Ahead of Kioxia's earnings call today, Samsung and SK hynix's 2Q26 results, released earlier this week, both point to NAND Flash's return as a key growth driver. Crucially, ASP gains, rather than shipment growth, are driving the recovery. With major capacity expansion not expected until 2028–29, m...

ASE, the world's largest outsourced semiconductor assembly and test (OSAT) provider, announced at its July 30 earnings call that it has again raised its 2026 capital expenditure. According to Economic Daily News, the company increased its 2026 capital expenditure from US$8.5 billion to US$10.5 billi...

With TSMC's CoWoS (Chip-on-Wafer-on-Substrate) capacity under pressure, the foundry leader is reportedly developing an advanced packaging solution similar to Intel's Embedded Multi-die Interconnect Bridge (EMIB). Citing The Information, TechPowerUp reports that the technology, internally dubbed "EMI...

While Intel is benefiting from surging CPU demand and has announced a €5 billion (US$5.7 billion) investment to expand its Ireland fab, its previously planned expansion in Israel remains uncertain. According to CTech, Israel has canceled a NIS 1.3 billion ($425 million) grant for Intel in 2025 aft...

Alongside its second-quarter earnings, Samsung also outlined the next phase of its U.S. foundry expansion. According to Yonhap News, the company said during its earnings call that it is preparing to begin construction of Taylor Fab 2 by the end of 2026, targeting mass production in 2030. On its T...