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Semiconductors

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11 ARTICLES

4w ago

Micron Repriced After Blockbuster Quarter and $22 Billion in Customer Deposits

Take‑or‑pay agreements and tight high‑bandwidth memory supply have created rare near‑term revenue visibility that could still be undone by future capacity ramps.

7 ARTICLES

last mo.

Applied Materials Raises Q4 Guide on Strength in DRAM and Packaging, Shares Fall

3 ARTICLES

last mo.

Samsung Says Memory Shortage Will Deepen Through 2027 and Not Ease Before 2028

11 ARTICLES

last mo.

Samsung Tops Q2 as Memory Makers Sell Out 2027 DRAM Capacity

3 ARTICLES

last mo.

Lawmakers, Government and Unions Clash Over Plans to Loosen Work Rules for New Chip Zones

5 ARTICLES

last mo.

Samsung Moves to Boost DRAM Output to Keep Apple From Buying Chinese Memory

19 ARTICLES

2mo ago

China’s State‑Backed DRAM Champion CXMT Completes $8.6 Billion IPO

3 ARTICLES

2mo ago

ChangXin Confirms STAR Market Listing as Reports Say ByteDance Agrees to Over $7 Billion Memory Deal

8 ARTICLES

2mo ago

STMicroelectronics Shares Plunge After Q2 EBITDA Miss as Company Bets on AI and Satellite Growth

5 ARTICLES

2mo ago

TSMC Plans Up to 10% Price Hike for Chips Starting Early 2027

3 ARTICLES

2mo ago

Besi Bookings More Than Double as Hybrid Bonding Drives AI Equipment Demand

74 ARTICLES

2mo ago

AI Demand Fuels Record Profits, Big Capex and Reported Price Hikes at Leading Chipmakers

3 ARTICLES

2mo ago

Tower Semiconductor Announces $3 Billion Japan Expansion Backed by $1 Billion in METI Grants

6 ARTICLES

2mo ago

SK Hynix Raises $26.5 Billion in Record ADR Listing as Shares Trade at a Premium

3 ARTICLES

2mo ago

KYEC Weighs Up to $1.4 Billion U.S. Testing Facility as Move Remains Unconfirmed

3 ARTICLES

2mo ago

US Chip Industry Faces 127,000–157,000 Worker Shortfall by 2030

11 ARTICLES

2mo ago

Solstice to Buy Element Solutions in $14.5 Billion Deal

Semiconductors

Micron Repriced After Blockbuster Quarter and $22 Billion in Customer Deposits

Applied Materials Raises Q4 Guide on Strength in DRAM and Packaging, Shares Fall

Samsung Says Memory Shortage Will Deepen Through 2027 and Not Ease Before 2028

Samsung Tops Q2 as Memory Makers Sell Out 2027 DRAM Capacity

Lawmakers, Government and Unions Clash Over Plans to Loosen Work Rules for New Chip Zones

Samsung Moves to Boost DRAM Output to Keep Apple From Buying Chinese Memory

China’s State‑Backed DRAM Champion CXMT Completes $8.6 Billion IPO

ChangXin Confirms STAR Market Listing as Reports Say ByteDance Agrees to Over $7 Billion Memory Deal

STMicroelectronics Shares Plunge After Q2 EBITDA Miss as Company Bets on AI and Satellite Growth

TSMC Plans Up to 10% Price Hike for Chips Starting Early 2027

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Semiconductors

Besi Bookings More Than Double as Hybrid Bonding Drives AI Equipment Demand

AI Demand Fuels Record Profits, Big Capex and Reported Price Hikes at Leading Chipmakers

South Korea Raids Montage and Searches Renesas and Rambus in Price‑Fixing Probe

ASML Raises 2026 Revenue Forecast as AI Demand Forces Big Capacity Push

ASML Raises Full-Year Revenue Forecast to €43–45 Billion

Tower Semiconductor Announces $3 Billion Japan Expansion Backed by $1 Billion in METI Grants

SK Hynix Raises $26.5 Billion in Record ADR Listing as Shares Trade at a Premium

KYEC Weighs Up to $1.4 Billion U.S. Testing Facility as Move Remains Unconfirmed

US Chip Industry Faces 127,000–157,000 Worker Shortfall by 2030

Solstice to Buy Element Solutions in $14.5 Billion Deal

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Semiconductors