Semiconductor News & Analysis Feed
673 articles
2026-05-12
www.newswise.com
2026-05-12
Newswise
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2026-05-12
www.digitimes.com
2026-05-12
digitimes
TSMC's tight CoWoS supply is reportedly pushing SK Hynix to work with Intel on advanced packaging, as the industry looks to diversify the 2.5D packaging supply chain for AI accelerators.The article requires paid subscription.Subscribe Now
2026-05-12
www.digitimes.com
2026-05-12
digitimes
SK Hynix has reportedly acquired a building in San Jose, California, as the memory chip maker moves to establish a new production and R&D base in Silicon Valley, a key battleground for AI semiconductors. Industry observers said the move is part...The article requires paid subscription.Subscribe Now
2026-05-12
www.digitimes.com
2026-05-12
digitimes
Taiwan-based semiconductor facility engineering firm Trusval reported strong results for the first quarter of 2026, supported by continued growth in global AI computing demand, TSMC's accelerated expansion of 2nm process and advanced packaging capacity, and...The article requires paid subscription.Subscribe Now
2026-05-12
www.digitimes.com
2026-05-12
digitimes
Applied Materials and TSMC have announced a partnership to accelerate semiconductor technologies for AI, aiming to speed commercialization and improve the energy efficiency of chips spanning data centers and edge devices. The collaboration promises...The article requires paid subscription.Subscribe Now
2026-05-12
www.investing.com
2026-05-12
Investing.com
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2026-05-12
www.digitimes.com
2026-05-12
digitimes
Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for the quarter.The article requires paid subscription.Subscribe Now
2026-05-12
news.google.com
2026-05-12
The Times of India
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2026-05-12
www.nytimes.com
2026-05-12
The New York Times
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2026-05-12
simplywall.st
2026-05-12
simplywall.st
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2026-05-12
finance.yahoo.com
2026-05-12
Yahoo Finance
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2026-05-12
www.digitimes.com
2026-05-12
digitimes
With TSMC capacity under mounting supply-demand pressure, Intel — once written off by many as a company fighting for survival — is staging a credible comeback.The article requires paid subscription.Subscribe Now
2026-05-12
www.digitimes.com
2026-05-12
digitimes
TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider limited shifts in manufacturing partners to ease constraints.The article requires paid subscription.Subscribe Now
2026-05-12
seekingalpha.com
2026-05-12
Seeking Alpha
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2026-05-12
www.taipeitimes.com
2026-05-12
Taipei Times
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2026-05-11
www.investors.com
2026-05-11
Investor's Business Daily
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2026-05-11
www.digitimes.com
2026-05-11
digitimes
Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can sharply cut GPU utilization while faster, larger memory can theoretically...The article requires paid subscription.Subscribe Now
2026-05-11
www.digitimes.com
2026-05-11
digitimes
Nan Pao Resins Chemical Group said April revenue rose 15.0% year on year to NT$2.285 billion (US$72.77 million), a record for the month, while cumulative revenue for January to April 2026 reached NT$8.122 billion, up 7.7% from the same period in 2025. The...The article requires paid subscription.Subscribe Now
2026-05-11
www.digitimes.com
2026-05-11
digitimes
The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly engaging with Samsung Electronics and Intel as alternative suppliers, and AMD...The article requires paid subscription.Subscribe Now
2026-05-11
www.digitimes.com
2026-05-11
digitimes
DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet on the company and its leadership under CEO Tim Cook.The article requires paid subscription.Subscribe Now