Semiconductor News & Analysis Feed

Janus Henderson's Global Technology Leaders Fund plans to add SK Hynix, a memory chip giant with over 1,000% stock growth this year. SK Hynix's dominance in HBM chips is expected to drive significant earnings growth, with long-term contracts likely repricing upward due to tight supply. The fund manager prefers memory-focused companies like SK Hynix and Micron over diversified Samsung due to cost p

Winbond Chairman Arthur Chiao said market sentiment in the second half of 2026 would carry the strong momentum seen in the first half, with the overall market remaining in a supply shortage. He expects the current shortage will be difficult to ease in the near term, and said capacity constraints might not be resolved until the second half of 2027.

WinWay Technology's orders are already booked out five to six months in advance, says company Chairman Mark Wang. He expects new production capacity coming online at the company's Kaohsiung facilities to gradually ease supply shortages and help drive record monthly and quarterly revenue growth throughout the second half of 2026.

Following GlobalWafers' shareholders' meeting on May 25, Chairperson Doris Hsu stated that the company's core compound semiconductor business, gallium nitride (GaN), is addressing strong demand for high-efficiency power solutions in AI servers. The company is also beginning to see emerging demand from diversified applications such as AI robotics. As a result, production capacity in 2026 has alread