search
semiconductors
Trends
- 1Samsung to more than double HBM4 memory outputβSamsung is expected to more than double output of its HBM4 and HBM4E DRAM
Samsung plans to more than double production of its HBM4 and HBM4E high-bandwidth memory DRAM next year, according to industry sources cited by South Korean outlet Sedaily. The expansion targets booming demand from AI chip makers, as Samsung races rivals like SK hynix to supply next-generation memory for processors from Nvidia and other customers.
- 2ASML says it sold nothing in Europe in 2026βASML says it sold 'absolutely nothing' in Europe in 2026
ASML, the Dutch maker of chipmaking equipment, says it sold 'absolutely nothing' in Europe in 2026 and is calling on the EU to help create demand for semiconductor manufacturing. The remark highlights how little chip production capacity Europe has despite its ambitions, with virtually all of ASML's sales going to Asia and the United States. Commenters are weighing what this says about Europe's competitiveness in advanced chipmaking.
- 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
Dutch semiconductor equipment maker ASML says it is not selling its chipmaking machines in Europe, warning that the region risks falling behind the US, China and India in the semiconductor race. The remarks have drawn attention among industry watchers, who see them as a challenge to Europe's ambitions to build domestic chip manufacturing capacity and stay competitive globally.
- 4ASML 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, said it is not selling its chipmaking machines in Europe, warning that the region risks falling behind the US, China and India in the semiconductor industry. The remarks have drawn attention to Europe's limited domestic chip manufacturing capacity and its dependence on foreign suppliers for advanced lithography technology.
- 5ASML says it currently sells no chipmaking machines in EuropeβASML currently sells no chipmaking machines in Europe, executive says
An ASML executive says the Dutch chipmaking equipment giant currently sells no machines within Europe, despite being the world's leading supplier of lithography systems used to make advanced chips. The remark highlights how little semiconductor manufacturing takes place on the continent, with most customers concentrated in Asia and the United States.
- 6US Falls Behind on Memory Chips as Tariffs Add PressureβAmerica Is Behind on Memory Chipsβand Tariffs Threaten to Make Things Harder
The United States lags badly in memory chip production, an area dominated by Asian manufacturers, and new tariffs threaten to worsen the situation. With semiconductors central to AI, defense and consumer electronics, analysts warn that trade barriers could raise costs and slow efforts to build domestic capacity at exactly the moment Washington is trying to catch up.
- 7Trump pivots from CHIPS Act funds to tariff pressureβTrump targets unallocated CHIPS Act funds,pivoting to tariffs. TSMC kept its $6.6B grant,but tariff threats raised its U
Donald Trump is moving to repurpose unallocated CHIPS Act funds, favoring tariffs over direct subsidies to push chipmaking back to the US. TSMC retained its $6.6 billion grant, but tariff threats pushed its American investment pledge from $65 billion to over $165 billion. Analysts note the approach shifts reshoring costs onto private capital and that tariffs build manufacturing capacity far more slowly than direct subsidies would.
- 8Chip-led growth in Korea hits weak demand, oil headwindsβChip-driven growth faces headwinds from weak domestic demand, high oil prices
South Korea's export economy, powered largely by semiconductor sales, is confronting renewed pressure as domestic consumption stays sluggish and elevated oil prices weigh on costs. Analysts point to a reliance on chip demand alone to carry growth, warning that the recovery remains narrow and vulnerable to energy shocks and weak household spending.
- 9
Commentary is highlighting India's push to establish itself as a major player in the global semiconductor industry. The discussion centres on the country's efforts to build chip manufacturing capacity and attract investment as nations worldwide compete to secure semiconductor supply chains. Observers are weighing whether India can translate its ambitions into a genuine foothold in an industry long dominated by East Asia and the United States.
- 10Broadcom raises AI sales forecast despite steep share slideβBroadcom raises AI sales forecast as stock lingers 29% below its high
Broadcom has raised its sales forecast for AI-related chips, a sign that demand for artificial intelligence semiconductors remains strong. The company's stock, however, continues to trade roughly 29% below its all-time high, reflecting investor caution about the broader AI trade and semiconductor valuations despite the upgraded outlook.
- 11Data-center AI chip market seen reaching $860 billion by 2030βData-center AI chip market seen at $860 bln by 2030
New projections put the global data-center AI chip market at roughly $860 billion by 2030, underscoring the scale of investment flowing into semiconductors that power artificial intelligence. Analysts expect demand from cloud providers and AI model developers to keep driving growth across the sector, with chipmakers and data-center operators racing to expand capacity to meet surging computing needs.
- 12Chip Stocks Tumble Again, Halting Rebound HopesβINTC, AMD, MU, NVDA: Chip Stocks Tumble Again, Stalling A Nascent Rebound
Shares of major US semiconductor companies, including Intel, AMD, Micron and Nvidia, fell again on Tuesday, halting an early rebound in the sector. The renewed selloff weighed on broader technology sentiment, with investors watching for clarity on demand, valuations and macro conditions before re-entering chip names.
- 13ASML says it sold 'absolutely nothing' in Europe in 2026βASML says it sold 'absolutely nothing' in Europe in 2026 https://www.tomshardware.com/tech-industry/semiconductors/asml-
ASML, the Dutch maker of the lithography machines essential for advanced chips, says it sold 'absolutely nothing' in Europe in 2026, with its equipment going almost entirely to Asia-based chipmakers. The company is calling on the European Union to help create demand for advanced semiconductor manufacturing on the continent. The remark is drawing attention as Europe pushes to build domestic chip capacity and reduce reliance on Asian supply chains.
- 14China's Moonshot Reportedly Seeks More Nvidia Blackwell Chips Amid Export DisputeβChina's Moonshot Reportedly Seeks Access To More NVDA Blackwell Chips A Week After Trump Official Flagged Export Control Breach
Chinese AI startup Moonshot is reportedly seeking access to additional Nvidia Blackwell chips, according to a report circulating this week. The news comes just a week after a Trump administration official flagged an export control breach involving Nvidia's advanced chips. The development highlights continuing tensions over US restrictions on selling cutting-edge semiconductors to Chinese companies, a dispute that has become a central flashpoint in the technology rivalry between Washington and Beijing.
- 15SpaceX Turns Positive in Pre-Market After Falling Below IPO Debut PriceβUS Pre-Market: SpaceX Bucks Trend to Turn Positive After Falling Below IPO Debut Price, Chip Stocksβ Collective Slump Drags Nasdaq Futures Down 2.7%
In US pre-market trading, SpaceX shares reversed early losses and turned positive after dipping below their IPO debut price, moving against a broad market decline. Chip stocks fell collectively, dragging Nasdaq futures down 2.7%. Traders are watching whether the space company's recovery can hold once regular trading begins amid the semiconductor-led selloff.
- 16Musk and Intel Plan Massive Chip Factory Bigger Than the PentagonβMusk and Intel Are Building a Chip Factory Bigger Than the Pentagon, Apple Park and Mall of America Combined
Elon Musk and Intel are reportedly building a semiconductor factory of unprecedented scale, said to be larger than the Pentagon, Apple Park and the Mall of America combined. The claim, reported by Fortune, highlights the enormous footprint of next-generation chip manufacturing as the US pushes to expand domestic semiconductor production.
- 17Huawei Announces Two Advanced AI Chips for 2027, Nvidia in FocusβNVDA Stock In Focus As Huawei Announces 2 Advanced AI Chips For 2027
Huawei has announced plans for two advanced AI chips slated for 2027, putting Nvidia stock in focus as investors weigh rising Chinese competition in the AI semiconductor market. Traders are watching how Huawei's roadmap could challenge Nvidia's dominance in AI accelerators and what it means for US export restrictions and Nvidia's China business.
- 18Thieves steal 18 tons of sand in hunt for Nvidia AI chipsβHunting Nvidia AI chips, thieves make off with 18 tons of sand
Thieves made off with 18 tons of sand in what reports describe as a hunt for Nvidia AI chips, since high-grade sand is a raw material used in semiconductor manufacturing. The unusual heist highlights how demand for AI hardware has put pressure on supply chains down to basic materials, with commentators noting the lengths to which those seeking chip-related resources will go.
- 19AMD, Marvell, Micron Shares Hit 52-Week HighsβAMD, MRVL, MU Stocks Hit 52-Week Highs: What Drove The Chip Stocks Higher?
Shares of chipmakers AMD, Marvell Technology and Micron have each climbed to 52-week highs, drawing attention to what is powering the semiconductor rally. Investors are weighing drivers such as strong demand tied to artificial intelligence computing and improving memory pricing. Traders are debating whether the momentum in chip stocks can continue or if valuations are running ahead of fundamentals.
- 20India's tech renaissance: space, chips and AI under ModiβThe Tech-led Renaissance: Space, semiconductors and AI in PM Narendra Modiβs India
Commentary highlights India's push under Prime Minister Narendra Modi to build a technology-led economy, pointing to advances in space exploration, semiconductor manufacturing and artificial intelligence. The piece frames these sectors as central to India's ambition to become a global technology power, arguing that policy support and investment are driving what it calls a tech-led renaissance in the country.
- 21Chip Stocks Including Micron and Nvidia Rally PremarketβMU, SNDK, NVDA, AMD: Chip Stocks Gain Premarket, Extending Relief Rallies
Semiconductor shares including Micron, SanDisk, Nvidia and AMD gained in premarket trading, extending recent relief rallies across the chip sector. Investors are watching whether the rebound can hold amid ongoing volatility around AI demand, valuations and macro conditions. Traders on social platforms flagged the broad move, noting strength across memory and GPU names rather than a single-stock story.
- 22GlobalFoundries expands in China on optical module demandβGlobalFoundries reports strong demand for Chinese optical modules as data centre construction accelerates. The US contra
US contract chipmaker GlobalFoundries says demand for Chinese optical modules is strengthening as data centre construction accelerates. The company is expanding its footprint in China to serve domestic clients, despite ongoing US-China technology restrictions. Analysts see the move as a sign that semiconductor supply chains remain tied to Chinese infrastructure growth even amid tightening export controls.
- 23Marvell Stock Rises Overnight on Google Custom AI Chip TalksβMarvell Stock Jumps Overnight On Buzz Of Custom Google AI Chip Talks: Retail Bulls Cheer Loudly
Marvell Technology shares climbed in overnight trading amid reports that the chipmaker is in talks with Google over a custom artificial intelligence chip. Retail investors reacted enthusiastically, with bullish commentary driving sentiment around the semiconductor company. The potential deal would add Marvell to the list of firms helping tech giants design their own AI silicon.