Semiconductor News & Analysis Feed
24 articles
2026-06-24
digitimes.com
2026-06-24
Former SMIC CEO Tzu-yin Chiu is extending his semiconductor materials strategy into photomasks, one of the most critical upstream links in chip manufacturing. Guangzhou Xinrui Photomask Technology, also known as New Ray Mask, where Chiu serves as chairman, has begun IPO listing guidance, marking another step in his shift from foundry operations to China's chip materials supply chain.
2026-06-23
tspasemiconductor.substack.com
2026-06-23
semivision
From Toilets to Chips: How TOTO Became a Hidden Semiconductor Materials Champion
Original Article By SemiVision Research [Reading time: 14 mins]
SEMIVISION
JUN 23, 2026
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From Toilets to Chips: How TOTO Became a Hidden Semiconductor Materials Champion
Most people know TOTO because of toilets.
In luxury hotels, TOTO’s smart toilets—capable of automatic lid opening, seat heating, w
2026-06-22
www.digitimes.com
2026-06-22
digitimes
Japanese bathroom fixture maker Toto is deepening its commitment to the semiconductor industry, unveiling plans to invest JPY80 billion (approx. US$495.3 million) over the next five years to expand production of advanced ceramic materials used in chip...
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2026-06-22
digitimes.com
2026-06-22
Japanese bathroom fixture maker Toto is deepening its commitment to the semiconductor industry, unveiling plans to invest JPY80 billion (approx. US$495.3 million) over the next five years to expand production of advanced ceramic materials used in chip manufacturing. According to a Nikkei Asiareport, the company aims to support future-generation semiconductor processes in the 1nm range, extending a
2026-06-18
www.govconwire.com
2026-06-18
GovCon Wire
Photo: SandboxAQ
Home
Civilian
SandboxAQ Wins $500M CHIPS Act Award for AI-Driven Semiconductor Material Development
SandboxAQ Wins $500M CHIPS Act Award for AI-Driven Semiconductor Material Development
MILES JAMISON
June 18, 2026
CIVILIAN
,
NEWS
SandboxAQ has received a $500 million CHIPS award from the Commerce Department
Under the definitive agreement, SandboxAQ will advance U.S. semiconductor
2026-06-18
digitimes.com
2026-06-18
Samsung Electronics is developing and operating a data-sharing platform with semiconductor materials, components and equipment suppliers, according to a report by South Korea's ETNews, which cited industry sources.
2026-06-18
www.theregister.com
2026-06-18
The Register
SYSTEMS
Uncle Sam bets $500M that Alphabet spinoff's AI can dig up new semiconductor materials
AI drug discovery is so last year, even though it hasn't accomplished much yet
Brandon Vigliarolo
2
Published Wed 17 Jun 2026 // 17:05 UTC
In order to move more semiconductor manufacturing onshore, the US needs to depend less on foreign-sourced materials. Now, the government is giving an Alphabet spi
2026-06-17
digitimes.com
2026-06-17
Semiconductor materials suppliers are moving to rebuild depleted inventories and recover sharply higher costs from Samsung Electronics, SK Hynix and other memory chip customers after the 106-day US-Iran war strained supply chains for precursors, specialty gases and other key chipmaking inputs.
2026-06-16
digitimes.com
2026-06-16
ASML, TSMC, and imec have demonstrated a major advance in the effort to bring two-dimensional (2D) semiconductor materials from research laboratories into high-volume semiconductor manufacturing. At the 2026 IEEE/JSAP Symposium on VLSI Technology and Circuits, the partners unveiled a 300mm wafer integration flow that produced both n-type and p-type 2D-material transistors at a 50nm contacted poly
2026-06-15
digitimes.com
2026-06-15
Taiwan-based UBright Optronics is accelerating its transformation from an LCD optical film specialist into a diversified technology supplier, expanding into semiconductor materials, passive components and smart acoustics. The new businesses are expected to begin generating revenue in 2026 as product certifications advance, but the company has not yet offered guidance on their revenue impact.
2026-06-12
www.quiverquant.com
2026-06-12
Quiver Quantitative
Entegris, Inc. (ENTG) is up 6.4% today. Here is some analysis on what might have caused this price movement.
Analysis: A single, company-specific headline tied to today’s move is not clearly identifiable from widely available disclosures. The most plausible drivers are a broader risk-on swing in semiconductor-related stocks, with investors re-highlighting Entegris’ recent Q1 beat and its outlook,
2026-06-11
digitimes.com
2026-06-11
TSS Semiconductor Alliance, a group of 18 small and medium-sized Taiwanese suppliers of semiconductor materials, components and equipment, is preparing to form a third cohort as members seek to expand their role in global chip supply chains.
2026-06-09
digitimes.com
2026-06-09
Topco Scientific said strong demand from artificial intelligence and high-performance computing drove higher shipments of advanced-process materials, lifting consolidated revenue in May to NT$6.54 billion, up 18.6% year over year and the third-highest monthly level on record. For the first five months of 2026, consolidated revenue reached NT$31.85 billion, up 17.6% year over year, as semiconductor
2026-05-31
digitimes.com
2026-05-31
Nan Ya Plastics announced at its May 29 shareholders meeting that it would pivot into three new business areas — medical materials, semiconductor materials, and comprehensive power solutions — as part of a broader transformation planned for 2026 and 2027. Chairman Chia-Chau Wu said the move aims to raise the share of electronic materials in group revenue from just over 50% today to about 60% by 20
2026-05-27
digitimes.com
2026-05-27
Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI- and HPC-driven demand emerging as the company's primary growth engine.
2026-05-25
digitimes.com
2026-05-25
Nan Pao Resins Chemical is accelerating its push into the high-end semiconductor materials market through a joint venture with Advanced Echem Materials Company and Trusval Technology, forming Advanced Pao Trusval Technology to target advanced packaging adhesive materials.
2026-05-16
www.digitimes.com
2026-05-16
digitimes
Among the 19 Taiwan-listed semiconductor materials companies tracked byDigitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and 14 (74%) are ahead on a cumulative January–April basis. On the surface, those...The article requires paid subscription.Subscribe Now
2026-05-15
www.msn.com
2026-05-15
MSN
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2026-05-15
seekingalpha.com
2026-05-15
Seeking Alpha
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2026-05-13
evertiq.com
2026-05-13
Evertiq
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