semiconductors

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.

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.

Dutch Prime Minister Rob Jetten is lobbying the US administration to hold off on a new round of export restrictions that would hit ASML's China business. US lawmakers are pushing legislation that could tighten controls on the Dutch chip-equipment maker's immersion lithography systems and its servicing activities for Chinese customers, putting The Hague and Washington at odds over the scope of semiconductor curbs.

ASML, the Dutch maker of advanced chip lithography equipment, says it sold 'absolutely nothing' in Europe in 2026, with its sales going almost entirely to chipmakers in Asia and the United States. The company is calling on the European Union to help build actual demand for chips and chip manufacturing in Europe rather than focusing on regulation. The remarks highlight how little of Europe's semiconductor ambitions have translated into orders.

A Wall Street Journal report says the United States lags behind in memory chip manufacturing, and new tariffs could make catching up more difficult. The piece examines how US dependence on foreign memory suppliers intersects with trade policy amid the broader AI-driven semiconductor boom and ongoing efforts to boost domestic chip production.

ASML, the Dutch maker of chipmaking equipment, has said it sold 'absolutely nothing' in Europe in 2026, despite Europe being its home region. The company is calling on the European Union to help create demand for advanced semiconductor manufacturing, pointing out that chip production capacity and investment are concentrated elsewhere, mainly Asia and the United States.

The Trump administration is moving to claw back unallocated CHIPS Act semiconductor funding, favoring tariffs to push chipmakers into US investment. TSMC retained its $6.6 billion grant but raised its total American investment pledge from $65 billion to over $165 billion, partly under tariff pressure. Critics note tariffs build manufacturing capacity far more slowly than direct subsidies and shift reshoring costs onto private capital.

Taiwan's dominance in semiconductor manufacturing, led by TSMC, is being described as a 'silicon shield' that deters Chinese aggression and makes the island indispensable to the United States, especially as artificial intelligence drives global demand for advanced chips. Commentators argue this economic and technological leverage has kept Taiwan secure despite rising cross-strait tensions.

The Xi-Trump summit concluded without US export controls on semiconductors being a major talking point, according to the South China Morning Post. The omission is notable given that Washington's chip curbs on China have been one of the most contentious issues in bilateral trade and technology relations, and observers had expected the topic to feature prominently in the leaders' discussions.

Huawei's Ascend processors have reportedly overtaken Nvidia in China's market for AI chips, marking a significant shift in the country's semiconductor landscape. The claim suggests Chinese firms are increasingly turning to domestic hardware as US export restrictions limit Nvidia's access to the market, handing Huawei a lead in powering China's artificial intelligence buildout.

Micron Technology is weighing a massive investment of roughly $100 billion to build a memory chip manufacturing complex in the Syracuse, New York area, one of the largest factory bets in the US semiconductor industry. Coverage focuses on the sheer scale of the project, its expected economic impact for upstate New York, and whether Micron can deliver on the ambitious plan amid shifting memory chip demand.

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.

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.

Google has announced Project Suncatcher, a plan to test its AI chips in space for the first time. The initiative points to the company exploring whether orbiting hardware could support future AI computing, as demand for processing power strains terrestrial data centres. The announcement has drawn attention across tech and semiconductor coverage worldwide.

Micron is reporting its fiscal first-quarter 2026 earnings, with attention focused on whether a boost from Nvidia's latest chip launch will reach the memory maker later than expected. Analysts and investors are watching Micron's guidance for signs that demand tied to Nvidia's new chips may take longer to translate into sales, a factor that could shape sentiment across the semiconductor sector.

Google is preparing to test its AI chips in space, according to a report by The Brussels Times. The project would see the company's custom semiconductor hardware evaluated in orbital conditions rather than solely in terrestrial data centres. Further details on timing, partners or the specific chips involved have not been disclosed, and there has been no independent confirmation of the programme's scope so far.

Reports say China's Moonshot, an artificial intelligence firm, is seeking access to additional Nvidia Blackwell chips. The report comes a week after a Trump administration official flagged a breach of US export controls on advanced chips to China. The development lands amid tightening US restrictions on selling cutting-edge Nvidia semiconductors to Chinese companies, a flashpoint in the ongoing tech and trade standoff between Washington and Beijing.

Korean chip giants Samsung Electronics and SK Hynix are moving into co-packaged optics (CPO) technology, which links AI semiconductors using optical connections to boost data transfer speeds and energy efficiency. As AI computing demand surges, Korean media describe the shift as a new race in which chips compete 'at the speed of light', alongside global players developing similar interconnect solutions.

Automotive localisation is advancing beyond chip manufacturing to include smart factories, as carmakers and suppliers work to build domestic capability across more of the vehicle technology stack. The shift reflects efforts to reduce dependence on imported semiconductors and manufacturing technology, extending self-reliance from components to full production systems.

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.

A former semiconductor factory in Eugene, Oregon, that has sat closed is being listed for sale again after the most recent attempt to redevelop or reopen the site fell through. The property's repeated failed revivals highlight the difficulty of bringing older chip manufacturing facilities back into use, even as interest in domestic semiconductor capacity grows.

Thieves in the San Francisco Bay Area made off with roughly 20 tons of material they believed were valuable microchips, only to discover the cargo was actually sand. The heist highlights ongoing thefts targeting semiconductors, among the most sought-after commodities in global supply chains. Reports say the haul is essentially worthless, leaving the culprits empty-handed despite the scale of the operation.