Semiconductor News & Analysis Feed
4822 articles
2026-07-17
seekingalpha.com
2026-07-17
Seeking Alpha
2026-07-17
xenospectrum.com
2026-07-17
XenoSpectrum
2026-07-17
www.fool.com
2026-07-17
The Motley Fool
2026-07-17
finance.biggo.com
2026-07-17
finance.biggo.com
2026-07-17
www.livemint.com
2026-07-17
livemint.com
2026-07-17
developer.nvidia.com
2026-07-17
NVIDIA Developer
2026-07-17
digitimes.com
2026-07-17
As high-bandwidth memory (HBM) stacks add more layers, requirements for chip-to-chip bonding accuracy and signal transmission efficiency are becoming more demanding.
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
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
Memory shortages are rippling through global electronics supply chains, as tightening supply in DRAM and NAND pushes manufacturers to lock in long-term contracts. The squeeze could mean higher prices, longer lead times, and fewer options across servers, industrial systems, and consumer devices.
2026-07-17
digitimes.com
2026-07-17
Buoyed by robust shipments of optical communications products, Taiwanese optical communications company WaveSplitter Technologies (WST) nearly doubled its first-quarter revenue in 2026. Chairman and President Sheau Chen said surging AI computing demand will continue to drive the transition from 400G to 800G and 1.6T optical interconnects, with the company positioning its high-power continuous-wave
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
Taiwan Semiconductor Manufacturing Company (TSMC) held its second-quarter 2026 earnings conference on July 16, where chairman and CEO C.C. Wei discussed the latest developments in AI demand, saying the market continues to evolve at a rapid pace.
2026-07-17
digitimes.com
2026-07-17
ChangXin Memory Technologies (CXMT) opened subscriptions for its STAR Market IPO on July 16, launching one of China's largest A-share listings of 2026 and marking the country's first complete DRAM journey from technology acquisition and manufacturing validation to mass production and capital market recognition.
2026-07-17
digitimes.com
2026-07-17
Global investment in AI infrastructure continues to accelerate, yet component shortages across the supply chain have not eased as previously expected. Instead, tightening availability across multiple product categories has intensified supply constraints.
2026-07-17
digitimes.com
2026-07-17
Micron Technology said it has completed strategic customer agreements with several tier 1 suppliers and ecosystem partners serving the global automotive industry, including Qualcomm, Visteon, Harman, Joynext, Denso, Astemo, and Hyundai Mobis.
2026-07-17
digitimes.com
2026-07-17
Power semiconductor makers say prices are still being adjusted as upstream raw material costs rise and AI-driven high-margin products crowd out capacity. With supply tight across the chain, customers are now focusing on securing shipments first, even as new price-hike notices arrive in the third quarter of 2026.
2026-07-17
digitimes.com
2026-07-17
A South Korean lawmaker has introduced a bill that would allow a second-tier subsidiary of a general holding company to retain a stake of at least 50% in a jointly funded semiconductor venture, rather than the 100% currently required under the country's holding-company rules.
2026-07-17
sg.finance.yahoo.com
2026-07-17
Yahoo Finance Singapore
2026-07-17
www.quiverquant.com
2026-07-17
Quiver Quantitative