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30.07.26 - 05:06
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Lam Research raises outlook as AI-driven semiconductor demand fuels record revenue and margin expansion (Digitimes)
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On July 29, Lam Research reported record fiscal fourth-quarter results and issued stronger-than-expected guidance, signaling that rising demand for artificial intelligence is accelerating investment in semiconductor manufacturing equipment. The company's performance reflects growing demand for advanced chip production technologies, while analysts said AI-related capacity expansion could continue to support growth across etching, deposition, and service businesses....
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30.07.26 - 05:06
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Marvell plans US$250 million India investment to expand semiconductor R&D (Digitimes)
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Marvell Technology said its planned US$250 million investment in India over three years will deepen semiconductor research, hiring, and infrastructure, with implications for global AI, cloud, and data center supply chains. The move signals how India is becoming a larger hub for engineering talent and advanced chip development worldwide....
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30.07.26 - 02:06
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Taiwan semiconductor power demand is set to reach 52 billion kWh in 2026 (Digitimes)
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Taiwan's semiconductor sector is set to become an even larger driver of electricity demand as AI-related expansion lifts output in wafer fabrication, memory, and advanced packaging. Taipower projected that the industry's power use would reach 52 billion kWh in 2026, underscoring how the island's chip ambitions are reshaping its energy system....
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29.07.26 - 03:06
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South Korea and AMD sign AI semiconductor pacts to build heterogeneous computing base (Digitimes)
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South Korea has signed two memorandums of understanding with Advanced Micro Devices (AMD) to strengthen its AI semiconductor ecosystem and accelerate heterogeneous computing infrastructure. The agreements, announced after meetings between South Korean science and ICT officials and AMD leadership, are aimed at supporting the country’s push to build a national AI power base....
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