chip manufacturing

"chip manufacturing emissions will climb by ~33% to 247M metric tons of carbon dioxide equivalent by 2030, roughly equivalent to Algeria in 2024"

"HuaHong is preparing to produce 7-nanometer chips, targeting high-performance products like AI chips."

"Sources: Hua Hong is readying a 7nm process at its Shanghai fab with Huawei's collaboration, which would make it China's second chipmaker at the node after SMIC (Fanny Potkin/Reuters)"

"The semiconductor industry's key risks often come from upstream materials, not the final product. Many electronics supply chains appear globalized, but core material supplies are very concentrated, and once a geopolitical conflict occurs in a certain area, prices and supplies will quickly fluctuate."

"ASML unveils EUV light source advance that could yield 50% more chips by 2030."

"ByteDance is seeking to gradually increase production to 350,000."

"Apple is evaluating whether to outsource the manufacturing of some low-end processors to foundries other than TSMC."

"The best electrostatic chucks in the world are made by TOTO and companies like it."

""In the last months, many of our customers have shared a notably more positive assessment of the medium-term market situation, primarily based on more robust expectations of the sustainability of AI-related demand. This is reflected in a marked step-up in their medium-term capacity plans and in our record order intake," ASML President and Chief Executive Officer Christophe Fouquet said in a statement."

"Investors are betting that the new capital injected, along with the surge in AI demand, will help the company revive."

"TSMC's report revealed optimistic business prospects and record-breaking capital expenditure plans for this year, injecting substantial optimism into the market."

"The article states TSMC is 'strong'."

"TSMC reports Q4 net profit up 35% YoY to a record ~$16B, handily beating estimates, as it benefited from surging demand for AI chips"