Semiconductor News & Analysis Feed
106 articles
2026-07-22
www.hackster.io
2026-07-22
Hackster.io
2026-07-22
www.ad-hoc-news.de
2026-07-22
Ad-hoc-news.de
TSMC’s, Pricing
TSMC’s Pricing Power and 2nm Surge Combine to Fuel a Sharp Rebound
Published on 07/22/2026 at 06:02 | Redaktion boerse-global.de
TSMC rallies 5.5% as confirmed 5-10% price hikes for 2027 and 2nm tape-outs quadrupling 3nm pace reverse post-earnings weakness.
TSMC’s Pricing Power and 2nm Surge Combine to Fuel a Sharp Rebound Illustration mit AI erstellt übermittelt durch boerse-glo
2026-07-22
www.ad-hoc-news.de
2026-07-22
Ad-hoc-news.de
2026-07-21
9to5mac.com
2026-07-21
9to5Mac
2026-07-20
www.msn.com
2026-07-20
MSN
2026-07-19
www.msn.com
2026-07-19
MSN
2026-07-18
tomshardware.com
2026-07-18
Jowi Morales
These GPUs will probably be more expensive than ever.
2026-07-18
www.tomshardware.com
2026-07-18
Tom's Hardware
2026-07-17
finance.yahoo.com
2026-07-17
Yahoo Finance
2026-07-17
247wallst.com
2026-07-17
24/7 Wall St.
2026-07-17
videocardz.com
2026-07-17
VideoCardz.com
2026-07-17
digitimes.com
2026-07-17
Memory suppliers have regained pricing power as AI-driven stockpiling and advance capacity bookings tightened supply for consumer electronics and automotive customers. The shift has become especially visible in the Apple supply chain, where industry sources said the company is now effectively the last major line of defense as vendors push for higher prices and allocate capacity elsewhere.
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
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
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
2026-07-15
digitimes.com
2026-07-15
Taiwan's memory sector delivered an extraordinary June 2026, with aggregate revenue reaching US$2,829.5 million, up 6.4% month-over-month and a staggering 288.3% year-over-year — by far the fastest-growing category in Taiwan's entire semiconductor supply chain, dwarfing silicon foundry (~54% year-over-year) and OSAT (~24% year-over-year). The surge reflects the AI/HBM-driven DRAM and NAND pricing
2026-07-14
news.google.com
2026-07-14
Seeking Alpha
2026-07-14
news.google.com
2026-07-14
Seeking Alpha
2026-07-14
news.google.com
2026-07-14
Finimize
2026-07-14
news.google.com
2026-07-14
semivision