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semiconductor industry
Trends
- 1Samsung to more than double HBM4 chip output next year●Samsung 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.
- 2South Korea set for 50 trillion won chip tax windfall●South Korea tax windfall could top 50 trillion won on chip boom - Yonhap
South Korea's tax revenue could exceed 50 trillion won thanks to a boom in the semiconductor industry, according to a Yonhap report. Strong chip demand and exports are lifting corporate profits, boosting state coffers well beyond earlier forecasts and giving Seoul room for additional fiscal spending.
- 3
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.