Semiconductor News & Analysis Feed
2440 articles
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
TSMC Chairman C.C. Wei formally announced on July 16 that the company will invest an additional US$100 billion in the US, funding several 2nm and more advanced logic wafer fabs as well as advanced packaging plants to support continued strong demand from major US customers.
2026-07-17
digitimes.com
2026-07-17
Powertech Technology is deepening its panel-level packaging (FOPLP) strategy after its board approved a joint venture with Broadcom in Singapore to build panel-level advanced packaging (PLP) manufacturing capacity, with the planned investment totaling US$400 million.
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
TSMC chairman C.C. Wei said at the company's July 16 earnings call that mature-node expansion will be limited, with future capacity additions focused mainly on overseas fabs in Japan and Germany, as well as select products in Taiwan. The remarks have eased concerns among Taiwanese PMIC makers and other analog chip suppliers amid tight mature-node supply.
2026-07-17
digitimes.com
2026-07-17
Chinese DRAM maker ChangXin Memory Technology's (CXMT) IPO has entered its final stage, drawing close market attention. PC supply chain sources said the US had briefly planned to add CXMT to its entity list but had not announced it, and that easing US-China tensions, along with reports that Apple had tested CXMT memory and lobbied the US government, had signaled a possible green light and triggere
2026-07-17
digitimes.com
2026-07-17
Taiwan Semiconductor Manufacturing Company (TSMC) posted record second-quarter earnings for 2026, issued third-quarter revenue guidance above market expectations, and raised its full-year US dollar revenue growth forecast to more than 40%. The company also increased its 2026 capital expenditure guidance to US$60-64 billion. However, investors focused more closely on its softer gross margin outlook
2026-07-17
digitimes.com
2026-07-17
The global tech landscape is currently dominated by two massive tides: the race for semiconductor supremacy and the long-promised dawn of the quantum era. While quantum technology is often associated with the distant goal of large-scale computing, a German startup is proving that quantum's most immediate impact may actually be in saving inspection time for the global semiconductor industry that po
2026-07-17
digitimes.com
2026-07-17
Cica-Huntek Chemical Technology said on July 16 that its subsidiary facility in Phoenix, Arizona, had been completed and officially opened after about US$8 million in investment. The move was designed to support a core customer's global production expansion and meet rising demand for advanced semiconductor facility systems in North America.
2026-07-17
digitimes.com
2026-07-17
China's AI chip industry is moving beyond a contest over process nodes and into a broader race involving memory, advanced packaging, chip interconnects and system architecture.
2026-07-17
digitimes.com
2026-07-17
Micron has said its Strategic Customer Agreement (SCA) long-term supply deals with 16 key strategic customers include seven automotive customers — among them Qualcomm, Visteon, and Harman, all key suppliers supporting the automotive ecosystem — reinforcing its push into the auto supply chain. The memory maker said the agreements also cover CSPs and AI infrastructure players.
2026-07-17
digitimes.com
2026-07-17
China and the Netherlands agreed that their governments should create a favorable environment for companies to resolve the Nexperia dispute through consultation, China's Ministry of Commerce said July 16.
2026-07-17
www.phoenix.gov
2026-07-17
City of Phoenix (.gov)
2026-07-17
www.phoenix.gov
2026-07-17
City of Phoenix (.gov)
2026-07-17
eetimes.com
2026-07-17
The “Mind of the Engineer” survey aims to provide empirical insights into where today’s engineering landscape is heading and how engineers should prepare for this AI-powered paradigm shift.
2026-07-17
www.gurufocus.com
2026-07-17
GuruFocus
2026-07-17
www.fool.com
2026-07-17
The Motley Fool
2026-07-17
www.wsj.com
2026-07-17
WSJ
2026-07-17
app.hedgeye.com
2026-07-17
Hedgeye
2026-07-17
kraneshares.com
2026-07-17
KraneShares