semiconductors

South Korean tech giants, led by Samsung and SK Hynix, have committed over $900 billion to build four new memory fabs, an HBM packaging hub, and AI data centers to address the global memory chip shortage ('RAMageddon') and strengthen the country's AI industry.

South Korean President Lee Jae Myung announced a $576 billion national 'triple axis' strategy covering semiconductors, physical AI, and AI data centres, with Samsung and SK Group chairs attending the briefing. The plan includes a new fabrication hub in southwestern provinces to boost chip production and reduce regional inequality.

China's LineShine supercomputer becomes the world's fastest, crossing 2 exaflops and outpacing US systems despite trade restrictions, using only CPUs instead of GPUs.

Chinese AI and semiconductor companies are driving a rebound in onshore initial public offerings, reflecting renewed investor interest in the sector.

Japan commits $2.3 trillion to AI and semiconductors through 2040, while Morgan Stanley doubles its China humanoid robot shipment forecast to 50,000 units this year, signaling rapid commercial deployment in Asia.

Micron has signed 16 strategic customer agreements with floor prices ensuring historically high gross margins through 2030, citing structural supply constraints in memory and storage. The company reported record Q3 revenues and expects continued strong performance, though IT professionals may face tighter memory allocations.

A commentary on how the memory chip industry (the 'cartel') is capturing profits from the AI sector as AI faces challenges.

IBM announces a new nanostack transistor architecture that enables sub-1 nanometer node chips, offering significant performance and energy efficiency gains for AI data centers.

Micron's strong quarterly earnings signal a significant shift in the AI memory market, highlighting increased demand for memory chips used in AI applications.

Former White House AI advisor Dean Ball argues that China's efforts to achieve AI chip independence are largely performative and not substantive.

This report from Multiples.vc provides public AI valuation multiples as of June 2026, covering hyperscalers, semiconductor supply chain, neoclouds, and other segments with median forward revenue multiples and growth rates.

This research explores using hydrogels to increase the dimensionality of transistors, potentially enabling new flexible or bioelectronic devices.

Phoenix Semiconductor repackages off-the-shelf semiconductors to replace obsolete legacy chips critical for military and industrial systems, such as the U.S. Navy's F/A-18 Super Hornet fighter jets, preventing costly aircraft grounding.

The article redefines Sovereign AI as a supply chain realignment challenge rather than a model development race, arguing that countries will need to secure domestic or allied infrastructure for training, inference, and operation of AI, which will drive renewed demand for GPUs, memory, and other hardware.

An analysis of the massive trading volume in AI-related equities since late 2022, highlighting the enormous capital flowing into AI stocks like NVIDIA, Tesla, Apple, Microsoft, Broadcom, TSMC, ASML, and Micron, indicating a bifurcation of the economy around AI.

Nvidia and SK Hynix have signed a multiyear technology partnership for next-generation HBM4 memory, while Nvidia's Vera Rubin AI platform enters production with 10x agent throughput, shipping to major cloud providers in Q3.

AI stocks led a major market selloff, erasing $1.3 trillion, sparking debate on whether the AI bubble is bursting or it's just a sector rotation and profit-taking. Analysts from Goldman, Bridgewater, and BofA offer conflicting views.

TSMC CEO C.C. Wei warned that the company is struggling to meet surging AI-driven chip demand, stating it could take a 'very long time' to fulfill customer needs even with its US factory expansion, including a $165 billion investment in new American plants.

Huawei announces a new chip design breakthrough claiming 1.4nm-equivalent performance by 2031, attributing its progress to U.S. export controls, while Nvidia's CEO acknowledges conceding the China AI chip market to Huawei.

The US Commerce Department closed a loophole that let Chinese AI companies purchase advanced Nvidia and AMD chips through overseas subsidiaries, extending export-licence rules to cover entities headquartered in China regardless of physical location. The guidance targets future shipments and does not affect existing hardware.