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TSMC CFO says the company is accelerating its Arizona factory build-out with an additional $100 billion investment to meet surging AI-driven demand, raising total U.S. investment to $265 billion.
Intel has begun shipping notebook processors with parts fabricated using ASML's High-NA EUV scanner, marking the first high-volume manufacturing use of this next-generation lithography tool for Intel 18A process.
Sundar Pichai announces that Intel is using Gemini Enterprise across its business, including for semiconductor design, as part of an expanded strategic partnership with Google Cloud.
IEEE Spectrum reports on High Bandwidth Flash (HBF), a new memory technology that stacks NAND flash dies using high-bandwidth memory (HBM) packaging techniques to deliver vastly higher read bandwidth for efficient storage of LLM model weights, with first products expected in about a year.
A Micron engineer questions whether Huawei's proposed "Tau (τ) Law" is a revolutionary breakthrough, arguing it merely repackages existing technologies like advanced packaging, and criticizes the frequent "little essays" and "fanfare" narratives in China's semiconductor sector as lacking substance.
SK Hynix CEO Kwak Noh-Jung predicts memory-chip shortages will persist beyond 2030, despite market concerns over oversupply from increased production capacity.
Chinese startup Yuanjiwei has launched the world's first 8-inch pilot production line for 2D semiconductors, potentially enabling advanced chip manufacturing without EUV lithography, addressing scaling challenges of 2D materials from lab to industry.
SK Hynix raised $26.5B in the largest foreign IPO in US history, driven by demand for its HBM memory chips used in AI GPUs. The US Commerce Secretary urged the company to build new fabrication plants in the US to reduce reliance on South Korean production.
Analysis of AI infrastructure spending, with Sequoia's David Cahn calculating $1.5 trillion in spending for 2026 and a required $3 trillion in revenue to justify it, while Apollo's Torsten Slok warns of recession risk if hyperscalers fail to meet cash-flow goals.
Samsung's chip division is on track to exceed its entire 40-year profit history in a single year, driven by surging memory and storage prices, surpassing Nvidia as the world's most profitable company with a 19x quarterly profit increase.
Chinese companies are increasingly allocating AI accelerator budgets to domestic suppliers like Huawei and Hygon, reducing reliance on Nvidia amid US-China tensions. A Bloomberg survey shows 46% of spending will go to domestic products in the next year, up from 30%.
SK Hynix is planning a US IPO of nearly 17.8 million shares via ADRs, aiming to raise around $28 billion, as the memory chipmaker benefits from AI-driven demand for memory chips like HBM, DRAM, and NAND.
South Korean chip workers at Samsung and SK Hynix have become highly sought after in the dating market due to enormous bonuses from the AI chip boom, but this has also intensified concerns about wealth inequality.
Meta reportedly invests $6.5 billion with Samsung Foundry to produce third-generation MTIA AI chips on a 2nm process, reducing reliance on TSMC and NVIDIA.
This article outlines key points of the AI supply chain in July earnings reports from multiple tech companies, including trends in memory, equipment, foundry, AI chips, and cloud services, emphasizing TSMC's central role in the AI supply chain.
Anthropic is in discussions with Samsung to develop custom AI chips, aiming for hardware independence and improved efficiency, following OpenAI's recent custom chip announcement.
German semiconductor giant Infineon opened a €5 billion chip plant in Dresden, supported by the EU Chips Act, aiming to reduce European dependency on Asian and US chip production and bolster tech autonomy, with a focus on AI and green energy applications.
Binance's US stock trading platform has reached $1 billion in assets under management and over $3 billion in trading volume within just 30 days of launch. Tech sector trading volume is 23 times that of other sectors, highlighting retail investors' strong preference for tech and semiconductor stocks.
NVIDIA and its partners are investing heavily in American manufacturing and supply chains for AI infrastructure, with plans to produce up to $500 billion in AI infrastructure in the U.S. and contributing $485 billion to U.S. GDP in 2026.
South Korea's government and top tech companies commit $1 trillion to boost memory chip production, build AI data centers, and accelerate commercial humanoid robots by 2028.