Semiconductor News & Analysis Feed
88 articles
2026-06-16
digitimes.com
2026-06-16
Apple is stepping up the AI capabilities of its Siri voice assistant, and analysts say memory chip demand will rise along with it, potentially benefiting Apple's suppliers such as Samsung Electronics and SK Hynix. The shift could drive both shipment growth and higher prices for mobile DRAM.
2026-06-15
cryptobriefing.com
2026-06-15
Crypto Briefing
Nvidia plans to raise at least $20B from bond sale as AI chip demand surges
The GPU giant is reportedly tapping high-grade debt markets in what would be its largest bond offering ever
2026-06-14
www.quiverquant.com
2026-06-14
Quiver Quantitative
Capacity Expansion Focus: Social media conversations center on TSMC's aggressive plans to construct multiple new fabrication facilities each year. Analysts note the firm's target of six-figure monthly wafer output by 2029 amid sustained high demand.
Supply Constraints Persist: Recent commentary emphasizes that TSMC's Arizona plant remains fully booked through 2027, with big tech clients continuin
2026-06-14
pulse2.com
2026-06-14
Pulse 2.0
Applied Materials announced the expansion of its manufacturing and research and development operations in Singapore with a new $500 million (S$600 million) Tampines Campus designed to support the growing global demand for semiconductors driven by artificial intelligence.
The new facility more than doubles the company’s advanced cleanroom capacity in Singapore and strengthens its global manufactur
2026-06-12
finance.yahoo.com
2026-06-12
Yahoo Finance
Taiwan Semiconductor (TSM) Sees AI Chip Demand Outpacing Supply
Jeff Lewis
Fri, June 12, 2026 at 8:37 AM PDT 2 min read
TSM
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On June 4, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) CEO C.C. Wei sai
2026-06-12
digitimes.com
2026-06-12
Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers, the shift signals a broader race for cloud AI supply, capacity, and influence, as more firms vie for a share of high-value custom chip demand.
2026-06-12
digitimes.com
2026-06-12
The global push for AI and HPC chips is tightening advanced packaging capacity and lifting orders for outsourced semiconductor assembly and test providers. For international customers and supply chains, the shift suggests stronger demand for Taiwan's packaging and testing firms, alongside a broader rebalancing of semiconductor production.
2026-06-12
digitimes.com
2026-06-12
Sigurd announced that its May revenue reached a historic high, driven by overseas customer expansion, stronger demand for AI-related chips, and rising use of advanced packaging capacity. The result suggests continued momentum in global semiconductor supply chains, with implications for networking, memory, and high-performance computing markets worldwide.
2026-06-11
digitimes.com
2026-06-11
As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking hubs.
2026-06-10
www.techzine.eu
2026-06-10
Techzine Global
3 MIN
INFRASTRUCTURE
TSMC sales jump 30 percent as AI chip demand stays strong
ERIK VAN KLINKEN
Jun 10, 2026, 8:34 PM GMT+8
TSMC posted a 30 percent rise in May revenue to NT$416.98 billion (roughly 11 billion euros), driven by sustained AI chip demand. Combined April and May sales are up around 24 percent year-on-year. CEO CC Wei told shareholders this month that chip supply will fall short of d
2026-06-10
www.bloomberg.com
2026-06-10
Bloomberg.com
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2026-06-10
finance.yahoo.com
2026-06-10
Yahoo Finance
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Applied Materials Expands Singapore Manufacturing to Support AI Chip Demand
Applied Materials, Inc.
Tue, June 9, 2026 at 10:00 PM PDT 4 min read
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Applied Materials, Inc.
Applied Materials Tampines Campus in Singapore
Applied Materials Tampines Camp
2026-06-10
www.globenewswire.com
2026-06-10
GlobeNewswire
New state-of-the-art facility strengthens Applied’s global manufacturing and R&D capabilities to drive resilience and scalability
Tampines Campus sets a new benchmark for sustainable, intelligent semiconductor equipment production
SINGAPORE and SANTA CLARA, Calif., June 09, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc., the leader in materials engineering solutions for the semiconductor indu
2026-06-10
www.eenewseurope.com
2026-06-10
eeNews Europe
The European Commission has proposed revised semiconductor legislation intended to strengthen Europe’s chip industry, reduce strategic dependencies and support both advanced and mainstream semiconductor production in the EU.
The new Chips Act 2.0 proposal builds on the original European Chips Act, which the Commission says has helped mobilise more than €52 billion in public and private investment
2026-06-10
www.bloomberg.com
2026-06-10
Bloomberg.com
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2026-06-09
www.ad-hoc-news.de
2026-06-09
AD HOC NEWS
Texas Instruments, US8825081040
Texas Instruments stock (US8825081040): Earnings beat and growth momentum put focus on chip demand cycle
08.06.2026 - 21:00:19 | ad-hoc-news.de
Texas Instruments surprised with stronger Q1 2026 earnings and a clear growth uptick in its analog and embedded chip business. What is driving the numbers, and what could this mean for the stock in a shifting semiconductor
2026-06-05
news.google.com
2026-06-05
Finimize
2026-06-05
news.google.com
2026-06-05
digitimes
2026-06-05
news.google.com
2026-06-05
MSN
2026-06-05
news.google.com
2026-06-05
Investor's Business Daily