133 articles
2026-05-19
thediplomat.com
2026-05-19
The Diplomat – Asia-Pacific Current Affairs Magazine
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2026-05-19
digitimes.com
2026-05-19
Prices for semiconductor-grade hydrogen fluoride supplied to Samsung Electronics and SK Hynix are expected to rise sharply between late June and July, as higher costs for a key China-sourced raw material ripple through South Korea's chip supply chain, according to industry sources cited by The Elec.
2026-05-19
digitimes.com
2026-05-19
ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has moved from years of losses to sharply higher profitability.
2026-05-19
www.investing.com
2026-05-19
Investing.com
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2026-05-18
www.benzinga.com
2026-05-18
Benzinga
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2026-05-18
www.scmp.com
2026-05-18
South China Morning Post
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2026-05-18
www.digitimes.com
2026-05-18
digitimes
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2026-05-18
digitimes.com
2026-05-18
The global map of semiconductor manufacturing is beginning to shift. For years, the market for advanced chip production was dominated almost entirely by TSMC. But the rise of artificial intelligence (AI), intensifying geopolitical tensions, and mounting pressure from Washington to secure critical supply chains are beginning to loosen that grip.
2026-05-18
digitimes.com
2026-05-18
India's semiconductor and electronics sectors are accelerating across multiple fronts, from AI-driven power-chip development and domestic EV battery technology to smartphone manufacturing and semiconductor supply-chain expansion. Industry executives and analysts say the shift reflects India's broader effort to move beyond assembly into higher-value chip design, power electronics, and localized tec
2026-05-17
news.az
2026-05-17
Latest news from Azerbaijan
News.Az is an Azerbaijani informational-analytical news portal that publishes a wide range of content, including analytical materials,
in-depth articles, insightful commentaries, and the latest news.
2026-05-17
www.chosun.com
2026-05-17
조선일보
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2026-05-16
digitimes.com
2026-05-16
China's memory semiconductor industry is entering a new phase of expansion as leading domestic players ramp up investments in both NAND flash and DRAM technologies, amid an AI-driven global memory boom and tightening supply conditions.
2026-05-15
www.benzinga.com
2026-05-15
Benzinga
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2026-05-15
www.benzinga.com
2026-05-15
Benzinga
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2026-05-15
digitimes.com
2026-05-15
Explosive AI-driven demand and a booming memory rebound push Taiwan's chip industry to NT$1.93 trillion (approx. US$61.9 billion) in the first quarter of 2026, with foundry and memory segments leading the charge.
2026-05-15
digitimes.com
2026-05-15
Hua Hong Semiconductor is positioning itself to capitalize on the accelerating transformation of the global semiconductor industry, driven primarily by the "unmistakably positive impact of AI" on market demand. During its first-quarter 2026 earnings call on May 14, 2026, the company outlined a multi-pronged strategy to enhance its position as a leader in specialty process technologies while expand
2026-05-15
digitimes.com
2026-05-15
Memory industry profits have surged, and Samsung Electronics recently posted earnings that exceeded TSMC's revenue for the first quarter of 2026, underscoring memory's rise as a strategic resource. Etron Chairman Nicky Lu warned that amid global geopolitical shifts, the US and South Korea are highly likely to move toward a deep alliance that could pose a formidable challenge to Taiwan's semiconduc
2026-05-15
digitimes.com
2026-05-15
As the US and China continue to clash over geopolitics and critical materials supply, industry sources say China's restrictions on indium phosphide (InP) substrates for optical communications remain unchanged and are widely seen as part of Beijing's effort to counter US-led AI development.
2026-05-15
digitimes.com
2026-05-15
Following record second-quarter 2026 financial results, Applied Materials has detailed an extensive strategy to scale its global manufacturing capacity and accelerate technology commercialization through new collaborative platforms. As the semiconductor industry pivots toward artificial intelligence (AI) infrastructure, the company is leveraging improved customer visibility to prepare its supply c
2026-05-15
cepa.org
2026-05-15
Center for European Policy Analysis (CEPA)
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