Semiconductor News & Analysis Feed
2681 articles
2026-07-14
news.google.com
2026-07-14
The Korea Economic Daily Global Edition
2026-07-14
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2026-07-14
Seeking Alpha
2026-07-14
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2026-07-14
BeInCrypto
2026-07-14
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2026-07-14
TrendForce
2026-07-14
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2026-07-14
semivision
2026-07-14
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2026-07-14
Moomoo
2026-07-14
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2026-07-14
Moomoo
2026-07-14
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2026-07-14
digitimes
2026-07-14
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2026-07-14
digitimes
2026-07-14
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2026-07-14
Moomoo
2026-07-14
digitimes.com
2026-07-14
Ion Electronic Materials reported June 2026 consolidated revenue of NT$51.852 million (US$1.61 million), up 30% from a year earlier, as demand for advanced gases continued to expand. First-half consolidated revenue reached NT$315 million, down 3% from the same period in 2025, mainly because equipment revenue was absent.
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.
2026-07-14
digitimes.com
2026-07-14
US President Donald Trump recently claimed that Taiwan's TSMC will double the size of its Arizona fab project, reviving attention on his goal of raising the US share of the global chip market to 50% before the end of his term. TSMC declined to comment on the report, but investors may press the company on the issue at its second-quarter 2026 earnings call.
2026-07-14
digitimes.com
2026-07-14
Six-inch silicon carbide (SiC) substrates, a third-generation semiconductor product that has faced oversupply and falling prices for the past two years, have clearly bottomed out and are even starting to recover as capacity remains constrained and demand emerges across multiple sectors. Semiconductor distributors say supply is now tight, and customers who want to buy more must pay more, with new o
2026-07-14
digitimes.com
2026-07-14
Gudeng Precision Industrial Electronics reported record June revenue and its highest quarterly sales in the second quarter of 2026, driven by stronger demand for EUV mask carriers and 12-inch wafer carriers as advanced-node manufacturing accelerated. The Taiwan-based supplier said momentum should remain strong in the second half of 2026, keeping full-year results on pace to challenge another high.
2026-07-14
digitimes.com
2026-07-14
Quartz component suppliers are raising prices as higher raw material costs from gold wire and ceramic bases squeeze margins. Industry sources said ceramic base prices could climb by double-digit percentages, in some cases even doubling, pushing makers to pass on some of the increases.
2026-07-14
digitimes.com
2026-07-14
Tripod Technology said its business stayed strong in the first half of 2026, helping second-quarter revenue hit a new quarterly high. June sales still topped NT$8 billion (approx. US$250 million), even though they fell from May, as inventory checks, component shortages, and customer supply gaps delayed shipments.
2026-07-14
digitimes.com
2026-07-14
All 13 tracked sub-sectors of Taiwan's semiconductor supply chain recorded positive year-over-year revenue growth in June 2026, according to monthly revenue filings, pointing to an industry-wide upcycle rather than gains concentrated in a single segment.
2026-07-14
digitimes.com
2026-07-14
Nvidia has removed more than half of the Asian customers it previously authorized to buy its advanced chips, after creating a new internal white list intended to prevent the processors from reaching China through other countries. The Financial Timesreported the move, citing three people familiar with the matter.
2026-07-14
digitimes.com
2026-07-14
AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price movements. Increasingly, the focus is on longer-term variables, including the pace of capacity expansion, the sustainability of AI-driven demand, and whether emerging AI applications can achieve commercial scale.