Semiconductor News & Analysis Feed
76 articles
2026-07-24
digitimes.com
2026-07-24
As TSMC expands its investment in Arizona to US$265 billion, the global semiconductor supply chain is accelerating its move into the state, transforming the long-known "Sunshine State" into a new US hub for semiconductors and AI. Arizona has also become a focal point for companies looking to tap into the next wave of growth around advanced manufacturing, data centers, and related services.
2026-07-20
uk.finance.yahoo.com
2026-07-20
Yahoo Finance UK
2026-07-19
www.chosun.com
2026-07-19
조선일보
2026-07-17
digitimes.com
2026-07-17
A Taiwan-Japan AI technology forum held at Taiwan Expo Japan brought together government, industry, academia and research representatives to discuss AI applications, semiconductor supply chains, smart manufacturing and innovation. Terry Tsao, SEMI's global marketing chief and head of the organization's operations in Taiwan, told DIGITIMESbefore the event that IBM has already demonstrated 2nm chip
2026-07-16
globaltaiwan.org
2026-07-16
Global Taiwan Institute
2026-07-16
digitimes.com
2026-07-16
Semiconductor supply chains remain tight, and Taiwan power device suppliers say the automotive market, after two years of inventory digestion, is now building up extra stock to avoid shortages. Rebounding demand from 3C end markets is also expected to support revenue in the second half of 2026.
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
2026-07-15
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
2026-07-14
news.google.com
2026-07-14
Supply Chain Digital
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
news.google.com
2026-07-14
Crypto Briefing
2026-07-13
digitimes.com
2026-07-13
India's first Chemical Mechanical Polishing pad technology hub could help reshape semiconductor supply chains far beyond the country. The new Hyderabad facility aims to build local chipmaking capabilities, reduce dependence on imports, and deepen India's role in a sector that supports electronics production worldwide, from phones to data centers.
2026-07-11
www.designdevelopmenttoday.com
2026-07-11
Design and Development Today
www.designdevelopmenttoday.com
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2026-07-10
tomshardware.com
2026-07-10
Luke James
Micron has said it will invest up to $3 billion in the US semiconductor supply chain, with $500 million of that going to GlobalWafers.
2026-07-10
digitimes.com
2026-07-10
Chunghwa Precision Test Tech president Scott Huang said on July 7 that the company's biggest challenge over the next five years will be capacity as artificial intelligence demand surges across the semiconductor supply chain. He also urged Taiwan to increase investment in quantum technology and nuclear fusion, saying both fields could shape the island's long-term industrial future.
2026-07-09
ca.finance.yahoo.com
2026-07-09
Yahoo! Finance Canada
Micron shares rise on $3B US semiconductor supply chain investment
Proactive
July 9, 2026 1 min read
MU
+1.94%
AMAT
-0.75%
Micron shares rise on $3B US semiconductor supply chain investment Proactive uses images sourced from Shutterstock
Micron Technology Inc (NASDAQ:MU) shares rose 7% on Thursday after the company announced plans to invest up to $3 billion to strengthen the U.S. semiconductor su
2026-07-09
www.proactiveinvestors.com
2026-07-09
Proactive financial news
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Micron shares rise on $3B US semiconductor supply chain investment
Published: 11:29 09 Jul 2026 EDT
Micron Technology Inc (NASDAQ:MU) shares rose 7% on Thursday aft
2026-07-09
finance.yahoo.com
2026-07-09
Yahoo Finance
GlobalFoundries Shares Rise After Micron Expands U.S. Semiconductor Supply Chain Investment (GFS)
Fiona Craig
Thu, July 9, 2026 at 6:57 AM PDT 2 min read
MU
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Micron Investment Boosts Confidence in U.S. Chip Manufacturing
GlobalFoundries Inc. (NASDAQ:GFS) shares climbed 6% after Micron Technology
2026-07-09
www.investing.com
2026-07-09
Investing.com
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2026-07-09
digitimes.com
2026-07-09
Micron Technology said July 9 it plans to invest up to $3 billion to strengthen the US semiconductor supply chain, with the bulk of the announcement centered on a new financing and supply arrangement with Taiwan's GlobalWafers.