Semiconductor News & Analysis Feed
1442 articles
2026-07-16
www.bloomberg.com
2026-07-16
Bloomberg.com
2026-07-16
www.businesskorea.co.kr
2026-07-16
Businesskorea
2026-07-16
digitimes.com
2026-07-16
To address structural long-term growth in semiconductor demand, TSMC chairman C.C. Wei said the company works closely with customers — and its customers' customers — to jointly plan future capacity.
2026-07-16
digitimes.com
2026-07-16
South Korean prosecutors have opened a criminal front in a widening international investigation into alleged price-fixing of the small but critical chips that link AI processors to high-speed memory, raiding the local operations of three global suppliers on July 15.
2026-07-16
digitimes.com
2026-07-16
As AI server interconnects advance toward 1.6T and co-packaged optics (CPO), high-power continuous-wave (CW) lasers are becoming a strategic battleground for global technology companies. At the heart of these optical engines, indium phosphide (InP) manufacturing is shifting toward larger 4-inch and 6-inch wafer production. While existing suppliers have yet to fully meet growing demand, Taiwanese c
2026-07-16
digitimes.com
2026-07-16
Component shortages that began with PCs and smartphones are now spreading to servers. Inventec, a leading server motherboard maker, said supply gaps will continue widening from the third quarter of 2026 and could hit shipments, while a supply-chain source said some companies are even reluctant to talk about shortages for fear upstream vendors will redirect supply.
2026-07-16
digitimes.com
2026-07-16
During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems signaled that they now have room to raise prices and are preparing to expand output of their most important machines by roughly 30% in each of the next two years — all without building new cleanrooms. The tone confirmed
2026-07-16
digitimes.com
2026-07-16
TSMC Chairman and CEO C.C. Wei used the company's second-quarter 2026 earnings call to push back on two narratives gaining traction among analysts: that rival packaging technologies threaten TSMC's advanced packaging business, and that the company should be extracting windfall margins from its dominant market position.
2026-07-16
digitimes.com
2026-07-16
Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is instead spreading across a broader range of end markets. Taiwanese IC design companies believe that while booming cloud AI investment remains the primary driver behind today's capacity constraints across semiconductors
2026-07-16
digitimes.com
2026-07-16
Nvidia has laid out a sweeping expansion of its Japanese footprint. The company is moving beyond one-off supercomputer wins to embed its Blackwell-generation chips and software across the country's research labs, banks, hospitals, factories, and automakers. The breadth signals that Japan is being positioned as a full "AI ecosystem" for Nvidia, not a single-sector customer. It's a hedge that spread
2026-07-16
digitimes.com
2026-07-16
AI-driven demand is tightening global memory supplies, crowding out smartphones, PCs, and vehicles as DRAM and NAND Flash capacity is diverted toward data centers. Smart cars are among the hardest hit, and in China, where smart car adoption is rising quickly, automakers face sharper shortages, pricier components, and margin pressure.
2026-07-16
digitimes.com
2026-07-16
An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now setting up an unusual confrontation with its largest customer, TSMC, and threatens to fall hardest on Chinese chipmakers with the fewest alternatives. It also lands in the middle of a broader 2026 repricing cycle that
2026-07-16
news.google.com
2026-07-16
Business Wire
2026-07-16
www.investors.com
2026-07-16
Investor's Business Daily
2026-07-16
www.marketwatch.com
2026-07-16
MarketWatch
2026-07-16
tomshardware.com
2026-07-16
Anton Shilov
Chief executive of Nvidia says the company is on track to produce 'giant amounts' of Vera Rubin-based machines, but fails to address rumored delays of Kyber NVL144 racks from 2027 to 2028.
2026-07-16
eetimes.com
2026-07-16
Startup TYL Semi wants to address the gap between ASIC houses and design services, taking on the risk of developing large chiplet-based chips for AI infrastructure customers.
2026-07-16
www.eetimes.com
2026-07-16
EE Times
2026-07-16
www.electronicdesign.com
2026-07-16
Electronic Design
2026-07-16
www.aol.com
2026-07-16
AOL.com