Semiconductor News & Analysis Feed
28 articles
2026-07-24
digitimes.com
2026-07-24
STMicroelectronics raised its cloud AI revenue ambition and guided to a rising gross margin through the second half of 2026, but told analysts on its July 23 second-quarter earnings call that the full profitability recovery hinges on a manufacturing overhaul that will not finish before the end of 2027, and that its near-term ceiling is supply rather than demand.
2026-07-17
digitimes.com
2026-07-17
Taiwan Semiconductor Manufacturing Company (TSMC) posted record second-quarter earnings for 2026, issued third-quarter revenue guidance above market expectations, and raised its full-year US dollar revenue growth forecast to more than 40%. The company also increased its 2026 capital expenditure guidance to US$60-64 billion. However, investors focused more closely on its softer gross margin outlook
2026-07-16
finance.yahoo.com
2026-07-16
Yahoo Finance
2026-07-16
finance.biggo.com
2026-07-16
finance.biggo.com
2026-07-16
focustaiwan.tw
2026-07-16
Focus Taiwan
2026-07-16
digitimes.com
2026-07-16
As AI chips and HPC chips continue to draw more power, major advanced packaging orders at ASE, Powertech Technology, and Amkor remain strong, lifting demand for heat spreaders. Semi-conductor materials supplier Niching incorporated heat spreader maker Ming Chun Yuan Micro Precise Technology into the group on July 1, 2026, and analysts expect the merger to lift revenue by 30% and gross margin by 10
2026-07-15
digitimes.com
2026-07-15
AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing (PSMC) reported second quarter 2026 revenue of NT$17.291 billion (approx. US$537.8 million), up 27% quarter-over-quarter and 53% year-over-year, while gross margin jumped to 28%, up 18pp from the first quarter; operating
2026-07-13
news.google.com
2026-07-13
Moomoo
2026-07-10
tomshardware.com
2026-07-10
Luke James
Nanya Technology plans capex of more than TW$200 billion ($6.2 billion) in 2027, roughly four times its budget for this year.
2026-07-10
www.fool.com
2026-07-10
The Motley Fool
Micron Technology (
MU
+1.93%
) just reported a gross margin most software companies would envy, and it came from a business that stamps out physical memory chips. In its core data center unit, gross margin reached 87% last quarter.
For a company long treated as the poster child for commodity boom-and-bust cycles, that number is stunning. It is also the clearest sign yet that memory has become on
2026-07-10
digitimes.com
2026-07-10
Nanya Technology posted record quarterly profit after a more than 60% rise in average DRAM selling prices lifted its gross margin to 79.5%, with the Taiwanese memory chipmaker expecting prices and margins to improve further in the second half.
2026-07-09
digitimes.com
2026-07-09
The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range handsets and hitting power amplifier (PA) shipments. Supply-chain companies said weaker gross margins are prompting brand owners to cut production and delay new model launches, while consumer caution is also dragging on demand.
2026-07-08
finance.biggo.com
2026-07-08
finance.biggo.com
TSMC (2330) is set to hold its second-quarter earnings call on July 16, having already disclosed that its first-quarter 2026 gross margin climbed to 66.2%, up 3.9 percentage points from the previous quarter. This not only exceeded the upper end of the company's guidance range but also surpassed management's forecast ceiling by 120 basis points. Looking ahead to the second quarter, TSMC expects gro
2026-07-06
news.google.com
2026-07-06
Yahoo Finance
2026-06-25
www.cnbc.com
2026-06-25
CNBC
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2026-06-22
startupfortune.com
2026-06-22
Startup Fortune
Micron goes into its June 24 earnings report with a memory business Wall Street no longer knows how to value. The old commodity-cycle playbook doesn't explain 81% gross margin guidance, HBM contracts signed years ahead, or a stock that has already run hard into the print.
Micron's next earnings call is not a routine update. It is a test of whether investors should still treat the company like a b
2026-06-21
www.tradingkey.com
2026-06-21
TradingKey
Wall Street expects Micron Technology’s fiscal third-quarter 2026 earnings to show significant growth, with consensus estimates at $19.72 EPS and $34.38 billion in revenue. Driven by explosive AI server demand, Micron has fully booked its HBM capacity through 2026. The shift from a cyclical to a structural growth model, supported by long-term supply agreements and projected 81% gross margins, has
2026-06-17
news.google.com
2026-06-17
TIKR.com
2026-06-16
www.tikr.com
2026-06-16
TIKR.com
Key Takeaways for Applied Materials Stock
Applied Materials posted record revenue of $7.91 billion in Q2 fiscal 2026, up 11% year over year.
Operating income reached $2.52 billion in the most recent quarter, with operating margins expanding to 32% from 29% eight quarters ago.
Gross margins hit 50% in Q2, the highest level in more than 25 years, driven by value-based pricing on differentiated produ
2026-06-14
digitimes.com
2026-06-14
Chunghwa Leading Photonics Tech, a subsidiary of Chunghwa Telecom, is set to list on the Taipei Emerging Stock Board. The company has recorded record-high revenue and gross margin in the first four months of 2026, boosted by rising demand in Industry 5.0 applications, advanced semiconductor process inspection, and AI data center optical communication. With short-wave infrared (SWIR) transmissive a