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semiconductor industry
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- 1Samsung to more than double HBM4 chip output next yearβSamsung is expected to more than double output of its HBM4 and HBM4E DRAM
Samsung is expected to more than double production of its HBM4 and HBM4E high-bandwidth memory DRAM next year, according to a report citing industry sources. The move reflects surging demand for advanced memory used in AI accelerators, and would tighten the race with SK Hynix, the current leader in high-bandwidth memory supply to chipmakers like Nvidia.
- 2
Dutch chipmaking equipment giant ASML says it sold absolutely nothing in Europe in 2026, despite Europe being its home region, and is calling on the EU to help create demand for semiconductor manufacturing. The remark highlights how little chip fabrication capacity exists in Europe compared with Asia and the US, where ASML's lithography machines are in high demand.
- 3ASML warns Europe risks falling behind in chipmakingβASML said it isnβt selling chipmaking machines in Europe, warning the region risks falling behind the US, China and Indi
ASML, the Dutch maker of advanced semiconductor equipment, says it is not selling its chipmaking machines in Europe, warning that the region risks falling behind the United States, China and India in the semiconductor race. The statement is drawing attention as Europe pushes to build its own chip industry while competitors invest heavily in domestic manufacturing capacity.
- 4ASML sells no chipmaking machines in Europe, executive saysβASML currently sells no chipmaking machines in Europe, executive says
ASML, the Dutch company that dominates lithography equipment for chip manufacturing, has said it currently sells no chipmaking machines within Europe. The remark highlights how little advanced semiconductor production actually happens on the continent, even as EU policymakers push to build up domestic chipmaking capacity and reduce reliance on Asia and the United States.
- 5AMD and Broadcom Split Wall Street on AI Chip OutlookβAMD and Broadcom Split Wall Street on Who Wins the Next Phase of AI Chips
AMD and Broadcom are at the center of a divide among Wall Street analysts over which company is best positioned for the next phase of the AI chip market. Investors are weighing each firm's roadmap and exposure to artificial intelligence spending, with no consensus on which stock holds the stronger position as demand for AI accelerators keeps reshaping the semiconductor industry.
- 6Data-center AI chip market projected to hit $860 billion by 2030βData-center AI chip market seen at $860 bln by 2030
Analysts project the market for AI chips used in data centers will reach $860 billion by 2030, underscoring the scale of investment in computing hardware for artificial intelligence. The forecast points to explosive demand growth driven by cloud providers and enterprises building out AI infrastructure, with semiconductor makers racing to expand capacity and capture share of what would be one of the tech industry's largest markets.
- 7Nvidia, Chip Stocks Extend Rout as Analysts Call OpenAI Fears OverblownβNVDA, Chip Stocks Extend Rout: Analysts Say OpenAI Deal Fears Overblown
Nvidia and the broader semiconductor sector extended a sell-off, but several analysts argued that fears tied to OpenAI-related deal concerns are exaggerated. They maintain that the chip industry's AI-driven growth story remains intact despite the market pressure. Investors are watching whether the rout deepens or sentiment stabilizes as more commentary and company guidance emerge.
- 8Intel says 14A chip node nearly matches TSMC's A14βIntel expects 14A to be 'within 5%' the performance of TSMC's A14 https:// web.brid.gy/r/https://www.toms hardware.com/t
Intel says its upcoming 14A process node will land within 5% of the performance of TSMC's competing A14 technology, a claim the company describes as a conservative forecast. The statement also points to an expected frequency lead for Intel's 18A node and pricing advantages. The claim fuels the ongoing debate over whether Intel Foundry can close the gap with TSMC at the leading edge of chip manufacturing.
- 9Narendra Modi's India bets on space, chips and AIβThe Tech-led Renaissance: Space, semiconductors and AI in PM Narendra Modiβs India
Commentary from the Rashtriya Swayamsevak Sangh-affiliated Organiser argues that India under Prime Minister Narendra Modi is experiencing a technology-led renaissance, driven by advances in space exploration, semiconductor manufacturing and artificial intelligence. The piece frames these sectors as central to India's ambitions of becoming a global technology power, highlighting government programmes and policy push behind the country's growing tech profile.
- 10South Korea manufacturing optimism broadens as chips hit record highβKorea manufacturing optimism broadens as chips hit record, five sectors top 100 - CHOSUNBIZ
South Korea's manufacturing sector is showing widening optimism, with the semiconductor industry reaching a record high in business sentiment. Five sectors have now pushed their outlook readings above 100, the threshold separating expansion from contraction. The broadening beyond chips suggests the recovery in export-driven manufacturing is spreading to other industries, offering a positive signal for Korea's economy.
- 11Semiconductors behind nearly 40% of South Korean tech leaksβNearly 4 in 10 S. Korean industrial technology leaks involve semiconductors: data
New data from South Korea shows that nearly four out of ten reported leaks of industrial technology involve semiconductor-related know-how. The figures underline growing concern in Seoul over the theft of critical chip technology, a sector central to the country's economy and to intensifying global competition over semiconductor supply chains.