Semiconductor News & Analysis Feed
16 articles
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.
2026-07-08
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.
2026-07-01
digitimes.com
2026-07-01
Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since late 2025, outsourced semiconductor assembly and test, or OSAT, capacity has tightened steadily. New capacity added in 2026 has also been filled quickly, prompting multiple IC design houses to lock in capacity and pus
2026-06-30
www.digitimes.com
2026-06-30
digitimes
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM...
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2026-06-30
digitimes.com
2026-06-30
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM capacity are also set for a prolonged supply shortage, effectively rewriting the foundry industry's business cycle.
2026-06-30
digitimes.com
2026-06-30
For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down memory and component costs before turning hardware upgrades into high-margin revenue. The AI-driven boom in HBM and DRAM is now challenging that strategy.
2026-06-29
www.digitimes.com
2026-06-29
digitimes
Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue came mainly from higher prices, not bigger shipments, while its "Made in America" positioning appeared to strengthen its...
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2026-06-13
digitimes.com
2026-06-13
SK Hynix is reviewing rare price increase requests from several tier-one equipment suppliers, a sign that the high-bandwidth memory boom is beginning to reshape pricing power in South Korea's semiconductor equipment supply chain.
2026-06-11
www.digitimes.com
2026-06-11
digitimes
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung...
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2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-03
simplywall.st
2026-06-03
simplywall.st
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2026-06-02
wccftech.com
2026-06-02
Wccftech
wccftech.com
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2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
Infineon’s, Next
Infineon’s Next Chapter Takes Shape as AI, Sensors and Pricing Power Converge
02.06.2026 - 06:04:27 | boerse-global.de
Infineon acquires ams Osram sensor portfolio for €570M, joins NVIDIA AI ecosystem, raises auto prices, targets €16B revenue in FY26, with shares near record.
Infineon’s Next Chapter Takes Shape as AI, Sensors and Pricing Power Converge - Bild: über boerse-global
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies stock (DE0006231004): pricing power and AI demand in focus after Q2 2026 earnings
28.05.2026 - 14:19:14 | ad-hoc-news.de
Infineon Technologies recently reported Q2 2026 results and is preparing price increases for selected semiconductor products from July 2026, highlighting its role in Germany’s DAX index and in key markets such as automotive, power el
2026-05-28
www.ad-hoc-news.de
2026-05-28
AD HOC NEWS
Infineons, Second
Infineon's Second Price Hike Signals Pricing Power as Stock Nears All-Time High
28.05.2026 - 09:01:23 | boerse-global.de
Infineon hikes prices for second time in 2024, riding AI-driven demand as shares near €77.57 all-time high. Costs and data center boom fuel global chip price increases.
Infineon's Second Price Hike Signals Pricing Power as Stock Nears All-Time High - Foto: üb
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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