Semiconductor News & Analysis Feed

Tower Semiconductor Ltd. (TSEM) raised its 2028 net income target to $1.2 billion, confirming previously expected upside. While the company's Japan expansion is viewed positively for long-term capacity flexibility, analysts note a lack of concrete updates on reservations or a detailed CapEx plan. Tr

TSMC's expansion in the US and Japan has significantly boosted Trusval's performance, as reported by Digitimes. The semiconductor engineering firm achieved strong first-quarter 2026 results driven by sustained global AI computing demand and TSMC's accelerated 2nm process and advanced packaging capac