Semiconductor News & Analysis Feed
900 articles
2026-07-15
digitimes.com
2026-07-15
The US has become the leading source of helium and other noble gases for Taiwan, South Korea and Japan as disruptions to Qatari production and China's temporary export ban reshape supply routes for materials used in semiconductor manufacturing, according to a Nikkei Asiaanalysis of customs data and related reporting.
2026-07-15
digitimes.com
2026-07-15
Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor Manufacturing (PSMC) said on a July 14, 2026, online earnings call that it raised DRAM wafer start prices in July by about 45% from June, with the increase expected to flow into revenue and profit from November,
2026-07-15
digitimes.com
2026-07-15
Global sales of semiconductor manufacturing equipment are on pace to reach an unprecedented US$165.9 billion in 2026, a 23.2% jump from the previous year, according to industry association SEMI's mid-year forecast. This growth is expected to continue in the coming years as AI reshapes the chip industry's investment landscape.
2026-07-15
digitimes.com
2026-07-15
Intel has unveiled Starfire, a space-grade processor that leverages its leading-edge 18A manufacturing process for satellites and other systems designed to survive beyond Earth's atmosphere. The move extends Intel's most advanced node — the centerpiece of its foundry turnaround — into a defense-and-space niche long dominated by specialist radiation-hardened suppliers. It stakes the design on a sel
2026-07-15
finance.yahoo.com
2026-07-15
Yahoo Finance
2026-07-14
news.google.com
2026-07-14
Thomasnet
2026-07-14
news.google.com
2026-07-14
MarketBeat
2026-07-14
news.google.com
2026-07-14
MarketBeat
2026-07-14
news.google.com
2026-07-14
MarketBeat
2026-07-14
news.google.com
2026-07-14
MarketBeat
2026-07-14
news.google.com
2026-07-14
MarketBeat
2026-07-14
news.google.com
2026-07-14
MarketBeat
2026-07-14
news.google.com
2026-07-14
MarketBeat
2026-07-14
news.google.com
2026-07-14
MarketBeat
2026-07-14
news.google.com
2026-07-14
EME Outlook Magazine
2026-07-14
digitimes.com
2026-07-14
Taiwan's AI hardware supply chain remained strong in June, as substrate and CCL makers posted sharp annual gains driven by demand for AI servers, ASICs, and high-performance computing. The latest sales data suggest the upgrade cycle is broadening beyond one segment, with advanced ABF substrates and high-end CCL benefiting from higher specifications, better pricing, and rising AI content. For inves
2026-07-14
digitimes.com
2026-07-14
United Microelectronics Corp (UMC) is moving into silicon photonics, positioning itself to address one of the defining bottlenecks in artificial-intelligence data centers: the speed at which chips can talk to one another. In doing so, the mature-node specialist is turning Singapore into a manufacturing base for a technology that uses light rather than electrical signals to move data across AI clus
2026-07-14
digitimes.com
2026-07-14
Intel is doubling down on Ireland as the anchor of its European manufacturing base, committing EUR5 billion (US$5.7 billion) to expand its Leixlip campus barely a year after scrapping far larger fab projects in Germany and Poland. The move signals that, under a turnaround intended to align capacity with real demand, the chipmaker sees consolidated, upgraded capacity in a proven site — rather than
2026-07-14
digitimes.com
2026-07-14
Gudeng Precision Industrial Electronics reported record June revenue and its highest quarterly sales in the second quarter of 2026, driven by stronger demand for EUV mask carriers and 12-inch wafer carriers as advanced-node manufacturing accelerated. The Taiwan-based supplier said momentum should remain strong in the second half of 2026, keeping full-year results on pace to challenge another high.
2026-07-13
news.google.com
2026-07-13
The Globe and Mail