Semiconductor News & Analysis Feed

673 articles
2026-05-14
www.digitimes.com 2026-05-14 digitimes
Taiwan Semiconductor Manufacturing Co. (TSMC) used its 2026 Technology Forum on May 14 to outline a sweeping view of the AI-driven transformation in semiconductors. Co-COO and senior vice president Kevin Zhang argued that the AI revolution is advancing far...The article requires paid subscription.Subscribe Now
2026-05-14
www.digitimes.com 2026-05-14 digitimes
Samsung Electronics is reportedly reviving delayed semiconductor initiatives across next-generation NAND flash, compound semiconductors, advanced packaging, and substrates — areas it set aside after more than a year of prioritizing DRAM design and...The article requires paid subscription.Subscribe Now
2026-05-14
economictimes.indiatimes.com 2026-05-14 The Economic Times
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2026-05-14
m.economictimes.com 2026-05-14 The Economic Times
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2026-05-14
www.digitimes.com 2026-05-14 digitimes
MediaTek's decision to pursue advanced packaging partnerships with both TSMC's CoWoS ecosystem and Intel's EMIB platform has become one of the semiconductor industry's most closely watched strategic moves.The article requires paid subscription.Subscribe Now
2026-05-14
www.digitimes.com 2026-05-14 digitimes
While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply different message: the future of China's chip industry may depend less on...The article requires paid subscription.Subscribe Now
2026-05-14
www.seattletimes.com 2026-05-14 The Seattle Times
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2026-05-14
www.techtimes.com 2026-05-14 Tech Times
Samsung Electronics' Device Solutions (DS) Division, now stabilized after a year-long emergency push to rescue its core memory business, is resuming investment in next-generation NAND flash, compound semiconductors, and advanced packaging — but an 18-dayworker walkout looming as soon as May 21could freeze those plans before they start.The timing is pointed.Samsung and its largest labor union faile
2026-05-14
www.cnbc.com 2026-05-14 CNBC
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2026-05-14
seekingalpha.com 2026-05-14 Seeking Alpha
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2026-05-14
www.forbes.com 2026-05-14 Forbes
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2026-05-13
www.timothysykes.com 2026-05-13 timothysykes.com
Wolfspeed Inc. New stocks have been trading up by 16.24 percent amid strong investor optimism over its latest growth catalyst.Live Update At 11:32:06 EDT:On Wednesday, May 13, 2026 Wolfspeed Inc. New stock [NYSE: WOLF] is trending up by 16.24%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.Quick Financial OverviewWOLF has been trading
2026-05-13
www.digitimes.com 2026-05-13 digitimes
Intel's reported preliminary agreement to manufacture some chips for Apple is putting new pressure on Samsung Electronics, as the US chipmaker gains momentum with major technology customers and leans on Washington's support to revive its foundry business.The article requires paid subscription.Subscribe Now
2026-05-13
www.taipeitimes.com 2026-05-13 Taipei Times
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2026-05-13
www.digitimes.com 2026-05-13 digitimes
Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process lines.The article requires paid subscription.Subscribe Now
2026-05-13
www.digitimes.com 2026-05-13 digitimes
Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and 58% (139) grew month-over-month. Memory makers, AI server assemblers, and advanced packaging...The article requires paid subscription.Subscribe Now
2026-05-13
www.digitimes.com 2026-05-13 digitimes
TSMC's board of directors approved a US$31.3 billion capital budget on May 12 for advanced-process capacity buildout, factory construction, and fab infrastructure — and separately approved a capital injection of up to US$20 billion into its wholly owned US...The article requires paid subscription.Subscribe Now
2026-05-13
www.tipranks.com 2026-05-13 TipRanks
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2026-05-13
simplywall.st 2026-05-13 simplywall.st
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2026-05-13
www.taipeitimes.com 2026-05-13 Taipei Times
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