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Semiconductors

Manufacturing Market Trends Supply Chain Memory Manufacturing Investment Memory Market Chip Manufacturing Memory Production Competition AI Chips

TSMC Ramps Fabs and Packaging as AI Demand Lifts Outlook and Capex

Heavy AI orders are letting the chipmaker spend at a record pace to preserve its lead.

Global Helium Shortage Deepens as Qatar Shutdown Chokes Supply for Chips

Cadence Lifts 2026 Sales Outlook After Q1 Beat, Cuts EPS Guidance

Besi Q1 Orders More Than Double on AI Packaging Demand

Global DRAM Shortage Set to Stretch Into 2027 as Supply Covers Only 60% of Demand

Samsung Winds Down LPDDR4 as Chinese Rivals Step In

Samsung Union Demands 15% of Profit as Strike Threat Looms

Qatar LNG Disruption Puts Helium at Risk, Dragging Asian Chip Stocks Lower

Qatar Helium Shutdown Tightens Supply as Prices Jump, Putting Chipmakers on Alert

Micron Ships First 256GB SOCAMM2 LPDRAM Samples for AI Data Centers

Intel Debuts 18A Xeon 6+ ‘Clearwater Forest’ With Up to 288 Cores for Telecom and Edge AI

MIPI Alliance Releases UniPro 3.0 and M‑PHY 6.0 to Power UFS 5.0 for Edge AI

Bank of Korea Expected to Hold 2.50% Rate Through 2026, Reuters Poll Finds

Odisha Clears Rs 44,241 Crore for 10 Projects Across Eight Districts

Samsung Shares Hit Record on Reports of $700 HBM4 Pricing and Premium Nvidia Tier

Micron Says AI Memory Demand Will Exceed Supply Through 2026 as HBM4 Ships Ahead of Plan

Applied Materials Raises Outlook on AI-Fueled Demand; Shares Jump

Amsterdam Court Orders Nexperia Mismanagement Probe, Keeps Chinese CEO Suspended

189-Tonne River-Borne Cargo Reaches Pandu for Tata’s Assam Chip Unit

South Korea Logs Record Exports as Chip Boom Deepens Reliance on Top Firms