Semiconductor News & Analysis Feed

ASML's near-1% gain to $1,696 underscores a market pricing in a capacity story rather than a technology breakthrough. The roadmap to deliver 110+ EUV systems by 2028—up from a stated floor of 80 in 2027—represents a 37.5%+ annual output increase, an ambitious target for a business whose product is a

TSMC's announcement of a dedicated AI-packaging validation lab and training center in Kaohsiung signals a strategic shift from pure wafer fabrication toward a full-stack packaging ecosystem play. The two-building facility, occupying roughly 53.6 hectares of the 88.7-hectare park, is designed to de-r

The strategic equity investment by Navitas Semiconductor into Magnachip Semiconductor represents a meaningful consolidation of capabilities in the silicon carbide power semiconductor space. Rather than a simple financial transaction, the $5 million investment—structured as a 1.46 million share issua