Fabs, process nodes, HBM and the supply chain that everything in AI ultimately depends on.
389 articles
TSMC reported strong Q2 2026 revenue driven by AI chip demand, with 3nm processes reaching full capacity. The company significantly raised its annual capital expenditure guidance to $60-64 billion to support 2nm ramp-up.
虎嗅 · 65d ago
TSMC Chairman C.C. Wei stated that the company will not drastically increase prices despite supply constraints.
36氪 · 65d ago
TSMC Chairman C.C. Wei announced an additional $100 billion investment in US operations, bringing the total commitment to $265 billion.
IT之家 · 65d ago
TSMC reported quarterly profits that exceeded market expectations. This performance underscores the ongoing strong global demand for AI computing hardware.
Bloomberg Technology · 65d ago
ASML reported strong Q2 2026 results with a 21% revenue increase, driven by high demand for lithography equipment in logic and memory chip manufacturing. The company confirmed the successful integration of High NA EUV technology with Intel for 18A process nodes.
虎嗅 · 65d ago
Apple is actively seeking to acquire semiconductor startups to bolster its internal AI server capabilities. The company is shifting its financial strategy to support multi-billion dollar acquisitions to improve AI performance.
IT之家 · 66d ago
ASML's advanced High NA EUV lithography machine has begun printing layers for Intel's Panther Lake processors. This milestone marks an early deployment of next-generation chipmaking technology.
The Next Web (TNW) · 66d ago
ASML reported strong Q2 2026 results with €9.3 billion in revenue and a 54% gross margin. The company raised its full-year guidance, citing robust demand for semiconductor manufacturing equipment.
36氪 · 66d ago
TSMC reported June revenue of 442.68 billion TWD, marking a 67.9% increase year-over-year and 6.2% month-over-month. Total revenue for the first half of 2026 reached 2.4 trillion TWD, up 35.6%.
36氪 · 68d ago
SK Hynix raised $26.5 billion via ADRs to fund the Yongin Semiconductor Cluster and Cheongju P&T7 advanced packaging plant. The investment includes purchasing EUV lithography equipment to boost production capacity.
36氪 · 69d ago
Samsung Electronics reports a massive surge in Q2 2026 profits, driven by the high demand for AI-focused memory products like HBM4 and the development of UFS 5.0 storage solutions.
虎嗅 · 74d ago
Intel is reportedly upgrading its roadmap to include a '14A Gen2' process to compete with TSMC and Samsung's upcoming 1.4nm chip manufacturing technologies. This move emphasizes Intel's strategy to maintain competitiveness in the high-performance AI chip foundry market.
cnBeta (Full RSS) · 75d ago
A team from Peking University and the Chinese Academy of Sciences has developed the world's first memristor-based neuromorphic chip. The chip achieves a 478x speed increase over Nvidia GPUs in neural computing tasks by integrating storage and computation.
cnBeta (Full RSS) · 77d ago
Samsung Electronics has secured a significant ASIC production order from Meta, strengthening its position as a key manufacturing hub for AI giants like Tesla and Anthropic. The company's backlog is approaching 50 trillion KRW.
cnBeta (Full RSS) · 78d ago
Samsung and SK Hynix have announced a massive $870 billion investment over the next decade to expand semiconductor manufacturing and AI data center capacity in South Korea. This strategic move aims to strengthen their global competitiveness against rivals like TSMC and Intel.
cnBeta (Full RSS) · 79d ago
Samsung, SK Hynix, and Micron are facing a class-action lawsuit for allegedly colluding to restrict DRAM supply to prioritize high-margin HBM for AI, driving up memory prices.
虎嗅 · 81d ago
Samsung Electronics and SK Hynix are set to announce a 10-year investment plan exceeding 1,000 trillion KRW to expand semiconductor clusters in response to explosive AI chip demand.
IT之家 · 83d ago
Micron reported record-breaking Q3 2026 financial results with a 345% revenue increase and 1398% net profit growth. The surge is primarily driven by massive demand for AI-related memory products in data centers.
IT之家 · 86d ago
Intel CEO Lip-Bu Tan announced a collaboration with Elon Musk to utilize Intel's 14A process for manufacturing chips for Tesla's robots, vehicles, and data centers. The partnership aims to address the critical gap between AI infrastructure growth and semiconductor supply capacity.
IT之家 · 91d ago
Imec, TSMC, and ASML have successfully integrated n-type and p-type 2D material transistors on a 300mm wafer with a 50nm contacted gate pitch. This breakthrough brings 2D semiconductors closer to commercial logic chip manufacturing.
IT之家 · 92d ago
ASML has announced its technical roadmap for the next-generation Hyper-NA EUV lithography systems. This technology is designed to support semiconductor manufacturing beyond the 0.7nm node, addressing future AI compute scaling needs.
cnBeta (Full RSS) · 93d ago
HKC Corporation plans to invest 4 billion RMB to establish a subsidiary for an advanced semiconductor packaging and testing project. The project will focus on 12-inch hybrid chip packaging with a capacity of 20 million units per month.
36氪 · 64d ago
Apple is deepening its US-based supply chain through a $30 billion deal with Broadcom and expanded investments with TSMC. These partnerships aim to establish an end-to-end silicon ecosystem in America, covering everything from advanced 2nm processors to packaging facilities.
Computerworld · 64d ago
An analysis of ChangXin Memory's entry into the HBM market, highlighting the technical challenges of vertical stacking and the competitive gap with global leaders like SK Hynix.
虎嗅 · 65d ago
TSMC reported a record-breaking 77% increase in Q2 net profit, driven by strong demand for advanced process nodes. The company is further increasing its capital expenditure for the next three years to expand capacity.
钛媒体 · 65d ago
Samsung Electronics is considering outsourcing the backend design of Google's TPU I/O chips to Korean design service firms. This move aims to address growing foundry demand and optimize production efficiency.
36氪 · 66d ago
ASML CFO Roger Dassen projects that China will account for approximately 20% of net sales in 2026. The growth is primarily fueled by domestic demand for logic chips rather than memory.
36氪 · 66d ago
Samsung Electronics is planning a new DRAM factory in Giheung, South Korea, with a monthly capacity of 100,000 wafers. The investment aims to address the surging demand for high-performance memory chips driven by the AI infrastructure boom.
36氪 · 66d ago
Samsung Foundry has secured a contract to manufacture AI chips for Anthropic using its 2nm process. This partnership is expected to boost Samsung's foundry revenue and strengthen its position in the competitive AI semiconductor market.
cnBeta (Full RSS) · 66d ago
Intel is investing 5 billion euros to expand its Leixlip manufacturing facility in Ireland. The investment focuses on upgrading production lines for Intel 3 process technology to meet the surging demand for Xeon 6 and next-gen AI server processors.
cnBeta (Full RSS) · 67d ago