October could bring another key test for the red-hot memory market, with Samsung and SK hynix set to report 3Q26 results later this month. Micron has already set a bullish tone: at its September 30 earnings call, CEO Sanjay Mehrotra said memory and storage supply-demand conditions could tighten furt...

Huawei’s homegrown technologies are gaining greater commercial recognition. According to Nikkei, Huawei announced Monday that it had reached a new multiyear patent cross-licensing agreement with rival mobile chipmaker Qualcomm, under which Qualcomm will become the net payer for the first time. The...

Rising foundry and backend manufacturing costs are putting further pressure on chip designers, raising the prospect of another round of semiconductor price hikes. According to Economic Daily News, power management IC, driver IC, and microcontroller (MCU) suppliers are reportedly considering a second...

China has reportedly built up a sizable stockpile of advanced DUV lithography equipment despite tightening export controls, giving its chipmakers greater capacity to support semiconductor production. According to South China Morning Post, Chinese-owned fabs had acquired an estimated 343 immersion de...

Ahead of TSMC’s October 15 earnings call, expectations are building as Elon Musk’s confirmation of talks over a potential Terafab partnership adds another layer to the foundry giant’s growth story. Here are five key themes investors will be watching—and what TSMC could signal next week. Ter...