Semiconductor News & Analysis Feed
12 articles
2026-10-28
www.manilatimes.net
2026-10-28
2026-10-19
2026-10-01
2026-09-24
2026-09-01
2026-09-01
www.digitimes.com
2026-09-01
According to Digitimes, the capital expenditure of the world's nine largest cloud service providers is projected to increase by approximately 90% year-over-year in 2026, driven primarily by surging demand for AI servers. Compared to conventional servers, AI servers require significantly more power a
2026-06-18
simplywall.st
2026-06-18
ACM Research, a leading Chinese semiconductor equipment manufacturer, has demonstrated strong growth momentum in advanced packaging and electrochemical plating (ECP) tools, prompting a reevaluation of its AI chip tool investment narrative. The company reported a 34% year-over-year revenue growth in
2026-06-18
seekingalpha.com
2026-06-18
ACM Research (ACMR) delivered strong Q1 results with 34% year-over-year revenue growth, particularly excelling in the ECP and Furnace segments. Despite a product mix shift toward lower-margin ECP tools, gross margins rebounded to 46.4%, indicating solid profitability and a robust balance sheet. The
2026-06-08
simplywall.st
2026-06-08
ACM Research (ACMR) experienced a 9.4% drop during a broader selloff in semiconductor equipment stocks, driven by concerns over the sector’s near-term outlook and downward revisions to earnings estimates. Despite strong recent performance—with stock gains of 27.47% over 30 days and 63.40% over 90 da
2026-05-22
2026-05-05
2026-05-05
seekingalpha.com
2026-05-05