Semiconductor News & Analysis Feed

Nomura's newly introduced Chip Shortage Index (CSI) highlights an unprecedented supply-demand imbalance in the semiconductor industry, which is now becoming a key driver of business cycles in the AI era. Unlike past decades where semiconductor cycles closely tracked global economic trends, today's d

Nomura’s latest research report confirms that Lumentum’s Q4 FY26 financial results further validate the structural trend of global optical chip supply shortages. Lumentum’s Q2 FY26 revenue surged 109% YoY to $1.01 billion, with strong demand for all laser product categories, particularly narrow-line