Semiconductor News & Analysis Feed

Key Takeaways for Applied Materials Stock Applied Materials posted record revenue of $7.91 billion in Q2 fiscal 2026, up 11% year over year. Operating income reached $2.52 billion in the most recent quarter, with operating margins expanding to 32% from 29% eight quarters ago. Gross margins hit 50% in Q2, the highest level in more than 25 years, driven by value-based pricing on differentiated produ

Chunghwa Leading Photonics Tech, a subsidiary of Chunghwa Telecom, is set to list on the Taipei Emerging Stock Board. The company has recorded record-high revenue and gross margin in the first four months of 2026, boosted by rising demand in Industry 5.0 applications, advanced semiconductor process inspection, and AI data center optical communication. With short-wave infrared (SWIR) transmissive a

CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks fresh capital despite persistent losses, negative gross margins and a long road to profitability.

Facing memory shortages and Sharp's plan to shut down its Guishan K2 plant by the end of 2026, GIS chairman Hsien-Ying Chou said the company faces greater operational challenges in the second half of 2026. However, its transformation strategy is accelerating. Among its new businesses, optical waveguide products used in AI glasses and other applications began small-volume shipments in the first qua

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