Semiconductor News & Analysis Feed
401 articles
2026-07-14
digitimes.com
2026-07-14
The AI boom is tightening an important but often overlooked part of the chip supply chain, with global readers likely to feel the effects through higher costs, delayed capacity, and uneven access to advanced processors. As demand for CPUs, GPUs, and ASICs rises, ABF substrate supply is tightening, and the squeeze is expected to last for years.
2026-07-13
news.google.com
2026-07-13
Forbes
2026-07-13
tomshardware.com
2026-07-13
Etiido Uko
Meta is expanding Hyperion from 2 GW to 5 GW, lifting its Louisiana investment above $50 billion as it races to secure more AI computing capacity.
2026-07-13
news.google.com
2026-07-13
Electronics For You BUSINESS
2026-07-13
news.google.com
2026-07-13
marketscreener.com
2026-07-13
news.google.com
2026-07-13
TrendForce
2026-07-13
digitimes.com
2026-07-13
Samsung Electronics and Samsung Display are jointly developing a next-generation glass interposer that could lower the cost of packaging high-performance chips, with prototypes potentially ready by the end of this year, The Elecreported, citing semiconductor industry sources.
2026-07-13
digitimes.com
2026-07-13
Taiwan's automotive parts makers are accelerating their transformation into high-tech suppliers as the global expansion of advanced semiconductor capacity and AI server infrastructure creates new demand for precision-engineered components. Companies traditionally focused on powertrain, transmission, and safety systems are leveraging decades of manufacturing expertise to secure positions in semicon
2026-07-13
digitimes.com
2026-07-13
GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory (HBM), advanced packaging, and liquid-cooled server racks. As the industry races to expand computing capacity, GPUs have largely defined the conversation. That dynamic, however, may be beginning to change as CPUs div
2026-07-13
digitimes.com
2026-07-13
AI demand is still outrunning advanced semiconductor capacity, putting foundry output, HBM supply, packaging and server infrastructure at the centre of this week's tech agenda.
2026-07-13
digitimes.com
2026-07-13
Memory chipmaker Nanya said its second-quarter 2026 operations hit a record high, with President Pei-Ing Lee saying signed long- and short-term agreements now account for 50% of total capacity. He said the memory market has entered a broad shortage, and that Nanya may add a fifth strategic partner, while 2027 capital expenditure could climb to as much as NT$200 billion (approx. US$6.2 billion), 4x
2026-07-13
digitimes.com
2026-07-13
SK hynix is moving early to prepare hybrid bonding technology for next-generation high-bandwidth memory (HBM), as competition in AI memory shifts from stacking capacity toward packaging density, thermal control, and tighter integration with AI accelerators.
2026-07-13
digitimes.com
2026-07-13
King Yuan Electronics (KYEC) approved a US plant investment of up to US$1.4 billion, or about NT$44.9 billion, on July 10 as the US continued pushing to expand domestic chip manufacturing. The semiconductor testing company said the project would be its largest overseas expansion and was aimed at addressing a growing US gap in backend packaging and testing capacity.
2026-07-13
digitimes.com
2026-07-13
Sitronix Technology said this week that zero-capacitance touch with display driver integration (TDDI) and automotive display drive IC (DDI) will drive its growth in 2026, as the chipmaker reported strong June and second-quarter revenue and said demand should remain positive into the second half of the year.
2026-07-13
news.google.com
2026-07-13
Yahoo! Finance Canada
2026-07-12
news.google.com
2026-07-12
The Korea Economic Daily Global Edition
2026-07-12
news.google.com
2026-07-12
Moomoo
2026-07-12
digitimes.com
2026-07-12
Coherent has agreed to prepay AXT US$22.3 million under a three-year agreement for committed 6-inch indium phosphide substrate capacity, showing how buyers are moving to reserve future supply as AI data center investment strains a concentrated photonics materials market.
2026-07-11
www.ad-hoc-news.de
2026-07-11
ad-hoc-news.de
2026-07-11
www.pymnts.com
2026-07-11
PYMNTS.com