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AI demand and capacity cuts set stage for 8-Iinch foundry price increases 1/16/2026 Global 8-inch wafer supply is tightening as leading foundries scale back production, while rising demand for AI-related power ICs drives utilisation rates higher, according to TrendForce’s latest survey. TSMC reports record quarterly profit amid AI boom 1/16/2026 Taiwan Semiconductor Manufacturing Company (TSMC) has posted a record fourth-quarter profit, driven by surging demand for artificial intelligence (AI) chips. DDR4 Prices Jump 10% in One Week 1/16/2026 . Some Buyers Are Even Looking at DDR3. TrendForce notes a 12% increase in some 8GB DDR4 memory kits and an 8% rise in the cost of 16GB kits over the past week. Verizon to Issue $20 Credit for Yesterday's Major Outage 1/16/2026 Subscribers will get a text message when the credit is available. They'll then need to redeem the credit in the My Verizon app; it won't be automatically applied to a future bill. 2025 semi revenue up 21% YoY at $793bn 1/15/2026 Semiconductor revenue totaled $793 billion in 2025, an increase of 21% year-over-year (YoY), according to Gartner. TSMC to hike US investment to $465bn 1/15/2026 Taiwan Semiconductor Manufacturing Co. plans to build five more fabs in Arizona under a US-Taiwan trade deal, raising its investment from $165 billion to $465 billion, according to reports. The deal also includes two packaging plants and a research and development center in Arizona. In exchange, the US will lower its tariff on Taiwanese exports to 15%. Chinese customs told to block H200 imports, report claims 1/15/2026 Directive would effectively ban the Nvidia AI chip from China. It's unclear if this is a temporary move or a permanent command. Boeing delivered 600 commercial aircraft in 2025 1/15/2026 The 737 Max manufacturer outsold rival Airbus last year, but trailed the France-based company in production. TSMC’s 2nm N2P’s High Price Has Forced Chipset Maker To Consider Samsung’s 2nm GAA Node Alternative 1/14/2026 The likely candidate that could transition to Samsung’s 2nm GAA process is Qualcomm, as there have been countless occasions of the company wanting to adopt a dual-sourcing strategy to reduce manufacturing costs SK hynix confirms $13 bil. packaging fab construction in Cheongju 1/14/2026 On its website, SK hynix said it will invest 19 trillion won ($12.92 billion) to build the P&T7 fab on a 230,000-square-meter site in the city’s industrial complex. Construction is set to begin in April with completion targeted for the end of 2027. Memory Shortage Fears Drive Surge in Q4 PC Shipments, But Future Outlook Is Grim 1/14/2026 The memory shortage is so bad that some smaller vendors might not survive as PC builders might hold off on purchases, according to research firm IDC. Space Forge fires up 1st commercial semiconductor factory in space 1/13/2026 Such experiments have previously only been conducted aboard the International Space Station. GM expects $7.1B EV-related charge in Q4 as it realigns North American strategy 1/13/2026 The automaker cited slowing electric vehicle demand and the termination of consumer tax incentives for its shift to produce more internal combustion engine trucks and SUV Infineon and HL Klemove sign MoU on software-defined vehicle technologies 1/13/2026 As part of the MoU, the companies will jointly develop “next-generation” zonal control unit applications using Infineon’s microcontrollers and power semiconductors. Micron signals extended DRAM shortage 1/13/2026 Micron Technology has responded to criticism about discontinuing its consumer brand Crucial, emphasizing its ongoing support for consumers through partnerships with original equipment manufacturers. Micron also warns that improvements in DRAM supply will not occur until at least 2028, as new facilities become fully operational. Arm launches 'Physical AI' unit, joining rush to robotics by tech and automakers 1/12/2026 The decision to create a unit that specializes in robotics arrives amid a flurry of announcements and activity at CES around humanoid robots. At the sprawling Las Vegas trade show, large and small companies demonstrated robots that could help build cars, clean toilets and deal games of poker - at a glacial pace. Micron to break ground on $100B New York semiconductor fab 1/12/2026 The tech company is moving forward with the project after obtaining the necessary permit approvals and undergoing a “rigorous environmental review,” according to a news release. Nvidia requires full upfront payment for H200 chips in China 1/12/2026 The U.S. chipmaker has imposed unusually stringent terms requiring full payment for orders with no options to cancel, ask for refunds or change configurations after placement, the people said. Global semiconductor sales set a record in Nov. 1/12/2026 Global semiconductor revenue for November reached a record $75.3 billion, a 29.8% increase from a year ago, according to the Semiconductor Industry Association. Sales were up across major product categories and regions, except for Japan, where sales decreased 8.9%. Iran Cuts Internet Access Across the Country Over Widespread Protests 1/9/2026 The Iranian government once again uses the web as a way to suppress demonstrations. Next UFS Standard to Include Support for AI 1/9/2026 UFS 5.0 promises blazing 10.8 GB/s speeds for AI-driven devices. AI Triggers a New Memory Super Cycle 1/9/2026 As AI triggers a "butterfly effect" across the semiconductor supply chain, Macronix is deploying a comprehensive flash portfolio to navigate the next memory super cycle. Car giant Hyundai to use human-like robots in factories 1/9/2026 Hyundai says it "plans to integrate Atlas across its global network", including a plant in the US state of Georgia that was involved in a massive immigration raid in 2025. This Smart Belt for Seniors Deploys an Airbag When You Fall to Prevent Hip Fractures 1/9/2026 The Smart Hip Guardian uses sensors to detect body movements associated with falls, and promises to inflate 0.2 seconds before impact. It could be a boon for seniors, preventing loss of mobility. TSMC to Lead Rivals at 2-nm Node, Analysts Say 1/8/2026 Taiwan Semiconductor Manufacturing Co. is expected to maintain its lead in advanced semiconductor nodes with the launch of its 2-nanometer process, attracting major customers such as Nvidia, Advanced Micro Devices, Apple and Qualcomm, analysts say. While Samsung Electronics and Intel have faced challenges in advanced-node production,  1  |  2  |  3  |  4  |  5  |  6  |  7  |  8  |  9  |  10

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