Semiconductor News & Analysis Feed
38 articles
2026-07-08
simplywall.st
2026-07-08
simplywall.st
2026-07-07
digitimes.com
2026-07-07
AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer grow first-half 2026 revenue despite memory shortages weighing on networking products. Wafer foundry and packaging capacity remain tight, with rush orders pushing standard lead times from 180 days to 270 days, according to supply chain sources.
2026-07-03
tomshardware.com
2026-07-03
Mark Tyson
One of Jensen Huang’s used leather jackets is up for auction, with an estimate of $40,000 to $60,000. The money will go to charity.
2026-07-03
www.mitsloanme.com
2026-07-03
MIT Sloan Management Review Middle East
2026-07-01
techcrunch.com
2026-07-01
TechCrunch
2026-06-30
www.investing.com
2026-06-30
Investing.com
2026-06-30
www.bloomberg.com
2026-06-30
Bloomberg
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Get the most important global
2026-06-25
digitimes.com
2026-06-25
ASE Holdings COO Dr Tien Wu said the global semiconductor industry is growing faster than expected on the back of AI investment, with demand so strong that the capacity the company had built over the past few years was absorbed almost immediately.
2026-06-24
digitimes.com
2026-06-24
The AI boom is accelerating upgrades in thermal management and power management, and it is also triggering a revolution in voltage regulator module (VRM) architecture, with workloads pushing the industry from doubler-based designs to direct native multi-phase control. Industry insiders say the growing shortage of power components has three main causes: inventory corrections over the past three yea
2026-06-23
www.ad-hoc-news.de
2026-06-23
Ad-hoc-news.de
Texas Instruments, US8825081040
Texas Instruments hits fresh record level, shares stretch semiconductor rally on NASDAQ
23.06.2026 - 14:54:09 | ad-hoc-news.de
Texas Instruments reaches a new all-time high on the NASDAQ as investors reward its analog chip positioning and AI power exposure, while analysts highlight robust long-term demand in industrial and automotive end markets.
Texas Instruments
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."
2026-06-17
www.thelec.net
2026-06-17
thelec.net
Applied Materials announced the Producer Selectra and Centura Spectra systems. (Photo: Applied Materials)
Applied Materials announced on June 16 two new semiconductor manufacturing systems designed for advanced 3D device architectures: the Centura Spectra SiN atomic layer deposition (ALD) system and the Producer Selectra molybdenum etch system.
The new tools are optimized for high-aspect-ratio s
2026-06-17
news.google.com
2026-06-17
EE Times Asia
2026-06-17
digitimes.com
2026-06-17
InnoScience Technology, a leading China-based integrated device manufacturer (IDM) in gallium nitride (GaN), has won a sweeping victory in the latest patent ruling against global power component leader Infineon in China. Supply-chain sources said the two sides' GaN patent fight has stretched from the US and Germany to China, and the ruling makes it even harder for Infineon within China's increasin
2026-06-16
finance.yahoo.com
2026-06-16
Yahoo Finance
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Applied Materials Unveils Deposition and Selective Etch Systems to Advance 3D Chip Scaling
Applied Materials, Inc.
Mon, June 15, 2026 at 1:05 PM PDT 5 min read
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Applied Materials, Inc.
New systems enable precision materials engineering in high-aspec
2026-06-16
www.globenewswire.com
2026-06-16
GlobeNewswire
New systems enable precision materials engineering in high-aspect-ratio 3D logic and memory chip structures
Centris™ Spectral™ SiN ALD leverages innovative microwave plasma technology to deliver uniform silicon nitride deposition in challenging 3D structures
Producer™ Selectra™ Mo Etch selectively removes molybdenum for wordline separation to enable 3D NAND scaling
The new systems are being used b
2026-06-15
www.indexbox.io
2026-06-15
IndexBox
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2026-06-15
digitimes.com
2026-06-15
Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive electronics, and future device upgrades lifts orders while memory shortages weigh on shipments across the broader electronics supply chain.
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Entegris EUV Deal Eases Patent Risk But Valuation Stays Stretched
Simply Wall St
Fri, June 12, 2026 at 8:10 PM PDT 2 min read
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Entegris (NasdaqGS:ENTG), JSR and Inpria entered into a cross licensing agreem
2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
Micron Adds AI Veteran To Board As Valuation Stretches On Hot Rally
Simply Wall St
Wed, June 10, 2026 at 3:08 AM PDT 3 min read
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