Semiconductor News & Analysis Feed
10630 articles
2026-07-14
news.google.com
2026-07-14
Bloomberg.com
2026-07-14
news.google.com
2026-07-14
MSN
2026-07-14
news.google.com
2026-07-14
Moomoo
2026-07-14
news.google.com
2026-07-14
Korea JoongAng Daily
2026-07-14
digitimes.com
2026-07-14
Taiwan's silicon foundry industry posted a strong performance in June 2026, with aggregate revenue reaching US$15,131.2 million, up 5.9% from May and 54.0% from a year earlier — underscoring the sector's continued ride on AI and advanced-node chip demand.
2026-07-14
digitimes.com
2026-07-14
Intel is doubling down on Ireland as the anchor of its European manufacturing base, committing EUR5 billion (US$5.7 billion) to expand its Leixlip campus barely a year after scrapping far larger fab projects in Germany and Poland. The move signals that, under a turnaround intended to align capacity with real demand, the chipmaker sees consolidated, upgraded capacity in a proven site — rather than
2026-07-14
digitimes.com
2026-07-14
The AI race is expanding from computing power to data transmission, making optical interconnects a critical battleground for next-generation AI infrastructure.
2026-07-14
digitimes.com
2026-07-14
Trusval Technology posted record revenue in the second quarter and first half of 2026, supported by demand tied to global AI infrastructure buildouts and continued expansion of advanced process and advanced packaging capacity by semiconductor makers. The company said order visibility has now extended through 2027.
2026-07-14
digitimes.com
2026-07-14
All 13 tracked sub-sectors of Taiwan's semiconductor supply chain recorded positive year-over-year revenue growth in June 2026, according to monthly revenue filings, pointing to an industry-wide upcycle rather than gains concentrated in a single segment.
2026-07-14
digitimes.com
2026-07-14
Shanghai AtomIC Technology has launched what it describes as the world's first 8-inch pilot line for two-dimensional semiconductors, marking a shift from laboratory research to engineering validation, small-batch tape-outs and early industrialisation.
2026-07-14
digitimes.com
2026-07-14
Integrated Service Technology Inc. (iST) reported June 2026 consolidated revenue of about NT$426 million (US$13.24 million), up 10.47% from May and down 1.56% year on year. The Taiwan-based chip validation and analysis provider said the result reflected stronger demand tied to AI chip validation and a spillover effect from capacity constraints at packaging and testing plants.
2026-07-14
digitimes.com
2026-07-14
C Sun said its 2026 revenue growth will be led by advanced packaging and advanced printed circuit board equipment as AI infrastructure spending continues to support industrial investment demand. The PCB and semiconductor equipment maker said the outlook remained positive as foundry, outsourced semiconductor assembly and test, IC substrate, and high-end multilayer board customers increased capital
2026-07-14
digitimes.com
2026-07-14
Ion Electronic Materials reported June 2026 consolidated revenue of NT$51.852 million (US$1.61 million), up 30% from a year earlier, as demand for advanced gases continued to expand. First-half consolidated revenue reached NT$315 million, down 3% from the same period in 2025, mainly because equipment revenue was absent.
2026-07-14
digitimes.com
2026-07-14
United Microelectronics Corp (UMC) is moving into silicon photonics, positioning itself to address one of the defining bottlenecks in artificial-intelligence data centers: the speed at which chips can talk to one another. In doing so, the mature-node specialist is turning Singapore into a manufacturing base for a technology that uses light rather than electrical signals to move data across AI clus
2026-07-14
digitimes.com
2026-07-14
Taiwan-Asia Semiconductor (TASC) has announced senior management changes at its group companies as ProAsia Semiconductor (PASC) prepares for a Taiwan Innovation Board listing, now expected in the first or second quarter of 2027. The overhaul is aimed at meeting listing requirements on corporate governance, independence, and the rule that senior executives cannot hold concurrent cross-company roles
2026-07-14
digitimes.com
2026-07-14
China has nine years left to meet its goal of becoming a global science and technology powerhouse by 2035.
2026-07-14
digitimes.com
2026-07-14
South Korea's exports surpassed US$100 billion in a single month for the first time in June 2026, raising expectations that the country could exceed US$1 trillion in annual exports this year. While the milestone underscores the strength of South Korea's export sector, it has also renewed debate over the economy's growing dependence on semiconductors.
2026-07-14
digitimes.com
2026-07-14
Taiwan's IC design companies are stepping up investment in AI imaging solutions, with both industry leaders and smaller players accelerating development to capture emerging opportunities in the fast-growing market.
2026-07-14
digitimes.com
2026-07-14
As the world enters an AI-centric era, the global race for technological leadership is no longer defined only by who can build the most advanced models. It is increasingly shaped by who can secure compute, deploy infrastructure at scale, reduce energy constraints, and turn research into commercial capability.
2026-07-14
digitimes.com
2026-07-14
Reports that Meta is considering leasing out idle AI computing capacity have rattled investors. But treating Meta's predicament as a warning sign for the entire AI industry is a classic case of overgeneralization.