Semiconductor News & Analysis Feed
15 articles
2026-08-14
news.google.com
2026-08-14
2026-08-14
www.asiae.co.kr
2026-08-14
Taiwan Semiconductor Manufacturing Company's expansion of advanced packaging outsourcing is driving significant order growth among Korean post-processing equipment makers. As global semiconductor demand for advanced packaging technologies continues to rise, TSMC's strategic move to expand packaging
2026-08-11
currently.att.yahoo.com
2026-08-11
The artificial intelligence (AI) boom is driving unprecedented growth in the semiconductor industry, with this article examining the competition between semiconductor equipment makers and chip designers to determine who will truly benefit from the AI cycle. While ASML and Applied Materials, leaders
2026-08-11
news.google.com
2026-08-11
2026-08-05
www.tradingkey.com
2026-08-05
2026-07-30
en.sedaily.com
2026-07-30
2026-07-22
2026-07-06
2026-06-23
seekingalpha.com
2026-06-23
Wells Fargo expects continued positive performance from chip equipment makers in Q2 2026, particularly highlighting ASML's potential as a catch-up trade due to its underperformance year-to-date. The firm raised its 2027 Wafer Fab Equipment (WFE) market forecast to approximately $190 billion from $18
2026-06-14
finance.yahoo.com
2026-06-14
Axcelis Technologies (ACLS) stock has been lifted by broader momentum in the semiconductor equipment sector, driven by positive sentiment around chip manufacturing demand and capital spending. Despite a 109.2% year-to-date gain and a 22.4% rise over the past week, the stock trades at a 20.1% premium
2026-06-13
news.google.com
2026-06-13
2026-06-13
2026-06-11
www.moomoo.com
2026-06-11
SK Hynix, driven by the HBM (High Bandwidth Memory) boom, has achieved its highest quarterly profit in history, prompting industry speculation about a 'trickle-down effect' where profits from large semiconductor firms gradually benefit upstream partners. The company has recently requested Tier-1 equ
2026-05-29
www.thelec.net
2026-05-29
Semiconductor test equipment makers are facing the most severe component shortage in history, significantly impacting production and delivery schedules. Key non-memory chips such as FPGAs, CPUs, and driver ICs are in short supply, with lead times for FPGAs extending from 8–10 weeks to as long as 52
2026-05-09
www.ad-hoc-news.de
2026-05-09