personalize the content presented, and to provide advertising that may be of specific interest to you. Learn our Privacy Policy here.
智通财经APP获悉，光大证券发布研报称，玻璃基板凭借其优异特性，逐步成为新一代先进封装介质。当前TGV玻璃基板正处于从实验室基础研究向量产工程化跨越的历史性节点，且呈国外进度领先、国内加速追赶态势。建议紧盯下游客户验证与量产线建
2026-06-10
news.google.com
2026-06-10
Stock Titan
2026-06-09
digitimes.com
2026-06-09
LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that supply of RF-SiP substrates used in premium smartphones could tighten.
2026-06-09
seekingalpha.com
2026-06-09
Seeking Alpha
__fail__
2026-06-08
digitimes.com
2026-06-08
LG Innotek is accelerating its push into advanced semiconductor packaging, announcing plans to expand its substrate manufacturing operations in Vietnam as it seeks to transform the business into a key growth engine and generate more than KRW3 trillion (approx. US$1.9 billion) in annual revenue by 2030.
2026-06-07
digitimes.com
2026-06-07
Zhen Ding Technology Group reported that May consolidated revenue reached a 2026 high as robust demand for high-end AI products drove significant year-over-year growth, the company said. The firm attributed the performance to a sharp uptick in server and optical module shipments, which rose nearly 2.5 times year-over-year, and strong momentum in IC substrate sales, which grew nearly 80% year-over-
2026-06-07
www.techtimes.com
2026-06-07
Tech Times
By Allen Lee
Published: Jun 06 2026, 15:34 PM EDT
Share on Facebook
Share on Twitter
Share on LinkedIn
Share on Reddit
Share on Flipboard
Share on Pocket
This picture taken on May 16, 2024 shows the logo of new Japanese semiconductor maker Rapidus Corporation at company's headquarters in Tokyo. YAMAZAKI/AFP VIA GETTY IMAGES
Japan's Ministry of Economy, Trade and Industry announced Friday that th
2026-06-05
adamtooze.substack.com
2026-06-05
Adam Tooze | Substack
CHARTBOOK TOP LINKS
Top Links 1123 Financially conflicted. How Nvidia nudged Micron onto the AI train. Kültürkampf & Chinmaxxing Russian elites.
Great links, images, and reading from Chartbook Newsletter by Adam Tooze
ADAM TOOZE
JUN 05, 2026
∙ PAID
13
3
Share
Thank you for your support of Chartbook. Your generosity keeps this show on the road.
Benedicto Reyes Cabrera, Yellow Confetti, 1984
Fina
2026-06-05
adamtooze.substack.com
2026-06-05
Adam Tooze | Substack
Discover more from Chartbook
A newsletter on economics, geopolitics and history from Adam Tooze. More substantial than the twitter feed. More freewheeling than what you might read from me in FT, Foreign Policy, New Statesman.
Over 182,000 subscribers
Subscribe
By subscribing, you agree Substack's Terms of Use, and acknowledge its Information Collection Notice and Privacy Policy.
Already have an ac
2026-06-05
eetimes.com
2026-06-05
Chips Act 2.0 shifts EU focus from factory subsidies to chip design and demand.
2026-06-05
www.trendforce.com
2026-06-05
TrendForce
[News] Glass Substrates Eye 2027 Launch, Scale Toward 2030 as CoWoS Costs Rise and Hyperscaler Demand Grows
2026-06-05 Semiconductors editor
News
Please note that this article cites information from Sisa Journal, Economic Daily News, Commercial Times, Forbes and The Elec.
As AI chips continue to scale in size and complexity, demand is rising for next-generation packaging and substrate so
2026-06-04
www.moomoo.com
2026-06-04
Moomoo
消息面上，随着英伟达等AI芯片功耗飙升，传统硅基电源架构已触及物理极限。行业正加速向800V高压直流(HVDC)架构过渡，碳化硅成为AI服务器固态变压器及电源管理的必选材料。英飞凌、意法半导体等巨头明确表示，AI数据中心的部署导致多款功率器件出现严重供应短缺。
公开资料显示，天岳先进在8英寸碳化硅衬底领域占据全球领先份额，12英寸完成样品研发、送样、小批量试样供货。据悉，天岳先进的12英寸SiC衬底进入台积电供应链验证阶段，作为下一代CoWoS中介层备选方案开展送样测试。用作替代硅中介层以解决高性能GPU的散热瓶颈。
Tianyue Advanced Materials (02631.HK) rose nearly 7% in early trading. As of the time of writing, it was up 3.27% at HK$104.1, with a tr
2026-06-04
news.futunn.com
2026-06-04
富途牛牛
__fail__
2026-06-04
www.digitimes.com
2026-06-04
digitimes
Huawei's recently proposed "Tau Law" suggests that reducing signal transmission distance, combined with heterogeneous integration and system-level optimisation, can enhance computing power and energy efficiency. The concept is increasingly seen as a key route...
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each tim
2026-06-04
www.digitimes.com
2026-06-04
digitimes
China's silicon carbide (SiC) substrate manufacturers continue to slash prices despite already operating on razor-thin margins, underscoring the intensity of a price war reshaping the global compound semiconductor industry.
Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this
2026-06-03
news.google.com
2026-06-03
Adam Tooze | Substack
2026-06-02
www.chosun.com
2026-06-02
조선일보
By Ahn Byeol
Published 2026.06.02. 18:00
Updated 2026.06.02. 18:15
NVIDIA CEO Jensen Huang enters the 'Korea Partners Night' event held at a seafood restaurant in downtown Taipei, Taiwan, on the afternoon of the 1st. /Courtesy of Kim Min-jae
The words of NVIDIA CEO Jensen Huang have sparked mixed reactions among South Korea’s semiconductor giants. The controversy began after the “Korea Partner N
2026-06-02
finance.yahoo.com
2026-06-02
Yahoo Finance
__fail__
2026-06-02
www.cnbc.com
2026-06-02
CNBC
__fail__