Semiconductor News & Analysis Feed
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2026-07-06
news.google.com
2026-07-06
IndexBox
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.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
Aletheia Capital Raises Price Target on Taiwan Semiconductor (TSM) on Advanced Node Growth Expectations
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 2 min read
2330.TW
-2.09%
TSM
-1.90%
Trade TSM on Coinbase
Trading disclosure
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 16, Aletheia Capital
2026-06-24
tomshardware.com
2026-06-24
Etiido Uko
TSMC has reportedly told customers to prepare for 5% to 10% price hikes across advanced chip nodes, extending beyond 3nm to include 7nm and some legacy processes.
2026-06-24
www.tomshardware.com
2026-06-24
Tom's Hardware
Tech Industry Manufacturing Semiconductors
TSMC is reportedly hiking prices for 'all advanced nodes,' accounting for 74% of the company’s wafer business — Nvidia, AMD, Apple, Qualcomm, and others will face higher wafer costs
News
By Etiido Uko published 9 hours ago
Reported 5–10% price hikes remain lower than recent industry price spikes
(Image credit: Getty / Bloomberg)
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2026-06-24
eetimes.com
2026-06-24
Synopsys debuts Multiphysics Fusion tools post-Ansys, unifying EDA and physics for advanced node and 3DIC designs.
2026-06-22
www.trendforce.com
2026-06-22
TrendForce
[News] TSMC Reportedly Cuts 28nm Output by Over 25% Since Early 2026 as Advanced Node Push Accelerates
2026-06-22 Semiconductors editor
News
Please note that this article cites information from Commercial Times and Economic Daily News.
As TSMC ramps up 2nm and 3nm production, it is also accelerating the phaseout of legacy nodes. Commercial Times, citing supply chain sources, reports that
2026-06-18
www.indexbox.io
2026-06-18
IndexBox
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2026-06-13
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2026-06-13
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2026-06-11
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2026-06-11
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2026-06-08
www.indexbox.io
2026-06-08
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2026-06-07
digitimes.com
2026-06-07
Japan's Ministry of Economy, Trade and Industry announced on June 5, 2026, that the government completed an additional JPY150 billion (US$937.9 million) capital injection into Rapidus, the national semiconductor champion formed to commercialize advanced node chips, to fund plant construction, equipment and research for 2nm and 1.4nm chips. The funding was executed through the Information-Technolog
2026-06-03
finance.yahoo.com
2026-06-03
Yahoo Finance
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2026-06-03
news.google.com
2026-06-03
EE Times Asia
2026-05-26
finance.yahoo.com
2026-05-26
Yahoo Finance
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2026-05-18
wccftech.com
2026-05-18
Wccftech
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2026-05-13
finance.yahoo.com
2026-05-13
Yahoo Finance
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