Semiconductor News & Analysis Feed
35 articles
2026-06-30
digitimes.com
2026-06-30
Nexchip Semiconductor has filed for a Hong Kong listing to fund expansion, following rapid revenue growth and a stronger market position. The prospectus highlights its scale in display driver chips and image sensors, while also warning investors about customer concentration, heavy capital needs, and exposure to shifting trade policy.
2026-06-29
futurumgroup.com
2026-06-29
The Futurum Group
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2026-06-25
digitimes.com
2026-06-25
Sigurd is expanding testing and packaging capacity as AI demand and steady customer orders keep its facilities fully utilized. For global readers, the move underscores how supply chains for silicon photonics (SiPh), AI servers, and advanced chips are tightening, while new capacity is expected to ease bottlenecks and shape revenue growth in 2026 and 2027.
2026-06-24
digitimes.com
2026-06-24
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing customer (a move expected to cut cloud margins by 10 to 15 points) will pressure profitability over the next several quarters.
2026-06-23
digitimes.com
2026-06-23
Taiwan's semiconductor packaging and testing (OSAT) industry delivered strong year-over-year revenue growth in May 2026, with 21 of 24 tracked companies posting positive year-over-year gains, according to monthly revenue filings compiled for the period. The results underscore continued downstream demand driven by AI-related chip shipments and a broader recovery in consumer electronics.
2026-06-22
www.moomoo.com
2026-06-22
Moomoo
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2026-06-22
www.quiverquant.com
2026-06-22
Quiver Quantitative
May revenue surge sparks optimism: Social media chatter highlights Taiwan Semiconductor's impressive May 2026 revenue of $13.2 billion, marking a 30.1% year-over-year jump, as participants link the gains directly to surging demand for advanced chips in AI applications.
Technical signals fuel momentum: Traders point to continued bullish indicators on daily charts, including a MACD golden cross, wi
2026-06-19
letsdatascience.com
2026-06-19
Let's Data Science
FUNDING & BUSINESS
infineon
power semiconductors
data centers
siC gan
Infineon Expands AI Investments, Targets Data Center Revenue Growth
3 sources
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June 19, 2026
6.9
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Photo: static.seekingalpha.com · rights & takedowns
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TradingView reports that Infineon Technologies is increasing AI-related investment to about €2.7 billion in the current fiscal year, up from a p
2026-06-19
digitimes.com
2026-06-19
Taiwan's semiconductor equipment, components, and solutions providers posted robust revenue growth through the first five months of 2026, with 34 of 43 tracked companies reporting positive accumulated year-on-year figures.
2026-06-16
digitimes.com
2026-06-16
Shanghai Enflame Technology is nearing a STAR Market listing, bringing another Chinese AI chipmaker closer to public markets while losses, Tencent concentration, and a small share in Nvidia-led accelerators remain unresolved.
2026-06-15
digitimes.com
2026-06-15
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure beneficiaries and legacy consumer electronics players. The five-month cumulative picture through May underscores a structural reordering of the sector's top earners, led by server and AI hardware demand.
2026-06-11
www.techinsights.com
2026-06-11
TechInsights
China Analysis: BYD Semiconductor’s Revenue Growth and Capacity Ramp-Up Outlook
2 Min Read September 19, 2025
BYD Semiconductor's rapid growth in power semiconductors sees revenue increase 5x since 2021, boosting its IGBT and SiC capabilities by 2026.
BYD Semiconductor has rapidly scaled its power semiconductor business, with revenue growing more than 5x since 2021 and wafer fab c
2026-06-10
www.tradingview.com
2026-06-10
TradingView
News
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GuruFocus
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TSMC Posts 30% Revenue Growth as AI Trade Cools
TSMC Posts 30% Revenue Growth as AI Trade Cools
Less than 1 min read
TSM
−2.85%
2330
−2.17%
Taiwan Semiconductor Manufacturing Company
TSM
reported May 2026 consolidated net revenue of NT$416.975 billion ($13.17 billion), up 30.1% from May 2025 and 1.5% from April 2026. Cumulative revenue for January through May 2026 reached NT$
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
2026-06-07
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
2026-06-05
www.asiae.co.kr
2026-06-05
아시아경제
K-Fabless National Champion Lands in Taiwan, the Hardware Mecca
Dominates the Global Big Tech Showcase at Computex 2026
Riding the World’s 2nd and 3rd Largest Semiconductor Distribution Networks Global
At the scene of Computex 2026 in Taiwan, known as the global hub for semiconductors and AI hardware, one Korean company is drawing a steady stream of buyers from around the world: DeepX, armed with
2026-06-04
news.futunn.com
2026-06-04
富途牛牛
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2026-05-31
moneymorning.com
2026-05-31
Money Morning
STOCKS
Broadcom (AVGO) Reports Wednesday. Wall Street Expects 140% AI Revenue Growth.
Money Morning Team
May 31, 2026
The S&P 500 just posted its eighth straight weekly gain, touching a fresh all-time high of 7,563 on Tuesday. Micron Technology crossed $1 trillion in market cap for the first time in company history. And this Wednesday, Broadcom steps up to report Q2 FY2026 earnings with more on
2026-05-28
www.digitimes.com
2026-05-28
digitimes
Synopsys raised its fiscal 2026 revenue target after reporting a 42% year-over-year rise in second-quarter sales, driven by continued demand for AI-related chip design tools and verification systems.
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2026-05-28
digitimes.com
2026-05-28
Synopsys raised its fiscal 2026 revenue target after reporting a 42% year-over-year rise in second-quarter sales, driven by continued demand for AI-related chip design tools and verification systems.