Amid an AI-driven capex upcycle among memory and logic customers, ASML has raised its 2026 revenue outlook. The Dutch chipmaking tool giant now expects sales to reach €36 billion to €40 billion (US$42–47 billion), up from its previous forecast of €34 billion to €39 billion, with a gross ma...

According to TrendForce’s latest memory spot price trend report, in the DRAM segment, most spot sellers held firm on quoted prices ahead of mid-April official pricing announcements. However, weak end-demand and cautious purchasing behavior kept overall trading activity subdued. As a result, the av...

China may be on the verge of another advanced chip breakthrough. According to South China Morning Post, citing local outlets icrank and Shanghai Morning Post, sources say Chinese startup Dishan Technology has made progress in developing a 2nm AI chip. The company is currently in the prototype verifi...

As memory giants enter the final stage of HBM4 ramp-up ahead of NVIDIA’s Rubin launch, they are taking diverging approaches. According to Chosun Biz, Samsung is pushing to lift 1c DRAM yields for HBM4 toward 80%, while ZDNet reports that SK hynix is set to cut HBM4 volumes this year by 20–30%. ...

Commercialization of glass substrates is accelerating, with South Korean players and Intel increasingly competing head-on for leadership. According to Global Economic, sources indicate that Intel has laid out a glass substrate roadmap targeting 2030 to secure a technological edge, while Korean firms...