120 stories on file from this desk.
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Semiconductors
1,757 words 8 min read
September 2026 has delivered a concentrated wave of developments across the semiconductor industry that underscores the sector's accelerating pivot toward artificial intelligence workloads. Siemens and TSMC announced a collaboration on…
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Semiconductors
1,461 words 7 min read
Taiwan-based United Microelectronics Corporation (UMC) has confirmed it is ramping its Singapore fabrication plant to 1.3 million wafers annually after completing a multi-billion-dollar expansion — the latest signal that the island's…
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Semiconductors
1,114 words 6 min read
The world's leading chipmakers are racing to lock in capacity for AI workloads as the global semiconductor equipment market logged its strongest quarterly expansion in more than a year. South Korea remains the dominant anchor of the global…
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Semiconductors
1,139 words 6 min read
ASML announced commitments from leading chipmakers including Samsung Electronics and Taiwan Semiconductor for High NA EUV lithography deployments, while SEMI today called on European policymakers to strengthen the proposed Chips Act 2.0 to…
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Semiconductors
1,605 words 8 min read
CNBC reported on September 8 that TSMC and Samsung plan to use ASML's newest High-NA extreme-ultraviolet (EUV) lithography systems for advanced chip production. The two foundries are preparing for a period when AI accelerators need denser…
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Semiconductors
1,188 words 6 min read
Semiconductor sales increase 35.1% from Q1 2026 to Q2 2026, worldwide chip sales were $403.3 billion during the second quarter of 2026, an increase of 35.1% compared to Q1 of 2026. Global sales were $134.5 billion during the month of June…
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Semiconductors
1,168 words 6 min read
Cloudflare reported on July 6 that it observed a three hundred percent increase in artificial intelligence-related bot traffic directed at semiconductor company websites. This surge confirms how the AI build-out is fundamentally reshaping…
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Semiconductors
1,332 words 7 min read
NXP Semiconductors in Talks to Acquire Ambarella for $3 Billion NXP Semiconductors is in negotiations to acquire Ambarella, a San Francisco-based designer of AI-enabled image-processing chips for autonomous vehicles, at a valuation above…
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Semiconductors
1,132 words 6 min read
The Semiconductor Industry Association released its July 2026 monthly data on September 4, 2026, showing global semiconductor sales reached $146.8 billion — a 6.4% month-to-month increase from June's $137.9 billion and a staggering 135.1%…
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Semiconductors
1,184 words 6 min read
Global semiconductor equipment billings reached a record $40.53 billion in the second quarter of 2026, up 23% year-over-year and 11% quarter-over-quarter, according to SEMI's Worldwide Semiconductor Equipment Market Statistics (WWSEMS)…
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Semiconductors
1,320 words 6 min read
Apple confirmed Wednesday that Samsung Electronics will produce chips for its iPhones at Samsung's fabrication plant in Austin, Texas, in a rare collaboration between two smartphone rivals that pulls Samsung deeper into Apple's supply…
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Semiconductors
1,830 words 9 min read
SK Hynix Weighs a Japan Memory Fab as It Circles Closer to Kioxia SK Hynix is studying potential sites for a memory chip plant in Japan, and the search ties directly to a company few outsiders expected it to court: Kioxia, the Japanese…