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14.09.26 - 03:06
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Aurotek posts record August revenue on semiconductor, robot shipments (Digitimes)
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Taiwanese robotics component maker Aurotek attributed its strong revenue growth in August 2026 to continued robust customer pull-ins for its automation subsystem equipment in the semiconductor, high-end artificial intelligence (AI) server, and electronics manufacturing industries. The company also highlighted the outlook for robot shipments....
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26.08.26 - 22:18
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Lam Research Invests $1.5 Billion in Oregon to Expand Chip R&D (Bloomberg)
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Tim Archer, CEO of Lam Research, said that his company is investing over a billion dollars to stay ahead of AI buildout demand and the accelerating pace of AI innovation. Archer said that new AI models are demanding more computational power, bandwidth and storage and Lam Research is focused on semiconductor chip innovation to meet those needs. (Source: Bloomberg)...
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20.08.26 - 16:30
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Wolfspeed Sinks 12% on Wider-Than-Expected Loss, ON Semiconductor Slips as Chip Sector Holds Steady (24/7 Wall St.)
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Wolfspeed (NYSE:WOLF) stock is down 12% to $25.74 in Thursday morning trading after the silicon carbide chipmaker posted a fiscal Q4 2026 adjusted loss that came in far wider than analysts expected. Meanwhile, ON Semiconductor (NASDAQ:ON) stock is down 2% to $74.83, drifting lower with the tape rather than reacting to fresh company news. For ... Wolfspeed Sinks 12% on Wider-Than-Expected Loss, ON Semiconductor Slips as Chip Sector Holds Steady...
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14.08.26 - 13:30
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Why I’ve Begun Accumulating ON Semiconductor (24/7 Wall St.)
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The market still prices ON Semiconductor like a struggling cyclical, but the power infrastructure feeding AI data centers, EV platforms, and grid-scale storage tells a completely different story about where this company is headed....
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11.08.26 - 04:06
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Trusval posts record profit on semiconductor fab and memory project demand (Digitimes)
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Trusval Technology posted record profit in the second quarter and first half of 2026 as demand from global semiconductor fabs, memory makers, and AI data centers drove orders for capacity expansion, advanced process lines, and packaging plants. The company said it expects the momentum to continue in the second half of 2026 as it expands its engineering and utility connection businesses....
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