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Thursday 23 April 2026
Samsung and SK Hynix race to upgrade China chip plants as NAND demand surges
As the artificial intelligence boom reshapes global computing demand, the memory chip industry is entering a new phase of strain and restructuring — one in which both DRAM and...
Thursday 23 April 2026
TSMC to open Arizona packaging facility by 2029, signals caution on high-NA EUV
TSMC is accelerating its advanced packaging expansion in the US while maintaining a conservative stance on next-generation lithography, as the company balances cost pressures, AI-driven...
Thursday 23 April 2026
Lam Research signals sustained AI-driven momentum as WFE outlook improves
Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial...
Thursday 23 April 2026
Texas Instruments signals a stronger recovery on industrial and AI demand
Texas Instruments (TI) reported first-quarter 2026 revenue of US$4.83 billion, up 19% year on year, with net income rising 31% to US$1.55 billion and earnings per share of US$1.68...
Thursday 23 April 2026
Texas Instruments signals broad recovery across industrial and data center markets with cautious optimism
Texas Instruments reported that improving demand in industrial and data center markets is driving sustained sequential growth, while management maintained a cautious stance on macroeconomic...
Thursday 23 April 2026
DRAM and NAND recovery drive Lam Research outlook, AI demand strengthens equipment cycle
Analysts say Lam Research is entering a stronger-than-expected growth phase, with rising demand from DRAM and NAND customers emerging as key drivers of revenue expansion alongside...
Thursday 23 April 2026
TSMC targets 2029 production for A13 and A12 as next AI chip nodes
At its North America Technology Symposium, TSMC showcased a range of innovations in advanced process technologies. Following the introduction of its A14 process in 2025, the company...
Thursday 23 April 2026
Taiwan's three major polarizer makers undergo transformation in medical, semiconductor, and automotive businesses
Growing pressure from capacity expansion in China, price competition, and compressed profit margins for traditional display applications has prompted Taiwan-based polarizer manufacturers...
Wednesday 22 April 2026
Focus: South Korea builds a semiconductor talent pipeline

South Korea's long-running experiment with job-guaranteed semiconductor education is entering a more consequential phase, with the first...

Wednesday 22 April 2026
Powerchip DRAM foundry price hike to boost June revenue; IPD to drive Intel demand in 2H27
Powerchip Semiconductor Manufacturing (PSMC) held an earnings call on April 21 to address developments in memory and logic foundry services, as well as its future business outlook...
Wednesday 22 April 2026
How MediaTek will supply Marvell's next three generations of TPUs
Recent market reports indicate that Marvell is in discussions with Google regarding the development of application-specific integrated circuit (ASIC) products, including memory processing...
Wednesday 22 April 2026
Applied Materials announces Advantest as innovation partner for EPIC platform in Silicon Valley
Leading materials engineering in the semiconductor industry, Applied Materials, announced today that Advantest Corporation, a leading semiconductor test equipment supplier, will join...
Wednesday 22 April 2026
Flagship smartphone SoCs upgrade to 2nm drives cost surge and brand procurement shifts
Starting in the second half of 2026, all flagship smartphone SoCs will transition to the 2nm process node. While this promises enhanced performance for flagship devices, it also triggers...
Wednesday 22 April 2026
Samsung reportedly ramps up GDDR6 supply for Tesla but halts 1d DRAM mass production plan
Samsung Electronics is reportedly increasing production of GDDR6 specifically for Tesla starting in April 2026, even as it simultaneously scales back parts of its broader memory product...
Wednesday 22 April 2026
ASM International reports 16% growth in 1Q26 revenue driven by booming AI market
ASM International reported a high revenue in the first quarter of 2026, driven by surging AI demand and its need for advanced...