Semiconductor News & Analysis Feed
7365 articles
2026-07-15
digitimes.com
2026-07-15
China's JCET expects stronger first-half earnings as global demand tied to artificial intelligence (AI) infrastructure lifts semiconductor activity. The outlook signals continued momentum in chip packaging and testing, a sector closely watched by investors because it reflects broader technology spending trends that affect supply chains across Asia, the US, and Europe.
2026-07-15
digitimes.com
2026-07-15
Intel has unveiled Starfire, a space-grade processor that leverages its leading-edge 18A manufacturing process for satellites and other systems designed to survive beyond Earth's atmosphere. The move extends Intel's most advanced node — the centerpiece of its foundry turnaround — into a defense-and-space niche long dominated by specialist radiation-hardened suppliers. It stakes the design on a sel
2026-07-15
digitimes.com
2026-07-15
Taiwan's back-end packaging and testing (OSAT) industry posted US$3,105.4 million in June 2026 revenue, up 2.9% month-over-month and 23.7% year-over-year — a solid, steady pace, but one that masks sharply divergent performance beneath the surface.
2026-07-15
digitimes.com
2026-07-15
Nvidia CEO Jensen Huang is scheduled to attend an event in Tokyo's Akihabara district on July 15, marking the 30th anniversary of the partnership between Nvidia GeForce Japan and gaming company Sega. The appearance drawing the most attention will be Huang's reunion with former Sega president Shoichiro Irimajiri, turning the brief visit into what many have described as a journey of gratitude.
2026-07-15
digitimes.com
2026-07-15
Nam Liong Global Corporation reported consolidated revenue of NT$245 million (US$8.4 million) for June 2026, down 2.56% from the previous month but up 21.66% year over year, reflecting mid-year inventory adjustments by some customers and normal seasonal shipment patterns. Second-quarter revenue reached NT$743 million, rising 23.73% sequentially and 17.07% from a year earlier. Revenue for the first
2026-07-15
digitimes.com
2026-07-15
Global sales of semiconductor manufacturing equipment are on pace to reach an unprecedented US$165.9 billion in 2026, a 23.2% jump from the previous year, according to industry association SEMI's mid-year forecast. This growth is expected to continue in the coming years as AI reshapes the chip industry's investment landscape.
2026-07-15
digitimes.com
2026-07-15
TYLSemi, a semiconductor startup founded by former executives of AlphaWave, the connectivity chip specialist acquired by Qualcomm, has emerged from stealth with US$43 million in early-stage funding to help companies develop custom AI chips through an open, chiplet-based approach.
2026-07-15
digitimes.com
2026-07-15
Wingtech Technology said its first-half 2026 results are likely to swing to a loss, reflecting the impact of restricted control over its Nexperia unit in Europe. The outlook matters for global electronics supply chains, where any prolonged disruption at a major semiconductor supplier could affect customers, investors, and component availability worldwide.
2026-07-15
digitimes.com
2026-07-15
Tower Semiconductor is placing a roughly US$3 billion wager that the artificial-intelligence buildout will force data centers to move data with light rather than electricity, anchoring the bet in Japan with backing from Tokyo.
2026-07-15
digitimes.com
2026-07-15
SK Siltron has begun volume production and customer shipments from a KRW2.3 trillion (approx. US$1.54 billion) expansion of its Gumi wafer plant in South Korea, Newsisreported, as the company ramps up supplies of 300mm silicon wafers used to manufacture advanced memory chips.
2026-07-15
digitimes.com
2026-07-15
CXMT is preparing China's largest chip-sector IPO of 2026, seeking up to US$4.3 billion to expand DRAM and HBM capacity, deepen vertical integration, and challenge Samsung Electronics, SK Hynix, and Micron Technology under rising AI demand and tighter US export controls.
2026-07-15
digitimes.com
2026-07-15
Tongfu Microelectronics said its first-half profit is likely to climb sharply, reflecting broader gains in semiconductor demand that could matter for global chip supply chains, AI infrastructure builders, and memory market watchers. The company pointed to stronger utilization, higher sales of mid- to high-end products, and investment returns as key drivers of the expected increase.
2026-07-15
digitimes.com
2026-07-15
AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing (PSMC) reported second quarter 2026 revenue of NT$17.291 billion (approx. US$537.8 million), up 27% quarter-over-quarter and 53% year-over-year, while gross margin jumped to 28%, up 18pp from the first quarter; operating
2026-07-15
semiengineering.com
2026-07-15
Ed Sperling
Where AI will be successful, who will benefit, and how that will affect the design proc...
2026-07-15
digitimes.com
2026-07-15
Apple's MacBook Neo is selling briskly, lifting the company's notebook brand shipments by more than 10% year on year in the second quarter of 2026, but supply shortages are emerging as a major risk. Supply-chain sources had expected MacBook Neo shipments to reach 10 million units in 2026, but a key component bottleneck could weigh on sales.
2026-07-15
digitimes.com
2026-07-15
Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor Manufacturing (PSMC) said on a July 14, 2026, online earnings call that it raised DRAM wafer start prices in July by about 45% from June, with the increase expected to flow into revenue and profit from November,
2026-07-15
digitimes.com
2026-07-15
AI image sensor chips have become a key market for Taiwan's IC design firms, with major players such as Novatek Microelectronics, Realtek Semiconductor, and Himax Technologies, as well as mid-sized companies including Sunplus Technology, Egis Technology, and Etron Technology, all stepping up their efforts. Among firms also pushing into drone imaging solutions, including Elan Microelectronics and P
2026-07-15
digitimes.com
2026-07-15
The US has become the leading source of helium and other noble gases for Taiwan, South Korea and Japan as disruptions to Qatari production and China's temporary export ban reshape supply routes for materials used in semiconductor manufacturing, according to a Nikkei Asiaanalysis of customs data and related reporting.
2026-07-15
digitimes.com
2026-07-15
A South Korean court has partially granted Samsung Electronics' request to prevent two former NAND flash design employees from working for rival SK Hynix or its affiliates until April 30, 2027, Yonhap News Agencyreported.
2026-07-15
digitimes.com
2026-07-15
Shanghai Orient Computing Core Technology has launched the DF1000, a 14-nanometre AI accelerator that uses software-defined computing and 3D-stacked near-memory architecture to reduce reliance on advanced process nodes and high-bandwidth memory, as Sohuand ICsmartreported.