Semiconductor News & Analysis Feed
20 articles
2026-09-25
www.koreaherald.com
2026-09-25
2026-09-22
www.trendforce.com
2026-09-22
2026-09-22
finance.biggo.com
2026-09-22
Hanmi Semiconductor's delivery of its first FC Bonder 75 to a global customer marks a pivotal strategic inflection point for the South Korean equipment maker. Historically anchored in the HBM TC bonder niche, Hanmi has now crossed into the broader AI back-end packaging equipment space, signaling a d
2026-09-22
biz.chosun.com
2026-09-22
The surge in Korea's HBM-related exports to Malaysia—up 466.6% year-over-year to $1.62 billion in August 2026—signals a structural shift in the global advanced packaging supply chain. Rather than a simple capacity overflow from TSMC's CoWoS fabs in Taiwan, this trend reflects a deeper realignment: A
2026-09-11
2026-09-10
2026-09-01
2026-09-01
2026-08-28
2026-08-24
2026-08-19
www.tradingview.com
2026-08-19
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
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
2026-08-06
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