Semiconductor News & Analysis Feed
871 articles
2026-06-18
memeburn.com
2026-06-18
Memeburn
TL;DR
ByteDance is negotiating to buy 50,000+ AI chips from Shanghai-based Iluvatar CoreX, and is also considering a deal for Baidu's Kunlunxin chips
It's developing two of its own GPU types (one for training, one for inference) with TSMC manufacturing, aiming for mass production in 2026 and scaling to 350,000 units
Its 2025 AI budget is $12 billion, with 60% going to domestic suppliers like Huaw
2026-06-18
www.zacks.com
2026-06-18
Zacks Investment Research
We use cookies to understand how you use our site and to improve your experience.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In ad
2026-06-18
eetimes.com
2026-06-18
Catalonia is unifying its fragmented tech ecosystem into a coordinated semiconductor cluster spanning photonics, packaging, AI, and chip research.
2026-06-18
www.somo.nl
2026-06-18
SOMO - The Centre for Research on Multinational Corporations
Some of the data collected by this provider is for the purposes of personalization and measuring advertising effectiveness.
Nvidia has become one of the biggest winners of the AI boom. Yet its influence extends far beyond the chips that power ChatGPT and other AI systems. Through a growing network of investments and partnerships, the company is shaping the future of the AI industry while increasi
2026-06-18
digitimes.com
2026-06-18
Imec and Sony Semiconductor Solutions Corporation (Sony) have jointly presented a new integration method for connecting the front and back sides of semiconductor wafers, a step the two organizations say could support future 3D chip-stacking designs for logic and memory devices.
2026-06-18
digitimes.com
2026-06-18
A recent open letter from the UK-based fund Palliser Capital called Taiwanese printed circuit board (PCB) maker WUS Printed Circuit one of the most undervalued AI PCB companies in the capital market. This has once drawn industry attention to the current business cooperation between WUS and its subsidiary in China, WUS Printed Circuit Kunshan.
2026-06-18
digitimes.com
2026-06-18
Japanese capacitor manufacturer Nichicon has announced a broad price hike for aluminum electrolytic capacitors (e-cap), as order volumes for some products have exceeded the company's existing production capacity. The announcement comes amid another round of price increases in the passive components industry.
2026-06-18
digitimes.com
2026-06-18
Samsung Electronics has demonstrated a 3D stacked transistor structure with a 42-nanometer gate pitch, a research milestone that extends vertical integration, long used in memory chips, into logic semiconductors.
2026-06-18
digitimes.com
2026-06-18
Japanese Prime Minister Sanae Takaichi is scheduled to visit Assam in northeastern India in early July 2026. According to Nikkei, more than 50 Japanese companies and business groups, including Suzuki, Itochu and Toyota Tsusho, are expected to accompany the delegation, with market attention focused on cooperation in semiconductors and infrastructure.
2026-06-18
digitimes.com
2026-06-18
The global semiconductor and high-tech manufacturing landscape continues to undergo structural realignment. An increasing number of Chinese technology and semiconductor companies are adopting a dual-location strategy, establishing corporate entities in Singapore while locating manufacturing operations in Malaysia in an effort to reduce their association with the "Made in China" label.
2026-06-18
digitimes.com
2026-06-18
In an exclusive interview with The Wall Street Journal, Apple CEO Tim Cook made an unusually blunt admission. The company is preparing to raise product prices because memory and storage costs have surged to a point Apple can no longer absorb. He said Apple has spent the past stretch trying to shield customers from these cost increases, but the situation has become "unsustainable."
2026-06-18
digitimes.com
2026-06-18
Taiwan's electronics industry is stepping up its global ambitions as AI, data center infrastructure, and advanced manufacturing reshape supply chains. Speaking at the Chinese National Association of Industry and Commerce (CNAIC) on June 18, 2026, Foxconn chairman and Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) chairman Young Liu outlined a strategy that combines overseas in
2026-06-18
digitimes.com
2026-06-18
Taiyo Yuden is preparing to accelerate production of multilayer ceramic capacitors, or MLCCs, as AI servers and hyperscale data centers tighten supply across the global component market. But the Japanese supplier is resisting the kind of broad price increases now spreading through parts of the industry.
2026-06-18
eetimes.com
2026-06-18
uOttawa cracks quantum turbulence, making ultra-secure communication cheaper.
2026-06-18
www.zacks.com
2026-06-18
Zacks Investment Research
We use cookies to understand how you use our site and to improve your experience.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In ad
2026-06-18
www.zacks.com
2026-06-18
Zacks Investment Research
We use cookies to understand how you use our site and to improve your experience.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In ad
2026-06-18
seekingalpha.com
2026-06-18
Seeking Alpha
Home
Tech
ACM Research: Advanced Packaging Just Getting Started, Keep Holding Your Gains
Jun 17, 2026, 12:39 PM ETACM Research, Inc. (ACMR) Stock
Gytis Zizys
4.48K Followers
Follow
5
Share
Save
Play
(9min)
Comments
Summary
ACM Research, Inc. delivered strong Q1 results, with 34% y/y revenue growth and significant outperformance in ECP and Furnace segments.
Gross margins rebounded sequentially to
2026-06-18
www.ad-hoc-news.de
2026-06-18
AD HOC NEWS
Infineons, Rally
Infineon's Rally Stalls Under Insider Sales and Chinese Court Uncertainty
17.06.2026 - 18:24:54 | boerse-global.de
Infineon's 105% rally stalls as board member cashes €474k in shares and a Chinese patent ruling threatens its GaN growth. Stock slips 14% from high.
Infineons - Infineon's Rally Stalls Under Insider Sales and Chinese Court Uncertainty 17.06.2026 - Bild: über boerse-
2026-06-18
tomshardware.com
2026-06-18
Jowi Morales
The U.S. is apparently avoiding an escalation and prioritizing stability by keeping DeepSeek, CXMT, and other Chinese companies from the Entity List, at least for now.
2026-06-17
news.google.com
2026-06-17
the-decoder.com