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08.07.26 - 06:06
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ASE expands globally as Hanmi Semiconductor targets CoWoS packaging demand (Digitimes)
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South Korean equipment maker Hanmi Semiconductor is moving beyond high-bandwidth memory (HBM) tools into advanced chip packaging, a shift that could affect the global semiconductor supply chain. As ASE boosts capacity to meet TSMC-linked demand, Hanmi is positioning for broader sales growth in the second half of 2026 and beyond....
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07.07.26 - 21:18
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Semiconductor Worker Shortfall Endangers US Chip Factory Revival (Bloomberg)
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A growing nationwide shortage of high-skilled workers threatens to delay construction of billions of dollars in new semiconductor plants across the US and constrain future chip production unless the industry pools resources and the government keeps up funding, according to a new report....
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07.07.26 - 04:06
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TSMC′s AI bottleneck spills demand across the semiconductor supply chain (Digitimes)
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Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity remains tight, pushing demand into foundries, back-end assembly, testing, and overseas fabs. The strain is creating spillover opportunities across the broader semiconductor supply chain, while also exposing how dependent the market has become on limited high-end capacity....
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06.07.26 - 19:48
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RBC′s Janet Mui Sees Semiconductor Stock Pullback as Healthy Consolidation (Bloomberg)
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Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, discussed the recent pullback in semiconductor stocks, characterizing it as a healthy consolidation following a strong rally rather than the beginning of a broad market reversal. She emphasized that the fundamental demand for semiconductors continues to far outstrip supply, supporting ongoing investor interest. Despite occasional market jitters triggered by news events, such as developments in the cloud computing sector, Mui highlighted that the underlying fundamentals remain robust. This strength has led to a rebound in chip stocks after the recent US holiday, with investors taking advantage of price dips during consolidation phases. (Source: Bloomberg)...
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