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UMC posts record first-half revenue and plans selective price hikes in second half

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digitimes.com 2026-07-06

United Microelectronics Corp. (UMC) reported its strongest quarterly run in years as mature-process demand and factory utilization improved. June consolidated revenue reached NT$23.12 billion, up 0.8% from May and 22.85% year-on-year — a 44-month high. Second-quarter revenue climbed to NT$68.73 billion, up 12.61% sequentially and 16.98% year-on-year, the highest level in 15 quarters.

Micron breaks ground on Hiroshima expansion to boost AI memory chip production

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digitimes.com 2026-07-06

Micron Technology has begun construction on an expansion of its existing semiconductor plant in Higashi-Hiroshima, western Japan, as part of a JPY1.5 trillion (approx. US$9.3 billion) investment aimed at increasing production of advanced memory chips, particularly high-bandwidth memory (HBM) used in artificial intelligence (AI) processors.

Phison says AI demand could erase NAND memory's boom-and-bust cycle

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digitimes.com 2026-07-06

AI is reshaping the memory market in ways that could matter well beyond Taiwan and China, according to Phison Electronics founder and chief executive Pua Khein-Seng. He said growing demand for storage from global cloud operators, AI PCs, and servers may reduce the severe ups and downs that have long defined NAND flash prices.

LG Chem begins first mass supply of semiconductor strippers to Amkor

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digitimes.com 2026-07-06

LG Chem has begun supplying semiconductor strippers to Amkor Technology, a major US-based packaging and testing provider, in its first commercial move into the market. The deal highlights rising demand for advanced chip-making chemicals as artificial intelligence, high-bandwidth memory, and smaller device designs reshape global semiconductor manufacturing.

Samsung Electro-Mechanics, Sumitomo Chemical to form glass-core venture for chip substrates

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digitimes.com 2026-07-06

Samsung Electro-Mechanics signed a final agreement on July 2 with Sumitomo Chemical's Korean subsidiary Dongwoo Fine-Chem to form a joint venture that will produce glass cores, a key material used in next-generation semiconductor package substrates, the companies said.

AMD Stock and Intel Crushed Nvidia in the First Half. Here's My Prediction for the Second Half. - AOL.com

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news.google.com 2026-07-06 AOL.com

Micron Technology Inc. (MU) Sued Over Skyrocketing DRAM Prices amid AI Boom - Yahoo Finance

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news.google.com 2026-07-06 Yahoo Finance

Is QUALCOMM, Inc. (QCOM) A Top AI Stock to Buy According to Billionaire Philippe Laffont? - Yahoo Finance

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news.google.com 2026-07-06 Yahoo Finance

ASML Holding NV (ASML) A Top AI Stock to Buy on Soaring Order Backlog and Wafer Market Expansion - Yahoo Finance

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news.google.com 2026-07-06 Yahoo Finance