|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
07.07.26 - 04:06
|
TSMC′s AI bottleneck spills demand across the semiconductor supply chain (Digitimes)
|
|
|
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....
|
|
|
06.07.26 - 19:48
|
RBC′s Janet Mui Sees Semiconductor Stock Pullback as Healthy Consolidation (Bloomberg)
|
|
|
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)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
06.07.26 - 14:24
|
Mike Wilson Sees Semiconductor Stocks Correcting (Bloomberg)
|
|
|
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)...
|
|
|
|
|
|
|
06.07.26 - 09:06
|
LG Chem begins first mass supply of semiconductor strippers to Amkor (Digitimes)
|
|
|
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....
|
|