Semiconductor News & Analysis Feed
20 articles
2026-08-15
simplywall.st
2026-08-15
Amkor Technology's recent dividend announcement of $0.08352 per share has drawn attention to its strategic ambitions in AI packaging, particularly through partnerships with TSMC and NVIDIA. While the company faces near-term challenges such as capital expenditure increases and soft performance in com
2026-08-11
www.digitimes.com
2026-08-11
Taiwan Semiconductor Manufacturing Company (TSMC) has finally caught up with the surging demand for AI packaging after years of doubling its CoWoS and SoIC capacity annually. The company is now operating CoWoS at over 98% yield, sometimes reaching 99%, across multiple high-volume AI customer product
2026-08-11
www.digitimes.com
2026-08-11
Taiwan Semiconductor Manufacturing Company (TSMC) has been doubling its CoWoS and SoIC capacity annually over recent years, and is now operating CoWoS at yields exceeding 98%, sometimes reaching 99%, across multiple high-volume AI customer products. This high yield rate indicates TSMC's maturity in
2026-08-11
www.digitimes.com
2026-08-11
2026-08-06
2026-07-31
simplywall.st
2026-07-31
The recent rebound in South Korean chip stocks following market pressure has once again brought global semiconductor stocks into the spotlight. With the Kospi index rising, major players like Samsung Electronics and SK Hynix have responded strongly to renewed optimism around AI spending, prompting i
2026-07-31
2026-07-30
tspasemiconductor.substack.com
2026-07-30
2026-07-24
www.eenewseurope.com
2026-07-24
NVIDIA has entered into a strategic partnership with Amkor, a leading semiconductor packaging and testing company, to expand advanced packaging capacity in the United States, supporting next-generation AI infrastructure. The $1.5 billion prepayment agreement underscores the growing strategic importa
2026-07-24
2026-07-24
news.google.com
2026-07-24
2026-07-18
2026-07-16
finance.yahoo.com
2026-07-16
2026-07-15
finance.biggo.com
2026-07-15
2026-07-14
news.google.com
2026-07-14
2026-07-10
2026-07-10
2026-07-09
www.theglobeandmail.com
2026-07-09
ASE Technology Holding ASX is benefiting from the growing demand for AI chip packaging. In the first quarter of 2026, ASX's Assembly, Testing and Materials (ATM) business performed better than expected despite fewer working days and did not experience the usual seasonal slowdown. Management said AI-
2026-07-09
www.tradingview.com
2026-07-09
As artificial intelligence (AI) technology continues to advance rapidly, demand for high-performance chip packaging is rising, presenting new growth opportunities for global semiconductor packaging companies. ASE Technology Holding ASX, a leading provider of semiconductor packaging and testing servi
2026-07-09
www.tradingview.com
2026-07-09
Amtech Systems Inc. (ASYS) is gaining significant traction from the surging demand for AI packaging, positioning itself as a key player in the semiconductor supply chain. As AI chip manufacturing and data center infrastructure expand globally, demand for advanced packaging equipment is rising. In Q2