Semiconductor News & Analysis Feed
286 articles
2026-06-20
www.ad-hoc-news.de
2026-06-20
AD HOC NEWS
TSMC’s, Booking
TSMC’s Booking Bonanza: Fully Subscribed to 2028 as Clients Eye Samsung and CoWoS Expansion Ramps
20.06.2026 - 16:28:21 | boerse-global.de
TSMC's advanced nodes fully booked by Nvidia, Apple, and others; clients like BYD, AMD, and Google explore Samsung. Stock near €414 record, capital budget at $52-56B for 2026.
TSMC’s - TSMC’s Booking Bonanza: Fully Subscribed to 2028 as Client
2026-06-20
www.indexbox.io
2026-06-20
IndexBox
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2026-06-20
cbsaustin.com
2026-06-20
KEYE
GEORGETOWN, Texas — The Texas Semiconductor Innovation Fund (TSIF) will award a grant of $3.9 million to Schunk Xycarb Technology (Xycarb) to support the expansion of their Georgetown production facility, Governor Greg Abbott announced Friday.
The project is estimated to represent over $42 million in capital investment and will double Xycarb facility's square footage, increase production and clea
2026-06-19
www.tradingview.com
2026-06-19
TradingView
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HBM: Record quarterly sales and stable EBIT amid ongoing margin pressures and robust expansion
HBM: Record quarterly sales and stable EBIT amid ongoing margin pressures and robust expansion
Less than 1 min read
HBM
0
Record Q1 net sales of EUR 2 billion (+4.9% YoY) driven by strong international and like-for-like growth, with adjusted EBIT stable. Margin pressure from logistics an
2026-06-19
www.tradingview.com
2026-06-19
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Can ASE Technology Sustain Its Recent Margin Expansion?
Can ASE Technology Sustain Its Recent Margin Expansion?
3 min read
3711
+9.95%
ASE Technology ASX has delivered meaningful margin expansion over the past year, but the bigger question for investors is whether those gains are sustainable. First-quarter 2026 results suggest the answer is increasingly tied to the company's fast-g
2026-06-19
dallasexpress.com
2026-06-19
Dallas Express
Gov. Greg Abbott announced that the state has awarded a $3.9 million grant through the Texas Semiconductor Innovation Fund (TSIF) to Schunk Xycarb Technology Inc. to support an expansion of its Georgetown production facility.
State officials said the project is expected to create 25 new jobs and generate more than $42 million in capital investment.
Abbott said the expansion will help strengthen
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Texas Awards $3.9 Million Semiconductor Grant To Xycarb Expansion In Georgetown
Dallas Express
Fri, June 19, 2026 at 8:00 AM PDT 2 min read
Worker at Schunk Xycarb Technologies Inc. in Georgetown Image by Schunk Xycarbwebsite
Gov. Greg Abbott announced that the state has awarded a $3.9 million grant through the Texas Semiconductor Innovation Fund (TSIF) to Schunk Xycarb Technology Inc. to support
2026-06-19
digitimes.com
2026-06-19
Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic fab efficiency over aggressive capacity expansion, signaling a more disciplined approach to the AI storage cycle.
2026-06-19
digitimes.com
2026-06-19
SK Hynix is reported to have held a private meeting with U.S. Deputy Secretary of State Allison Hooker, with industry sources speculating the discussions covered high-bandwidth memory cooperation with major U.S. technology firms and potential semiconductor investment expansion.
2026-06-19
www.bizjournals.com
2026-06-19
The Business Journals
www.bizjournals.com
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2026-06-18
simplywall.st
2026-06-18
simplywall.st
Germany/Semiconductors/XTRA:AIXA
Is AIXTRON (XTRA:AIXA) Quietly Cementing Its GaN Moat With ROHM’s In‑House Expansion?
June 18, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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ROHM Semiconductor recently announced a production partnership with AIXTRON SE, installing AIXTRON’s G10-GaN deposition system at its Hamamatsu plant in Japan to ramp in-house 8-inch GaN epitaxy for 650 V and
2026-06-18
news.google.com
2026-06-18
Stock Titan
2026-06-18
dig.watch
2026-06-18
Digital Watch Observatory
Home | Updates | US backs photonics expansion for AI data centres under CHIPS Act
The proposed investment would add manufacturing capacity and create high-skilled jobs in Texas.
The Department of Commerce’s CHIPS Program Office has signed a letter of intent to provide up to $50 million in direct funding to Coherent Corp. under the CHIPS and Science Act.
According to the CHIPS Program Office, th
2026-06-18
news.google.com
2026-06-18
simplywall.st
2026-06-18
digitimes.com
2026-06-18
Taiwan's electronics industry is stepping up its global ambitions as AI, data center infrastructure, and advanced manufacturing reshape supply chains. Speaking at the Chinese National Association of Industry and Commerce (CNAIC) on June 18, 2026, Foxconn chairman and Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) chairman Young Liu outlined a strategy that combines overseas in
2026-06-17
news.futunn.com
2026-06-17
富途牛牛
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2026-06-17
compoundsemiconductor.net
2026-06-17
Compound Semiconductor
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$50m Chips Act funding for Coherent InP fab expansion
Wednesday 17th June 2026
Company announces extra funding for increasing production at 6inch Sherman facility
US photonics company Coherent has signed a letter of intent to receive up to $50 million in direct funding under the CHIPS and Science Act from the US Department of C
2026-06-17
www.theglobeandmail.com
2026-06-17
The Globe and Mail
Texas Instruments Incorporated’s TXN long-term manufacturing expansion strategy is beginning to show meaningful benefits, raising the question of whether it can drive stronger profit margins in the years ahead. Unlike many semiconductor companies that rely heavily on third-party foundries, Texas Instruments has invested aggressively in its manufacturing network, particularly 300-millimeter wafer f
2026-06-17
www.tradingview.com
2026-06-17
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TXN's Manufacturing Expansion Continues: Can It Strengthen Margins?
TXN's Manufacturing Expansion Continues: Can It Strengthen Margins?
3 min read
TXN
−0.08%
Texas Instruments Incorporated’s TXN long-term manufacturing expansion strategy is beginning to show meaningful benefits, raising the question of whether it can drive stronger profit margins in the years ahead. Unlike many sem
2026-06-17
www.fool.com
2026-06-17
The Motley Fool
Two of the largest asset managers on Wall Street are rewriting the rules of AI infrastructure financing, and the deal they just made public is sure to have a substantial impact on the industry as a whole. What does it mean in particular for Micron (
MU
5.50%
) and Nvidia (
NVDA
2.16%
), two of the biggest winners of the AI build-out thus far?
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NASDAQ: NVDA
Nvidia
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