Semiconductor News & Analysis Feed

Qualcomm (QCOM) faces renewed scrutiny following below-expected third-quarter earnings, primarily due to handset revenue weakness linked to memory supply constraints and reduced modem share for the upcoming iPhone launch. While its stock has declined 14% over 30 days and 23.69% over 90 days, the one

Taiwan Semiconductor Manufacturing Company (TSMC) reported a record monthly revenue of NT$467.58 billion in July 2026, marking a 44.7% year-over-year increase and a 5.6% rise from June. This surge continues a strong performance through the first seven months of the year, with total revenue up 37% co

The announcement that Singapore's sovereign wealth fund Temasek plans to directly invest in South Korea's leading chipmakers Samsung Electronics and SK Hynix has significantly boosted market sentiment. Following the news, both companies saw their shares surge by approximately 8%, contributing to a r

Chosun University's Semiconductor Chemistry Department has achieved a significant breakthrough in commercializing HBM packaging materials, marking a substantial advancement for the global semiconductor industry. HBM technology, essential for high-performance computing, AI, and data centers, delivers

This article focuses on the capital strategies and infrastructure developments in the current AI wave, analyzing recent moves by NVIDIA, OpenAI, and Anthropic. NVIDIA is assembling a $500 billion consortium with top financial institutions to fund AI infrastructure, marking its evolution from chipmak

Intel CEO Lip-Bu Tan is exploring CPU-memory stacking technologies to address ongoing memory shortages, which are intensifying due to surging demand from AI data centers. This approach could help Intel better manage supply chain constraints and drive growth amid a global semiconductor bottleneck. Ta

Taiwanese semiconductor equipment maker Grand Process (3131.TW) announced a significant strategic move by partnering with Japan's Seiki Semiconductor Co., Ltd. through its subsidiary Jialin Technology to distribute advanced bonding and precision surface treatment equipment. This collaboration addres

NVIDIA's upcoming Q2 earnings report is generating significant market attention, particularly as prediction markets wager on the stock surpassing $250. The semiconductor giant's performance is closely watched due to its dominant position in AI and data center GPU markets, where demand has surged wit

Taiwan Semiconductor Manufacturing Company (TSMC) has announced that artificial intelligence computing demand is rapidly escalating chip integration complexity, pushing advanced packaging competition beyond individual device performance into comprehensive reliability and validation at packaging, boa

Taiwan Semiconductor Manufacturing Company (TSMC) and Sony have announced a $4.7 billion joint venture to develop and manufacture next-generation image sensors in southern Japan, with commercial production expected to begin in 2029. This collaboration underscores the strategic alignment between TSMC

Synopsys (SNPS) stock has declined 19.8% over the past three months, underperforming both the Zacks Computer - Software industry and the broader tech sector. Despite this, the company trades at a P/S multiple of 7.53x, significantly above the industry average of 6.36x, indicating a premium valuation