Semiconductor News & Analysis Feed
3646 articles
2026-06-25
digitimes.com
2026-06-25
ASE Holdings COO Dr Tien Wu said the global semiconductor industry is growing faster than expected on the back of AI investment, with demand so strong that the capacity the company had built over the past few years was absorbed almost immediately.
2026-06-25
digitimes.com
2026-06-25
Techzone Technology Materials, a provider of one of Taiwan's few integrated waste treatment, renewable energy, and recycling solutions, is actively addressing the waste treatment demand driven by semiconductor capacity expansion. Together with its subsidiaries Han-Yang Technology Renewable Energy and Sunlight Environment, the company has a combined annual treatment capacity of 239,000 tons.
2026-06-25
digitimes.com
2026-06-25
The global semiconductor packaging and testing race is heating up as TSMC recently signed a 10-year agreement with Amkor to expand advanced packaging collaboration in Arizona, drawing close market attention to how the rivalry with ASE and Amkor will reshape market share. ASE Chief Operating Officer Tien Wu said he is "optimistic," stating that strong demand from US customers and the need to divers
2026-06-25
www.azfamily.com
2026-06-25
AZ Family
Scottsdale man sentenced for conspiracy to steal semiconductor testing trade secrets
An Israeli citizen living in Scottsdale has been sentenced in a case involving the theft of a Valley company’s trade secrets.
By Ryan McCoy
Published: Jun. 25, 2026 at 7:03 AM GMT+8|Updated: 3 hours ago
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SCOTTSDALE, AZ (AZFamily) — An Israeli citizen living in Sc
2026-06-25
simplywall.st
2026-06-25
simplywall.st
United States/Semiconductors/NasdaqGS:SMTC
Micron Stock Volatility Puts These Semiconductor Stocks On Watchlists
June 25, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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Micron Technology is back in the spotlight, with its upcoming earnings and new exposure through the leveraged Roundhill T-REX 2X Long DRAM Daily Target ETF putting fresh attention on semiconductor stocks. When tra
2026-06-25
stockstory.org
2026-06-25
StockStory
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2026-06-25
www.theglobeandmail.com
2026-06-25
The Globe and Mail
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate expectations hit the year's most crowded trade, leaving the whole complex hostage to Micron's earnings after the close.
The trigger was a positioning flush, not a confirmed break in AI demand. South Kor
2026-06-25
www.tradingview.com
2026-06-25
TradingView
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onsemi and Semtech Shares Are Falling, What You Need To Know
onsemi and Semtech Shares Are Falling, What You Need To Know
3 min read
ON
−1.13%
SMTC
−2.94%
SOX
−0.18%
What Happened?
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate
2026-06-25
www.financialcontent.com
2026-06-25
FinancialContent
What Happened?
A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate expectations hit the year's most crowded trade, leaving the whole complex hostage to Micron's earnings after the close.
The trigger was a positioning flush, not a confirmed break in AI d
2026-06-25
cryptobriefing.com
2026-06-25
Crypto Briefing
Broadcom targets over $100B in AI semiconductor revenue by 2028
The chipmaker's AI business is doubling year over year, with custom accelerators for hyperscalers driving a growth trajectory that could
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Vanguard Tech vs. iShares Semiconductor: Which ETF Looks Best for Your Portfolio in 2026?
Erin Kennedy, The Motley Fool
Wed, June 24, 2026 at 8:35 AM PDT 4 min read
VGT
-1.68%
^GSPC
-0.33%
Trade VGT on Coinbase
Trading disclosure
The Vanguard Information Technology ETF (NYSEMKT:VGT) offers a lower-cost, diversified play on the broad tech sector, while the iShares Semiconductor ETF (NASDAQ:SOXX) p
2026-06-24
www.cnbc.com
2026-06-24
CNBC
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2026-06-24
247wallst.com
2026-06-24
24/7 Wall St.
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) just put the rest of the chip sector on notice. Monthly revenue for May 2026 hit NT$416.98 billion, up 30.1% year over year, and CEO C.C. Wei is telling investors the company will “grow by above 30% in U.S. dollar terms” for full-year 2026.
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Shares are already up 44.32% year to date, closing at $436.39 after a 6.69%
2026-06-24
www.accessnewswire.com
2026-06-24
ACCESS Newswire
"Vadzo's Falcon-521CRH S-Mount autofocus USB camera from Vadzo Imaging delivers motorized voice coil mechanism autofocus and 5MP color output on the Onsemi AR0521 BSI CMOS sensor over USB 3.2 Gen1 Type-C for document scanning, smart kiosk identity verification, OCR at variable working distances, biometric verification, digital onboarding and KYC document authentication, and barcode scanning across
2026-06-24
www.hitachienergy.com
2026-06-24
Hitachi Energy
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2026-06-24
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2026-06-24
www.marketwatch.com
2026-06-24
MarketWatch
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2026-06-24
seekingalpha.com
2026-06-24
Seeking Alpha
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Should You Invest in the Invesco PHLX Semiconductor ETF (SOXQ)?
Should You Invest in the Invesco PHLX Semiconductor ETF (SOXQ)? · Zacks
Zacks Equity Research
Wed, June 24, 2026 at 3:20 AM PDT 3 min read
IVZ
-4.66%
Trade Invesco on Coinbase
Trading disclosure
Designed to provide broad exposure to the Technology - Semiconductors segment of the equity market, the Invesco PHLX Semiconductor ETF (SOXQ
2026-06-24
cryptobriefing.com
2026-06-24
Crypto Briefing
TrueNorth maps AI investment cycle shifts to power semiconductors
NVIDIA's move to 800V power distribution is quietly reshaping where semiconductor dollars flow, and it's not GPUs anymore