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Thursday 16 July 2026
Commentary: Chip lead times extend as cloud AI squeezes capacity
Reports of longer chip lead times have been mounting. ADI has notified customers that, as recovering demand tightens supply, lead times for some analog chip products have stretched...
Thursday 16 July 2026
ASML's rumored move to raise lithography prices sets up rare clash with TSMC as AI hands toolmakers pricing power
An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now...
Thursday 16 July 2026
Exclusive: Advanced packaging outpaces front-end growth while NPO paves way for commercial CPO
Generative AI is accelerating demand for computing power, memory and data bandwidth, shifting semiconductor innovation beyond front-end processes toward advanced packaging, silicon...
Thursday 16 July 2026
CXMT's US$8.5 billion IPO signals China's accelerating challenge to global memory leaders
CXMT's Shanghai debut could reshape global memory markets by speeding China's push into advanced DRAM and HBM, while highlighting how US export controls are altering the industry's...
Thursday 16 July 2026
ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck
During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems...
Thursday 16 July 2026
China's top seller of AI compute has emerged without owning the GPUs

Beijing Approach AI Technology Co., or Approaching.AI, raised more than CNY1 billion within six months by selling AI tokens generated...

Thursday 16 July 2026
AI demand-driven memory crunch leaves smart cars exposed

AI-driven demand is tightening global memory supplies, crowding out smartphones, PCs, and vehicles as DRAM and NAND Flash capacity...

Wednesday 15 July 2026
SK Siltron begins 300mm wafer production at KRW2.3 trillion Gumi plant

SK Siltron has begun volume production and customer shipments from a KRW2.3 trillion (approx. US$1.54 billion) expansion of its Gumi wafer...

Wednesday 15 July 2026
PSMC lifts DRAM foundry prices 45% as 3D AI Foundry targets 20% revenue share
Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor...
Wednesday 15 July 2026
ASML raises 2026 sales outlook as AI-fueled logic and memory demand accelerates
Dutch lithography giant ASML reported total net sales of EUR9.3 billion for the second quarter of 2026, exceeding its own guidance, as customers accelerated capacity expansion plans...
Wednesday 15 July 2026
SK Hynix reportedly starts ordering equipment for Yongin fab, plans 20,000 wafers a month

SK Hynix has begun placing orders with major suppliers for advanced DRAM manufacturing equipment for the first phase of its Yongin...

Wednesday 15 July 2026
AI computing demand lifts fiber prices and volume

AI data-center buildouts are driving global demand for high-speed optical interconnects and triggering a new round of capacity expansion...

Wednesday 15 July 2026
Taiwan and Japan expand all-photonic network ties for AI and research
Taiwan and Japan are expanding deployment of the IOWN all-photonic network to improve research connectivity and provide backup AI computing capacity. The effort comes as Taiwan promotes...
Wednesday 15 July 2026
Tower Semiconductor bets on Japan to ride the AI data center shift from copper to light
Tower Semiconductor is placing a roughly US$3 billion wager that the artificial-intelligence buildout will force data centers to move data with light rather than electricity, anchoring...
Wednesday 15 July 2026
South Korea moves to secure power for new chip cluster

South Korea is accelerating plans to supply electricity to a new semiconductor cluster in the country's southwest by 2030, potentially...