semiconductor

"Broadcom's AI business generated $8.4 billion, a $1.9 billion increase from the previous quarter, exceeding market expectations."

"Electricity demand is rising sharply as Taiwanese tech companies build semiconductor manufacturing facilities alongside AI data centers."

"Asia's smaller chip companies are joining their bigger peers in hiking prices as robust AI demand fuels capex, projected to rise 25% YoY to over $136B in 2026"

"Memory prices have begun shifting on an hourly basis as the AI-driven shortage intensifies, according to a DigiTimes report published today, with semiconductor industry insiders warning that smaller firms unable to place immediate orders with upfront payment risk sharply higher quotes within minutes."

"It比人类头发丝细 10 倍，却能在超高频下保持信号完整性，让芯片内部的数万亿个晶体管完美协调工作。"

"ASML plans to expand beyond EUV into advanced packaging, bonding, and connecting, and is building AI-based machine inspection tools"

""cloud data center spending is expected to increase by 87% between 2025 and 2030 and this will drive a 53% higher semiconductor market by 2029 with an estimated 16% CAGR compared to 9% without the current AI buildout.""

"I have came up with a POC solution for one of the process. It is working well but however I am having difficulty integrating into the day to day workflow of an engineer."

"英伟达公司表示，已获得美国政府许可，可以向中国客户出口少量、技术水平相对较低的 H200 人工智能加速芯片，在重返全球最大半导体市场的努力中略微前进了一步。"

"Samsung plans to completely stop the production of 2D NAND flash memory this year and comprehensively renovate the related old production lines to cater to the rapidly growing AI computing power and high-bandwidth memory (HBM) demand."

"overseas investors bought a net $2.77B of Taiwan equities on February 24, the most since December 2005, signaling confidence in an AI driven chip boom"

"2026 will become the 'first year of the landing of domestic AI chip training'."

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

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

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

"ASML's EUV light source lead engineer, Michael Purvis, pointed out, "The technology used to achieve 1000 watts can enable further progress. The path to 1500 watts is quite clear, and there is no fundamental reason why we cannot reach 2000 watts.""

"Palliser Capital indicates that if Toto can “transform from its bathroom excellence to a semiconductor materials innovator,” it will significantly boost investor value."

"12 月美国自中国大陆商品进口额同比暴跌近 44%，降至 211 亿美元；与之形成鲜明对比的是，同期自台进口额翻了一倍多，达到 247 亿美元。"

"By 2027, it is tracking toward $800 billion to $850 billion. That’s a nine-fold expansion in four years."

"The most underrated beneficiaries of AI memory semiconductors."

"Efficient Computer, which is developing AI chips with a "spatial dataflow" architecture to minimize energy consumption, raised a $60M Series A"

"If you are interested in chip design, wafer manufacturing, and AI software-related work in Korea, please apply to Tesla."

"Micron, which has undertaken a $200B US expansion, says it can currently meet about 50%-66% of demand for some key customers, as AI drives memory chip demand"

"“I’ve been here 28 years and I’ve never seen anything as disruptive as AI,” said Scott Gatzemeier, the vice president overseeing Micron’s $200 billion U.S. expansion."

"“We think application software is facing an existential threat from artificial intelligence,”"

""What used to be 400 volts has already moved to 800 volts, and will likely go higher," Tadeparthy told TechCrunch."

"This move is interpreted as the layout of designing and expanding the AI ecosystem through SK Group's AI integrated solutions, and cooperating with next-generation AI semiconductors and data centers, making it a leader in the artificial intelligence business."

"Montage Technology, a server and data center connectivity specialist, this week made its initial public offering (IPO) on the Hong Kong stock exchange."

"Samsung Electronics stated that it has started mass production of the "industry's first" HBM4 chip and has delivered commercial products to customers."