BofA Securities analyst Vivek Arya said the U.S. semiconductor sector is moving into a more balanced phase, with supply and demand largely aligned and earnings expectations reset, setting up modest ...

The global semiconductor industry is facing an accelerating demand for high-performance chips driven by Artificial Intelligence (AI) and Generative AI (Gen AI). However, organizations reliant on chips ...

At NewPower Worldwide, we are closely monitoring the accelerating shifts in the semiconductor market as global demand surges to unprecedented levels. Procurement professionals across every industry ...

European customers of GlobalFoundries Inc. have increased their demand for semiconductor supply chains that are not connected with either China or Taiwan. With geopolitical tensions rising and supply ...

TSMC holds a crucial place in the semiconductor supply chain, and 24/7 Wall St. projects a substantial gain for the stock by ...

A wide range of semiconductor firms remain positive on supply and demand dynamics heading into 2026, according to BNP Paribas Research. "Across AI Compute, companies we met all were very constructive ...

Much of the talk in the electronics industry in 2025 has revolved around which tariffs are being implemented on parts and end products coming to the U.S. It is still unclear how this will play out in ...

Tata teamed with Intel to advance India’s push for homegrown chip manufacturing. Intel CE Lip-Bu Tan hailed the collaboration as an opportunity to "rapidly scale in one of the world’s fastest-growing ...

Lam Research reported $3.87 billion in revenue last quarter, surpassing analyst expectations. Its strong operating margin of 29% and a return on equity of 45% indicate solid financial health. It will ...

Forbes contributors publish independent expert analyses and insights. Heather Wishart-Smith is a board director who covers innovation. Flag of USA on a processor, CPU Central processing Unit or GPU ...

AI has transformed the semiconductor industry, impacting design, manufacturing and the global economy at large. In 2025, AI adoption "in at least one business function" is at 78% globally. Further, 88 ...

Memory giants Micron, SK Hynix and Samsung have led a rally in semiconductor stocks this year. Memory prices surged in 2025 and are likely to increase further in 2026 as demand for these chips which ...