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semiconductor industry
Trends
- 1Samsung to more than double HBM4 memory outputโSamsung 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 2026โASML 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.
- 3
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.
- 4Data-center AI chip market seen reaching $860 billion by 2030โData-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.
- 5Chip Stocks Tumble Again, Halting ReboundโINTC, AMD, MU, NVDA: Chip Stocks Tumble Again, Stalling A Nascent Rebound
Shares of major semiconductor companies including Intel, AMD, Micron and Nvidia fell again, halting a tentative recovery in the sector. The renewed slide puts pressure on investors who had hoped chip stocks were stabilizing, and keeps attention on demand trends, valuations and upcoming earnings across the semiconductor industry.
- 6ASML says it sold absolutely nothing in EuropeโASML says it sold 'absolutely nothing' in Europe in 2026 https://www.tomshardware.com/tech-industry/semiconductors/asml-
ASML, the Dutch chipmaking equipment giant, says it sold 'absolutely nothing' in Europe and is calling on the European Union to help create demand for its technology. The comments highlight how Europe, despite hosting one of the semiconductor industry's most critical suppliers, has little domestic chip manufacturing capacity to buy its machines, with production concentrated in Asia and the United States.
- 7Taiwan chip industry's lucky snack faces strike-driven production haltโTaiwan's chip talisman snack faces production halt after 94% strike vote โ snacks are seen as a good luck charm in the computing industry, but workers demand share of $176 million factory sale to ASE
Workers at the Taiwanese factory producing a snack widely used as a good-luck charm in the chip industry have voted 94% in favor of a strike, threatening production. The dispute centers on employees demanding a share of a $176 million factory sale to ASE. A halt would disrupt supply of a product that has become symbolic in semiconductor workplaces.
- 8Intel says 14A chip node nearly matches TSMC's A14โIntel 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.
- 9
NVIDIA's GTC conference is in the spotlight. The event is the company's flagship gathering focused on AI, chips and computing, where NVIDIA typically unveils new GPU architectures, software tools and partnerships. Attendees and industry watchers are following announcements closely, as the conference often signals the direction of the semiconductor and artificial intelligence markets for the months ahead.