Semiconductor News & Analysis Feed
291 articles
2026-06-10
www.bisinfotech.com
2026-06-10
Bisinfotech
www.bisinfotech.com
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2026-06-10
news.google.com
2026-06-10
Business Wire
2026-06-10
pr.tsmc.com
2026-06-10
pr.tsmc.com
TSMC May 2026 Revenue Report
Issued by: TSMC
Issued on: 2026/06/10
TSMC May 2026 Revenue Report
HSINCHU, Taiwan, R.O.C. – June 10, 2026 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for May 2026: On a consolidated basis, revenue for May 2026 was approximately NT$416.98 billion, an increase of 1.5 percent from April 2026 and an increase of 30.1 percent from May 2025. Revenue for J
2026-06-10
digitimes.com
2026-06-10
WinWay Technologies said shipments linked to artificial intelligence, high-performance computing, central processing units, and application processors lifted consolidated revenue to NT$1.073 billion (US$33.9 million) in May 2026, the company's second-highest monthly total on record. For global readers tracking the semiconductor supply chain, the results signal how AI infrastructure demand is resha
2026-06-10
digitimes.com
2026-06-10
GEM Terminals reported consolidated revenue of about NT$428 million (US$13.6 million) in May 2026, up 71.83% year-over-year from NT$249 million, saying expanding global investment in AI infrastructure drove a surge in demand for specialty copper materials used in cooling applications. The firm linked the month's performance to rising cooling needs at servers and data centers as computing density i
2026-06-10
cryptobriefing.com
2026-06-10
Crypto Briefing
Broadcom and Marvell lead AI chip market with record revenues in fiscal 2026
Custom AI accelerator chips are driving historic growth at both semiconductor giants, with Broadcom's AI revenue surging 14
2026-06-09
www.tradingkey.com
2026-06-09
TradingKey
TSMC reported Q1 2026 revenue of $35.9 billion, with net income up 58% to NT$572.48 billion and gross margin at 66.2%. High Performance Computing, driven by AI accelerators, comprised 61% of revenue. The company raised its full-year 2026 revenue growth forecast to over 30% and expects Q2 revenue between $39.0-$40.2 billion. CoWoS capacity for AI GPUs is sold out, and 2nm node risk production begin
2026-06-09
www.msn.com
2026-06-09
MSN
Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years. Yet, despite delivering another standout quarter recently, investors hit
2026-06-09
digitimes.com
2026-06-09
Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive month. Macronix International also reached a single-month record high of NT$6.26 billion.
2026-06-09
digitimes.com
2026-06-09
Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones, AI PCs, and optical modules. The company also said drone-related revenue could grow multiple times over the next two years.
2026-06-09
digitimes.com
2026-06-09
MAtek reported May 2026 revenue of NT$544 million (US$17.23 million), a 26.87% increase year-over-year and a 0.69% increase month-over-month, marking its third consecutive month of record sales, the firm announced. For the first five months of 2026, revenue reached NT$2.51 billion, up 19.01% from the same period in 2025, with the company's leadership attributing growth to demand for outsourced mat
2026-06-09
digitimes.com
2026-06-09
Topco Scientific said strong demand from artificial intelligence and high-performance computing drove higher shipments of advanced-process materials, lifting consolidated revenue in May to NT$6.54 billion, up 18.6% year over year and the third-highest monthly level on record. For the first five months of 2026, consolidated revenue reached NT$31.85 billion, up 17.6% year over year, as semiconductor
2026-06-09
www.msn.com
2026-06-09
MSN
With AI semiconductor revenue as the driving factor, Broadcom (AVGO) stock has trended higher by 56% in the last 52 weeks. The rally has been supported by robust top-line growth and upside in cash flows.
Yesterday, Broadcom reported Q2 results, and the company delivered revenue and earnings beats. Q2 revenue increased by 48% on a year-on-year (YoY) basis to $22.2 billion. For the same period, adj
2026-06-08
www.barchart.com
2026-06-08
Barchart.com
A close-up of the Broadcom logo on a smartphone by Timon via Adobe Stock
Broadcom (AVGO) has been one of the undisputed champions of the artificial intelligence (AI) boom. As a leading designer of custom AI chips for hyperscale cloud giants, the company has become a cornerstone of the rapidly expanding AI infrastructure market, helping drive its stock nearly 380% higher over the past three years.
2026-06-08
www.devdiscourse.com
2026-06-08
Devdiscourse
South Korean President Advocates Strategic Investment Amid Semiconductor Revenue Surge
President Lee Jae Myung of South Korea proposes channeling excess tax revenue from the semiconductor boom into long-term investments. He remains cautious about profit-sharing with workers. Lee emphasizes sustainable growth and international discussion on corporate profit policies.
Devdiscourse News Desk | Update
2026-06-08
digitimes.com
2026-06-08
Lead frame manufacturer Chang Wah Technology Co. (CWTC) says that as applications such as data centers, AI servers, and industrial control systems continue to grow rapidly, market demand for power management components is steadily increasing, driving growth in lead frame shipments. Demand for microcontrollers (MCUs) used in PCs, networking equipment, industrial control systems, and electric vehicl
2026-06-08
digitimes.com
2026-06-08
LG Innotek is accelerating its push into advanced semiconductor packaging, announcing plans to expand its substrate manufacturing operations in Vietnam as it seeks to transform the business into a key growth engine and generate more than KRW3 trillion (approx. US$1.9 billion) in annual revenue by 2030.
2026-06-07
digitimes.com
2026-06-07
Strong demand for memory procurement from AI servers continues, and ADATA chairman Simon Chen believes the AI expansion cycle is expected to sustain strong growth for at least another four to five years. As a result, ADATA is adding AI data center construction as a new business focus, working with strategic partners to deploy projects in four countries, including Brazil and Malaysia. The company e
2026-06-07
digitimes.com
2026-06-07
Zhen Ding Technology Group reported that May consolidated revenue reached a 2026 high as robust demand for high-end AI products drove significant year-over-year growth, the company said. The firm attributed the performance to a sharp uptick in server and optical module shipments, which rose nearly 2.5 times year-over-year, and strong momentum in IC substrate sales, which grew nearly 80% year-over-
2026-06-07
digitimes.com
2026-06-07
Transcend Information said revenue for April and May combined has already surpassed its first-quarter total, as tight memory supply and elevated prices continue to lift sales at the Taiwan-based memory module maker.