search
semiconductor industry
Trends
- 1
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.
- 2Narendra Modi's India bets on space, chips and AIโThe Tech-led Renaissance: Space, semiconductors and AI in PM Narendra Modiโs 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.
- 3Nvidia, Chip Stocks Extend Rout as Analysts Call OpenAI Fears OverblownโNVDA, 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.
- 4AMD and Broadcom Split Wall Street on AI Chip OutlookโAMD 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.
- 5Data-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.
- 6Chip 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.
- 7ASML 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.
- 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.
- 10Samsung to more than double HBM4 chip output next yearโSamsung 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.
- 11Taiwan 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.
- 12South Korea set for 50 trillion won chip tax windfallโSouth 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.