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10.07.26 - 05:06
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GlobalWafers-Micron deal pushes US semiconductor localization beyond chip fabs (Digitimes)
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GlobalWafers and Micron have signed a 10-year supply agreement, alongside US$500 million in strategic financial support, in a move that underscores how artificial intelligence (AI), high-performance computing (HPC), data centers, and advanced memory demand are reshaping semiconductor sourcing. The deal extends US supply chain localization beyond wafer production and into upstream critical materials....
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10.07.26 - 03:06
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Ennostar′s stake sale in Global Communication Semiconductors could lift 2Q results (Digitimes)
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Ennostar's planned gain from selling Global Communication Semiconductors shares may help the Taiwanese company return to profit in the second quarter, a development that would matter to investors tracking the wider semiconductor cycle. The transaction also highlights how capital allocation decisions can reshape earnings and cash flow across global chip supply chains....
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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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