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Manufacturing Chip Manufacturing Market Trends Taiwan Semiconductor Manufacturing Company Supply Chain Investment Nexperia Memory Chips Artificial Intelligence Intel

Micron Lifts Capex Above $25 Billion After Record Quarter as AI Memory Shortage Deepens

Long‑term supply deals signal a tight memory market lasting well beyond 2026.

China Warns of Fresh Chip Shortages as Nexperia’s Internal Fight Escalates

SK hynix Adds 21.6 Trillion Won to Complete First Yongin Fab, Targeting 2027 Start

EnPro Sets 2026 Outlook for 8%–12% Sales Growth as AST Recovery Skews to Second Half

Jenoptik Confirms 2025 Slide, Targets Return to Growth in 2026

Applied Materials Heads Into Q1 Earnings With $6.85 Billion Revenue Guide

Taiwan Rejects U.S. Push to Move 40% of Its Chip Capacity

SIA Sees Semiconductor Sales Reaching $1 Trillion in 2026 on AI Boom

Infineon Lifts Capex After AI Demand Drives Modest Q1 Gain

TSMC’s AI Boom Lifts Margins and Supercharges Spending as U.S. Expansion Accelerates

Kospi Closes Above 5,200 as Chip Giants’ Blowout Earnings Power Fresh Record

TSMC Steps Up Arizona Expansion as Taiwan Land Limits Bite and U.S.–Taiwan Tariff Deal Nears

TSMC Maps Faster Growth for 2026 and Retools Manufacturing for the AI Era

Nvidia Overtakes Apple as TSMC’s Biggest Customer, Reshaping Chipmaking Priorities

South Korea Mobilizes to Counter U.S. Chip Tariffs Tied to Investment Demands

Micron Breaks Ground on New York Megafab, Moves to Buy Taiwan Plant as AI Memory Demand Sends Shares to Record

U.S.–Taiwan Chip Pact Cuts Tariffs and Pledges $500 Billion Toward U.S. Production

Court Weighs Nexperia Mismanagement Probe After Claims China Arm Sought Export Curbs

BE Semiconductor Industries Reports Preliminary Q4 Orders of €250 Million

China Applies 50% Local-Equipment Requirement to New Chip Capacity, Sources Say