Semiconductor News & Analysis Feed
172 articles
2026-07-17
digitimes.com
2026-07-17
Memory suppliers have regained pricing power as AI-driven stockpiling and advance capacity bookings tightened supply for consumer electronics and automotive customers. The shift has become especially visible in the Apple supply chain, where industry sources said the company is now effectively the last major line of defense as vendors push for higher prices and allocate capacity elsewhere.
2026-07-17
digitimes.com
2026-07-17
Micron has said its Strategic Customer Agreement (SCA) long-term supply deals with 16 key strategic customers include seven automotive customers — among them Qualcomm, Visteon, and Harman, all key suppliers supporting the automotive ecosystem — reinforcing its push into the auto supply chain. The memory maker said the agreements also cover CSPs and AI infrastructure players.
2026-07-17
digitimes.com
2026-07-17
Micron Technology said it has completed strategic customer agreements with several tier 1 suppliers and ecosystem partners serving the global automotive industry, including Qualcomm, Visteon, Harman, Joynext, Denso, Astemo, and Hyundai Mobis.
2026-07-16
finance.yahoo.com
2026-07-16
Yahoo Finance
2026-07-16
finance.yahoo.com
2026-07-16
Yahoo Finance
2026-07-16
www.automotiveworld.com
2026-07-16
Automotive World
2026-07-16
digitimes.com
2026-07-16
Semiconductor supply chains remain tight, and Taiwan power device suppliers say the automotive market, after two years of inventory digestion, is now building up extra stock to avoid shortages. Rebounding demand from 3C end markets is also expected to support revenue in the second half of 2026.
2026-07-16
digitimes.com
2026-07-16
Hangzhou Silan Microelectronics said its first-half 2026 profit is set to rise sharply, driven by revenue growth, product upgrades, and fair-value gains on financial assets. The outlook matters for global semiconductor markets because it points to resilient demand across automotive, industrial, and energy applications despite rising costs and competition.
2026-07-14
news.google.com
2026-07-14
Automotive World
2026-07-14
digitimes.com
2026-07-14
German automotive supplier and chipmaker Bosch has begun sample production at its first US semiconductor factory after finalizing an agreement for up to US$225 million in federal funding. Commercial production of silicon carbide chips at the Roseville, California, site is expected to begin in 2026.
2026-07-13
news.google.com
2026-07-13
ad-hoc-news.de
2026-07-13
news.google.com
2026-07-13
finance.biggo.com
2026-07-13
news.google.com
2026-07-13
ad-hoc-news.de
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
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
2026-07-12
news.google.com
2026-07-12
ad-hoc-news.de
2026-07-12
news.google.com
2026-07-12
ad-hoc-news.de
2026-07-11
www.ad-hoc-news.de
2026-07-11
ad-hoc-news.de
2026-07-10
simplywall.st
2026-07-10
simplywall.st
United States/Semiconductors/NasdaqGS:QCOM
QUALCOMM (QCOM) Could Be 13% Overvalued After Its AI And Automotive Push
July 10, 2026
Simply Wall St
QUALCOMM (QCOM) has rolled out a broad expansion plan in AI data centers and automotive, including its Qualcomm Dragonfly platform and record automotive revenue, drawing investor attention to how far the business now extends beyond smartphones.
See our
2026-07-10
digitimes.com
2026-07-10
JCET plans to invest about CNY10 billion (approx. US$1.4 billion) in fixed assets in 2026, sharply increasing spending on AI-driven advanced packaging, automotive electronics and selected mainstream packaging capacity while its major Chinese plants run on strong orders.