Semiconductor News & Analysis Feed
962 articles
2026-07-06
digitimes.com
2026-07-06
Elite Semiconductor Microelectronics Technology (ESMT), a memory IC design house, posted record monthly consolidated revenue of NT$4.85 billion (approx. US$152 million) in June 2026, up 8.48% from May and 328.35% from a year earlier, supported by rising prices for niche memory products.
2026-07-06
digitimes.com
2026-07-06
Taiwan's chipmakers walked into the 2026 helium supply shock more exposed to Qatar than any other major buyer, sourcing nearly 88% of their rare-gas imports from the Gulf state in 2025, up from 46% four years earlier. With war disrupting the Strait of Hormuz, that concentration leaves fabs vulnerable and the outlook uncertain.
2026-07-06
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.
2026-07-06
digitimes.com
2026-07-06
Atomic Semi, the semiconductor equipment startup founded by chip architect Jim Keller, has rebranded as Fab2 and moved its headquarters to Austin, Texas, with a vision of mass-producing small fabs. According to Tom's Hardware, Fab2's core idea is a "fab fab": it designs and builds all of its own equipment, from pumps, valves, and gas lines to lithography tools and vacuum chambers, then assembles t
2026-07-06
digitimes.com
2026-07-06
Longsys Electronics expects a sharp rise in first-half profit as global memory supply stays tight and demand from artificial intelligence-related devices strengthens. The outlook points to firmer conditions across the semiconductor market, with implications for storage prices, component availability, and technology costs worldwide.
2026-07-06
digitimes.com
2026-07-06
Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization and create a new revenue stream from its heavy artificial intelligence spending. The proposal has revived talk of an AI bubble, but key industry barometers Nvidia and TSMC still show no sign of a broad demand slow
2026-07-06
digitimes.com
2026-07-06
Huawei's semiconductor chief is promoting a post-Moore roadmap that shifts industry focus from shrinking transistors to reducing time across the computing stack, a framework backed by internal production claims for Kirin chips and Ascend accelerators. Despite that, he also drew caution because the work remains a preprint, not a peer-reviewed study.
2026-07-06
digitimes.com
2026-07-06
The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest for market share among Samsung Electronics, SK Hynix, and Micron Technology.
2026-07-06
news.google.com
2026-07-06
MSN
2026-07-06
news.google.com
2026-07-06
Korea JoongAng Daily
2026-07-06
news.google.com
2026-07-06
AD HOC NEWS
2026-07-05
tomshardware.com
2026-07-05
Mark Tyson
Another modern maker discovers the charms of 1950s-era magnetic core memory.
2026-07-05
tomshardware.com
2026-07-05
Dan Mateescu
tktk
2026-07-05
tomshardware.com
2026-07-05
Etiido Uko
Alibaba banned Claude Code after an alleged hidden China-detection code was found, prompting staff to switch to Qoder as its feud with Anthropic deepens.
2026-07-05
news.google.com
2026-07-05
AOL.com
2026-07-05
news.google.com
2026-07-05
Yahoo Finance
2026-07-05
news.google.com
2026-07-05
The Motley Fool
2026-07-05
news.google.com
2026-07-05
thelec.net
2026-07-05
digitimes.com
2026-07-05
Test interface supplier Chunghwa Precision Test Tech. Co., Ltd. (CHPT) reported its June 2026 revenue, marking its sixth consecutive monthly revenue record as demand from the market remained strong. The company also posted record quarterly revenue in both the first and second quarters of 2026, underscoring its sustained growth momentum.
2026-07-05
news.google.com
2026-07-05
The Motley Fool