Since 2020, when TSMC began its overseas manufacturing buildout, the company has tracked financial results at its foreign subsidiaries across the first half of 2025, full-year 2025, and the first half of 2026. The Arizona fab, long seen as difficult to make profitable, has expanded sharply, while Japan's JASM has turned from loss to profit, China operations have remained stable, and Germany's ESMC is still in the red as it remains under construction.
SK hynix's second-largest customer generated KRW17.19 trillion (approx. US$12.4 billion) in sales in the first half of 2026, nearly matching the KRW17.61 trillion contributed by its largest customer. Yonhap News Agency identified the largest customer as Nvidia.
Chinese AI chipmaker Biren expects first-half 2026 revenue to reach CNY1.15-1.3 billion (US$171-193 million), up about 1,852% to 2,107% from a year earlier, as demand for GPGPU computing expands across AI coding, long-horizon AI agents and generative AI workloads, according to Cninfo data cited in a report by the Hong Kong Economic Times (HKET).
Nvidia has reached a deal with OpenAI to provide up to US$105 billion in credit guarantees for the AI startup's upcoming 8GW data center campus in Ohio. The support will help OpenAI to secure a lease from SB Energy, while Nvidia will be the facility's exclusive chip supplier.
Samsung Electronics' semiconductor chief has told executives not to treat the company's HBM4 comeback as proof that its recovery is complete, according to Seoul Economic Daily. The caution comes as the memory industry shifts to a generation that will be harder to manufacture at scale.
Arm Holdings' expansion from asset-light IP licensing into finished data center processors is putting the company into direct competition for wafer and memory capacity just as demand for its new AGI CPU exceeds US$2 billion.
Niche printed circuit board (PCB) manufacturer Eiso Enterprise has officially opened the second-phase expansion of its new plant in Guishan, Taiwan, which is expected to raise the company's overall monthly production capacity to 1.5 times the previous level.
Humanoid robots are moving from demonstrations toward mass production, changing the priorities of chip design. Instead of simply chasing higher AI compute and TOPS, or trillions of operations per second, the industry is increasingly focused on how efficiently perception, computing, decision-making, and control can work together within tight power, cost, and latency constraints.
