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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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05.07.26 - 14:30
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Semiconductor Stocks Slide Amid AI Spending Concerns (Bloomberg)
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Bloomberg Technology & Strategic Industries Senior Editor Mike Shepard says semiconductor stocks have come under pressure as investors question whether the rapid pace of AI infrastructure spending can be sustained beyond 2026, despite continued commitments from major technology companies. Shepard also explains to hosts of Bloomberg This Weekend David Gura and Christina Ruffini SK Hynix's planned US ADR debut will give American investors easier access to one of the world's leading AI memory-chip suppliers while helping fund the company's continued expansion. (Source: Bloomberg)...
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03.07.26 - 09:06
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South Korea bets on southwest semiconductor cluster, but key hurdles remain (Digitimes)
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South Korea on June 29 unveiled a large-scale investment plan for the country's Honam region in the southwest, which mainly covers the city of Gwangju and North and South Jeolla provinces, including semiconductor clusters for Samsung Electronics and SK Hynix, AI data centers, and regional infrastructure. The plan is seen as a key move by the South Korean government to respond to surging AI chip demand, excessive industrial concentration in the Seoul capital area, and pressure for balanced regional development....
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03.07.26 - 02:06
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Cheng Mei accelerates semiconductor shift as polarizer market faces cost pressure (Digitimes)
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Cheng Mei Materials is expanding into semiconductor materials to support supply chain adjustments for outsourced chip assembly and test customers worldwide. The company's progress with customers in China and Taiwan could lift shipments in the second half of 2025, even as its core polarizer business faces weaker demand, cost pressure, and tighter order cycles....
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