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    Is the semiconductor industry entering a new upcycle?The semiconductor industry is entering the early stages of an upcycle, driven by broad-based cyclical improvements and strengthening AI demand. Here’s what investors need to know. The semiconductor industry is showing signs of entering a new upcycle.
    Are wide-bandgap semiconductors a good alternative to Silicon?The public's appetite for inexpensive and powerful electronic devices continues to grow. While silicon-based semiconductors have been key to satiating this demand, a superior alternative could be wide-bandgap semiconductors. These materials, which operate at higher temperatures and handle increased power loads, are unfortunately very expensive.
    How will TSMC's growth impact the foundry industry?Hou noted that the industry could also get a boost from a mild recovery in demand for smartphones and PCs, which had slumped because of too much inventory . Hou said revenue for the foundry sector, which TSMC dominates, could expand at an annual rate of 15% to 20%. Read the original article on Investopedia.
    Will micron sell out its HBM supply in 2025?Micron has sold out its HBM supply for this year and is almost fully allocated for 2025. The company expects a 50% CAGR in HBM bit demand over the next several years. Western Digital is also anticipating quarter-over-quarter growth in enterprise SSDs driven by AI demand.
     
  4. Last October, construction plans for a hulking semiconductor factory owned by a major state-backed company in central China fell into disarray. The Biden administration had escalated the trade war over technology, severing China’s access to the Western tools and skilled workers it needed to build the most advanced semiconductors.
    www.nytimes.com/2023/05/11/technology/china-us-chip-controls.html
    www.nytimes.com/2023/05/11/technology/china-us-chip-controls.html
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  5. TSMC sees annual sales growth to reach 10% in …

     
  6. Biden to give Taiwan’s TSMC $6.6 billion to ramp up US chip

  7. Chip industry slowdown will last longer than expected, …

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  22. Semiconductors News & Articles - IEEE Spectrum

  23. Semiconductors - Latest research and news | Nature

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  25. News & Media - Press Announcements and Blog | onsemi

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  34. 8 Best Semiconductor Stocks Of May 2024 – Forbes Advisor

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