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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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06.07.26 - 14:24
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Mike Wilson Sees Semiconductor Stocks Correcting (Bloomberg)
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Morgan Stanley Chief US Equity Strategist Mike Wilson says investors are rotating out of some of the year's biggest winning technology trades. He says hyperscalers will stabilize and semiconductors stocks will correct. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)...
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06.07.26 - 09:06
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LG Chem begins first mass supply of semiconductor strippers to Amkor (Digitimes)
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LG Chem has begun supplying semiconductor strippers to Amkor Technology, a major US-based packaging and testing provider, in its first commercial move into the market. The deal highlights rising demand for advanced chip-making chemicals as artificial intelligence, high-bandwidth memory, and smaller device designs reshape global semiconductor manufacturing....
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06.07.26 - 08:01
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Dax mit neuem Rekord – Anleger optimistisch, aber nicht euphorisch – Halbleiteraktien gesucht (Tichys Einblick)
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Nach einer weniger ertragreichen ersten Jahreshälfte hat das zweite Börsenhalbjahr mit einem Dax-Rekord begonnen. „Für die deutsche Nationalmannschaft ist das Turnier zwar bereits zu Ende, bei Aktien hat aber gerade erst die zweite Halbzeit begonnen“, heißt es im Wochenausblick der Helaba. Zuletzt habe der deutsche Leitindex relative Stärke entwickelt, während Tech-Werte mit Bezug zum Mega-Thema
Der Beitrag Dax mit neuem Rekord – Anleger optimistisch, aber nicht euphorisch – Halbleiteraktien gesucht erschien zuerst auf Tichys Einblick....
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06.07.26 - 05:06
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Europe′s defense boom has a semiconductor problem (Digitimes)
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Europe's defense industry is running into a structural bottleneck: the semiconductors needed for modern missiles, drones, radar, communications, and electronic warfare cannot be produced domestically at scale. Even as defense budgets rise across the EU, the industrial base needed to turn spending into capability remains constrained by dependence on foreign microelectronics....
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06.07.26 - 03:00
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India launches third semiconductor plant as CG Semi begins commercial production in Gujarat (Digitimes)
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India Prime Minister Narendra Modi inaugurated CG Semi's Outsourced Semiconductor Assembly and Test (OSAT) facility in Sanand, Gujarat, marking the start of commercial production at what the government described as the country's third semiconductor plant to become operational in 2026. The project forms part of New Delhi's broader effort to build a domestic semiconductor ecosystem under its India Semiconductor Mission and "Make in India" initiative....
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06.07.26 - 01:36
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AI supercycle could drive semiconductor market beyond US$2 trillion by 2030 (Digitimes)
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The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by nearly 90% in 2026, reaching approximately US$1.5 trillion. Growth is expected to remain exceptionally strong in 2027, with year-on-year expansion of around 27%, pushing total market revenue close to US$1.9 trillion....
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