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semiconductor industry
Trends
- 1Samsung to more than double HBM4 chip outputβSamsung is expected to more than double output of its HBM4 and HBM4E DRAM
Samsung is expected to more than double its output of HBM4 and HBM4E high-bandwidth memory DRAM, according to sources cited by South Korean outlet Sedaily. The expansion signals Samsung's push to scale up next-generation memory supply amid booming demand from AI chipmakers, where it faces intense competition with SK Hynix in the high-bandwidth memory market.
- 2ASML 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.
- 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 chip 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 industry. The statement is drawing attention as governments worldwide compete for chip manufacturing capacity and the strategic and economic advantages it brings.
- 4US lags in memory chips as tariffs complicate catch-upβAmerica Is Behind on Memory Chips--and Tariffs Threaten to Make Things Harder https://www.wsj.com/tech/ai/america-is-beh
The Wall Street Journal reports that the United States has fallen behind in producing memory chips, a critical component for AI and electronics dominated by Asian manufacturers such as Samsung and SK Hynix. The piece argues that tariffs, intended to bolster domestic industry, could raise costs for US chipmakers and equipment buyers, making efforts to rebuild American memory-chip capacity even harder.
- 5Semiconductors 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.
- 6Nirmala Sitharaman calls for greater AI and chip investmentβΌNirmala Sitharaman bats for AI & chips investment
India's Finance Minister Nirmala Sitharaman has urged increased investment in artificial intelligence and semiconductor manufacturing. She positioned the sectors as key to India's economic and technological ambitions, aligning with the government's push to attract chip fabrication projects and build AI capacity. The remarks come as countries compete for investment in these strategic industries.
- 7
Apple and Qualcomm have renewed their chip licensing agreement, extending a business relationship that has swung between partnership and litigation over the years. Qualcomm supplies modem chips for iPhones under licensing terms, and the renewal keeps that arrangement in place. The deal matters for the semiconductor and smartphone industries since both companies depend on the continued supply relationship.
- 8South Korea split on third-quarter outlook as chips lift forecastsβSouth Korea splits on 3Q outlook as chips lift forecasts, others slide - CHOSUNBIZ
Analysts in South Korea are divided over the third-quarter earnings outlook, with the semiconductor sector's strength lifting forecasts while most other industries are expected to slide. ChosunBiz reports the gap between chipmakers and the rest of the economy is widening, leaving market watchers split on where overall corporate results are heading this quarter.
- 9Auto localisation moves from chips to smart factoriesβΌAuto localisation moves up the technology stack, from chips to smart factories
Automotive localisation in India is advancing beyond chip manufacturing into complete smart factory capability, according to ET Auto. The shift means domestic players are moving up the technology stack, building higher-value manufacturing systems rather than only producing components, reflecting broader efforts to deepen self-reliance in the auto and semiconductor supply chain.
- 10Taiwan cast as decisive piece in US-China tech warβ# TAIPEI , # Taiwan β For the U.S. and # China , Taiwan could be the last puzzle piece to decide who wins the tech war.
Reporting from Taipei frames Taiwan as the potential deciding factor in the escalating technology rivalry between the United States and China. Taiwan's tech industry produces more than 90 percent of the world's most advanced semiconductors, the chips that power AI servers, giving the island outsized strategic importance as both superpowers compete for dominance in artificial intelligence.