Semiconductor News & Analysis Feed
20 articles
2026-08-14
2026-08-12
seekingalpha.com
2026-08-12
2026-08-05
2026-07-29
www.trendforce.com
2026-07-29
Chinese advanced packaging firms are launching a new round of capacity expansion, reflecting profound changes in the global semiconductor industry landscape. Driven by rapid development in 5G, AI, and IoT technologies, demand for high-performance, highly integrated chips continues to grow, pushing p
2026-07-20
2026-07-14
news.google.com
2026-07-14
2026-07-14
news.google.com
2026-07-14
2026-07-13
news.google.com
2026-07-13
2026-07-01
finance.yahoo.com
2026-07-01
In late June 2026, Chinese semiconductor manufacturer NN Inc. announced a significant expansion of its liquid cooling production capacity, adding 47 new machine centers at its Wuxi plant. All capacity has been pre-sold and linked to multi-year, multi-product contracts. This move strengthens NN's rol
2026-07-01
simplywall.st
2026-07-01
Texas Instruments (TXN) has recently experienced volatile trading, with its stock price hovering around $285.48, although long-term returns have outpaced short-term performance. This has sparked renewed debate over whether the current valuation already reflects future growth potential. According to
2026-06-26
digitimes.com
2026-06-26
SK Hynix's record-scale Nasdaq ADR offering paired with aggressive AI chip production expansion reflects the semiconductor industry's response to surging demand for AI-enabled memory solutions. The South Korean memory manufacturer's plan to nearly double DRAM wafer capacity by 2030-2031 demonstrates
2026-06-25
finance.yahoo.com
2026-06-25
This article analyzes whether Texas Instruments (TXN) stock remains a viable investment following its capacity expansion efforts. With the current share price around $304.36, while the company has shown strong performance with a 52.4% year-over-year gain, its valuation appears significantly overpric
2026-06-24
www.moomoo.com
2026-06-24
2026-06-24
simplywall.st
2026-06-24
Texas Instruments (TI) has regained market attention due to strong momentum in AI and data center-related markets, as well as new battery monitoring products for electric vehicles and energy storage systems. Over the past 90 days, its stock price surged 70.72%, with a 1-year total shareholder return
2026-06-15
www.indexbox.io
2026-06-15
The boron trichloride market, as a crucial component of the semiconductor supply chain, presents significant growth prospects. This compound plays a vital role in etching and deposition processes during semiconductor manufacturing, serving as an essential raw material for high-performance chip produ
2026-06-11
www.astutegroup.com
2026-06-11
The rapid advancement of semiconductor technology is fundamentally reshaping global electronics supply chains through HBM (High Bandwidth Memory) development and semiconductor capacity expansion. HBM technology, with its superior bandwidth and low power consumption, has become a core component in hi
2026-06-10
www.trendforce.com
2026-06-10
According to multiple Korean media reports, Samsung Electronics is reportedly planning to announce the construction of a new advanced packaging facility in Gwangju by the end of June. This marks the company's first new packaging base construction since establishing its Onyang Campus 35 years ago. Th
2026-06-08
bits-chips.com
2026-06-08
Despite ongoing capacity expansion efforts, including new fabs in the United States, TSMC's CEO CC Wei stated that global demand for AI chips will continue to outpace supply for years. Speaking at the company's annual shareholders' meeting, Wei emphasized that traditional conservative approaches to
2026-06-04
cryptobriefing.com
2026-06-04
TSMC CEO C.C. Wei confirmed that the company is expanding production capacity in Japan and Germany to meet surging demand for image sensors, automotive chips, and industrial semiconductors. In Japan, TSMC operates through JASM in Kumamoto, which began volume production in late 2024 with over $20 bil
2026-05-28