Semiconductor News & Analysis Feed

957 articles
2026-06-10
www.investing.com 2026-06-10 Investing.com
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2026-06-09
www.azfamily.com 2026-06-09 AZ Family
Programs aim to meet soaring demand for chip technicians as TSMC expands in Arizona TSMC is partnering with Arizona State University, Northern Arizona University and Grand Canyon University to offer intensive technician certification programs. By Alaina Kwan Published: Jun. 9, 2026 at 10:02 PM GMT+8|Updated: 21 minutes ago Comment 0 Share Add as a preferred source on Google PHOENIX (AZFamily) — P
2026-06-09
www.kold.com 2026-06-09 KOLD
Programs aim to meet soaring demand for chip technicians as TSMC expands in Arizona The programs cover multiple specialty tracks and are built to move quickly so students can earn certifications that help them step into semiconductor jobs. By Alaina Kwan Published: Jun. 9, 2026 at 10:02 PM GMT+8|Updated: 7 hours ago Share Add as a preferred source on Google PHOENIX (AZFamily) — Phoenix is in the
2026-06-09
www.tradingkey.com 2026-06-09 TradingKey
TSMC reported Q1 2026 revenue of $35.9 billion, with net income up 58% to NT$572.48 billion and gross margin at 66.2%. High Performance Computing, driven by AI accelerators, comprised 61% of revenue. The company raised its full-year 2026 revenue growth forecast to over 30% and expects Q2 revenue between $39.0-$40.2 billion. CoWoS capacity for AI GPUs is sold out, and 2nm node risk production begin
2026-06-09
www.marketscreener.com 2026-06-09 marketscreener.com
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2026-06-09
whtc.com 2026-06-09 WHTC
By Aditya Soni and Anhata Rooprai June 8 (Reuters) – Nvidia’s entry into the AI PC market with its RTX Spark superchip last week is less a breakthrough for regular users than a high-stakes bet that a largely unproven concept can find wider appeal, analysts said. At the Computex trade show in Taiwan, the chipmaker pitched a ​future where laptops run large AI models locally and act as personal dig
2026-06-09
www.digitimes.com 2026-06-09 digitimes
Taiwan's Yesiang has started volume shipments of a newly certified recycled advanced micro-contamination (AMC) filter as semiconductor makers push deeper into 2nm and smaller nodes. The development could matter globally because tighter contamination control... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time
2026-06-09
digitimes.com 2026-06-09
MAtek reported May 2026 revenue of NT$544 million (US$17.23 million), a 26.87% increase year-over-year and a 0.69% increase month-over-month, marking its third consecutive month of record sales, the firm announced. For the first five months of 2026, revenue reached NT$2.51 billion, up 19.01% from the same period in 2025, with the company's leadership attributing growth to demand for outsourced mat
2026-06-09
digitimes.com 2026-06-09
Passive component prices are staying elevated as AI continues to drive demand, with industry sources saying pricing in 2026 will remain at high levels. Panasonic is set to launch a new round of price increases in July, mainly for its SP-Cap capacitor products, with hikes ranging from 5% to 30% depending on the specification.
2026-06-09
digitimes.com 2026-06-09
As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain bottlenecks, with industry watchers saying the number of components that are currently in a severe shortage now far exceeds those that are not.
2026-06-09
digitimes.com 2026-06-09
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift is raising costs, tightening supply, and forcing priority allocation for cloud, server, and other high-value buyers worldwide across industries.
2026-06-09
digitimes.com 2026-06-09
LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that supply of RF-SiP substrates used in premium smartphones could tighten.
2026-06-09
digitimes.com 2026-06-09
Taiwan's Yesiang has started volume shipments of a newly certified recycled advanced micro-contamination (AMC) filter as semiconductor makers push deeper into 2nm and smaller nodes. The development could matter globally because tighter contamination control is becoming a critical yield factor for advanced chips, while cleaner manufacturing also aligns with lower-waste sourcing trends.
2026-06-09
digitimes.com 2026-06-09
Topco Scientific said strong demand from artificial intelligence and high-performance computing drove higher shipments of advanced-process materials, lifting consolidated revenue in May to NT$6.54 billion, up 18.6% year over year and the third-highest monthly level on record. For the first five months of 2026, consolidated revenue reached NT$31.85 billion, up 17.6% year over year, as semiconductor
2026-06-09
digitimes.com 2026-06-09
SK Hynix has ordered new HBM4 production equipment from Hanmi Semiconductor, a clear signal that the South Korean memory maker is moving deeper into capacity expansion as Nvidia demand strains supplies of advanced memory chips.
2026-06-09
digitimes.com 2026-06-09
Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive month. Macronix International also reached a single-month record high of NT$6.26 billion.
2026-06-09
digitimes.com 2026-06-09
Samsung Electronics' foundry business may return to profit as early as the third quarter of 2026, ahead of its previous target of late 2026 to 2027, as improving yields, larger orders, and stronger demand for high-bandwidth memory base dies lift utilization, according to Korean media reports.
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
2026-06-09
www.investing.com 2026-06-09 Investing.com
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2026-06-09
seekingalpha.com 2026-06-09 Seeking Alpha
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