Semiconductor News & Analysis Feed
20 articles
2026-10-08
2026-10-01
www.reuters.com
2026-10-01
2026-10-01
news.google.com
2026-10-01
2026-10-01
www.digitaltoday.co.kr
2026-10-01
2026-10-01
2026-10-01
www.bloomberg.com
2026-10-01
2026-10-01
finance.yahoo.com
2026-10-01
2026-10-01
www.syracuse.com
2026-10-01
2026-09-30
2026-09-30
www.economist.com
2026-09-30
2026-09-29
www.edb.gov.sg
2026-09-29
2026-09-29
news.google.com
2026-09-29
2026-09-28
www.benzinga.com
2026-09-28
2026-09-28
au.finance.yahoo.com
2026-09-28
2026-09-28
www.tradingview.com
2026-09-28
2026-09-28
restofworld.org
2026-09-28
2026-09-28
www.aol.com
2026-09-28
TSMC's Q2 2026 results underscore a structural shift in the semiconductor value chain: the foundry, not the chip designer, is becoming the binding constraint on AI infrastructure buildout. With 7nm-and-below nodes accounting for 77% of wafer revenue and the 2nm ramp already contributing 3%, TSMC is
2026-09-28
247wallst.com
2026-09-28
TSMC's Q2 2026 results underscore a structural shift in the semiconductor value chain: the foundry has become the binding constraint on AI infrastructure deployment. With 7nm-and-below nodes commanding 77% of wafer revenue and a $60–64 billion capex program, TSMC is effectively the bottleneck throug
2026-09-27
www.thelec.net
2026-09-27
3S Korea's decision to double its FOSB capacity and bring its Zhangjiagang plant under direct control signals a strategic pivot in the Korean semiconductor supply chain, driven by the structural demand surge from AI-driven wafer production. The company's recovery is particularly notable given it los
2026-09-24
www.benzinga.com
2026-09-24