MarketWatch

Nexperia and Aurobay Explore GaN and SiC Collaboration for Next-Generation Electrified Powertrains

Nexperia and Aurobay Explore GaN and SiC Collaboration for Next-Generation Electrified Powertrains

September 4, 2026
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TSMC Equipment Demand Jumps 90% in Six Months as Nearly 20 Fabs Still Struggle to Meet AI Demand

TSMC Equipment Demand Jumps 90% in Six Months as Nearly 20 Fabs Still Struggle to Meet AI Demand

September 3, 2026
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Soitec Sees Photonics-SOI Revenue More Than Doubling Above $200 Million as AI Wafer Demand Surges

Soitec Sees Photonics-SOI Revenue More Than Doubling Above $200 Million as AI Wafer Demand Surges

September 2, 2026
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Samsung Electro-Mechanics Wins KRW 1.07 Trillion AI Server MLCC Deal, Its Largest Ever

Samsung Electro-Mechanics Wins KRW 1.07 Trillion AI Server MLCC Deal, Its Largest Ever

September 2, 2026
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Qualcomm Begins Double-Digit Chip Price Increases From September 1 as Supply Chain Costs Rise

Qualcomm Begins Double-Digit Chip Price Increases From September 1 as Supply Chain Costs Rise

September 2, 2026
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SEMI Forecasts Global Semiconductor Market to Exceed $1.5 Trillion in 2026 and $2 Trillion by 2030

SEMI Forecasts Global Semiconductor Market to Exceed $1.5 Trillion in 2026 and $2 Trillion by 2030

September 1, 2026
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Global Memory Revenue Forecast to Reach $837.3 Billion in 2026 as AI Lifts Market Share to 54%

Global Memory Revenue Forecast to Reach $837.3 Billion in 2026 as AI Lifts Market Share to 54%

August 31, 2026
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Traditional Packaging Capacity Gap Could Exceed 20% in 2027 as AI Demand Spreads Beyond Advanced Packaging

Traditional Packaging Capacity Gap Could Exceed 20% in 2027 as AI Demand Spreads Beyond Advanced Packaging

August 31, 2026
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AWS to deploy 2 million additional NVIDIA GPUs in 2027 and 2028

AWS to deploy 2 million additional NVIDIA GPUs in 2027 and 2028

August 28, 2026
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AI memory race expands as Kioxia and Sandisk invest ¥5 trillion and Korean suppliers advance HBC

AI memory race expands as Kioxia and Sandisk invest ¥5 trillion and Korean suppliers advance HBC

August 28, 2026
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