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Looks like SK hynix wants to make memory chips on US soil and it could work with Intel to do it
SK hynix is reportedly in talks with Intel to establish semiconductor manufacturing in the United States, potentially by leasing Intel's planned Ohio fab or forming a joint venture. This move could help SK hynix avoid tariffs and leverage Intel's infrastructure, with analysts highlighting the potential for collaboration with hyperscalers.
TSMC continues to rake it in from the 'multi-year AI megatrend,' making a record-breaking $16.35 billion in…
TSMC reported record-breaking revenue for August, totaling $16.35 billion USD, driven by robust demand for AI-related semiconductors. The company's CEO highlighted the ongoing AI megatrend as a key driver for leading-edge silicon needs. This surge continues a trend of consecutive record gains, with TSMC holding a dominant market share in semiconductor foundries.
Chinese memory makers have reportedly stocked up on enough western DUV machines for the next three years of expansion
Chinese memory manufacturers CXMT and YMTC have reportedly acquired enough DUV machines from ASML to support their expansion plans for the next three years. This comes despite efforts to promote domestic production and reduce reliance on foreign technology. While China is developing its own DUV machines, purchasing from ASML allows for immediate capacity increases.
Sources say another 10% price increase for Intel CPUs is on the way, and it could be here as soon as October
Sources indicate Intel is planning another 10% price increase for its CPUs, potentially effective October 5th, following a trend of rising hardware costs. This comes amid reports of a desktop CPU sales slump and potential layoffs at Intel, with the company reportedly prioritizing server CPUs due to the AI boom, which could further impact PC processor availability and prices.
Samsung and TSMC hope AMSL's new machines will help address the chip shortage
Samsung and TSMC are adopting new, larger chip photomasks from ASML, which are expected to improve manufacturing yields and reduce costs. This move is seen as a potential solution to the ongoing chip shortage.
Big chipmakers are already committed to using ASML's next-generation production technology by as soon as 2028
Major chipmakers like Samsung and TSMC are committing to ASML's next-generation High NA EUV lithography technology, with volume manufacturing expected by 2028 and 2030 respectively. This advanced technology, already in limited use by Intel and SK Hynix, promises faster production, higher yields, and more efficient chipmaking, driven by the significant demand from the AI industry.
The memory crisis led me down a rabbit hole into nations forming rival factions to secure the flow of computer chips and AI, with names that wouldn't sound out of place in a Command & Conquer reboot
The article explores the geopolitical landscape surrounding semiconductor and AI chip production, highlighting the formation of rival factions like Pax Silica (US-backed) and WAICO (China-backed). These groups aim to control the global flow of these critical components, impacting industries like PC gaming through supply chain disruptions and price volatility. Governments are prioritizing AI infrastructure, potentially at the expense of consumer needs, leading to a new era of resource guarding and a potential technological arms race.
Applied Materials (AMAT) Q3 FY26 earnings results beat revenue, but miss EPS whisper number
Applied Materials reported a record quarterly revenue of $9.12 billion for Q3 FY26, driven by demand for AI technology and semiconductors. While revenue surpassed analyst consensus, the company's earnings per share of $3.50 missed the 'whisper number' expectation, though it still beat Wall Street estimates. The company's stock price saw a decline in after-hours trading following the announcement.
Google’s Pixel 11 Event Starts at 6PM ET Wednesday — But Its Own Store Spoils It Eight Hours Early
Google's upcoming 'Made by Google 2026' event, scheduled for Wednesday at 6 PM ET, has been preempted by leaks from its own Google Store, which revealed preorder details eight hours early. The event is expected to unveil four new Pixel phones, including the Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and Pixel 11 Pro Fold, alongside the Pixel Watch 5 and potentially a Pixel Tag tracker. Leaks suggest the new phones will feature a Tensor G6 chip built on TSMC's 2nm process, increased base storage, but reduced RAM for Pro models, with price increases across the board.
Taiwanese authorities detain Nvidia employee for alleged attempt to smuggle AI chips into China
An Nvidia employee in Taiwan, identified as 'Chang,' has been detained on suspicion of falsifying documents to export approximately 50 Super Micro servers containing Nvidia AI chips to China. This incident is part of a broader investigation into potential AI chip smuggling routes. Nvidia has stated that smuggling is unacceptable and that all sales comply with US export control rules.
Midday Tech Bits
NVIDIA's first made-in-America GB300 GPUs are being produced at TSMC's Arizona facility. However, the chips will still be sent to Taiwan for final packaging. This marks a significant step in diversifying NVIDIA's manufacturing locations.
Is Intel back? Company's latest earnings report remarkably different in tone to 12 months ago
Intel's latest earnings report shows a significant improvement in tone and financial results compared to the previous year. Revenue, margins, and earnings per share exceeded expectations, with the Foundry business also showing positive developments despite an operating loss. CEO Lip-Bu Tan expressed increased confidence in the company's manufacturing roadmap and execution.
TSMC admits its 'jealous' of memory chipmakers' margins, but is limiting its own price hike because its customers would not survive price increases of 'four to five times'
TSMC, a leading semiconductor foundry, plans to increase prices by 5-10% in 2027 due to rising material costs and overseas expansion projects. While acknowledging higher margins in the memory chip sector, TSMC's chairman stated that drastic price hikes would be unsustainable for their customers. This follows recent price increase announcements from AMD, Intel, and Apple.
Ex-TSMC manager first to be indicted under National Security Act for allegedly attempting to leak core Taiwanese…
Taiwanese prosecutors have indicted a former TSMC manager for allegedly attempting to steal trade secrets and establish a semiconductor company in China. This case is the first prosecution under the National Security Act for an alleged attempt to leak national core technologies. While the attempt to transfer technology was unsuccessful, the former manager copied confidential documents and could face up to seven years in prison.
Morning Safety Dance
A government-funded study warns that the Dutch semiconductor sector faces a high risk of Chinese interference. This warning comes alongside a CISA vulnerability summary for the week of July 13, 2026, highlighting ongoing cybersecurity concerns.
Midday Tech Bits
TSMC has announced a significant investment of another $100 billion in Arizona to build at least four new 2nm fabrication plants. Separately, a new AMD driver has been identified as causing substantial performance degradation across major Linux distributions.
The company that makes all the West's chipmaking machines says it's selling more than it expected thanks to 'very strong momentum in both DRAM and advanced logic'
ASML, a key supplier of semiconductor manufacturing equipment, has increased its annual guidance due to strong demand from both DRAM and advanced logic chipmakers. This surge is primarily driven by the AI boom, leading to significant investments in fab expansion and capacity increases for various chip nodes, including those for AI accelerators.
Against a backdrop of advancing Chinese production, TSMC announces another $100 billion worth of chipmaking will be…
TSMC, the world's largest chipmaker, announced plans to invest an additional $100 billion in the United States to expand its chip production capacity. This new investment follows a previous $100 billion commitment and a $65 billion pledge, bringing the total to over $265 billion. CEO C. C. Wei cited strong multiyear demand from leading US customers, particularly driven by the AI boom, as the reason for these significant investments.
Report suggests the US gov may have 'urged' Apple into Intel chipmaking deal to avoid tariffs, at almost the same time it took a $9 billion stake in blue team stock
A report suggests the US government, under Donald Trump, urged Apple to use Intel's manufacturing plants for its chips to avoid tariffs. This occurred around the same time the government took a significant stake in Intel. Apple reportedly committed to investing $100 billion in US manufacturing and secured an exemption from semiconductor tariffs.
Intel quietly bumps the price up of the best CPUs it's made in years to 'reflect current market dynamics'
Intel has quietly increased the recommended retail prices for its Core Ultra 200S Plus processors, including the Core Ultra 7 270K Plus and Core 5 250K Plus. The company cited 'current market dynamics,' rising supply chain costs, and strong demand as reasons for the price adjustments, which range from $20 to $40.
