Semiconductor News & Analysis Feed
235 articles
2026-05-27
www.moomoo.com
2026-05-27
Moomoo
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三星电子计划在越南投资39万亿越南盾(约合15亿美元)，以建设首家芯片测试工厂。这一项目旨在缓解当前由人工智能(AI)需求激增所引发的全球存储芯片短缺问题。
智通财经APP获悉，三星电子计划在越南投资39万亿越南盾(约合15亿
2026-05-27
247wallst.com
2026-05-27
24/7 Wall St.
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2026-05-27
uk.finance.yahoo.com
2026-05-27
Yahoo Finance UK
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2026-05-27
www.digitimes.com
2026-05-27
digitimes
TSMC chairman and CEO C.C. Wei personally addressed employees at a company-wide meeting on the morning of May 27, making a direct commitment on bonuses after days of backlash over reports of a 15% cut.
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2026-05-27
www.trendforce.com
2026-05-27
TrendForce
[News] TSMC Reportedly Eyes Up to 15% 3nm Price Hike in 2H26, Further 5%–10% Seen in 2027 Amid AI, ASIC Demand
2026-05-27 Semiconductors editor
News
Please note that this article cites information from Commercial Times, Liberty Times, and UDN News.
AI continues to drive tightness in advanced process capacity at TSMC. According to Commercial Times, citing sources, TSMC is expected to rais
2026-05-27
www.aastocks.com
2026-05-27
AASTOCKS.com
Taiwan's Commercial Times, citing supply chain sources, reported that Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) will again raise quotations for its 3-nanometer process products in 2H, with increases of up to 15%, and may further lift prices by 5% to 10% next year.
It is understood that utilization at TSMC's main 3-nanometer facility, Fab 18, has remained at a high level. Altho
2026-05-27
www.aastocks.com
2026-05-27
AASTOCKS.com
Taiwan's Commercial Times, citing supply chain sources, reported that Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) will again raise quotations for its 3-nanometer process products in 2H, with increases of up to 15%, and may further lift prices by 5% to 10% next year.
It is understood that utilization at TSMC's main 3-nanometer facility, Fab 18, has remained at a high level. Altho
2026-05-27
digitimes.com
2026-05-27
Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI- and HPC-driven demand emerging as the company's primary growth engine.
2026-05-27
digitimes.com
2026-05-27
TSMC chairman and CEO C.C. Wei addressed employees at a company-wide meeting on May 27, making a direct commitment on bonuses after days of backlash over reports of a 15% cut.
2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-27
www.thestreet.com
2026-05-27
thestreet.com
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2026-05-27
www.benzinga.com
2026-05-27
Benzinga
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2026-05-26
www.tikr.com
2026-05-26
TIKR.com
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Micron Technology, Inc. stock rose about 54% over the last 30 days, finishing near $751 per share as investors repriced the company around one of the market’s stronge
2026-05-26
www.fxleaders.com
2026-05-26
FXLeaders
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2026-05-26
www.insidermonkey.com
2026-05-26
Insider Monkey
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2026-05-26
www.digitimes.com
2026-05-26
digitimes
Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth memory (HBM) in 2027, a move that could tighten the supply of general-purpose DRAM as memory makers shift more production...
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2026-05-26
digitimes.com
2026-05-26
Taiwan Semiconductor Manufacturing Company (TSMC) will reportedly cut employee bonuses by 15%, prompting some employees to voice dissatisfaction on social media. They argued that while TSMC's profits have soared, the share allocated to employee bonuses has decreased rather than increased, with some employees threatening to follow Samsung Electronics' union with a strike to fight for their rights.
2026-05-26
digitimes.com
2026-05-26
GlobalWafers held its shareholders' meeting on May 25, where CEO Doris Hsu stated that the semiconductor market in 2026 has gradually moved beyond 2025's two extremes, when only AI and advanced process technologies dominated growth. In 2026, non-AI and traditional application markets began to recover, making market conditions thrive.
2026-05-26
digitimes.com
2026-05-26
Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth memory (HBM) in 2027, a move that could tighten the supply of general-purpose DRAM as memory makers shift more production toward higher-value AI server products.
2026-05-26
digitimes.com
2026-05-26
Following GlobalWafers' shareholders' meeting on May 25, Chairperson Doris Hsu stated that the company's core compound semiconductor business, gallium nitride (GaN), is addressing strong demand for high-efficiency power solutions in AI servers. The company is also beginning to see emerging demand from diversified applications such as AI robotics. As a result, production capacity in 2026 has alread