Memory hoarding and skyrocketing prices hit entry-level electronics demand, foundry orders — China’s top chipmaker points to supply chain pressures squeezing out consumers

Rising DRAM and NAND prices driven by AI megatrend and amplified by memory overbooking are hitting sales of inexpensive consumer electronics and smartphones, which affects orders of entry-level processors to foundries, acc…

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U.S. lawmakers demand sales ban on chipmaking tools to China — bipartisan group targets ASML’s Dutch exports of lithography machines used to create advanced chips

Bipartisan group of lawmakers want the U.S. government to impose export controls on all wafer fab equipment bound to China except those that can be made locally and make allies do the following.
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Rediscovering the Lost Legacy of Chemist Jan Czochralski
 Rediscovering the Lost Legacy of Chemist Jan Czochralski

During times of political turmoil, history often gets rewritten, erased, or lost. That is what happened to the legacy of Jan Czochralski, a Polish chemist whose contributions to semiconductor manufacturing were expunged after World War II.In 1916 he i…

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Memory makers are set to earn $551 billion from the AI boom, twice as much as contract chip manufacturers — forecasts suggest that 2026 revenue will skyrocket thanks to data center demand

While all makers of microelectronics are set to benefit from the AI supercycle, the memory industry is projected to generate more than twice the revenue of the foundry industry.
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TSMC’s board approves $45 billion spending package on new fabs — record sign off signals aggressive expansion to grow capacity

TSMC’s board of directors approves spending on new production capacities and promotes a key executive leading the development of A10 fabrication process due in 2030 or later.
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Taiwan rejects possibility of transferring 40% of the island’s semiconductor capacity to U.S. — production on Taiwan expected to increase in lockstep with increases in U.S.-based production

Taiwan authorities have no problems with TSMC investing in the U.S. as long the bulk of its fabs and leading-edge process technologies remain in Taiwan.
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Semiconductor industry on track to hit $1 trillion in sales in 2026, SIA predicts — bumper forecast follows $791.7 billion haul for 2025

After recording a $791.7 billion revenue in 2025, the semiconductor industry is on track to hit $1 trillion in sales in 2026.
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TSMC is on track to have more employees than Intel for the first time in history — TSMC’s explosive growth stands in contrast to Intel’s rapid contraction

After years of job cuts, Intel is about to get behind TSMC in terms of the headcount.

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Jim Keller’s Tenstorrent is downgrading Blackhole p150 cards from 140 to 120 tensor cores via firmware update — will ship cards with 120 tensor cores going forward, company claims existing users should expect 1-2% performance drop

Tenstorrent downgrades existing and new Blackhole p150 cards from 140 to 120 tensor cores

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Exclusive: Positron raises $230M Series B to take on Nvidia’s AI chips

The investment comes from backers including the Qatar Investment Authority as demand for chips beyond Nvidia soars and as Qatar aims to build out its AI infrastructure.

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