At TSMC’s earnings call yesterday, the foundry giant surprised the market by raising both its 2026 CapEx and full-year revenue growth outlook, even as it warned that the 2nm ramp-up and overseas expansion would weigh on gross margins. Following the updated guidance, foreign brokerages released fre...

Intel has become the first company to deploy ASML's High-NA EUV in mass production for selected layers of its 18A Panther Lake processors. However, Samsung Electronics has yet to follow despite already installing two High-NA EUV systems. According to Chosun Ilbo, industry observers believe the compa...

The memory boom is fueling not only demand for chips but also a wave of patent disputes among industry players. Reuters reports that a Texas federal jury ordered Kioxia, Japan’s NAND flash leader, to pay $229 million to Viasat after ruling that the company infringed a patent related to memory tech...

Micron is expanding its Strategic Customer Agreements (SCAs) with a fresh batch of automotive partners as it moves to secure more long-term demand visibility. The company, in a press release, announced long-term supply deals with seven automotive customers, with Qualcomm and Samsung subsidiary Harma...

Memory shortages and rising prices have become so severe that even Apple has raised the prices of some Macs. Yet beyond smartphones, PCs, and AI data centers, the automotive industry is quietly emerging as a major consumer of memory. So, how much memory does a modern vehicle actually need? Micron pr...