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2026-10-15

[News] SK hynix Reportedly Seeks U.S. Chip Tool Approval for China Expansion to Fund Potential U.S. NAND Fab

SK hynix is reportedly seeking U.S. approval to expand chip production in China as part of a plan to finance a new semiconductor factory in the U.S. According to Reuters, citing sources, the South Korean memory maker wants Washington to authorize exports of U.S. chipmaking equipment to China as a co...

2026-10-15

[News] TSMC 3Q26 Net Profit Surges 68.7% to Record NT$763B, EPS Hits NT$29.43; 2nm Sales Share Climbs to 8%

TSMC today announced consolidated revenue of NT$1,494.24 billion, net income of NT$763.06 billion, and diluted earnings per share of NT$29.43 (US$4.60 per ADR unit) for the third quarter ended September 30, 2026. A net profit exceeding NT$706.56 billion would set a new quarterly record for TSMC, ...

2026-10-15

[News] China Unveils 90%-Domestic EUV Light Source Prototype, Mass Production Reportedly 3–5 Years Away

China is advancing domestic extreme ultraviolet (EUV) light source technology, though significant hurdles remain before commercial production. According to ijiwei, citing JIEFANG Daily, Langdao Silex unveiled its first EUV light source prototype at the 26th China International Industry Fair. On-site...

2026-10-15

[News] GF Eyes Two New York Fabs with Japan’s $21B Investment, Apple, Renesas Reportedly as Initial Customers

Ahead of TSMC’s October 15 earnings call, the U.S. is stepping up its semiconductor manufacturing ambitions with another major investment push. According to Reuters, Japan plans to invest around $21 billion in up to two chip fabs in New York, jointly owned by the U.S. government and Japanese inter...

2026-10-15

[News] Intel CEO Lip-Bu Tan Calls DeepSeek, Kimi, GLM Good Enough, Notes Low Token Costs and Fast Adoption

Chinese AI models are gaining traction as competitive performance and lower costs drive rapid adoption. According to Reuters, Intel CEO Lip-Bu Tan noted that Chinese frontier AI models have lower token costs and are seeing "very fast" adoption, while models such as DeepSeek, Kimi, and GLM deliver pe...

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