Semiconductor News & Analysis Feed
20 articles
2026-09-29
www.quiverquant.com
2026-09-29
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
2026-09-23
www.theglobeandmail.com
2026-09-23
2026-09-23
www.theglobeandmail.com
2026-09-23
2026-09-22
finance.yahoo.com
2026-09-22
The September 2026 semiconductor rally—marked by a 3%+ surge in the PHLX Semiconductor Index and AMD's brief $1 trillion milestone—has reignited investor interest in the capital-equipment layer of the AI chip supply chain. Rather than chasing downstream chip designers, capital is rotating upstream t
2026-09-20
2026-09-19
finance.yahoo.com
2026-09-19
2026-09-19
2026-09-18
finance.yahoo.com
2026-09-18
2026-09-18
2026-09-17
2026-09-14
finance.yahoo.com
2026-09-14
2026-09-14
2026-09-10
247wallst.com
2026-09-10
Global wafer fabrication equipment spending is projected to reach a record $135.2 billion in 2026, up 16.9% from 2025. Memory equipment spending is driving this growth, with DRAM and NAND equipment spending surging by 29% and 28% respectively. This expansion is fueled by AI's rising demand for high-
2026-09-10
finance.yahoo.com
2026-09-10
2026-09-06
2026-09-01
2026-08-26
2026-08-21
2026-08-20