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6 ARTICLES

4w ago

TSMC Reportedly Plans 5–10% Price Hikes on Advanced Nodes

Sustained increases would raise the foundry’s profit margins, underpin upgraded earnings forecasts for chipmakers and reshape supplier costs for major designers.

9 ARTICLES

last mo.

Japan Approves ¥631.5 Billion More for Rapidas as Chitose R&D and Packaging Sites Open

3 ARTICLES

3mo ago

Japan Adds ¥631.5 Billion to Rapidus, Backing 2nm Push to 2027

11 ARTICLES

3mo ago

AI Memory Boom Propels Samsung to Record Q1 Guidance

3 ARTICLES

4mo ago

TSMC Tightens Foundry Grip as 2nm Enters Mass Production and AI Orders Power 2025 Surge

7 ARTICLES

5mo ago

Micron Extends Run as Morgan Stanley Lifts Target on AI-Driven Memory Tightness

8 ARTICLES

5mo ago

Qualcomm Outlook Cuts Send Shares Lower as Memory Shortage Squeezes Smartphone Supply

3 ARTICLES

6mo ago

Micron’s HBM Edge Drives Bull Case as Stock Soars and Valuation Stays Low

5 ARTICLES

7mo ago

China Weighs Curbs on Nvidia H200 Use as U.S. Signals Export Approval

3 ARTICLES

7mo ago

Mexico Bets on Chip Design as Experts Urge Patience on Fab Ambitions

5 ARTICLES

8mo ago

White House Weighs Delaying Planned Chip Tariffs Despite Public Denials

7 ARTICLES

8mo ago

Morgan Stanley Names Micron Top Pick, Raises Target to $325 on Rapid DRAM Price Spike

6 ARTICLES

9mo ago

Nexperia China Rejects Legal Effect of Dutch Actions, Says Operations Remain Normal

Semiconductor Industry

TSMC Reportedly Plans 5–10% Price Hikes on Advanced Nodes

Micron Locks Multi‑Year Deals After Blockbuster Quarter

Fire and Hydrogen Fluoride Leak Evacuate 3,600 at SK Hynix Cheongju Plant

Lam Research Shares Hit Record $300 as AI-Fueled Outlook Draws Higher Targets

Micron Jumps to a 52-Week High as Cloud Giants Warn of Soaring Memory Costs

Intel Shares Jump on AI Inference Boom as CPU Demand Outpaces Supply

TSMC Raises Guidance as AI Demand Spurs Bigger 3nm Spend

Micron Draws New Target Hikes on AI Memory Boom as Shares Ease After Big Run

Japan Approves ¥631.5 Billion More for Rapidas as Chitose R&D and Packaging Sites Open

Japan Adds ¥631.5 Billion to Rapidus, Backing 2nm Push to 2027

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Semiconductor Industry

AI Memory Boom Propels Samsung to Record Q1 Guidance

TSMC Tightens Foundry Grip as 2nm Enters Mass Production and AI Orders Power 2025 Surge

Micron Extends Run as Morgan Stanley Lifts Target on AI-Driven Memory Tightness

Qualcomm Outlook Cuts Send Shares Lower as Memory Shortage Squeezes Smartphone Supply

Micron’s HBM Edge Drives Bull Case as Stock Soars and Valuation Stays Low

China Weighs Curbs on Nvidia H200 Use as U.S. Signals Export Approval

Mexico Bets on Chip Design as Experts Urge Patience on Fab Ambitions

White House Weighs Delaying Planned Chip Tariffs Despite Public Denials

Morgan Stanley Names Micron Top Pick, Raises Target to $325 on Rapid DRAM Price Spike

Nexperia China Rejects Legal Effect of Dutch Actions, Says Operations Remain Normal

Never miss stories about

Semiconductor Industry