Semiconductor News & Analysis Feed

__fail__

__fail__

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.

Skip to navigation Skip to main content Skip to right column Yahoo Finance Yahoo Finance Search query News Finance Sports More Mail Sign in My Portfolio News Markets Research Community Personal Finance Videos Watch Now AlphaSpace Network Try AlphaSpace US Markets S&P 500 7,472.47 +26.75 +0.36% Dow 30 50,574.94 +289.28 +0.58% Nasdaq 26,356.94 +63.84 +0.24% Russell 2000 2,867.52 +24.07 +0.85% VIX 16

__fail__

__fail__

__fail__

__fail__

__fail__

__fail__

U.S. hyperscalers came into the year planning to spend over $700 billion to build new data centers. Just three months later, most of them realized they would need to spend even more. Three of the four major hyperscalers increased their capital expenditure (capex) budgets for the year alongside their first-quarter earnings reports. And they may be just getting started.Leading contract chip manufact

__fail__

Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial intelligence (AI) demand, escalating geopolitical fragmentation, and...The article requires paid subscription.Subscribe Now