Semiconductor News & Analysis Feed
20 articles
2026-09-29
seekingalpha.com
2026-09-29
Wells Fargo's latest research note highlights a potentially significant catalyst for the semiconductor equipment sector: TSMC's anticipated expansion of its 2nm production capacity. While the bank cautions that key parameters—timing, scale, and specific node details—remain unconfirmed, the strategic
2026-09-24
www.thetimes.com
2026-09-24
2026-09-14
2026-09-10
www.barrons.com
2026-09-10
2026-09-08
interestingengineering.com
2026-09-08
2026-09-06
2026-08-24
www.businesskorea.co.kr
2026-08-24
2026-08-14
news.google.com
2026-08-14
2026-08-14
www.asiae.co.kr
2026-08-14
Taiwan Semiconductor Manufacturing Company's expansion of advanced packaging outsourcing is driving significant order growth among Korean post-processing equipment makers. As global semiconductor demand for advanced packaging technologies continues to rise, TSMC's strategic move to expand packaging
2026-07-27
2026-07-25
www.reuters.com
2026-07-25
2026-07-22
www.msn.com
2026-07-22
Needham reiterated its Buy ratings on Cadence Design Systems (CDNS) and Synopsys (SNPS), emphasizing its bullish outlook on the resurgence of Electronic Design Automation (EDA) driven by agentic AI. Despite recent stock declines, analysts argue that concerns over AI disruption are overblown. The eme
2026-07-22
seekingalpha.com
2026-07-22
2026-07-14
news.google.com
2026-07-14
2026-07-14
tomshardware.com
2026-07-14
MSI Afterburner's upcoming update introduces a heatmap feature to visualize the voltage/frequency (V/F) points that a GPU actually uses during real-world workloads. This enhancement aims to help enthusiasts and overclockers better understand their GPU's boosting behavior and adjust overclock setting
2026-07-07
2026-07-07
www.digitimes.com
2026-07-07
While 6G commercialization remains years away, the next-generation mobile network architecture is rapidly taking shape. According to Digitimes, 6G base stations are poised to evolve into AI computing nodes, significantly boosting demand for advanced packaging technologies. This transformation repres
2026-07-03
tomshardware.com
2026-07-03
Rumors suggest that Intel's next-generation desktop lineup, Nova Lake-S, will introduce two new 22-core SKUs with enhanced big last-level cache (bLLC) technology aimed at boosting gaming performance. This move is seen as Intel's aggressive response to AMD's X3D chips, potentially offering even great
2026-07-03
www.digitimes.com
2026-07-03
Infineon's early opening of its new Smart Power Fab in Dresden significantly enhances global semiconductor supply capacity. The facility produces chips for AI data centers, electric vehicles, renewable energy, and industrial systems, expanding Europe's semiconductor manufacturing base and strengthen
2026-07-03