Chip Equipment Stocks Gain Traction as AI Demand, TSMC's Capex, and Semiconductor Expansion Drive Valuations
Semiconductor equipment companies ASML Holding, Applied Materials, KLA Corp, and Lam Research Corp have benefited from the AI boom, driven by TSMC's strong capex plans and advanced process ...
Raising Soitec's Uncertainty Rating to Very High on Weak Outlook and Structural Concerns
Soitec's photonics wafers are used for data center optical interconnections as higher communication speeds are needed. Soitec's manufacturing technology seems to be the only efficient and reliable way ...
Tokyo Electron Plans Expansion Despite AI Spending Doubts
Tokyo Electron Ltd. reaffirmed its annual outlook and outlined plans to build a ¥104 billion ($681 million) plant, suggesting ...
Macworld16h
Apple’s M3 nightmare is coming to an end
The new M4 MacBook Air is coming “ relatively soon ” and for Apple, it may not be soon enough. It’s not that there’s anything ...
Semiconductor Packaging News1d
TSMC Said to Plan 2nm Production in U.S., 1nm Fab in Tainan
TSMC's Arizona Fab 21 has begun mass production of 4nm chips, targeting 30,000 wafers monthly by mid-year. Expansion phases will support 2nm tech by 2027. Meanwhile, TSMC eyes Texas for advanced ...
RS-NEWS1d
Apple Begins Mass Production of Next-Generation M5 Chip
Apple has reportedly started mass production of its highly anticipated M5 chip, with devices featuring the processor ...
M5 Apple Silicon Chip Reportedly Enters Mass Production
Apple has begun mass production of its next-generation M5 chip, according to South Korean media, with the processor expected ...
Semiconductor Engineering1d
Chiplets: Where Are We Today?
Chuck was also the moderator for the opening plenary session Chiplets: Where We Are Today. The speakers were Jim Handy of ...
Lowyat.net1d
TSMC May Raise Chip Prices By 15% In Response To Trump Tariffs
Taiwanese chip manufacturer TSMC is prepared to raise the cost of chip production by 15% of its current cost for all the chips it makes. The potential action, ...
Digi Times2d
TSMC launches 5-year CoWoS expansion; bolsters Nvidia's AI dominance amid DeepSeek challenge
The global political and economic landscape is characterized by volatility; nevertheless, sources within the semiconductor ...
Cirrus Logic Outperforms on Revenue, EPS
Despite lower year-over-year comparisons, Cirrus Logic demonstrated strong quarterly performance, with its gross margin ...
TSMC prepares to pass tariffs costs, could increase semiconductor prices by 15 percent
Commercial Times reports that TSMC might increase the prices of its most advanced semiconductor wafers by up to 15 percent this year. Rising production costs and ...