Semiconductor News & Analysis Feed
200 articles
2026-06-01
www.koranmanado.co.id
2026-06-01
Koran Manado
There is an unknown connection issue between Cloudflare and the origin web server. As a result, the web page can not be displayed.
There is an issue between Cloudflare's cache and your origin web server. Cloudflare monitors for these errors and automatically investigates the cause. To help support the investigation, you can pull the corresponding error log from your web server and submit it our s
2026-06-01
tomshardware.com
2026-06-01
Jowi Morales
You don't need to import banned chips into China if you can export your company instead.
2026-06-01
seekingalpha.com
2026-06-01
Seeking Alpha
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2026-06-01
wccftech.com
2026-06-01
Wccftech
China's ongoing ability to access advanced AI chips from the likes of NVIDIA and AMD has remained a hard-to-crack conundrum in Washington for quite some time now.
Even so, the Trump Administration now appears to be tightening the proverbial screws on these advanced chips by chopping off a major loophole that has allowed Chinese companies to circumvent US-led export controls.
Back in May 2025, th
2026-06-01
www.scmp.com
2026-06-01
South China Morning Post
US-China relations
WorldUnited States & Canada
US takes step to halt Nvidia AI chip shipments to Chinese overseas subsidiaries
Surprise move suggests US chips may have been making their way to the subsidiaries of Chinese firms based in places such as Malaysia
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Reuters
Published: 5:46am, 1 Jun 2026Updated: 7:24am, 1 Jun 2026
The US Department of Commerce on Sunday moved to clo
2026-06-01
www.investing.com
2026-06-01
Investing.com
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2026-05-31
www.techtimes.com
2026-05-31
Tech Times
Two separate announcements on May 29 landed in the same corner of the semiconductor industry, and their combined implications for South Korea's chipmakers are more significant than either story suggests on its own. Nikon's new chief executive told Nikkei Asia that the Japanese optics maker is in advanced talks with major chipmakers in the United States and Asia to supply lower-priced deep-ultravio
2026-05-30
digitimes.com
2026-05-30
India has signed a memorandum of understanding (MoU) with Intel and US-based 3DGS to establish an advanced packaging glass-core substrate manufacturing facility in the eastern state of Odisha, marking Intel's first significant participation in India's semiconductor manufacturing ecosystem beyond its existing design and technology operations.
2026-05-30
www.digitimes.com
2026-05-30
digitimes
India has signed a memorandum of understanding (MoU) with Intel and US-based 3DGS to establish an advanced packaging glass-core substrate manufacturing facility in the eastern state of Odisha, marking Intel's first significant participation in India's...
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2026-05-29
digitimes.com
2026-05-29
As the global buildout of artificial intelligence infrastructure accelerates, Taiwan's technology industry has emerged as one of the most closely watched hubs in the world. Ahead of COMPUTEX 2026, Morgan Stanley held its Asia AI Summit in Taipei for the first time, underscoring the island's central role in the global semiconductor supply chain and the AI investment cycle.
2026-05-29
digitimes.com
2026-05-29
Unimicron said it will push advanced substrate and AI system-board upgrades in 2026 to capture accelerating demand for AI-related ASICs and switches, aiming for record revenue that would exceed its 2022 peak. The IC substrate and printed circuit board maker announced the strategy at its annual shareholders' meeting at the end of May, citing a shift in demand away from GPUs and CPUs toward ASICs, s
2026-05-29
digitimes.com
2026-05-29
Airoha Technology is sharpening its strategy around global networking and edge AI chips, aiming to expand its customer base and strengthen its competitive moat. The MediaTek subsidiary is targeting infrastructure, audio, and positioning markets with products already shipping, in production, or advancing through development milestones that could matter to users and operators worldwide.
2026-05-29
www.marketbeat.com
2026-05-29
MarketBeat
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2026-05-28
www.benzinga.com
2026-05-28
Benzinga
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2026-05-28
finance.yahoo.com
2026-05-28
Yahoo Finance
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2026-05-28
digitimes.com
2026-05-28
Nvidia's new Taiwan headquarters is expected to begin construction by the end of 2026 and officially open in 2030, and CEO Jensen Huang is propagating that Taiwan "needs more electricity" to fund projects. With the AI cluster revolving around Nvidia, Taiwan Power Company (Taipower) estimates that power demand in the Beitou-Shilin Technology Park (BSTP) area will reach approximately 180MW.
2026-05-27
www.prnewswire.com
2026-05-27
PR Newswire
LG Innotek Showcases Next‑Generation Semiconductor Substrate Technologies to Global Big Tech Companies at ECTC
NEWS PROVIDED BY
LG Innotek
May 27, 2026, 08:00 ET
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LG Innotek to participate in ECTC for the first time in 2026, joining 135 leading global semiconductor companies
To exhibit two types of large FC‑BGA substrates for AI applications and innovative chip‑embedding
2026-05-27
www.morningstar.com
2026-05-27
Morningstar
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LG Innotek Showcases Next‑Generation Semiconductor Substrate Technologies to Global Big Tech Companies at ECTC
LG Innotek Showcases Next‑Generation Semiconductor Substrate Technologies to Global Big Tech Companies at ECTC
Provided by PR Newswire May 27, 2026, 8:00:00 PM
LG Innotek Showcases Next‑Generation Semiconductor Substrate Technologies to Global Big Tech Companies at
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
Micron's stock surged 19.29% on Tuesday, closing above $1 trillion market capitalization, with a 184% year-to-date gain. UBS raised its price target to $1,625, citing a shift in valuation logic driven by long-term agreements (LTAs). These LTAs, spanning 3-5 years with fixed pricing and prepayment, secure supply for buyers and provide revenue visibility for sellers. UBS expects LTAs to reshape Micr
2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Micron approaches $1T market value as UBS triples price target to $1,625
UBS analyst Timothy Arcuri set the Street-high target on the memory chipmaker, citing AI-driven demand for high-bandwidth memor