Semiconductor News & Analysis Feed
4822 articles
2026-07-14
news.google.com
2026-07-14
Quiver Quantitative
2026-07-14
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2026-07-14
Investing.com
2026-07-14
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2026-07-14
Seeking Alpha
2026-07-14
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2026-07-14
Reuters
2026-07-14
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2026-07-14
Yahoo Finance
2026-07-14
telecom.economictimes.indiatimes.com
2026-07-14
ET Telecom
2026-07-14
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2026-07-14
Open Magazine
2026-07-14
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2026-07-14
thestreet.com
2026-07-14
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2026-07-14
Investor's Business Daily
2026-07-14
digitimes.com
2026-07-14
US President Donald Trump recently claimed that Taiwan's TSMC will double the size of its Arizona fab project, reviving attention on his goal of raising the US share of the global chip market to 50% before the end of his term. TSMC declined to comment on the report, but investors may press the company on the issue at its second-quarter 2026 earnings call.
2026-07-14
digitimes.com
2026-07-14
All 13 tracked sub-sectors of Taiwan's semiconductor supply chain recorded positive year-over-year revenue growth in June 2026, according to monthly revenue filings, pointing to an industry-wide upcycle rather than gains concentrated in a single segment.
2026-07-14
digitimes.com
2026-07-14
The AI boom is tightening an important but often overlooked part of the chip supply chain, with global readers likely to feel the effects through higher costs, delayed capacity, and uneven access to advanced processors. As demand for CPUs, GPUs, and ASICs rises, ABF substrate supply is tightening, and the squeeze is expected to last for years.
2026-07-14
digitimes.com
2026-07-14
Trusval Technology posted record revenue in the second quarter and first half of 2026, supported by demand tied to global AI infrastructure buildouts and continued expansion of advanced process and advanced packaging capacity by semiconductor makers. The company said order visibility has now extended through 2027.
2026-07-14
digitimes.com
2026-07-14
Tripod Technology said its business stayed strong in the first half of 2026, helping second-quarter revenue hit a new quarterly high. June sales still topped NT$8 billion (approx. US$250 million), even though they fell from May, as inventory checks, component shortages, and customer supply gaps delayed shipments.
2026-07-14
digitimes.com
2026-07-14
C Sun said its 2026 revenue growth will be led by advanced packaging and advanced printed circuit board equipment as AI infrastructure spending continues to support industrial investment demand. The PCB and semiconductor equipment maker said the outlook remained positive as foundry, outsourced semiconductor assembly and test, IC substrate, and high-end multilayer board customers increased capital
2026-07-14
digitimes.com
2026-07-14
Liying said revenue reached a quarterly record of NT$108 million in the second quarter of 2026, crossing the NT$100 million (US$3.11 million) mark for the first time as strong demand for AI chips kept semiconductor utilization rates high. The company also reported record first-half revenue of NT$206 million, reflecting continued demand for its circular-economy services tied to waste hydrofluoric a
2026-07-14
digitimes.com
2026-07-14
Quartz component suppliers are raising prices as higher raw material costs from gold wire and ceramic bases squeeze margins. Industry sources said ceramic base prices could climb by double-digit percentages, in some cases even doubling, pushing makers to pass on some of the increases.
2026-07-14
digitimes.com
2026-07-14
Ion Electronic Materials reported June 2026 consolidated revenue of NT$51.852 million (US$1.61 million), up 30% from a year earlier, as demand for advanced gases continued to expand. First-half consolidated revenue reached NT$315 million, down 3% from the same period in 2025, mainly because equipment revenue was absent.
2026-07-14
digitimes.com
2026-07-14
Taiwan-Asia Semiconductor (TASC) has announced senior management changes at its group companies as ProAsia Semiconductor (PASC) prepares for a Taiwan Innovation Board listing, now expected in the first or second quarter of 2027. The overhaul is aimed at meeting listing requirements on corporate governance, independence, and the rule that senior executives cannot hold concurrent cross-company roles
2026-07-14
digitimes.com
2026-07-14
Gudeng Precision Industrial Electronics reported record June revenue and its highest quarterly sales in the second quarter of 2026, driven by stronger demand for EUV mask carriers and 12-inch wafer carriers as advanced-node manufacturing accelerated. The Taiwan-based supplier said momentum should remain strong in the second half of 2026, keeping full-year results on pace to challenge another high.