Apple concedes it is constrained by TSMC’s supply of advanced chips; storage and memory are also in short supply — firm isn’t projecting supply conditions beyond the second quarter

As Nvidia is ramping up production of the Rubin platform, other 3nm-class process suffer

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China moves into manufacturing disruptive new semiconductor glass substrates as processor packaging competition intensifies

Glass wafer materials are emerging as a potential and viable alternative to their more conventional, aged organic counterparts.
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Intel shows off leading-edge tech with massive AI processor test vehicle — huge chip features four logic tiles, 12 HBM4 stacks, and 8X reticle size

Intel demonstrates 8X reticle size prototype system-in-package that features four logic tiles, two I/O tiles, and 12 HBM4-class stacks.
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Ongoing trade war has TSMC and Taiwan stuck between a rock and a hard place — concerns mount surrounding U.S deals cracking the nation’s silicon shield

The ongoing trade war puts Taiwan and TSMC in a difficult position. As negotiations continue, the country risks giving up its most precious commodity, the might of TSMC.
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Nvidia CEO denies that US wants to shift 40% of Taiwan’s chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation’s silicon shield

Nvidia’s Huang claims that Taiwan will not lose its silicon shield as TSMC expands overseas because demand for leading-edge semiconductor production is so high that a global chipmaking footprint is essential to meet it.
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ASML projects $71 billion in revenue by 2030, as demand for EUV lithography machines intensifies due to AI boom — China sales lag behind while company cashes in on high-end Twinscan systems

ASML is on track to boost its annual sales to up to $71 billion by 2030 as demand for EUV tools set records.

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Samsung’s Taylor, Texas fab could herald a breakthrough for the chipmaker, company plans 2026 risk production — new production flows, pellicles for EUV patterning as site targets 50,000 WSPM

Samsung’s Fab in Taylor, Texas, set to start trial production sometimes in the second half of 2026 with mass production slated for 2027. With pellicles finally implemented for 2nm-class flows, Samsung could finally offer c…

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Bill Gates-backed silicon photonics startup develops optical transistors 10,000x smaller than current tech — optical chip can process 1,000 x 1,000 multiplication matrices

Neurophos built a silicon photonics chip that’s 10,000 smaller than current tech and could potentially deliver 10x the performance of Nivida’s Vera Rubin GPUs using the same amount of power and available chip fab technolog…

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Intel says it has two prospective customers for 14A — expects to hear about commitments in second half of 2026

Intel claims that customers show interest in the 14A process technology; however, they have yet to make a commitment to use it.
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Toilet maker Toto scores a royal flush as share price rises due to AI demand in unlikely chipmaking side-gig — Japanese company develops electrostatic chucks to hold silicon wafers in lucrative segment

Toilet manufacturer Toto has seen its shares soar at their most rapid pace in five years, as it benefits from AI memory market tailwinds.
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