Semiconductor News & Analysis Feed
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2026-06-10
www.trendforce.com
2026-06-10
TrendForce
[News] Samsung May Announce New Gwangju Advanced Packaging Base by End-June Amid Capacity Expansion
2026-06-10 Semiconductors editor
News
Please note that this article cites information from Hankyung, New Daily, Reuters, and The Dong-A Ilbo.
Samsung Electronics is reportedly looking to expand its advanced packaging capacity. According to Hankyung, sources say the company is pursuing plan
2026-06-10
news.google.com
2026-06-10
Insider Monkey
2026-06-10
news.google.com
2026-06-10
CNX Software
2026-06-10
digitimes.com
2026-06-10
GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment in AI infrastructure drove a surge in demand for specialty copper materials used in cooling applications. The firm linked the month's performance to rising cooling needs at servers and data centers as computing density i
2026-06-10
digitimes.com
2026-06-10
At COMPUTEX 2026, held under the theme "AI Together," a clear shift was visible across the exhibition floor: the focus has moved beyond individual chips and server specifications toward a far more practical challenge — how to rapidly deploy full-scale computing infrastructure under tight constraints of power, time, and construction capacity.
2026-06-10
digitimes.com
2026-06-10
Global hardware growth is facing an increasingly fragile and fragmented supply chain. At PCIM Europe 2026, software intelligence firm Luminovo's OEM Growth Lead, Inga Schwarz, made a compelling case for why AI is no longer enough to save hardware companies from costly operational challenges. The industry, she argued, must embrace a transition toward deep, native domain enterprise integration to bu
2026-06-10
digitimes.com
2026-06-10
AI adoption in PCB manufacturing is now widespread, yet fewer than 10% of companies have fully scaled deployments, underscoring a global gap between experimentation and factory-wide integration. For readers worldwide, the findings point to a sector where quality gains are real, but talent, data, and governance constraints are slowing broader industrial change.
2026-06-10
digitimes.com
2026-06-10
Malaysia's electronics sector is expected to keep expanding into 2026, even as tariffs, geopolitical tensions, and rising input costs weigh on manufacturers. Industry leaders say the country's neutral position in the US-China contest, along with a deepening semiconductor ecosystem, should help sustain export growth for global supply chains.
2026-06-10
digitimes.com
2026-06-10
QBit Semiconductor said it will buy a 60% stake in Singapore-based Sinchip Technology, a move that gives it control of the company and expands its reach across major chip markets. The deal could affect global demand for customized semiconductors used in AI, computing, communications, and vehicles.
2026-06-10
digitimes.com
2026-06-10
Lens maker Largan Precision held its shareholders' meeting on June 9, where chairman Adam Lin, long known for his terse public remarks, appeared relaxed and offered unusually detailed views on the industry, technology, and Largan's own operations. His comments showed clear optimism toward the company's development of fiber array units (FAUs).
2026-06-10
digitimes.com
2026-06-10
YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil fusion, and China's technology supply chain.
2026-06-10
digitimes.com
2026-06-10
Taiwan is considering significantly tougher restrictions on exports of advanced AI chips to China, a move that would bring the island's regulations closer to those of the US and strengthen efforts to combat semiconductor smuggling, according to Bloomberg.
2026-06-10
digitimes.com
2026-06-10
Samsung Electronics is considering building an advanced semiconductor packaging facility in the southwestern city of Gwangju, a move that would expand its backend chipmaking footprint as demand for high-bandwidth memory and AI-related chips grows.
2026-06-10
semiengineering.com
2026-06-10
Bryon Moyer
CXL is also gaining traction in AI processing, while MIPI and others are growing at the...
2026-06-10
digitimes.com
2026-06-10
As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid and calcium fluoride sludge an essential service. Liying said the company's core strength lay in using intelligent production parameters to improve waste purity and regenerate the materials into green synthetic fluorite
2026-06-10
digitimes.com
2026-06-10
Infineon Technologies and Vietnam's VinRobotics have agreed to collaborate on humanoid robots, a move that could shape how future machines are designed, manufactured, and deployed worldwide. The partnership brings together semiconductor expertise and robotics development, highlighting Asia's growing role in automation across industry, services, and the home.
2026-06-10
digitimes.com
2026-06-10
Aker Technology plans to expand capacity by 20% in 2026 as automotive demand grows and the quartz component supplier pushes further into AI servers, optical modules, and industrial control applications.
2026-06-10
digitimes.com
2026-06-10
Powerchip Semiconductor Manufacturing Corp. (PSMC) has priced a cash capital increase tied to an overseas depositary receipt offering, a move that may matter to global investors tracking Asia's semiconductor supply chain. The Taiwan-based company said the deal will fund equipment purchases and foreign-currency materials, while modestly diluting existing shareholders.
2026-06-10
drrobertcastellano.substack.com
2026-06-10
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
ASML Won the Lithography War. What Happened Next Changed the Entire Semiconductor Industry
DR. ROBERT CASTELLANO
JUN 10, 2026
∙ PAID
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What’s in This Article
Prologue
Figure 1. 2025 I-Line Lithography Market Shares
Canon Remains The Leader In Mature Lithography
Figure 2. 2025 KrF Lithography Market Shares
ASML Establishes Leadership In KrF Lithography
Figure 3. 2025 193nm Dry ArF Lithography
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Nvidia (NVDA), SK Group to Announce Expanded AI and Semiconductor Partnership
Maham Fatima
Tue, June 9, 2026 at 4:21 PM PDT 2 min read
NVDA
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NVIDIA Corporation (NASDAQ:NVDA) is one of the most profitable growth stocks to buy. On June 7, Reuters reported that NVIDIA and SK are set to announce a new cooperation plan on Monday, following a meeting be