Semiconductor News & Analysis Feed
72 articles
2026-06-12
www.fox10phoenix.com
2026-06-12
FOX 10 Phoenix
Dennis Hoffman with the Williams Research Institute at the W.P. Carey School of Business, is an expert in the growth of the semiconductor industry in the Phoenix economy. He joins FOX 10 talks to discuss how the region has transitioned into a prominent leader in the semiconductor game following the introduction of Taiwan Semiconductor Manufacturing Company, which builds upon a long-standing relati
2026-06-11
digitimes.com
2026-06-11
Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials engineering. The shift matters far beyond one company, because AI demand is increasing worldwide and is expected to influence data centers, device costs, energy use, and the pace of technology development.
2026-06-10
www.openaccessgovernment.org
2026-06-10
Open Access Government
www.openaccessgovernment.org
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2026-06-10
digitimes.com
2026-06-10
The Taiwanese government has launched an AI infrastructure initiative aiming to further strengthen its semiconductor industry prowess by leveraging silicon photonics (SiPh) to form a new moat, as AI-driven demand for high-speed data transfer accelerates.
2026-06-10
drrobertcastellano.substack.com
2026-06-10
Dr. Robert Castellano's Semiconductor Deep Dive Newsletter
ASML Won the Lithography War. What Happened Next Changed the Entire Semiconductor Industry
DR. ROBERT CASTELLANO
JUN 10, 2026
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What’s in This Article
Prologue
Figure 1. 2025 I-Line Lithography Market Shares
Canon Remains The Leader In Mature Lithography
Figure 2. 2025 KrF Lithography Market Shares
ASML Establishes Leadership In KrF Lithography
Figure 3. 2025 193nm Dry ArF Lithography
2026-06-09
www.barchart.com
2026-06-09
Barchart.com
Semiconductor by Gorodenkoff via Shutterstock
The semiconductor industry has spent the last several years confronting a reality few expected: there simply aren't enough advanced chip manufacturing options. Taiwan Semiconductor Manufacturing Company (TSM) has become the dominant producer of leading-edge chips, powering everything from artificial intelligence accelerators to smartphones. As AI dema
2026-06-09
finance.yahoo.com
2026-06-09
Yahoo Finance
Intel Becomes Plan B for the Semiconductor Industry. Here's How That's a Winning Strategy
Rich Duprey
Tue, June 9, 2026 at 7:09 AM PDT 4 min read
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The semiconductor industry has spent the last several years confronting a reality few expected: there simply aren't enough advanced chip manufact
2026-06-06
www.semiconductors.org
2026-06-06
Semiconductor Industry Association | SIA
Worldwide chip sales in April up 93.9% year-to-year; annual semiconductor sales projected to top $1.5 trillion globally in 2026
WASHINGTON—June 5, 2026—The Semiconductor Industry Association (SIA) today announced global semiconductor sales were $110.5 billion during the month of April 2026, an increase of 11% compared to the March 2026 total of $99.5 billion and 93.9% more than the April 2025 tot
2026-06-02
www.semiconductors.org
2026-06-02
Semiconductor Industry Association | SIA
Semiconductors are the foundation of artificial intelligence (AI), a technology that is transforming our economy and society, making entire industries more productive and innovative, and driving major scientific breakthroughs.
Today’s AI systems are built on decades of innovation across the entire semiconductor ecosystem. As chip technologies continue to advance, AI will become more capable, ener
2026-06-02
eetimes.com
2026-06-02
Kevin Zhang said 3D integration is important, but transistor scaling remains the semiconductor industry's primary driver of performance and energy-efficiency gains.
2026-06-01
www.semiconductors.org
2026-06-01
Semiconductor Industry Association | SIA
SIA-Deloitte study estimates annual revenue from chips deployed in AI data centers could reach over $1.2 trillion by 2028, a nearly tenfold increase over four years
WASHINGTON, June 1, 2026 – The Semiconductor Industry Association (SIA), in partnership with Deloitte, today released a report finding the full range of semiconductor technologies are integral to artificial intelligence (AI), accounti
2026-05-30
tomshardware.com
2026-05-30
Jowi Morales
Was Jensen right all along?
2026-05-30
www.tomshardware.com
2026-05-30
Tom's Hardware
Tech Industry
Huawei chairman thanks the US for export restrictions on chips, says it supercharged China’s semiconductor industry — Washington’s export controls encouraged Chinese firms to invest in R&D and build their own tech stack competing with American tech
News
By Jowi Morales published 4 hours ago
Was Jensen right all along?
(Image credit: Huawei)
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2026-05-28
www.morningstar.com
2026-05-28
Morningstar
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Synopsys Inc
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Synopsys Is an Essential Piece of the Semiconductor Industry
Eric Compton
May 28, 2026
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Synopsys Earnings: Solid Beat and Raise Quarter; Ansys Keeps Growing, Design IP Also Grows
Eric Compton
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2026-05-27
digitimes.com
2026-05-27
Samsung Electronics' 2026 tentative labor-management agreement is expected to pass after already surpassing an 86% voting participation rate within just three days. While the agreement has temporarily eased concerns over potential strikes, South Korea's semiconductor industry is increasingly worried that the newly expanded performance bonus structure, which guarantees employees a fixed percentage
2026-05-27
digitimes.com
2026-05-27
Huawei's Tau Law proposal is rapidly redirecting attention across China's semiconductor industry away from pure lithography competition and toward advanced packaging, 3D stacking, optical interconnects, and system-level architecture design.
2026-05-26
digitimes.com
2026-05-26
As the global semiconductor industry pivots toward chiplet-based designs — where multiple smaller chips are packaged together rather than built as a single monolithic die — the specialized intellectual property that makes those chips communicate reliably has become critical infrastructure. InPsytech, a Taiwanese IP design firm and subsidiary of Egis Technology, has staked its business on exactly t
2026-05-26
digitimes.com
2026-05-26
As the global semiconductor industry approaches the physical limits of transistor scaling, Huawei has proposed a new framework for the post-Moore era through its recently introduced "Tau (τ) Law" and a related time-scaling theory.
2026-05-25
digitimes.com
2026-05-25
Lam Research CEO Tim Archer said artificial intelligence and robotics can help chipmakers improve fab productivity as the semiconductor industry faces memory capacity constraints, chip-scaling limits, and growing demand for faster equipment delivery.
2026-05-25
digitimes.com
2026-05-25
As the global semiconductor industry confronts the limits of Moore's Law, Huawei has unveiled a new roadmap aimed at extending chip performance growth through architecture, interconnect, and system-level optimisation rather than pure transistor miniaturisation.