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16.07.26 - 09:12
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Beyond AI: Resilient consumer demand widens semiconductor supply crunch (Digitimes)
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Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is instead spreading across a broader range of end markets. Taiwanese IC design companies believe that while booming cloud AI investment remains the primary driver behind today's capacity constraints across semiconductors and electronic components, resilient demand outside the cloud AI sector has also played an equally important role in keeping the market tight....
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16.07.26 - 01:54
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Column: From K-Semiconductor to AI superpower —How South Korea is taking its next chip leap (Digitimes)
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South Korean President Lee Jae-myung unveiled the country's Three Mega Projects for AI and Semiconductors in late June 2026, an ambitious national strategy designed to strengthen South Korea's global leadership in artificial intelligence and semiconductors. The initiative centers on three pillars—semiconductors, physical AI, and AI data centers—and aims to double the nation's DRAM output within five years while expanding capabilities in high-bandwidth memory (HBM), advanced packaging, AI processors, and next-generation memory technologies. It also seeks to extend South Korea's semiconductor footprint beyond the Seoul metropolitan region....
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15.07.26 - 11:15
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Halbleiter erobern die Depots der Profis (Fundresearch)
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Die Portfolios professioneller Fondsmanager haben sich deutlich verschoben: Erstmals stammen vier der zehn beliebtesten Aktien aus der Halbleiterbranche. ASML übernimmt die Spitzenposition von Microsoft, während SAP das letzte verbliebene deutsche Unternehmen im Ranking ist....
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15.07.26 - 06:24
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Global semiconductor equipment sales set to hit record US$165.9B in 2026 (Digitimes)
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Global sales of semiconductor manufacturing equipment are on pace to reach an unprecedented US$165.9 billion in 2026, a 23.2% jump from the previous year, according to industry association SEMI's mid-year forecast. This growth is expected to continue in the coming years as AI reshapes the chip industry's investment landscape....
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15.07.26 - 02:54
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QBit Semiconductor June revenue hits record as SoC and ASIC demand rises (Digitimes)
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QBit Semiconductor reported a June consolidated revenue of NT$132 million (US$4.1 million) in 2026, a record high marking a rise of 108.5% from the previous month and 41.1% from a year earlier. The Taiwan-based IC design company said its first-half revenue for 2026 reached NT$320 million, up 91.7% year on year and equal to 75% of its full-year 2025 sales....
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