KLA Corporation projected fiscal first-quarter revenue and profit above analyst forecasts, driven by sustained AI infrastructure investment fueling demand for its chipmaking equipment. Despite the upb…
Intel shares rose 6% in premarket trading after the company issued third-quarter revenue guidance above Wall Street expectations and raised its annual capital expenditure forecast to $20 billion from …
Global semiconductor equipment sales are forecast to reach a record high of $229.5 billion in 2028, driven by increased investment in AI infrastructure, according to a report by SEMI. The industry ass…
SEMI forecasts worldwide semiconductor manufacturing equipment sales will reach $165.9 billion in 2026, up 23.2% from 2025, and a record $229.5 billion in 2028, driven by AI-related investment in lead…
ASML reported Q2 2026 net sales of €9.3 billion and net income of €2.9 billion, exceeding its own guidance, and raised its full-year outlook. The company plans to increase capacity for Low-NA EUV and …
A joint analysis from SEMI, McKinsey & Co. and the National Science Foundation warns that the US semiconductor industry could fall 88,000 to 157,000 workers short of the 189,000 needed by 2030, as eng…
Commerce Secretary Howard Lutnick is pressuring Samsung Electronics and SK Hynix to build memory chip production facilities in the US or face 100% tariffs on chips sold into the American market. The p…
A new report warns that a shortage of high-skilled workers could delay construction of billions of dollars in semiconductor plants across the US and constrain future chip production, with the deficit …
The semiconductor industry group SEMI warned the Trump administration against intervening in the memory chip market, arguing that price or production controls would worsen the ongoing shortage driven …
SEMI projects worldwide 300 mm fab equipment investment in the memory sector will surpass $50 billion for the first time in 2026, reaching $52 billion, and grow to $57 billion in 2027, driven by AI de…
Samsung, LG and SK are racing to develop glass substrates for AI chip packaging, but mass production remains elusive due to manufacturing challenges. SKC's US subsidiary Absolics aims to be first to m…