Semiconductor News & Analysis Feed
64 articles
2026-06-16
eu.36kr.com
2026-06-16
36 Kr
Semiconductor equipment, a new track is gaining traction
半导体产业纵横
2026-06-16 20:08
When wafers are still round, display panels are already square.
From 2025 to 2026, a new trend emerged in the semiconductor equipment industry. A group of semiconductor equipment manufacturers are intensively launching new equipment for square substrates. From lithography, metrology, CMP, photoresist stripping, elec
2026-06-16
www.benzinga.com
2026-06-16
Benzinga
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2026-06-16
www.thelec.net
2026-06-16
thelec.net
Genesem's Veloce G7 saw singulation equipment. (Photo: Genesem)
Genesem will supply semiconductor equipment, including saw singulation systems, worth about 7.37 billion won to SK hynix.
The company disclosed on June 15 that it signed a semiconductor back-end equipment supply contract with SK hynix's Chongqing subsidiary in China. The contract value is about 7.37 billion won, equivalent to roughl
2026-06-16
www.digitimes.com
2026-06-16
digitimes
Global semiconductor manufacturing equipment sales reached a record US$36.55 billion in the first quarter of 2026, driven by AI-related investment in advanced logic, DRAM, and advanced packaging capacity, according to the latest Worldwide Semiconductor...
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2026-06-16
digitimes.com
2026-06-16
Global semiconductor manufacturing equipment sales reached a record US$36.55 billion in the first quarter of 2026, driven by AI-related investment in advanced logic, DRAM, and advanced packaging capacity, according to the latest Worldwide Semiconductor Equipment Market Statistics report from SEMI.
2026-06-15
www.thelec.net
2026-06-15
thelec.net
SurplusGLOBAL headquarters in Yongin, South Korea. (Photo: THE ELEC)
SurplusGLOBAL said on June 15 that it has registered multiple patents in Korea related to semiconductor process equipment.
The newly registered patents include three technologies related to atomic layer deposition (ALD) equipment, wafer transfer, and wafer loading systems used in semiconductor manufacturing. SurplusGLOBAL plans
2026-06-15
digitimes.com
2026-06-15
Galatek Technologies has opened a manufacturing, assembly, and delivery center in Penang, marking the AI-enabled automation and semiconductor equipment supplier's first manufacturing site in Malaysia.
2026-06-15
digitimes.com
2026-06-15
South Korea's semiconductor equipment supply chain saw a material pickup in orders in the first half of 2026 as Samsung Electronics and SK Hynix accelerated investment in advanced DRAM and high-bandwidth memory (HBM4), generating demand across front-end tools, advanced packaging, and inspection equipment. The shift toward high-end process and packaging capabilities for AI memory has driven new con
2026-06-14
simplywall.st
2026-06-14
simplywall.st
United States/Semiconductors/NasdaqGS:ACLS
Axcelis Technologies (ACLS) Stock Valuation After Sector Rally In Semiconductor Equipment Stocks
June 14, 2026
Simply Wall St
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Axcelis Technologies (ACLS) is back on traders’ screens after a sector wide rally in semiconductor equipment stocks, as renewed interest in chip manufacturing demand and capital spending lifted the shares.
See our
2026-06-14
finance.yahoo.com
2026-06-14
Yahoo Finance
Axcelis Technologies (ACLS) Stock Valuation After Sector Momentum Lifts Semiconductor Equipment Makers
Simply Wall St
Sat, June 13, 2026 at 8:09 PM PDT 3 min read
ACLS
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Sector momentum lifts Axcelis Technologies (ACLS)
Axcelis Technol
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.
2026-06-13
finance.yahoo.com
2026-06-13
Yahoo Finance
Ichor Holdings (ICHR) Stock Valuation After Sector-Driven Semiconductor Equipment Rally
Simply Wall St
Fri, June 12, 2026 at 4:16 PM PDT 3 min read
ICHR
+3.28%
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Ichor Holdings (ICHR) has been drawing attention after
2026-06-12
www.moomoo.com
2026-06-12
Moomoo
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2026-06-11
www.moomoo.com
2026-06-11
Moomoo
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2026-06-11
drrobertcastellano.substack.com
2026-06-11
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
The Best-of-Breed Divide in Semiconductor Equipment Is Becoming Clearer
DR. ROBERT CASTELLANO
JUN 11, 2026
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What’s in this article
The Semiconductor Equipment Market Is No Longer Moving in Unison
Applied Materials Lost Leadership Despite Industry Growth
Table 1: Semiconductor Equipment Revenues for Applied Materials and ASML (2015–2025)
Chart 1: Applied Materials Share of Global WFE Ma
2026-06-09
digitimes.com
2026-06-09
Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
2026-06-08
www.eenewseurope.com
2026-06-08
eeNews Europe
Global semiconductor equipment billings hit a record US$36.55 billion in the first quarter of 2026, up 14% year-over-year, according to the latest figures from industry association SEMI. The market also posted modest sequential growth of 1% compared to the previous quarter, signaling continued momentum across the chip manufacturing sector.
2026-06-08
news.futunn.com
2026-06-08
富途牛牛
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2026-06-08
news.google.com
2026-06-08
EE Times Asia
2026-05-29
sg.finance.yahoo.com
2026-05-29
Yahoo Finance Singapore
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