Semiconductor News & Analysis Feed
4822 articles
2026-07-16
www.businesskorea.co.kr
2026-07-16
Businesskorea
2026-07-16
www.tradingkey.com
2026-07-16
TradingKey
2026-07-16
www.thestreet.com
2026-07-16
thestreet.com
2026-07-16
www.indexbox.io
2026-07-16
IndexBox
2026-07-16
digitimes.com
2026-07-16
Apple is exploring acquisitions of semiconductor companies to accelerate development of AI server chips, reflecting mounting pressure to improve the computing infrastructure behind its AI ambitions, according to The Information.
2026-07-16
digitimes.com
2026-07-16
TSMC reported record second-quarter 2026 results on July 16, with revenue, profit, and earnings per share all surpassing market expectations, underscoring sustained demand for AI and high-performance computing (HPC) chips.
2026-07-16
digitimes.com
2026-07-16
AI-driven demand is tightening global memory supplies, crowding out smartphones, PCs, and vehicles as DRAM and NAND Flash capacity is diverted toward data centers. Smart cars are among the hardest hit, and in China, where smart car adoption is rising quickly, automakers face sharper shortages, pricier components, and margin pressure.
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
2026-07-16
digitimes.com
2026-07-16
Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and brands. Industry players say the wave of smartphone price increases in the first quarter of 2026 has already hurt sales momentum, and another round of memory-driven hikes in the second half of this year or in 2027 wou
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
Component shortages that began with PCs and smartphones are now spreading to servers. Inventec, a leading server motherboard maker, said supply gaps will continue widening from the third quarter of 2026 and could hit shipments, while a supply-chain source said some companies are even reluctant to talk about shortages for fear upstream vendors will redirect supply.
2026-07-16
digitimes.com
2026-07-16
Reports of longer chip lead times have been mounting. ADI has notified customers that, as recovering demand tightens supply, lead times for some analog chip products have stretched to six months, and it has urged customers to place orders early to avoid delivery delays. Meanwhile, a channel player said STMicroelectronics (ST) MCU lead times have extended to 52 weeks, prompting distributors to begi
2026-07-16
digitimes.com
2026-07-16
Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is instead spreading across a broader range of end markets. Taiwanese IC design companies believe that while booming cloud AI investment remains the primary driver behind today's capacity constraints across semiconductors
2026-07-16
digitimes.com
2026-07-16
Hanmi Semiconductor and Hanwha Semitech clashed in a Seoul courtroom over patents covering thermocompression bonders, or TC bonders, critical equipment used to stack DRAM chips vertically in high-bandwidth memory, or HBM.
2026-07-16
digitimes.com
2026-07-16
The IPO prospectus of Changxin Memory Technologies (CXMT), filed ahead of a planned listing on Shanghai's STAR Market, lays bare the international talent base the company has assembled to compete against the established leaders of the global DRAM industry — and raises a subtler question about the residency arrangements of its founder.
2026-07-16
digitimes.com
2026-07-16
TSMC Chairman and CEO C.C. Wei used the company's second-quarter 2026 earnings call to push back on two narratives gaining traction among analysts: that rival packaging technologies threaten TSMC's advanced packaging business, and that the company should be extracting windfall margins from its dominant market position.
2026-07-16
digitimes.com
2026-07-16
Shenzhen Baiwei Storage Technology said its first-half 2026 revenue and profit are likely to rise sharply, highlighting how the global AI boom is reshaping demand for memory chips and related equipment. The company's preliminary figures suggest stronger orders, improved product mix, and a recovering storage market that could matter for investors worldwide.
2026-07-16
digitimes.com
2026-07-16
TSMC is projecting its strongest quarter ever, guiding third-quarter 2026 revenue to between US$44.6 billion and US$45.8 billion on the back of accelerating demand for leading-edge chips and the steep ramp-up of its 2-nanometer process technology.
2026-07-16
www.fool.com
2026-07-16
The Motley Fool
2026-07-16
www.reuters.com
2026-07-16
Reuters