Semiconductor News & Analysis Feed
20 articles
2026-09-14
www.indexbox.io
2026-09-14
2026-09-10
finance.yahoo.com
2026-09-10
2026-09-08
finance.yahoo.com
2026-09-08
2026-09-07
2026-09-04
www.techtimes.com
2026-09-04
2026-09-03
tomshardware.com
2026-09-03
As the world's largest contract chipmaker, TSMC is facing unprecedented surges in demand for semiconductor production equipment, driven primarily by the booming AI sector. Since the end of last year, its equipment requirements have nearly doubled, fueled by expansions in manufacturing capacity acros
2026-09-03
www.tomshardware.com
2026-09-03
TSMC's demand for semiconductor fabrication equipment has nearly doubled in just six months, driven primarily by the surge in AI-related chip production. According to reports, TSMC's equipment needs increased 1.5 times by the first quarter of this year and rose to 1.9 times the original projection b
2026-08-15
www.morningstar.com
2026-08-15
2026-08-14
news.google.com
2026-08-14
2026-08-10
news.google.com
2026-08-10
2026-07-27
2026-07-26
simplywall.st
2026-07-26
This article analyzes Applied Materials (AMAT)’s investment potential amid surging demand for AI chip equipment and an upbeat Q3 outlook. As AI-driven semiconductor investments continue to rise, Applied Materials, a key supplier of chipmaking equipment and advanced packaging services, is positioned
2026-07-21
www.ad-hoc-news.de
2026-07-21
2026-07-20
www.ad-hoc-news.de
2026-07-20
2026-07-13
2026-06-30
simplywall.st
2026-06-30
The semiconductor industry is experiencing renewed growth driven by the AI boom, with three stocks highlighted in this article offering exposure to AI-related memory and chip equipment demand. Everspin Technologies, a U.S.-based MRAM company, targets high-reliability data retention applications in d
2026-06-15
2026-06-08
www.quiverquant.com
2026-06-08
Applied Materials (AMAT) stock rose 6.8% amid renewed optimism surrounding AI-driven semiconductor capital spending and positive analyst sentiment. The company's strong Q2 2026 financial results and optimistic outlook have reinforced investor confidence, while multiple analysts have raised their pri
2026-05-26
www.tradingview.com
2026-05-26
2026-05-23
www.foreignpolicyjournal.com
2026-05-23