Semiconductor News & Analysis Feed
10618 articles
2026-07-15
digitimes.com
2026-07-15
CXMT is preparing China's largest chip-sector IPO of 2026, seeking up to US$4.3 billion to expand DRAM and HBM capacity, deepen vertical integration, and challenge Samsung Electronics, SK Hynix, and Micron Technology under rising AI demand and tighter US export controls.
2026-07-15
digitimes.com
2026-07-15
QBit Semiconductor reported a June consolidated revenue of NT$132 million (US$4.1 million) in 2026, a record high marking a rise of 108.5% from the previous month and 41.1% from a year earlier. The Taiwan-based IC design company said its first-half revenue for 2026 reached NT$320 million, up 91.7% year on year and equal to 75% of its full-year 2025 sales.
2026-07-15
digitimes.com
2026-07-15
Samsung Electronics has yet to receive a volume-production order from Nvidia for HBM4 chips, with its HBM revenue from the AI chipmaker so far limited to paid evaluation samples, Dealsitereported, citing semiconductor industry sources.
2026-07-15
digitimes.com
2026-07-15
Tongfu Microelectronics said its first-half profit is likely to climb sharply, reflecting broader gains in semiconductor demand that could matter for global chip supply chains, AI infrastructure builders, and memory market watchers. The company pointed to stronger utilization, higher sales of mid- to high-end products, and investment returns as key drivers of the expected increase.
2026-07-15
digitimes.com
2026-07-15
Shanghai Orient Computing Core Technology has launched the DF1000, a 14-nanometre AI accelerator that uses software-defined computing and 3D-stacked near-memory architecture to reduce reliance on advanced process nodes and high-bandwidth memory, as Sohuand ICsmartreported.
2026-07-15
digitimes.com
2026-07-15
China's IC exports surged in the first half of 2026, underscoring strong demand for AI, data center, and HPC hardware that lifted electronics supply-chain momentum. The General Administration of Customs said on July 14 that IC exports reached US$177.28 billion in the first half of 2026, up 96.1% year-over-year.
2026-07-15
digitimes.com
2026-07-15
Wingtech Technology said its first-half 2026 results are likely to swing to a loss, reflecting the impact of restricted control over its Nexperia unit in Europe. The outlook matters for global electronics supply chains, where any prolonged disruption at a major semiconductor supplier could affect customers, investors, and component availability worldwide.
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
2026-07-15
digitimes.com
2026-07-15
Taiwan's back-end packaging and testing (OSAT) industry posted US$3,105.4 million in June 2026 revenue, up 2.9% month-over-month and 23.7% year-over-year — a solid, steady pace, but one that masks sharply divergent performance beneath the surface.
2026-07-15
digitimes.com
2026-07-15
Dutch lithography giant ASML reported total net sales of EUR9.3 billion for the second quarter of 2026, exceeding its own guidance, as customers accelerated capacity expansion plans amid continued AI-driven demand for advanced logic and memory chips.
2026-07-15
digitimes.com
2026-07-15
Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group would supply cooling systems and energy management equipment for the artificial-intelligence data centers Nvidia is building with partners worldwide, Nikkeireported. The talks point to where the AI buildout is now bottlenecked: not chips, but the power and heat they generate.
2026-07-15
digitimes.com
2026-07-15
Global sales of semiconductor manufacturing equipment are on pace to reach an unprecedented US$165.9 billion in 2026, a 23.2% jump from the previous year, according to industry association SEMI's mid-year forecast. This growth is expected to continue in the coming years as AI reshapes the chip industry's investment landscape.
2026-07-15
digitimes.com
2026-07-15
Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor Manufacturing (PSMC) said on a July 14, 2026, online earnings call that it raised DRAM wafer start prices in July by about 45% from June, with the increase expected to flow into revenue and profit from November,
2026-07-15
digitimes.com
2026-07-15
Tower Semiconductor is placing a roughly US$3 billion wager that the artificial-intelligence buildout will force data centers to move data with light rather than electricity, anchoring the bet in Japan with backing from Tokyo.
2026-07-15
digitimes.com
2026-07-15
TYLSemi, a semiconductor startup founded by former executives of AlphaWave, the connectivity chip specialist acquired by Qualcomm, has emerged from stealth with US$43 million in early-stage funding to help companies develop custom AI chips through an open, chiplet-based approach.
2026-07-15
digitimes.com
2026-07-15
Lenovo, responding to recent reporting that its ThinkBook 14 G9 IPL business notebook uses solid-state drives (SSDs) from Yangtze Memory Technologies (YMTC), stressed that the unit dismantled and tested in the report was a German-spec model, not a US version. The company said all notebooks shipped to the US market do not contain SSDs from YMTC, refuting claims that the Chinese supplier had entered
2026-07-15
www.trendforce.com
2026-07-15
TrendForce
2026-07-15
finance.yahoo.com
2026-07-15
Yahoo Finance
2026-07-15
www.gurufocus.com
2026-07-15
GuruFocus
2026-07-15
www.fool.com
2026-07-15
The Motley Fool