Semiconductor News & Analysis Feed
24 articles
2026-07-24
www.marketbeat.com
2026-07-24
MarketBeat
TSMC’s Price Hikes Could Show Which AI Chip Stocks Have Real Pricing Power
Written by Jeffrey Neal Johnson | Reviewed by Shannon Harms
July 24, 2026
KEY POINTS
TSMC plans base price increases of 5% to 10% and a 10% to 15% surcharge on excess high-performance computing orders starting in early 2027.
NVIDIA and Broadcom are positioned to absorb or pass along these cost increases due to dominant pack
2026-07-22
www.ad-hoc-news.de
2026-07-22
Ad-hoc-news.de
TSMC’s, Pricing
TSMC’s Pricing Power and 2nm Surge Combine to Fuel a Sharp Rebound
Published on 07/22/2026 at 06:02 | Redaktion boerse-global.de
TSMC rallies 5.5% as confirmed 5-10% price hikes for 2027 and 2nm tape-outs quadrupling 3nm pace reverse post-earnings weakness.
TSMC’s Pricing Power and 2nm Surge Combine to Fuel a Sharp Rebound Illustration mit AI erstellt übermittelt durch boerse-glo
2026-07-22
www.ad-hoc-news.de
2026-07-22
Ad-hoc-news.de
2026-07-17
digitimes.com
2026-07-17
Memory suppliers have regained pricing power as AI-driven stockpiling and advance capacity bookings tightened supply for consumer electronics and automotive customers. The shift has become especially visible in the Apple supply chain, where industry sources said the company is now effectively the last major line of defense as vendors push for higher prices and allocate capacity elsewhere.
2026-07-16
digitimes.com
2026-07-16
An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now setting up an unusual confrontation with its largest customer, TSMC, and threatens to fall hardest on Chinese chipmakers with the fewest alternatives. It also lands in the middle of a broader 2026 repricing cycle that
2026-07-16
digitimes.com
2026-07-16
During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems signaled that they now have room to raise prices and are preparing to expand output of their most important machines by roughly 30% in each of the next two years — all without building new cleanrooms. The tone confirmed
2026-07-14
news.google.com
2026-07-14
Seeking Alpha
2026-07-14
news.google.com
2026-07-14
Finimize
2026-07-09
digitimes.com
2026-07-09
The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power while pushing cost pressure into PCs, smartphones, cars, and other end markets.
2026-07-08
digitimes.com
2026-07-08
AI servers are tightening Taiwan's power component supply chain, lifting demand for MOSFETs, PMICs, cooling motors and power management products even as weak PC demand limits suppliers' ability to pass on higher costs.
2026-07-01
digitimes.com
2026-07-01
Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since late 2025, outsourced semiconductor assembly and test, or OSAT, capacity has tightened steadily. New capacity added in 2026 has also been filled quickly, prompting multiple IC design houses to lock in capacity and pus
2026-06-30
www.digitimes.com
2026-06-30
digitimes
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM...
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2026-06-30
digitimes.com
2026-06-30
AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM capacity are also set for a prolonged supply shortage, effectively rewriting the foundry industry's business cycle.
2026-06-30
digitimes.com
2026-06-30
For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down memory and component costs before turning hardware upgrades into high-margin revenue. The AI-driven boom in HBM and DRAM is now challenging that strategy.
2026-06-29
www.digitimes.com
2026-06-29
digitimes
Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue came mainly from higher prices, not bigger shipments, while its "Made in America" positioning appeared to strengthen its...
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2026-06-13
digitimes.com
2026-06-13
SK Hynix is reviewing rare price increase requests from several tier-one equipment suppliers, a sign that the high-bandwidth memory boom is beginning to reshape pricing power in South Korea's semiconductor equipment supply chain.
2026-06-11
www.digitimes.com
2026-06-11
digitimes
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung...
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2026-06-11
digitimes.com
2026-06-11
Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating c
2026-06-03
simplywall.st
2026-06-03
simplywall.st
__fail__
2026-06-02
wccftech.com
2026-06-02
Wccftech
wccftech.com
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