Semiconductor News & Analysis Feed

Strong demand for AI servers is driving higher shipments of advanced printed circuit board (PCB) products in Taiwan, but it is also tightening supply of key materials and resources, adding fresh uncertainty to the industry. The Taiwan Printed Circuit Association (TPCA) and the Industry, Science and Technology International Strategy Center (ISTI) said Taiwan's PCB manufacturing output reached NT$24

News / Quartr / HBM: Sales up 4.9% to €2.0bn, stable EBIT, guidance confirmed amid uncertainty HBM: Sales up 4.9% to €2.0bn, stable EBIT, guidance confirmed amid uncertainty Less than 1 min read HBM 0 Net sales grew 4.9% year-over-year to €2.0 billion, with strong gains in Other European Countries and continued market share expansion. Adjusted EBIT was stable, and full-year guidance is confirmed

Infineons, Rally Infineon's Rally Stalls Under Insider Sales and Chinese Court Uncertainty 17.06.2026 - 18:24:54 | boerse-global.de Infineon's 105% rally stalls as board member cashes €474k in shares and a Chinese patent ruling threatens its GaN growth. Stock slips 14% from high. Infineons - Infineon's Rally Stalls Under Insider Sales and Chinese Court Uncertainty 17.06.2026 - Bild: über boerse-

Congressional Republicans are urging stronger exclusion orders in the ongoing Section 337 investigation tied to TSMC's advanced-node chips, while the company reiterates compliance with local laws and highlights ongoing legal uncertainty in its quarterly filing.

SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty, unfinalized partnerships, and capital intensity risks. The plan, still in preliminary form, depends on future agreements and could face delays, cost overruns, and supply-chain constraints.

Ennostar Holdings' transformation has begun to show clear results, with chairman Paul Peng saying the company's "3+1" strategy is taking shape, as higher-value applications now account for more than half of revenue. Despite continued uncertainty in the global environment, Peng remains cautiously optimistic about the second half of 2026 and expects the company to maintain relatively strong performa

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Industrial AI is moving beyond controlled environments, with factories deploying systems designed to manage operational uncertainty.

EU DARE project explores alternatives after Codasip divestment creates uncertainty around roadmap and architectural direction.