Semiconductor News & Analysis Feed

Onsemi outlined its long-term growth strategy on September 16, 2026, to address the growing power density constraints in AI, electrification, and automation. As these sectors converge, onsemi leverages its differentiated portfolio in power and sensing to tap into a $213 billion market opportunity. T

This article examines South Korea's semiconductor industry strategy in the AI era, focusing on domestic manufacturing and packaging technology to enhance industrial competitiveness. The case study of Nepes company illustrates how Korean enterprises are leveraging technology sovereignty and supply ch

Micron Technology (MU) has gained attention on Wall Street due to its 'affordable growth' strategy, which emphasizes companies with strong growth potential at reasonable valuations. This approach avoids hype-driven investments and focuses instead on measurable fundamentals. MU scored 8 out of 10 in