International tungsten prices have risen 666% year-on-year amid China's export controls, while the US Department of Commerce recently announced restrictions on exports of tungsten scrap and battery black mass. Tungsten is used across a broad range of strategic industries, including semiconductors, aerospace and defense.
Nvidia is accelerating development and supply-chain alignment for its Feynman generation in the second half of 2028, even as Vera Rubin enters mass production and ramps up. The move is set to drive upgrades at TSMC and could trigger another wave of orders across the global equipment and materials supply chain.
Intel has priced the largest equity raise in its history, selling 210,526,315 shares of common stock at US$95 per share to raise roughly US$19.67 billion in net proceeds, according to a prospectus supplement filed with the US Securities and Exchange Commission.
Lam Research plans to invest more than US$3 billion over the next five years to expand its global research and development lab network, increasing experimental capacity as semiconductor manufacturing grows more complex.
Silicon Motion Technology has completed a US$1.15 billion convertible bond sale, giving it fresh capital to support growth and debt repayment. For global investors and chip buyers, the financing signals confidence in storage, automotive, and physical AI demand, while also showing how semiconductor firms are using low-cost structures to fund expansion.
SK Hynix has set up a dedicated team to search for growth opportunities beyond its core memory business and has put a senior group executive in charge, a move aimed at turning the company's lead in high-bandwidth memory (HBM) into a wider role in AI infrastructure.
LandMark Optoelectronics said demand for its silicon photonics (SiPh) products is extremely strong, with output expected to keep rising over the next several quarters as capacity at downstream foundries continues to increase. The optical communications epiwafer maker also said "the current capacity is very, very tight," and that it is prioritizing continuous-wave (CW) laser products as it works to expand production through 2027 and 2028.
Samsung Electro-Mechanics has again delayed its semiconductor glass substrate commercialization schedule after a prototype reportedly failed a customer's reliability review. The setback has pushed back the construction timetable for GlaSSEM, its joint venture with Dongwoo Fine-Chem for glass core production in Pyeongtaek, South Korea, and has made equipment ordering dates difficult to pin down.
Taiwan is seeking to sign an agreement with the US to avoid double taxation, seen as the last major hurdle to unlocking Taiwanese investment in the US. Taiwan's technology dividend is believed to not only support overseas investment but also accelerate the transformation of its domestic non-tech industries.
Semiconductor Manufacturing International Corporation (SMIC) is considering disclosing revenue from artificial intelligence (AI)-related "peripheral chips" as a standalone line item, possibly from the third quarter of 2026 or later, executives said on the company's second-quarter earnings call.
Alibaba Cloud has begun commercial service for its Zhenwu M890 supernode in Ulanqab, Inner Mongolia, giving global customers an early look at how AI infrastructure is shifting toward larger, faster, and more tightly connected systems. The launch could influence future cloud costs, model access, and enterprise AI deployment well beyond China.
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