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Jan 30
ASML gains from rising EUV demand and US chip spending
After TSMC chairman C.C. Wei said on a recent earnings call that AI demand is real and that AI is becoming embedded in daily life as a long-term trend, expectations for ASML's performance and outlook have largely settled.

Nvidia CEO Jensen Huang issued a sharp rebuke to market speculation regarding the rise of custom silicon (ASIC) during an interview in Taipei on January 31, 2026.

Nvidia CEO Jensen Huang delivered a fiery defense of his company's alliance with OpenAI on Saturday night, January 31, 2026, dismissing reports of a "cooling" relationship as "complete nonsense."

Nvidia CEO Jensen Huang hosted a high-profile banquet in Taipei on January 31, 2026, for the leaders of Taiwan's semiconductor ecosystem.

Nvidia CEO Jensen Huang attended the company's Taiwan branch year-end party on January 30. Notably, he was accompanied by Vanessa Lee, the former TSMC Vice President of Materials Management, who managed the event's arrangements.

In early 2026, a research update published by Sandia National Laboratories (SNL), part of the US Department of Energy, sparked industry discussions about whether Intel is poised to re-enter the DRAM market. Although the report did not explicitly confirm Intel's large-scale comeback in DRAM manufacturing, the signals it released warrant consideration.

Shenzhen Ingchips Technology has joined Goke Microelectronics and Cmsemicon in announcing price increases, highlighting mounting cost pressures across China's semiconductor supply chain.

Automobiles are rapidly transforming into servers/smartphones-on-wheels with the advancement of autonomous driving technologies, which has led to a surge in demand for automotive memory. Samsung Electronics and SK Hynix are viewing the automotive sector as the next major battleground after AI, with both South Korean memory giants taking proactive measures to gain a foothold in this emerging market.
TSMC founder Morris Chang made his first public appearance in more than a year on January 29, 2026, dining with Nvidia chief executive Jensen Huang just hours after Huang arrived in Taipei.
Elon Musk's ambition to build a massive in-house semiconductor manufacturing complex has drawn fresh caution from Nvidia CEO Jensen Huang, who stressed that advanced chip production ranks among the most technically demanding industrial undertakings globally—far beyond the reach of capital spending alone.

US semiconductor equipment maker KLA said growing AI infrastructure demand is accelerating investment in advanced logic chips, high-bandwidth memory (HBM), and advanced packaging, driving higher process control intensity, while supply constraints and cost pressures remain ongoing risks.

SanDisk delivered a strong fiscal second quarter in 2026, reflecting accelerating demand across data centers, industrial applications, and consumer electronics, driven by the ongoing AI infrastructure buildout. The US flash memory maker reported revenue of US$3.03 billion, up 61% year over year, while net profit surged 7.7-fold to US$803 million, according to its January 29, 2026, earnings release.