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The Latest Breaking News from SEMI

Global semiconductor manufacturing equipment sales to reach $165 billion in 2026: industry body

Total equipment sales are forecast to reach a record $229.5 billion by 2028, marking five consecutive years of growth due to AI-driven demand, SEMI said in its mid-year total semiconductor equipment forecast.

The Economic Times

US semiconductor boom faces worker shortage amid race with China

US semiconductor boom faces worker shortage amid race with China

US China semiconductor race: A significant skilled worker shortage could delay new US semiconductor plant construction. This talent crunch threatens major investments by companies like TSMC and Samsung. By 2030, the gap could reach 157,000 workers, impacting manufacturing and engineering roles. Sustained government support and expanded education are recommended to…

The Economic Times

Will Ferrell Confirms The Bear He Fought In Semi-Pro Later Killed Someone

Will Ferrell Confirms The Bear He Fought In Semi-Pro Later Killed Someone

Well, that escalated quickly.

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Analysts Just Raised Price Targets On These 3 Semiconductor Equipment Stocks

Susquehanna raised its WFE market forecast to $250 billion by 2028, lifting price targets on AEIS, LRCX, and KLAC as AI-driven demand fuels the semiconductor equipment sector.

SK hynix, Samsung, Micron among semiconductor industry group lobbying against government intervention on domestic memory chip supply — says move would worsen situation, suggests tax deductions on consumer electronics instead

A lawmaker suggested to the administration that it should prioritize American manufacturers when it comes to memory chip supplies, but the SEMI industry group is pushing back against this. It says that doing so would only extend the memory chip shortages.

Tom’s Hardware

SEMI Reports Global Semiconductor Equipment Billings Increased 14% Year-Over-Year in Q1 2026

MILPITAS, Calif., June 5, 2026 /PRNewswire/ -- SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, today announced in its Worldwide Semiconductor Equipment Market Statistics (WWSEMS) report that global semiconductor equipment billings increased 14% year-over-year to US$36.55 billion in the first quarter of 2026.…

SEMI and Global Net Corp. Release New Report on Glass Core Substrate Market and Development Trends for Semiconductors

MILPITAS, Calif., May 27, 2026 /PRNewswire/ -- SEMI, the industry association serving the global semiconductor and electronics design and manufacturing supply chain, today announced the availability of a new industry research report focused on the glass core substrate market and trends, produced in collaboration with Global Net Corp. (GNC). The…

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Red-hot Roar to take ALW finals lead to Wellington

Red-hot Roar to take ALW finals lead to Wellington

Goals to Momo Hayashi and Daisy Brown secured Brisbane a 2-1 win over Wellington in the first leg of their A-League Women semi-final in Brisbane.

It's not just RAM getting more expensive - the tools to make chips are set to explode in cost too, experts warn

It's not just RAM getting more expensive - the tools to make chips are set to explode in cost too, experts warn

Chipmakers are spending more as components become more advanced and demand for AI hardware continues.

Sales of chip production equipment to reach $156 billion by 2027 — China, Taiwan, and Korea lead intense demand

Sales of chip production equipment to reach $156 billion by 2027 — China, Taiwan, and Korea lead intense demand

Driven by demand for AI and HPC accelerators, sales of chip production equipment are projected to increase through 2027. Asian countries are expected to lead the pack, according to SEMI.

Tom’s Hardware

EU pushes for Chips Act 2.0 investment as it looks set to miss global silicon production targets by a wide margin — seeks quadrupling of semiconductor investment as $50 billion initiative flounders

EU pushes for Chips Act 2.0 investment as it looks set to miss global silicon production targets by a wide margin — seeks quadrupling of semiconductor investment as $50 billion initiative flounders

A Dutch coalition has brought together all EU member nations to revise the 2022 Chips Act to encourage greater investment in silicon manufacturing, with estimates suggesting it is on track to miss its 2030 target of 20% of global chip production in the EU by a wide margin.

Tom’s Hardware

Tesla's Semi Truck Head Dan Priestly Says Uber Freight Partnership Will Increase EV Adoption, Save Costs

Tesla's Semi Truck Head Dan Priestly Says Uber Freight Partnership Will Increase EV Adoption, Save Costs

Tesla Inc.'s (NASDAQ:TSLA) head of the Semi Truck division, Dan Priestley, says the company's partnership with ride-hailing giant Uber Technologies Inc.'s (NYSE:UBER) freight division will help drive EV adoption.

Taiwan Semiconductor Stock Climbs As AI Boom Fuels Record Equipment Investments And Global Chip Growth

Taiwan Semiconductor Stock Climbs As AI Boom Fuels Record Equipment Investments And Global Chip Growth

Taiwanese contract chipmaker Taiwan Semiconductor Manufacturing Co (NYSE:TSM) trended on Tuesday as the global industry association for the semiconductor industry projects upside for the sector, backed by Taiwan’s moat, driven by the artificial intelligence frenzy.

Meta is building AI data centers in tents and isn't slowing down — Zuckerberg reveals plans for 'several multi-GW clusters,' including one called Hyperion that's almost as big as Manhattan

Meta is building AI data centers in tents and isn't slowing down — Zuckerberg reveals plans for 'several multi-GW clusters,' including one called Hyperion that's almost as big as Manhattan

Meta is building data centers and building them fast. Using on-site power generation, lightweight building materials, and billions of dollars, Meta is looking to scale up its AI infrastructure as quickly as possible.

Tom’s Hardware

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AI boom drives explosive demand for leading-edge process nodes — 7nm and below nodes set to expand by 69% in three years

Surging adoption of AI, next-generation technologies is driving semiconductor makers to expand 7nm and more advanced production capacity by 69% through 2028.

Tom’s Hardware

Semiconductor industry faces critical talent crisis — one million additional skilled workers needed by 2030

The semiconductor industry is experiencing strong growth and soaring demand, but a worsening shortage of engineers, managers, and technical talent threatens to undermine its ability to grow further.

Tom’s Hardware

EU preps Chips Act 2.0 to strengthen semiconductor industry after original program reportedly flopped

Chipmakers and producers of chipmaking tools call EU for the second round of European Chips Act funding.

Tesla Semi Fleet Traveled Nearly 5 Million Miles, One Has 250,000 Miles On The Clock

While the American truck can only be specced with seats for now, Tesla reportedly designed it to be easily converted into a sleeper cab.

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China leads in chipmaking equipment spending

China has spent more than South Korea, Taiwan and the US combined when it comes to chipmaking equipment.

Tom’s Hardware

Chinese companies spend $26 billion on advanced chipmaking machinery investment

Ahead of possible new U.S. export regulations, Chinese chipmakers increase purchases of semiconductor fab tools.

2 Big Reasons The Semiconductor Stocks Are Poised For a Pop-And the Best Way To Play It

Be like Buffett and Be Greedy When Others Are Fearful with an option strategy on semiconductor stocks like NVDA that make up the Semiconductor ETF (SMH).

Tom’s Hardware

Global chip materials market declined in 2023 — China is the only country to experience growth

The global semiconductor materials market contracted to $66.7 billion in 2023.

Semiconductor Industry: Key Considerations For Investors

Explore the dynamic semiconductor industry, its challenges, and growth potential for investors. Stay informed to benefit from ongoing innovation.

3 Chip Stocks to Gaining Altitude

After challenging conditions in 2023, the semiconductor industry is poised to bounce back this year, driven by resurgent demand from various industries, coupled with government backing. Hence, investors could consider buying chip stocks Trio-Tech (TRT), ASE Technology (ASX), and Applied Materials (AMAT), which are experiencing upward momentum. Read more….

NVDA vs. TSM - Analyzing the Better Market Positions

Amid the semiconductor industry's flourishing momentum driven by resurging demand, heightened technological integration, and increased financial injections, which of the two stocks, NVIDIA Corporation (NVDA) or Taiwan Semiconductor (TSM), will seize superior market positioning and yield greater profits? Read more to find out….

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