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2026-07-16

[News] China’s IC Export Value Nearly Doubles to US$177B in 1H26; Memory Price Boom Seen Behind the Surge

China's integrated circuit (IC) export value rose sharply in the first half of 2026. According to South China Morning Post, citing data from China's General Administration of Customs, the country exported 179.44 billion integrated circuits (ICs) in the first six months of 2026, with total export val...

2026-07-15

[News] ASML Raises 2026 Guidance for Second Time This Year; Taiwan Sales Share Climbs to 30%

Ahead of TSMC’s earnings call tomorrow, Dutch lithography giant ASML has reinforced optimism over the AI-driven semiconductor upcycle by raising its 2026 outlook for the second time this year, as highlighted by CNBC. The company now expects annual sales of €43 billion ($49 billion) to €45 b...

2026-07-15

[News] Samsung Galaxy Z Fold 8 May End Free Storage Upgrades on Rising Memory Costs; Flex Titanium Debuts

As Samsung prepares to launch its next-generation foldable smartphones, rising memory prices may be reshaping one of its most popular pre-order promotions. According to Chosun Biz, sources say Samsung Electronics will no longer offer its free double-storage upgrade for the Galaxy Z Flip 8, Galaxy Z ...

2026-07-15

[News] Intel Might Build Up to 90% of Nova Lake Compute Tiles on 18A, Scaling Back TSMC’s Planned Role

Intel is reportedly shifting most of the compute tile production for its upcoming Nova Lake processors back to Intel Foundry. According to TechPowerUp, citing KeyBanc, the latest supply chain information suggests that approximately 80–90% of the compute tiles may now be manufactured in-house. The ...

2026-07-15

[News] PSMC Reportedly Secures Intel EMIB Certification for Silicon Capacitors, Eyes 10K 12-inch Wafer Capacity by 2027

Amid soaring legacy memory prices and improving margins, Taiwanese chipmaker PSMC is making further progress in collaborations with global semiconductor leaders. According to Central News Agency and Commercial Times, PSMC has achieved key milestones in silicon interposers and silicon capacitors, wit...

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