Semiconductor News & Analysis Feed

20 articles
2026-08-21
www.machinery-market.co.uk 2026-08-21
2026-08-21
finance.biggo.com 2026-08-21
2026-08-18
www.bisinfotech.com 2026-08-18
2026-08-12
pluang.com 2026-08-12
2026-08-10
news.google.com 2026-08-10
2026-08-10
news.google.com 2026-08-10
2026-08-10
news.google.com 2026-08-10
2026-08-10
finance.yahoo.com 2026-08-10
Following strong financial results from Taiwan Semiconductor Manufacturing Company (TSMC), global chip equipment stocks experienced a notable surge. TSMC reported a 44.7% year-over-year revenue increase in July 2026, reaching approximately $14.51 billion, with cumulative January-July 2026 revenue to
2026-08-10
news.google.com 2026-08-10
2026-08-10
news.google.com 2026-08-10
2026-08-07
news.google.com 2026-08-07
2026-08-06
www.pesmedia.com 2026-08-06
2026-07-31
www.sahi.com 2026-07-31
Larsen & Toubro (L&T) is pursuing a dual strategy: advancing high-growth, asset-light semiconductor ambitions through its chip design subsidiary LTSCT, targeting $500 million in annual revenue by FY31, while securing long-term infrastructure contracts via a six-year EPC agreement with Oman’s Petrole
2026-07-07
www.moomoo.com 2026-07-07
2026-06-27
www.msn.com 2026-06-27
Bank of America believes that artificial intelligence will be a key driver of semiconductor industry growth, forecasting an additional $1 trillion in chip sales over the next five years. Analysts note that it took about 50 years for the chip industry to reach its first $1 trillion in sales, but AI c
2026-06-26
finance.yahoo.com 2026-06-26
Bank of America (BofA) believes that artificial intelligence (AI) will be a key driver of growth in the global semiconductor industry, forecasting an additional $1 trillion in chip sales over the next five years. Analysts led by Vivek Arya noted that while it took the chip industry roughly 50 years
2026-06-25
cryptobriefing.com 2026-06-25
Broadcom is targeting over $100 billion in annual AI semiconductor revenue by 2028, underscoring its strong growth trajectory in the AI sector and the broader transformation of the computing infrastructure landscape. The company reported $8.4 billion in AI revenue for Q1 FY2026, with guidance rising
2026-06-22
intellectia.ai 2026-06-22
Broadcom's AI semiconductor revenue surged to $10.8 billion in Q2 of fiscal 2026, marking a 143% year-over-year increase, underscoring strong market demand for custom AI chips and reinforcing Broadcom's leadership in the AI supply chain. The company forecasts Q3 AI revenue of $16 billion, representi
2026-06-20
www.msn.com 2026-06-20
Driven by surging demand for AI semiconductors, Broadcom's (AVGO) stock has risen 56% over the past 52 weeks, fueled by strong financial performance and improving cash flows. In its recent Q2 report, the company delivered a 48% YoY revenue increase to $22.2 billion, with an adjusted EBITDA margin of
2026-06-19
www.msn.com 2026-06-19
Driven by surging demand for AI semiconductors, Broadcom (AVGO) stock has risen 56% over the past 52 weeks, fueled by strong top-line growth and robust cash flow performance. In its recent Q2 earnings report, the company delivered a 48% year-on-year revenue increase to $22.2 billion, with an adjuste