68 results for “semiconductor”
Intel has planned a company-wide rollout of Gemini Enterprise and the parallelization of undisclosed types of HPC simulations using C4/N4. This is a collaboration that separates the roles of AI agents and semiconductor development.
ASML, the world's largest maker of semiconductor lithography systems, is pushing for price increases on both EUV and DUV tools amid equipment shortages driven by AI demand, and key customer TSMC is resisting. The outcome of these negotiations will determine whether equipment makers or their customers capture the profits generated by the scarcity of tools essential to leading-edge chip manufacturing.
Taiwan's Formosa Plastics will raise prices for electronic-grade hydrofluoric acid and other chemicals in Q3 2026, driven by growing demand from advanced semiconductor production increases and soaring raw material costs. While the company is also expanding supply capacity, the new capacity won't come online until 2027, raising concerns about continued supply-demand tightness in the near term.
China's IC export value surged approximately 96% year-on-year in the first half of 2026, but export volume growth was limited to just 6.9%. This divergence is primarily driven by the global surge in memory prices, and caution is needed before interpreting the export value spike as a major improvement in China's production capacity or technological level.
Bosch has begun sample production of silicon carbide semiconductors using 200mm wafers at its US plant, aiming for commercial production sometime in 2026. Backed by substantial public support, the facility is set to become one of the largest of its kind in the US, but amid a slowdown in the EV market and rising competition, success will hinge on yield improvements and capacity utilization.
The memory semiconductor market keeps posting record earnings on the AI boom, yet Samsung's stock fell instead. With more than three years needed from groundbreaking to mass production at new fabs, and SK hynix targeting full-scale capacity expansion only by 2034, this piece examines the supply lag and compares the current surge quantitatively against the two previous boom-and-bust cycles.
TSMC's revenue for June 2026 set a new all-time high, driven by robust demand for AI-related advanced semiconductors. Quarterly revenue also grew sharply, up 36.0% year-on-year, and with supply constraints expected to persist through 2027, the company is accelerating capacity investments and next-generation process rollouts.
A Korean research team has developed a technology that eliminates contact resistance at the junction with metal electrodes by forming continuous semimetallic and semiconducting regions within a single platinum diselenide thin film. Atomic-level observation proves the absence of electron traffic jams, contributing to lower power consumption in next-generation chips.
As demand for advanced packaging technology for AI semiconductors surges, TSMC is expanding outsourcing to and cooperation with external companies to resolve its supply shortage. This situation is creating business opportunities for Intel's competing technology and for the proprietary packaging methods of Taiwan's OSAT companies, reshaping the balance of power in the supply chain.
A research team including KAIST automatically classified over 120,000 MoS₂ flakes and evaluated 1,615 FETs. By statistically capturing differences in current flow and switching performance across layer counts, they built a data foundation for 2D semiconductor design.
