Semiconductor News & Analysis Feed
106 articles
2026-07-14
digitimes.com
2026-07-14
Taiwan's AI hardware supply chain remained strong in June, as substrate and CCL makers posted sharp annual gains driven by demand for AI servers, ASICs, and high-performance computing. The latest sales data suggest the upgrade cycle is broadening beyond one segment, with advanced ABF substrates and high-end CCL benefiting from higher specifications, better pricing, and rising AI content. For inves
2026-07-14
news.google.com
2026-07-14
24/7 Wall St.
2026-07-14
news.google.com
2026-07-14
Yahoo Finance
2026-07-12
news.google.com
2026-07-12
OC3D
2026-07-10
www.tomshardware.com
2026-07-10
Tom's Hardware
Tech Industry Manufacturing Semiconductors
Japanese chipmaker Rapidus to offer lower wafer pricing than TSMC — 2nm class silicon to be priced around $20,000 on 2027 launch
News
By Anton Shilov
Published July 10, 2026
Beat TSMC in terms of pricing without beating TSMC in terms of volumes?
(Image credit: Getty Images / Yuichi Yamazaki)
Share this article
2
Join the conversation
Follow us
Add us
2026-07-10
tomshardware.com
2026-07-10
Anton Shilov
Japanese chipmaker Rapidus discloses one more aspect of its strategy: to offer lower quotes than TSMC.
2026-07-10
www.gurufocus.com
2026-07-10
GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website.
Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details.
Cloudflare Ray ID: a1e8db446f05d690 • Your IP: Click to reveal • Performance & security by Cloudflare
2026-07-10
www.investing.com
2026-07-10
Investing.com
__fail__
2026-07-09
www.barrons.com
2026-07-09
Barron's
__fail__
2026-07-09
www.moomoo.com
2026-07-09
Moomoo
__fail__
2026-07-09
www.investing.com
2026-07-09
Investing.com
__fail__
2026-07-09
www.japantimes.co.jp
2026-07-09
The Japan Times
KARUIZAWA, NAGANO PREF. – Rapidus plans to sell its advanced 2-nanometer chips at around the same price as similar chips produced by Taiwan Semiconductor Manufacturing Co., the Japanese chipmaker’s president has said.
At an event hosted by the Japan Productivity Center in the town of Karuizawa, Nagano Prefecture, on Wednesday, Rapidus President Atsuyoshi Koike said the company plans to set the pr
2026-07-09
www.investing.com
2026-07-09
Investing.com
__fail__
2026-07-09
digitimes.com
2026-07-09
The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power while pushing cost pressure into PCs, smartphones, cars, and other end markets.
2026-07-09
digitimes.com
2026-07-09
Macronix and Winbond Electronics reported record consolidated revenue in June 2026 and for the second quarter of the year as memory chip demand and pricing strengthened. The Taiwanese makers benefited from a rally across the memory market, while industry watchers continued to flag the risk of volatility after a sharp price run-up.
2026-07-08
tomshardware.com
2026-07-08
Zak Killian
The global AI memory squeeze is pricing cheap phones out of existence and forcing mid-range devices to compromise on hardware.
2026-07-08
www.gurufocus.com
2026-07-08
GuruFocus
The owner of this website (www.gurufocus.com) has banned the autonomous system number (ASN) your IP address is in (45102) from accessing this website.
Please see https://developers.cloudflare.com/support/troubleshooting/http-status-codes/cloudflare-1xxx-errors/error-1005/ for more details.
Cloudflare Ray ID: a1b6c5aa8991c1cf • Your IP: Click to reveal • Performance & security by Cloudflare
2026-07-08
drrobertcastellano.substack.com
2026-07-08
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
The Quarterly Pricing Data That Explains Why TSMC Dominates the Semiconductor Industry
DR. ROBERT CASTELLANO
JUL 08, 2026
∙ PAID
8
Share
What’s in This Article
Quarterly Pricing Shows Continuous Repricing
Table 1: Quarterly TSMC Wafer Pricing by Leading-Edge Process Node (2024–2027E)
Every New Node Resets Industry Pricing
Table 2: TSMC Wafer Pricing by Process Node
AI Changed the Economics
Table 3
2026-07-08
digitimes.com
2026-07-08
AI servers are tightening Taiwan's power component supply chain, lifting demand for MOSFETs, PMICs, cooling motors and power management products even as weak PC demand limits suppliers' ability to pass on higher costs.
2026-07-07
digitimes.com
2026-07-07
Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift DRAM and NAND prices again in mid-June 2026. The trend could ripple through smartphones, PCs, and servers, while Apple's possible sourcing shifts may influence pricing across the wider semiconductor industry.