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Trending Companies
NVIDIA564 TSMC278 Intel140 AMD131 SK Hynix127 Micron Technology124 Samsung Electronics106 Microsoft101 Micron101 Qualcomm90 Synopsys84 Huawei74 Infineon72 Samsung68 Nvidia61
Trending Technologies
EUV463 3nm432 AI180 AI chips129 GPU123 HBM113 DRAM76 memory chips67 LogicFolding55 CPU53 AI infrastructure49 GaN46 SiC40 semiconductor39 Tau Scaling Law37
2026-05-18
Micron’s $33.5 Billion Quarter Looms as New 256GB DDR5 Modules Ship and HBM Capacity Sells Out Int - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-18 AD HOC NEWS
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2026-05-18
Tata Electronics and ASML partner to scale semiconductors in India - capacityglobal.com
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capacityglobal.com 2026-05-18 capacityglobal.com
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2026-05-18
SK Hynix speeds Yongin fab buildout as memory crunch fuels capacity race - digitimes
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www.digitimes.com 2026-05-18 digitimes
SK Hynix is accelerating construction at its Yongin Semiconductor Cluster, as a tightening memory market pushes South Korea's top chipmakers to move faster on long-term capacity plans.The article requires paid subscription.Subscribe Now
Semiconductor ManufacturingMemory ChipsChip CapacitySouth Korean SemiconductorsStorage MarketWafer Fab ConstructionSupply Chain TightnessSemiconductor Investment
2026-05-18
TSMC CoWoS yields top 98% as capacity expands - digitimes
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www.digitimes.com 2026-05-18 digitimes
Following its North America technology forum, TSMC held the Hsinchu session on May 14, 2026. The company said the smart revolution is beginning, with AI evolving from generative AI and agentic AI to physical AI, driven by the power efficiency and performance...The article requires paid subscription.Subscribe Now
TSMCCoWoSYield RateCapacity ExpansionAI ChipsAdvanced ProcessSemiconductor ManufacturingArtificial Intelligence
2026-05-17
SK Hynix Locks Up 2026 HBM Capacity and Snares 200 Samsung Engineers in AI Memory Blitz - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-17 AD HOC NEWS
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2026-05-17
Infineon Pumps €500 Million into AI Capacity Amid Overbought Correction - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-17 AD HOC NEWS
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2026-05-17
Micron's 84% Annualized Volatility Punishes Latecomers as 132% YTD Rally Corrects 8%, Yet HBM Capaci - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-17 AD HOC NEWS
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2026-05-16
TSMC Targets US$1.5t Chip Market As AI Capacity Ramp Raises Stakes - simplywall.st
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simplywall.st 2026-05-16 simplywall.st
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2026-05-15
SMIC Shuffles Capacity to Meet Higher Power and Analog Chip, and Advanced Packaging AI Demand - Morningstar
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www.morningstar.com 2026-05-15 Morningstar
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2026-05-15
TSMC’s $1.5tn chip forecast signals decade of pressure on AI data centre networks - capacityglobal.com
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capacityglobal.com 2026-05-15 capacityglobal.com
HomeNewsTSMC’s $1.5tn chip forecast signals decade of pressure on AI data centre networksAITSMC’s $1.5tn chip forecast signals decade of pressure on AI data centre networks15 May 20264 minutesThe world's largest contract chipmaker, TSMC has revised its 2030 market projection upward by 50%, from just over $1 trillion to $1.5 trillion in the space of roughly two years.Saf MalikSenior Content and Ins
TSMCAIData CenterSemiconductor ManufacturingChip MarketAI ComputingAdvanced Process NodesPackaging Technology
2026-05-15
TSMC to increase 2nm and A16 capacity by 70% CAGR 2026-28 - Electronics Weekly
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www.electronicsweekly.com 2026-05-15 Electronics Weekly
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2026-05-15
SK Hynix Locks In Microsoft’s In-House AI Push as HBM Capacity Stays Booked Through 2027 - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-15 AD HOC NEWS
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2026-05-15
SK Hynix Pushes Past Packaging Logjam as HBM Capacity Is Spoken For Through 2026 - AD HOC NEWS
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www.ad-hoc-news.de 2026-05-15 AD HOC NEWS
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2026-05-15
SMIC leverages process flexibility to capture orders amid global foundry capacity squeeze - digitimes
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www.digitimes.com 2026-05-15 digitimes
In its first-quarter 2026 earnings Q&A session on May 15, Semiconductor Manufacturing International Corporation (SMIC) outlined a strategic response to shifting global market dynamics. As leading international foundries and integrated device manufacturers...The article requires paid subscription.Subscribe Now
Semiconductor ManufacturingFoundry ServicesSMICGlobal Capacity ShortageProcess FlexibilityMarket StrategyInternational FoundriesChip Manufacturing
2026-05-15
Applied Materials boosts its outlook as AI chipmakers scramble to add more production capacity - SiliconANGLE
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siliconangle.com 2026-05-15 SiliconANGLE
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2026-05-14
TSMC expands CoWoS and SoIC capacity on AI boom - digitimes
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www.digitimes.com 2026-05-14 digitimes
TSMC said on May 14, 2026, that it is rapidly expanding CoWoS and SoIC advanced packaging capacity as AI demand drives the construction of 18 new fabs and advanced packaging facilities worldwide. At its 2026 Technology Symposium, TSMC vice president Bor-Zen...The article requires paid subscription.Subscribe Now
TSMCCoWoSSoICAdvanced PackagingAI DemandSemiconductor ManufacturingChip CapacityAI Chips
2026-05-13
TSMC Board Greenlights Q1 Dividend and Massive US$31 Billion Capacity Expansion - The Globe and Mail
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www.theglobeandmail.com 2026-05-13 The Globe and Mail
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2026-05-13
Europe’s Photonics Push Runs Through Spain
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eetimes.com 2026-05-13 Pat Brans
Spain coordinates Europe’s €400 million PIXEurope initiative to turn photonics research into scalable semiconductor manufacturing capacity.
PhotonicsSemiconductorEuropean Technology PolicyAI InfrastructurePhotonic Integrated CircuitsPhotonic ChipsOptical CommunicationData Centers
2026-05-12
Stifel raises Applied Materials stock price target on capacity outlook - Investing.com
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www.investing.com 2026-05-12 Investing.com
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2026-05-12
Wells Fargo raises Nvidia stock price target on capacity growth outlook - Investing.com
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www.investing.com 2026-05-12 Investing.com
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