Semiconductor News & Analysis Feed
840 articles
2026-07-15
www.tomshardware.com
2026-07-15
Tom's Hardware
2026-07-15
www.thelec.net
2026-07-15
thelec.net
2026-07-15
www.investing.com
2026-07-15
Investing.com
2026-07-15
finance.yahoo.com
2026-07-15
Yahoo Finance
2026-07-15
www.barrons.com
2026-07-15
Barron's
2026-07-15
www.cnbc.com
2026-07-15
CNBC
2026-07-15
finance.biggo.com
2026-07-15
finance.biggo.com
2026-07-15
eu.36kr.com
2026-07-15
36 Kr
2026-07-15
asia.nikkei.com
2026-07-15
Nikkei Asia
2026-07-15
digitimes.com
2026-07-15
China's JCET expects stronger first-half earnings as global demand tied to artificial intelligence (AI) infrastructure lifts semiconductor activity. The outlook signals continued momentum in chip packaging and testing, a sector closely watched by investors because it reflects broader technology spending trends that affect supply chains across Asia, the US, and Europe.
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
CXMT is preparing China's largest chip-sector IPO of 2026, seeking up to US$4.3 billion to expand DRAM and HBM capacity, deepen vertical integration, and challenge Samsung Electronics, SK Hynix, and Micron Technology under rising AI demand and tighter US export controls.
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
Dutch lithography giant ASML reported total net sales of EUR9.3 billion for the second quarter of 2026, exceeding its own guidance, as customers accelerated capacity expansion plans amid continued AI-driven demand for advanced logic and memory chips.
2026-07-15
digitimes.com
2026-07-15
Taiwan's memory sector delivered an extraordinary June 2026, with aggregate revenue reaching US$2,829.5 million, up 6.4% month-over-month and a staggering 288.3% year-over-year — by far the fastest-growing category in Taiwan's entire semiconductor supply chain, dwarfing silicon foundry (~54% year-over-year) and OSAT (~24% year-over-year). The surge reflects the AI/HBM-driven DRAM and NAND pricing
2026-07-15
digitimes.com
2026-07-15
Taiwan's back-end packaging and testing (OSAT) industry posted US$3,105.4 million in June 2026 revenue, up 2.9% month-over-month and 23.7% year-over-year — a solid, steady pace, but one that masks sharply divergent performance beneath the surface.
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
digitimes.com
2026-07-15
South Korea is accelerating plans to supply electricity to a new semiconductor cluster in the country's southwest by 2030, potentially expanding the domestic energy-storage market as chip fabs and AI data centers add to power demand.
2026-07-15
www.kezi.com
2026-07-15
KEZI
2026-07-15
news.google.com
2026-07-15
CNBC