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2026-07-13

[News] China Curbs Helium Exports Amid Global Supply Risks; Critical for EUV and Advanced Chipmaking

China has introduced new export restrictions on helium. According to ESM China, China's Ministry of Commerce and the General Administration of Customs jointly announced on July 10 that helium would be placed under temporary export restrictions, effective immediately with no grace period. Mydrivers ...

2026-07-13

[News] TSMC’s June Revenue Hits Record NT$442.7 Billion, Q2 Sales Reach Guidance High End: Earnings Call Preview

Ahead of TSMC’s July 16 earnings call, the foundry giant today posted record June sales, with revenue rising 6.2% MoM and 67.9% YoY to reach NT$442.7 billion, according to its press release. The strong June performance lifted TSMC’s Q2 revenue to approximately NT$1.27 trillion, falling on the up...

2026-07-13

[News] TSMC Reportedly Advises IC Designers of Mature-Node Price Hikes Effective Jan. 2027; Single-Digit Increase Expected

AI-driven demand is increasingly extending beyond leading-edge nodes, with pricing pressure now reaching mature processes. According to Economic Daily News, as TSMC continues to raise prices for advanced nodes such as 3nm amid fully booked capacity, the price hikes are now spreading to mature proces...

2026-07-13

[News] SK hynix Chair Dismisses HBM Slowdown Talk, Reportedly Says Clients Want Memory Capacity Up 5-6x

SK hynix has taken its first major step into global capital markets, with The Wall Street Journal reporting that its ADRs surged 13% last Friday following the memory chipmaker’s record $26.5 billion U.S. share offering—the largest ever by a foreign company. The stock, as noted by the report, clo...

2026-07-13

[News] Sumitomo Electric to Raise InP Substrate Expansion Scale With JPY 18 Billion

As per Nikkei, Sumitomo Electric Industries has significantly expanded its indium phosphide (InP) substrate investment plan, committing approximately JPY 18 billion (USD 120 million) to upgrade existing production lines. The company aims to increase InP substrate capacity to 3.1 times its fiscal 202...

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