Semiconductor News & Analysis Feed
1871 articles
2026-07-17
stocktwits.com
2026-07-17
Stocktwits
2026-07-17
finance.yahoo.com
2026-07-17
Yahoo Finance
2026-07-17
news.google.com
2026-07-17
Kalkine Media
2026-07-17
www.datacenterdynamics.com
2026-07-17
Data Center Dynamics
2026-07-17
wccftech.com
2026-07-17
Wccftech
2026-07-17
www.marketscreener.com
2026-07-17
marketscreener.com
2026-07-17
tomshardware.com
2026-07-17
Anton Shilov
ASML's comments point to intentions to increase prices, though the company is expected to maintain its value-based approach to price setting. Yet, TSMC is reportedly unhappy about the potential plan.
2026-07-17
www.tomshardware.com
2026-07-17
Tom's Hardware
2026-07-17
www.trendforce.com
2026-07-17
TrendForce
2026-07-17
simplywall.st
2026-07-17
simplywall.st
2026-07-17
finance.biggo.com
2026-07-17
finance.biggo.com
2026-07-17
digitimes.com
2026-07-17
Memory shortages are rippling through global electronics supply chains, as tightening supply in DRAM and NAND pushes manufacturers to lock in long-term contracts. The squeeze could mean higher prices, longer lead times, and fewer options across servers, industrial systems, and consumer devices.
2026-07-17
digitimes.com
2026-07-17
Memory suppliers have regained pricing power as AI-driven stockpiling and advance capacity bookings tightened supply for consumer electronics and automotive customers. The shift has become especially visible in the Apple supply chain, where industry sources said the company is now effectively the last major line of defense as vendors push for higher prices and allocate capacity elsewhere.
2026-07-17
digitimes.com
2026-07-17
SK Group chairman Chey Tae-won has floated a "memory as a service" model for SK Hynix, saying the memory chipmaker needs to build a higher-value business beyond manufacturing and selling chips.
2026-07-17
digitimes.com
2026-07-17
A Taiwan-Japan AI technology forum held at Taiwan Expo Japan brought together government, industry, academia and research representatives to discuss AI applications, semiconductor supply chains, smart manufacturing and innovation. Terry Tsao, SEMI's global marketing chief and head of the organization's operations in Taiwan, told DIGITIMESbefore the event that IBM has already demonstrated 2nm chip
2026-07-17
digitimes.com
2026-07-17
Semiconductor suppliers have begun rolling out one to two rounds of price increases and tighter allocations in the first half of 2026 as demand from GenAI, geopolitical tensions and inflation continue to reshape the market. Automakers have been watching closely for signs of a repeat of the pandemic-era auto chip shortage, but supply-chain sources said production has so far remained stable.
2026-07-17
digitimes.com
2026-07-17
ChangXin Memory Technologies' (CXMT) STAR Market IPO is more than just one of China's biggest semiconductor listings. It also marks the culmination of Zhu Yiming's two-decade effort to build a domestic memory industry, taking the entrepreneur from founding flash memory designer GigaDevice to creating China's first globally competitive DRAM maker.
2026-07-17
digitimes.com
2026-07-17
China-based Montage Technology said its first-half results are expected to rise sharply, underscoring continued demand for AI-linked memory and interconnect chips that matter to data centers and device makers worldwide. The company also disclosed a regulatory search in South Korea, adding an overhang that global investors will be watching closely.
2026-07-17
digitimes.com
2026-07-17
The surge in AI and high-performance computing (HPC) technologies continues to reshape the semiconductor landscape, as demonstrated by the June 2026 financial performances of key supply chain players in Taiwan. Within this thriving ecosystem, IC testing and design services have emerged as pivotal backbones ensuring the physical viability and operational efficiency of next-generation silicon.
2026-07-17
digitimes.com
2026-07-17
Power semiconductor makers say prices are still being adjusted as upstream raw material costs rise and AI-driven high-margin products crowd out capacity. With supply tight across the chain, customers are now focusing on securing shipments first, even as new price-hike notices arrive in the third quarter of 2026.