TSMC cuts 28nm wafer starts by 25%, opening the door for UMC to grab market share

TSMC's growth highlights the escalating demand for AI infrastructure, impacting both semiconductor supply chains and decentralized compute markets. The post TSMC reports 30% revenue growth amid AI chip demand surge appeared first on Crypto Briefing.

Besi's revenue target boost highlights the transformative impact of AI on semiconductor demand, underscoring the strategic importance of hybrid bonding. The post BE Semiconductor Industries raises long-term revenue target to €2.2B on AI packaging boom appeared first on Crypto Briefing.

U.S. markets turned lower Tuesday as a semiconductor-led selloff, hawkish Federal Reserve signals, and softer digital assets overwhelmed earlier relief from Middle East diplomacy. At 10:48 a.m. Eastern time on Tuesday, June 23, 2026, the Nasdaq Composite stood at 25,766.67, down 399 points, while the S&P 500 was at 7,413.96, off 58.83 points. The NYSE […]

Rising memory capex could reshape tech investment strategies, impacting hyperscalers' financial planning and semiconductor market dynamics. The post Memory’s share of hyperscaler capex expected to nearly hit 50% by 2027, per SemiAnalysis and CLSA appeared first on Crypto Briefing.

AlpSemi has raised €17 million led by Yotta Capital to scale its semiconductor circuit breakers for buildings and AI data centers.

Taiwan's heavy margin borrowing amid the AI stock rally risks market instability, potentially leading to a sharp correction if TSMC falters. The post Taiwanese investors borrow heavily to ride the TSMC-fueled AI stock rally appeared first on Crypto Briefing.

Heavy borrowing by Taiwanese investors to capitalize on AI stocks could lead to significant market volatility if TSMC's growth falters. The post Taiwanese investors borrow heavily to chase TSMC-driven AI stock rally appeared first on Crypto Briefing.

South Korea's semiconductor export surge underscores its pivotal role in the global AI supply chain, but also heightens economic vulnerability. The post South Korea’s early exports rise 50% in June on semiconductor demand appeared first on Crypto Briefing.