October 2026
September 2026
- 30 Sep 2026Amazon buys into its Taiwan board maker as Anthropic lists US$518bn of compute obligations
- 29 Sep 2026Vanguard's Singapore fab sells out before production; NVIDIA tallies US$180bn of Anthropic compute
- 28 Sep 2026TSMC pulls 2027 2nm capacity into 2026; Samsung's DRAM margin seen above 80%
- 26 Sep 2026 · WeeklyPrice increases spread from foundry wafers to power chips and Azure renewals
- 25 Sep 2026Anthropic signs US$11.6bn of Akamai compute as ASML sells nothing in Europe
- 24 Sep 2026TSMC to lift wafer prices up to 6% in January as China audits Broadcom
- 23 Sep 2026Microsoft lifts Azure prices at renewal; power chip makers raise theirs in October
- 22 Sep 2026TSMC sets A14 trial production for early 2027 as Samsung pulls Tesla's AI5 forward
- 21 Sep 2026Acer's chief executive says memory makers protect margins as UMC signals 2027 increases
- 19 Sep 2026 · WeeklyCapacity is now bought years before delivery across memory, packaging and logic
- 17 Sep 2026Apple accepts memory prices up to 40% higher as Winbond buys Infineon's flash business
- 16 Sep 2026Memory customers are now negotiating supply contracts for 2029 and 2030
- 15 Sep 2026Aspeed locks two years of ASE capacity as NOR flash prices double again
- 14 Sep 2026TSMC expands the node 2nm replaced as China's DRAM leader clears an 80% margin
- 12 Sep 2026 · WeeklyMurata stopped taking general purpose capacitor orders to keep AI customers supplied
- 11 Sep 2026Murata cuts commodity capacitors to feed AI; Taiwan's August revenue tops NT$6tn
- 10 Sep 2026Qualcomm gives AWS a stock option that vests as the chip orders land
- 09 Sep 2026TSMC commits to the US$400m chip tool it resisted as Intel pulls ahead
- 08 Sep 2026Korean memory inventories fall under 10 days as Samsung reassigns 4nm capacity
- 07 Sep 2026DeepSeek picks 160,000 Huawei chips over NVIDIA; TSMC's 3nm overtakes 5nm
- 03 Sep 2026TSMC needs 90% more tools than it planned; construction labor is the limit
- 02 Sep 2026TSMC projects 4,100 watt chip packages as NVIDIA becomes a data center tenant
- 01 Sep 2026NVIDIA pays US$3.5bn to put its interconnect inside chips that compete with its GPUs
August 2026
- 31 Aug 2026Big Tech booked more than US$160bn in paper gains as SK Hynix courts Intel's foundry
- 28 Aug 2026AWS ordered two million more GPUs as memory cut NVIDIA's margin guide to 71-72%
- 26 Aug 2026OpenAI's 700W chip claims to beat NVIDIA's 1,400W GB300 on throughput per watt
- 24 Aug 2026Even NVIDIA cannot absorb memory costs as Microsoft installs the first Vera Rubin racks
- 21 Aug 2026TSMC grew 37% and still lost share as SK Hynix retires US$28bn of stock
- 20 Aug 2026Google ties US$12.2bn of Marvell stock to chip revenue as Samsung raises foundry prices
- 19 Aug 2026TSMC's packaging overflow reportedly reaches Intel's Malaysia plant; NAND revenue jumps 77% in a quarter
- 18 Aug 2026Four Taiwan firms build NVIDIA's first volume optical switch as Groq turns GPU buyer
- 17 Aug 2026TSMC's Arizona fab outearns both China plants; NVIDIA dates its 800-volt power shift
- 15 Aug 2026 · WeeklyMemory cost starts cutting PC units; 2020 GPUs booked into 2029
- 14 Aug 2026Phison sees years of NAND shortage as Quanta guides notebooks down over 20%
- 13 Aug 2026Foxconn's custom-chip scale exceeds its reported revenue as YMTC cracks flash memory's top three
- 12 Aug 2026Memory prices up tenfold in five quarters as TSMC packaging still trails demand
- 11 Aug 2026Microsoft seeks 300,000 AI chips from TSMC; NVIDIA lines up US$500bn for buyers
- 10 Aug 2026TSMC wants AUO's cleanrooms and power quota as SK Hynix's US$38bn arrives in 2029
- 08 Aug 2026 · WeeklyDRAM strands US$1bn of Apple chips; customers now book 2030 capacity
- 07 Aug 2026DRAM shortage strands US$1bn of Apple chips inside TSMC; Winbond's customers now want 2030
- 05 Aug 2026TSMC reportedly adds outside packaging capacity as buyers fund 2029 plants
- 04 Aug 2026Nanya's July revenue jumps 720% as NVIDIA weighs cutting Rubin Ultra's memory
- 03 Aug 2026Google's 2028 TPU plan tops NVIDIA's current volume as TSMC packaging fills up
- 01 Aug 2026 · WeeklyNVIDIA guarantees its AI landlords; Quanta raises Asia's biggest GDR
July 2026
- 28 Jul 2026Chip stocks shed US$1tn on China fears while Macronix targets 80% margin
- 27 Jul 2026NVIDIA weighs a US$250bn guarantee for OpenAI; Korea signs US$950bn of chip deals
- 25 Jul 2026 · WeeklyAMD Wins the First 2GW Order Outside NVIDIA; NVIDIA Prepays Amkor US$1.5bn
- 24 Jul 2026Intel's data center revenue jumps 59%; NVIDIA funds Amkor to move AI packaging onshore
- 23 Jul 2026AMD bets $5bn on Anthropic to challenge NVIDIA as Supermicro's quarterly orders top $60bn
- 22 Jul 2026TSMC readies 2027 price hikes as NVIDIA moves to build its own AI network
- 21 Jul 2026Microsoft backs AMD's first rack rival to NVIDIA as SK warns of memory chaos
- 18 Jul 2026 · WeeklyTSMC Raises Its Guide Past 40%; Intel Pulls 2nm Work Back to 18A
- 17 Jul 2026TSMC guides FY26 growth past 40% and adds US$100bn to Arizona
- 16 Jul 2026ASML pushes for higher tool prices as Intel reportedly pulls 2nm work back
- 14 Jul 2026SK Hynix's record selloff meets TSMC's record half as Jensen Huang rejects an AI peak
- 10 Jul 2026Micron funds its Taiwan wafer supplier as Samsung follows TSMC with foundry price hikes
- 09 Jul 2026SK Hynix's US$28bn listing is seven times oversubscribed as China reopens to NVIDIA's H200
- 08 Jul 2026Samsung's record quarter triggers a peak-earnings selloff; DeepSeek enters the AI chip race
- 07 Jul 2026A circuit-board scare rattles Taiwan's AI suppliers as Broadcom locks Apple in to 2031
- 06 Jul 2026SK Hynix brings US$28bn to Nasdaq as NVIDIA's next AI rack slips to 2028
- 02 Jul 2026Meta's compute-resale plan rattles chip stocks as Nomura says the shortage has years to run
- 01 Jul 2026Taiwan's memory darlings tumble as China's GigaDevice warns the price boom will cool
June 2026
- 30 Jun 2026Memory's big three face a US price-fixing suit as AI scarcity spreads into capacitors
- 29 Jun 2026Samsung and SK Hynix slide as Korea bets US$1.3tn on a decade of chips
- 26 Jun 2026Samsung and SK Hynix ready record spending as Micron's margin tops US tech
- 25 Jun 2026Micron and Qualcomm reignite the AI chip rally after Taiwan's record foreign selloff
- 22 Jun 2026Intel hires SK Hynix's former chief to attack TSMC's packaging lead
- 18 Jun 2026TSMC's first 10-year supplier pact builds a US packaging chain as AI memory tightens
- 16 Jun 2026Qualcomm pushes into data-center AI as SK Hynix races Samsung to ship HBM4E early
- 15 Jun 2026TSMC packaging overflow lifts ASE and Powertech; optical squeeze hands Taiwan pricing power
- 12 Jun 2026SpaceX prices history's biggest IPO at US$1.8tn; chip stocks rebound 8%
- 11 Jun 2026TSMC flags price hikes after record May as SK Hynix eyes US$14bn US listing
- 10 Jun 2026Taiwan moves to criminalize AI-chip sales to China; Apple puts Siri on NVIDIA
- 09 Jun 2026Google's reported 3-million-chip order revives Intel's foundry as AI stocks rebound
- 08 Jun 2026NVIDIA ties Korea into memory, robots and data centers as Taiwan's chip stocks slide
- 06 Jun 2026AI chip stocks shed US$1.3tn as Taiwan futures plunge a record 3,006 points
- 04 Jun 2026TSMC sees no capex plateau as Broadcom's steady AI guide cools the chip rally
- 03 Jun 2026Vera Rubin enters full production as connectivity becomes AI's next battleground
- 01 Jun 2026NVIDIA and MediaTek Team Up to Take the PC Market While Qualcomm Expands to Data Center
May 2026
- 29 May 2026Foxconn Guides 100% Profit Growth on Server Demand; TSMC Says Power Efficiency, Not Compute, is Next Bottleneck
- 28 May 2026Every Major Memory Maker Invests in Anthropic; TSMC Huawei Threat? Jensen Says Over-Rated
- 25 May 2026NVIDIA builds Taiwan campus as chip CEO convergence makes COMPUTEX an AI summit
- 24 May 2026Vera Rubin is Taiwan supply chain's biggest product as Samsung quietly targets MediaTek
- 21 May 2026NVIDIA tops $81bn as Samsung defuses strike and AMD's Venice arrives on TSMC 2nm
- 19 May 2026Samsung court ruling cancels Taiwan memory transfer-trade as ex-Samsung chief flags 2H27 top
- 18 May 2026Samsung's 18-day strike threatens AI memory as SK bets KRW1.17tn on FOPLP
- 16 May 2026TSMC trims Vanguard stake to sharpen AI focus as Samsung strike reignites memory squeeze
- 15 May 2026TSMC sees US$1.5tn 2030 chip market as Jensen lands in Beijing empty-handed
- 14 May 2026Samsung walkout sends DDR4 spot prices +20% as TSMC commits another US$20bn to Arizona
- 13 May 2026TSMC commits US$20bn more to Arizona as Tesla AI chip reportedly flips to Intel
- 12 May 2026SK Hynix lines up Intel EMIB for HBM as TSMC bottleneck migration extends past Apple
- 11 May 2026Apple hands Intel its first foundry win as AMD picks up TSMC capacity from MediaTek
- 08 May 2026Hyperscalers NOW offer to fund SK Hynix as TSMC tightens CoPoS supply chain against Intel
- 07 May 2026Memory contract prices jump 40% in Q2 as Samsung crosses USD 1 trillion; Anthropic locks USD 200 billion Google compute deal
- 06 May 2026Apple Tests Foundry Diversification, Lifting Intel to Record as AMD Triples Server CPU Outlook
- 04 May 2026Nvidia at Zero in China as Hunyuan Triples Weekly Inference Demand
April 2026
- 29 Apr 2026One Vera Rubin GPU Consumes 4,500 Phones’ Worth of Memory; Taiwan Chip Packagers Hike Capex Yet Again
- 28 Apr 2026Microsoft-OpenAI Exclusivity Ends as Oracle Reroutes AI Server Orders to Taiwan
- 27 Apr 2026TSMC Ramps 3nm Capacity 20% Above Plan as AI Demand Strains Every Link in the Chain
- 25 Apr 2026The Foundry Wars Enter a New Phase: Intel's Tesla Deal and TSMC's CoPoS Signal Where Chipmaking Is Headed
- 24 Apr 2026Anthropic's $40 Billion Google Lifeline and Intel's AI Surge Reset Compute Math
- 23 Apr 2026Intel Beat and TSMC Roadmap Reset the AI Silicon Balance of Power
- 17 Apr 2026TSMC's 66% margin stuns, OpenAI bets $20B on Cerebras, and UMC hikes wafer prices
- 15 Apr 2026Bloomberg pegs AI capex at $1T as Taiwan prices rise and Nvidia's Rubin slips
- 13 Apr 2026DRAM Shortage Deepens as Nanya Tech Secures $2.5B War Chest from Four Global Partners
- 11 Apr 2026TSMC Posts Strongest Month in History as Japan Doubles Down on Rapidus AI Chip Bet
- 09 Apr 2026CoreWeave Lands $21 Billion Meta Deal as AI Infrastructure Race Intensifies
- 08 Apr 2026Iran Ceasefire Sparks Relief Rally as Intel Joins Musk's $25B Terafab Chip Project
- 07 Apr 2026Anthropic's $30B Run Rate and 3.5-Gigawatt TPU Deal Reshape AI Chip Landscape
- 03 Apr 2026ABF Substrate Joins DRAM in Supply Crunch as Hardware Bottlenecks Multiply
- 02 Apr 20261nm Race Heats Up as Samsung and Rapidus Challenge TSMC's Foundry Lead
- 01 Apr 2026Iran Conflict Surfaces Helium as Semiconductor Tail Risk; Memory Repricing Accelerates Into Q2