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02.10.26 - 05:07
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Micron eyes NVHBM profits with TSMC custom HBM push (Digitimes)
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Micron is using an externally manufactured base die in NVHBM, a custom high-bandwidth memory (HBM) product it is co-developing with Nvidia, as the company bets that customization can unlock added value even when manufacturing is outsourced. The move underscores how HBM competition is expanding beyond memory stacks into logic circuitry and system integration....
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30.09.26 - 13:49
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ASML und TSMC vor den Zahlen: Test oder Turbo für die Chip-Aktien? (Ariva)
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Im Juli lieferten ASML und TSMC starke Zahlen. Die Aktien fielen trotzdem. Mitte Oktober folgen die nächsten Zahlen. Warum die Erwartungen jetzt niedriger liegen und welcher Preiskampf die Chipbranche beschäftigt. Für die Chipbranche beginnt Mitte Oktober die Stunde der Wahrheit. Der niederländische Maschinenbauer ASML legt am 14. Oktober seine Zahlen zum dritten Quartal vor, der taiwanische Auftragsfertiger TSMC folgt einen Tag später. Die Börse rätselt, ob die Berichte als Test ......
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30.09.26 - 06:06
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Foundry 2.0 revenue hits record as growth spreads beyond TSMC (Digitimes)
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Global Foundry 2.0 market revenue reached a record US$96.6 billion in the second quarter of 2026, up 25% year-over-year and 11% sequentially, as semiconductor demand tied to data-center expansion spread beyond leading-edge processors into networking, power management, mature-node chips, packaging and test....
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10.09.26 - 08:06
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TSMC August 2026 revenue jumps 53.3% as AI chip demand drives record growth (Digitimes)
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TSMC reported strong revenue growth in August, underscoring continued momentum in AI-related semiconductor demand. TSMC said consolidated revenue reached NT$514.81 billion (US$16.3 billion) in August, up 10.1% month-over-month and 53.3% year-over-year. Revenue for the first eight months of 2026 totaled NT$3.387 trillion, representing a 39.3% year-over-year increase....
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24.08.26 - 05:06
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ASE′s Huang urges AI profits to fund R&D for CPO, PLP (Digitimes)
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As chip processes move to 2nm and advanced packaging accelerates heterogeneous integration, semiconductor materials are shifting from a supporting role in the supply chain to a critical factor in technological breakthroughs. SEMI has announced the formation of the "SEMI Semiconductor Materials Alliance," bringing together 35 materials, equipment, wafer fabrication, packaging, and testing companies, as well as industry, government, academia, and research organizations, including Taiwan Semiconductor Manufacturing Company (TSMC), United Microelectronics Corporation (UMC), ASE, and Micron Technology, to speed material validation for emerging technologies such as co-packaged optics (CPO) and panel-level packaging (PLP), with the goal of accelerating mass production....
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18.08.26 - 12:06
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Asus lifts server outlook, Supermicro orders hit record highs as Nvidia gears up to beat guidance (Digitimes)
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Concerns over whether the AI surge is a bubble continue to linger. However, recent indicators—from Nvidia's latest capital initiatives and TSMC Chairman C.C. Wei's assessment of major cloud service provider (CSP) demand, to record capex from US CSPs and surging orders across downstream players like Asus, Gigabyte, and Supermicro—all demonstrate that AI demand is flowing steadily from upstream silicon to servers and data centers, driving concrete gains in revenue, profits, and backlogs....
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17.08.26 - 11:06
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TSMC overseas fabs see profit flip in 1H26 (Digitimes)
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Since 2020, when TSMC began its overseas manufacturing buildout, the company has tracked financial results at its foreign subsidiaries across the first half of 2025, full-year 2025, and the first half of 2026. The Arizona fab, long seen as difficult to make profitable, has expanded sharply, while Japan's JASM has turned from loss to profit, China operations have remained stable, and Germany's ESMC is still in the red as it remains under construction....
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17.08.26 - 06:12
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TSMC and Micron boom drives Taiwan ′fab five′s 1H26 profits (Digitimes)
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TSMC, Micron, ASE, and SPIL continue to expand their advanced-node and OSAT investments, driving stronger first-half 2026 results for Taiwan's fab engineering players — including UIS, MIC, L&K Engineering, YKE and Acter. Together, these five companies, which design and build the specialized facilities and infrastructure that chipmakers rely on, make up what the industry calls the "fab five." With expanding reach into the US, ASEAN and Singapore, the "fab five" have maintained high order backlogs....
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13.08.26 - 03:06
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Progate posts record profit on TSMC, Synopsys ecosystem gains (Digitimes)
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Progate Group Corporation posted record second-quarter and first-half 2026 revenue and profit, as stronger operations and deeper ties with the TSMC, Synopsys, and ASE ecosystems boosted results. The Taiwan-based design services provider said demand from U.S. customers and advanced-process projects also supported its performance....
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