Semiconductor News & Analysis Feed
835 articles
2026-07-01
focustaiwan.tw
2026-07-01
Focus Taiwan
2026-07-01
finance.biggo.com
2026-07-01
finance.biggo.com
2026-07-01
eu.36kr.com
2026-07-01
36Kr
2026-07-01
www.investing.com
2026-07-01
Investing.com
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
2026-07-01
simplywall.st
2026-07-01
simplywall.st
2026-07-01
www.investing.com
2026-07-01
Investing.com
2026-07-01
www.tradingview.com
2026-07-01
TradingView
2026-07-01
finance.yahoo.com
2026-07-01
Yahoo Finance
2026-07-01
www.zacks.com
2026-07-01
Zacks Investment Research
2026-07-01
wccftech.com
2026-07-01
Wccftech
2026-06-30
www.investing.com
2026-06-30
Investing.com
2026-06-30
www.bloomberg.com
2026-06-30
Bloomberg
2026-06-30
www.digitimes.com
2026-06-30
digitimes
2026-06-30
www.digitimes.com
2026-06-30
digitimes
2026-06-30
www.trendforce.com
2026-06-30
TrendForce
2026-06-30
digitimes.com
2026-06-30
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM capacity are also set for a prolonged supply shortage, effectively rewriting the foundry industry's business cycle.
2026-06-30
digitimes.com
2026-06-30
As AI demand continues to fuel global semiconductor investment, customers are keeping wafer starts strong, and TSMC is accelerating its push into 2nm-and-below nodes as well as advanced packaging technologies such as CoWoS. Industry sources said the AI-driven investment wave is now spreading beyond foundries into the equipment, materials, factory engineering, and inspection supply chains.
2026-06-30
digitimes.com
2026-06-30
TSMC is accelerating CoWoS capacity expansion while also pushing ahead with next-generation panel-level packaging, CoPoS, aiming to use a new "round-to-square" architecture to break through cost and capacity bottlenecks in large AI chip packaging and build its next competitive moat.
2026-06-30
www.abc15.com
2026-06-30
ABC15 Arizona