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Paid articlePaywall Musk's Terafab chipmaking project lines up Japan suppliers: TOKYO -- Elon Musk's Terafab semiconductor production project has begun procurement talks with ...
asia.nikkei.com/business/tech/semiconductors/musk-s-terafab-chipmaking-project-lines-up-japan-suppliers

SK Hynix conditions new US factory on more US chip equipment exports to China, sources say
reuters.com/world/asia-pacific/sk-hynix-conditions-new-us-factory-more-us-chip-equipment-exports-china-sources-2026-10-15/

Paid articlePaywall ASML reports record $13 billion quarter, vows to expand capacity as demand for lithography equipment soars — customers eager to secure orders in 2030 as demand ...
tomshardware.com/tech-industry/semiconductors/asml-reports-record-usd13-billion-quarter-vows-to-expand-capacity-as-demand-for-lithography-equipment-soars-customers-eager-to-secure-orders-in-2030-as-demand-is-expected-to-outstrip-2027-and-
Bank of America makes bold chip call after AI sell-off : BofA sees memory, AI servers, and chip equipment extending the semiconductor boom through 2030.
charlotteobserver.com/news/business/article317259620.html

How should Korea’s chip sector respond to US push for memory fabs?: With Korea’s two major chipmakers already planning major domestic investments ...
english.hani.co.kr/arti/english_edition/e_business/1276309.html

Applied Materials posted record revenue and raised its chip equipment outlook on AI demand
qz.com/applied-materials-earnings-record-revenue-ai-chip-equipment-081426

SK Hynix to spend $64 billion on memory chip plants under broader AI investment plan
reuters.com/world/asia-pacific/sk-hynix-build-51-billion-nand-memory-chip-factory-by-2029-2026-07-02/

TSMC plans 3-nanometre chip production launch in Japan in 2028: TSMC , the world's largest contract chipmaker, is expected to launch equipment installation and ...
reuters.com/business/autos-transportation/tsmc-plans-3-nanometre-chip-production-launch-japan-2028-2026-04-01/

Chinese chip industry leaders admit the country lags five to ten years behind in AI data center chips — AI demand is straining equipment and talent supply
tomshardware.com/tech-industry/semiconductors/chinese-chip-industry-leaders-say-ai-demand-is-straining-equipment-and-talent-supply

Samsung and AMD deepen AI memory pact with potential foundry deal on the table: The agreement positions Samsung as a key supplier for AMD's next-generation AI ...
techspot.com/news/111746-samsung-amd-deepen-ai-memory-pact-potential-foundry.html

Sales of chip production equipment to reach $156 billion by 2027 — China, Taiwan, and Korea lead intense demand
tomshardware.com/tech-industry/semiconductors/sales-of-chip-production-equipment-to-reach-usd156-billion-by-2027-china-taiwan-and-korea-lead-intense-demand
US Policy Shift Complicates South Korean Semiconductor Operations in China: The revocation of VEU status for Samsung and SK Hynix threatens the long-term ...
thediplomat.com/2025/09/us-policy-shift-complicates-south-korean-semiconductor-operations-in-china/

Trump Tariffs Would “Worsen” The Expansion of Chipmakers Into The US; Producing In Taiwan St…
wccftech.com/trump-tariffs-would-worsen-the-expansion-of-chipmakers-into-the-us/

Exclusive: Samsung delays taking deliveries of ASML chip gear for its new US factory, sources say
reuters.com/technology/samsung-delays-taking-deliveries-asmls-chip-gear-its-new-us-factory-sources-say-2024-10-18/
Key FactsSamsung Postpones Delivery of Chip Equipment
Oct 18, 2024 · Reading time: ~30 sec.
Summary created with AI assistance · Source: rappler.com
Summary created with AI assistance · Source: rappler.com
- Samsung Electronics has delayed the delivery of ASML chipmaking equipment for its new Texas factory due to a lack of major customers.
- This setback impacts the $17 billion Taylor project, which aims to expand Samsung's presence in contract chip manufacturing.
- Analysts warn of potential further delays and asset write-offs as Samsung struggles to regain market share against TSMC.
- Samsung's share in contract manufacturing has dropped by 8 percentage points in five years, while TSMC has increased its share to over 61%.

China buys more chip tools than South Korea, Taiwan, U.S. combined: TAIPEI -- China spent more on chipmaking equipment in the first half of the year than South ...
asia.nikkei.com/Business/Tech/Semiconductors/China-buys-more-chip-tools-than-South-Korea-Taiwan-U.S.-combined2

Paid articlePaywall Huawei building vast chip equipment R&D center in Shanghai: TAIPEI -- Huawei Technologies is building a massive semiconductor equipment research and development ...
asia.nikkei.com/Business/Tech/Semiconductors/Huawei-building-vast-chip-equipment-R-D-center-in-Shanghai
US sanctions driving China chip investment splurge: As the US ratchets up sanctions, China throws more money at its semiconductor industry ...
asiatimes.com/2024/03/us-sanctions-driving-china-chip-investment-splurge/
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