949 articles
2026-05-14
digitimes.com
2026-05-14
AI server demand is pushing semiconductor packaging into a new growth cycle, but the market remains heavily concentrated among a small group of global outsourced semiconductor assembly and test leaders and Taiwanese and Chinese companies, sharpening the challenge for South Korea's back-end chip industry.
2026-05-14
digitimes.com
2026-05-14
Samsung Electronics is reportedly reviving delayed semiconductor initiatives across next-generation NAND flash, compound semiconductors, advanced packaging, and substrates — areas it set aside after more than a year of prioritizing DRAM design and high-bandwidth memory (HBM) competitiveness. The move signals a shift from catch-up mode back toward longer-term technology investment.
2026-05-14
digitimes.com
2026-05-14
The ongoing Samsung Electronics labor dispute highlights sharply different labor models in South Korea and Taiwan, where firms such as TSMC operate with minimal union presence and rely instead on compensation-driven workforce stability. Industry observers say the Samsung conflict reflects broader tensions over profit sharing during the AI-driven semiconductor upcycle, while Taiwan's tech sector co
2026-05-14
digitimes.com
2026-05-14
Tower Semiconductor reported a strong start to 2026, marked by double-digit revenue growth and a significant jump in net profit. Following a "solid" first quarter, the company issued guidance for the second quarter that would represent the highest revenue in its history. Management highlighted surging growth in silicon photonics and a strategic restructuring of manufacturing in Japan as key driver
2026-05-14
digitimes.com
2026-05-14
Taiwan Semiconductor Manufacturing Co. (TSMC) used its 2026 Technology Forum on May 14 to outline a sweeping view of the AI-driven transformation in semiconductors. Co-COO and senior vice president Kevin Zhang argued that the AI revolution is advancing far faster than anticipated and is reshaping the industry from generative AI and AI agents to inference computing.
2026-05-14
digitimes.com
2026-05-14
IC design firm QBit Semiconductor will list on the Emerging Stock Board on May 15, 2026, and chairman Simon Shen, a former Kinpo executive, said the debut marks a new milestone for the company and underscores a promising growth outlook.
2026-05-14
digitimes.com
2026-05-14
TSMC held its annual technology symposium in Hsinchu on May 14, 2026, after its North America stop, with executives noting that AI applications are rapidly expanding from cloud data centers to edge devices — driving surging demand for semiconductor compute density, high-bandwidth connectivity, power efficiency, and thermal management. Ray Wan, director of Asia-Pacific business, said TSMC will leve
2026-05-14
digitimes.com
2026-05-14
Japan is broadening its semiconductor support strategy by expanding subsidies for domestic production of legacy chips, aiming to strengthen economic security and reduce reliance on overseas suppliers.
2026-05-14
eetimes.com
2026-05-14
Pablo Valerio
Automakers face a severe memory shortage as AI infrastructure dominates semiconductor supply.
2026-05-14
www.digitimes.com
2026-05-14
digitimes
While the global semiconductor industry remains fixated on 3nm, 2nm, and the AI GPU arms race, SMIC founder and "China's semiconductor godfather" Zhang Rujing is pushing a sharply different message: the future of China's chip industry may depend less on...The article requires paid subscription.Subscribe Now
2026-05-14
simplywall.st
2026-05-14
simplywall.st
__fail__
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Valens Semiconductor(VLN7.54%)stock surged on Wednesdayfollowingtherelease of the company'sfirst-quarter results.The company's share price ended the day up 9.3% and had been up as much as 13.7% earlier in trading.Valens published its Q1 results before the market opened today, reporting sales and earningsfor the periodthat topped Wall Street's expectations. The company also issued promising guidanc
2026-05-14
www.kjzz.org
2026-05-14
KJZZ
__fail__
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
In the chip manufacturing world, there are two primary types of chips made: memory and logic chips. Each serves a different purpose in a computer, and each is important.In the logic chip world, there is no bigger manufacturer thanTaiwan Semiconductor(TSM2.10%). In the memory world, it's a bit more spread out, andMicron(MU5.81%)is among the largest producers. However, many investors are intrigued b
2026-05-14
simplywall.st
2026-05-14
simplywall.st
__fail__
2026-05-14
www.techtimes.com
2026-05-14
Tech Times
Samsung Electronics' Device Solutions (DS) Division, now stabilized after a year-long emergency push to rescue its core memory business, is resuming investment in next-generation NAND flash, compound semiconductors, and advanced packaging — but an 18-dayworker walkout looming as soon as May 21could freeze those plans before they start.The timing is pointed.Samsung and its largest labor union faile
2026-05-14
finance.yahoo.com
2026-05-14
Yahoo Finance
__fail__
2026-05-14
www.marketwatch.com
2026-05-14
MarketWatch
__fail__
2026-05-14
finance.yahoo.com
2026-05-14
Yahoo Finance
__fail__
2026-05-14
www.fool.com
2026-05-14
The Motley Fool
Shares ofTower Semiconductor(TSEM9.63%)spiked on Wednesday after the Israel-based provider of specialty foundry services issued an upbeat growth forecast.Image source: Getty Images.Broad-based gainsTower's revenue rose 15% year over year to $414 million in the first quarter.The tech developer serves a range of steadily expanding end markets, including the industrial, automotive, mobile, medical, a