On July 28, ASM International raised its revenue outlook for 2027 and issued third-quarter guidance above market expectations after reporting higher second-quarter revenue and profit, supported by continued investment in artificial intelligence infrastructure and advanced semiconductor manufacturing.
During KLA's June 2026 earnings call, held on July 28, executives detailed the company's financial performance and strategic outlook, highlighting a period of record revenue and accelerating investment across the semiconductor ecosystem. CEO Rick Wallace and CFO Bren Higgins addressed several critical topics, including supply chain constraints and the long-term impact of artificial intelligence on wafer fab equipment (WFE) demand.
KLA raised its outlook for the global wafer equipment market and forecast record revenue for the current quarter after reporting better-than-guidance fourth-quarter results, citing sustained investment in artificial intelligence infrastructure, advanced semiconductor manufacturing, and advanced packaging.
Despite robust performance in the automotive sector and growing demand for artificial intelligence, NXP Semiconductors' second-quarter earnings and third-quarter projections fell short of investor expectations due to cautious market sentiment regarding semiconductor valuations and heightened competition from Chinese chip manufacturers.
A high-level technology gathering in Sicily, reportedly to be attended by the leaders of two of South Korea's largest semiconductor groups, Samsung Electronics and SK Group, is drawing attention to their expanding roles across the AI infrastructure stack.
Taiwan's display supply chain enters second-quarter earnings season this week, with Coretronic reporting results on July 28, followed by AUO and Radiant Opto-Electronics (ROEC) on July 30 and BenQ Materials (BMC) on July 31.
South Korean power semiconductor maker EYEQ Lab has completed mass-production validation of its dedicated 8-inch, or 200mm, silicon carbide (SiC) line in Busan, achieving an average yield above 90%, ET News reported, citing industry sources.
Gallium arsenide (GaAs) foundry WIN Semiconductors (WIN) expects infrastructure revenue to continue growing in the third quarter of 2026, driven by demand from low Earth orbit (LEO) satellites and other aerospace applications, while shipments of smartphone power amplifiers (PAs) and Wi-Fi products are expected to remain broadly flat or post modest growth.
Samsung Electronics and Hyundai Motor Group used the San Francisco AI Summit to outline separate artificial intelligence (AI) expansion plans spanning semiconductors, autonomous driving and robotics.
