Semiconductor News & Analysis Feed
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2026-07-08
know.creditsights.com
2026-07-08
CreditSights
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Nicholas Chen: Analy
2026-07-08
www.industrialinfo.com
2026-07-08
Industrial Info Resources
A new era of policy-driven capital spending. The U.S. industrial and energy construction sectors are presently shaped by a confluence of macroeconomic and legislative forces.
The global pharmaceutical and biotechnology sector is entering a period of robust capital spending, driven by a structural shift toward outsourcing and an urgent need for advanced manufacturing capabilities.
Data center inf
2026-07-08
www.ad-hoc-news.de
2026-07-08
AD HOC NEWS
Infineon, DE0006231004
Infineon Technologies strengthens its position in power semiconductors. Focus on global demand for energy-efficient chips
Veröffentlicht: 08.07.2026 um 07:10 Uhr, Redaktion AD HOC NEWS, Redaktionelle Verantwortung: Rafael Müller (Chefredaktion)
Infineon Technologies faces robust demand for its power semiconductors as industries worldwide invest in energy efficiency and elec
2026-07-08
www.fingerlakesdailynews.com
2026-07-08
Finger Lakes Daily News
Home › Regional & State News › Clay Approves $30M Deal With Micron for Semiconductor Plant
Clay Approves $30M Deal With Micron for Semiconductor Plant
Wednesday, July 8 at 12:00 AM
Lucas Day
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The logo for Micron Technology, a semiconductor company with a planned facility in Central New York.
The Town of Clay has approved a $30 million agreement with Micron Technology related to the com
2026-07-08
www.moomoo.com
2026-07-08
Moomoo
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Goldman Sachs remains cautious about Taiwan Semiconductor's (TSM.US) progress on glass core substrates (GCS), whil
2026-07-08
drrobertcastellano.substack.com
2026-07-08
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
The Quarterly Pricing Data That Explains Why TSMC Dominates the Semiconductor Industry
DR. ROBERT CASTELLANO
JUL 08, 2026
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What’s in This Article
Quarterly Pricing Shows Continuous Repricing
Table 1: Quarterly TSMC Wafer Pricing by Leading-Edge Process Node (2024–2027E)
Every New Node Resets Industry Pricing
Table 2: TSMC Wafer Pricing by Process Node
AI Changed the Economics
Table 3
2026-07-08
japan-forward.com
2026-07-08
JAPAN Forward
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2026-07-08
letsdatascience.com
2026-07-08
Let's Data Science
INFRASTRUCTURE
semiconductors
ai chips
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Rapidus Pursues 2-nanometer Semiconductor Production in Japan
3 sources
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July 8, 2026
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By LDS Team
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Photo: cdn.japan-forward.com · rights & takedowns
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Rapidus is pursuing 2-nanometer logic semiconductor production in Japan, with its official site saying the Chitose pilot line began opera
2026-07-08
www.chosun.com
2026-07-08
조선일보
By Lee Hai-woon
Published 2026.07.08. 09:12
Updated 2026.07.08. 14:44
The logo of Samsung is seen at the Samsung Electronics Seocho building in Seoul on July 7, 2026. South Korean technology giant Samsung Electronics forecasts on July 7 a roughly 19-fold jump in second-quarter operating profit from a year earlier, buoyed by sustained AI-driven demand for memory chips. (Photo by Jade GAO / AFP)/AF
2026-07-08
digitimes.com
2026-07-08
The Netherlands used a trade mission to Beijing this week to reopen economic ties with China while semiconductor tensions remained at the center of the agenda. Dutch trade officials met Chinese counterparts as Amsterdam sought to manage disputes involving Nexperia and ASML amid broader US-China technology restrictions.
2026-07-08
digitimes.com
2026-07-08
South Korean equipment maker Hanmi Semiconductor is moving beyond high-bandwidth memory (HBM) tools into advanced chip packaging, a shift that could affect the global semiconductor supply chain. As ASE boosts capacity to meet TSMC-linked demand, Hanmi is positioning for broader sales growth in the second half of 2026 and beyond.
2026-07-08
www.01net.it
2026-07-08
01net
www.01net.it
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2026-07-08
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2026-07-08
Honolulu Star-Advertiser
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2026-07-08
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2026-07-08
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Synopsys to end semiconductor manufacturing process control software to focus resources on AI design
AI Summary
Synopsys will stop selling semiconductor manufacturing process control software, Reuters reported on July 7, citing six sources familiar with the matter. The move is part of an effort to focus resources on higher-margin businesses such as AI design. Synopsys notified about 10 c
2026-07-08
pro.thestreet.com
2026-07-08
TheStreet Pro
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Semiconductor Weakness Weighs on the Market
Biotechnology continues to benefit from rotation, but overall corrective action is gaining steam.
James "Rev Shark" DePorre·Jul 7, 2026, 4:19 PM EDT
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2026-07-08
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2026-07-08
IndexBox
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2026-07-08
www.quiverquant.com
2026-07-08
Quiver Quantitative
Sarasin & Partners LLP has added 332,404 shares of $TSM to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $TSM.
TAIWAN SEMICONDUCTOR MANUFACTURING Hedge Fund Activity
We have seen 1,482 institutional investors
2026-07-08
www.syracuse.com
2026-07-08
Syracuse.com
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2026-07-08
www.bloomberg.com
2026-07-08
Bloomberg.com
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2026-07-08
spacenews.com
2026-07-08
SpaceNews
PHOENIX, AZ — June 09, 2026 — Spirit Electronics today announced a new managed-access offering that provides aerospace and defense customers with a secure pathway to advanced, U.S.-based semiconductor manufacturing in 28nm CMOS. Through this capability, Spirit supports programs seeking domestic wafer fabrication for custom ASICs and high-reliability integrated circuits, helping customers align mis