Semiconductor News & Analysis Feed
4822 articles
2026-07-15
digitimes.com
2026-07-15
SK Hynix has begun placing orders with major suppliers for advanced DRAM manufacturing equipment for the first phase of its Yongin Y1 fab, with the initial installation expected to support production of about 20,000 wafers per month, according to ZDNet Korea, which cited semiconductor and equipment industry sources.
2026-07-15
digitimes.com
2026-07-15
TYLSemi, a semiconductor startup founded by former executives of AlphaWave, the connectivity chip specialist acquired by Qualcomm, has emerged from stealth with US$43 million in early-stage funding to help companies develop custom AI chips through an open, chiplet-based approach.
2026-07-15
digitimes.com
2026-07-15
The US has become the leading source of helium and other noble gases for Taiwan, South Korea and Japan as disruptions to Qatari production and China's temporary export ban reshape supply routes for materials used in semiconductor manufacturing, according to a Nikkei Asiaanalysis of customs data and related reporting.
2026-07-15
digitimes.com
2026-07-15
Nam Liong Global Corporation reported consolidated revenue of NT$245 million (US$8.4 million) for June 2026, down 2.56% from the previous month but up 21.66% year over year, reflecting mid-year inventory adjustments by some customers and normal seasonal shipment patterns. Second-quarter revenue reached NT$743 million, rising 23.73% sequentially and 17.07% from a year earlier. Revenue for the first
2026-07-15
digitimes.com
2026-07-15
AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing (PSMC) reported second quarter 2026 revenue of NT$17.291 billion (approx. US$537.8 million), up 27% quarter-over-quarter and 53% year-over-year, while gross margin jumped to 28%, up 18pp from the first quarter; operating
2026-07-15
digitimes.com
2026-07-15
Apple's MacBook Neo is selling briskly, lifting the company's notebook brand shipments by more than 10% year on year in the second quarter of 2026, but supply shortages are emerging as a major risk. Supply-chain sources had expected MacBook Neo shipments to reach 10 million units in 2026, but a key component bottleneck could weigh on sales.
2026-07-15
semiengineering.com
2026-07-15
Ed Sperling
Where AI will be successful, who will benefit, and how that will affect the design proc...
2026-07-15
digitimes.com
2026-07-15
ASML confirmed on July 15 that Intel Foundry has become the first company in the industry to ship a high-volume logic product manufactured using High-NA EUV lithography, marking a significant milestone in the commercial readiness of the Dutch equipment maker's most advanced lithography technology.
2026-07-15
digitimes.com
2026-07-15
QBit Semiconductor reported a June consolidated revenue of NT$132 million (US$4.1 million) in 2026, a record high marking a rise of 108.5% from the previous month and 41.1% from a year earlier. The Taiwan-based IC design company said its first-half revenue for 2026 reached NT$320 million, up 91.7% year on year and equal to 75% of its full-year 2025 sales.
2026-07-15
stocksdownunder.com
2026-07-15
Stocks Down Under
2026-07-15
drrobertcastellano.substack.com
2026-07-15
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
2026-07-15
finance.yahoo.com
2026-07-15
Yahoo Finance
2026-07-15
seekingalpha.com
2026-07-15
Seeking Alpha
2026-07-15
www.fool.com
2026-07-15
The Motley Fool
2026-07-15
seekingalpha.com
2026-07-15
Seeking Alpha
2026-07-15
finance.biggo.com
2026-07-15
finance.biggo.com
2026-07-15
finance.yahoo.com
2026-07-15
Yahoo Finance
2026-07-15
news.google.com
2026-07-15
Quiver Quantitative
2026-07-15
eetimes.com
2026-07-15
Chip design tools are cashing in: Q1 EDA revenue hit $5.7B as APAC surged 17.7% and hyperscalers went DIY.
2026-07-15
seekingalpha.com
2026-07-15
Seeking Alpha