€9.7 Billion Q4: ASML Delivers Record Revenue as EUV and AI Demand Set the Tone for 2026
ASML posts record €9.7B Q4 revenue and guides strong 2026 growth as EUV demand, AI spending, High NA tools, and memory shortages reshape chip equipment markets.
Category VLSI
One of the key things is, when you look at semiconductor companies, it’s all about experience.
~Lisa Su, CEO, AMD
Nvidia vs Apple at TSMC: Who Really Controls Advanced Node Capacity in 2026?
In 2026, Nvidia overtakes Apple at TSMC. AI drives revenue, packaging, and node priority—who really controls advanced chip capacity?
Micron Launches $24 Billion NAND Expansion in Singapore to Meet AI and Data-Driven Demand
Micron bets big on NAND! $24B Singapore expansion to fuel AI and cloud memory demand, production set for 2028.
Apple 2026 Unveiled: iPhones, Foldables, Macs, and 20 Products to Watch
Apple could launch nearly 20 products in 2026, including new iPhones, foldables, Macs, iPads, wearables, and smart home devices. Full list inside.
Intel Debuts Thick-Core Glass Substrate With EMIB at NEPCON Japan for Next-Gen AI Data Centers
Intel has reportedly showcased a thick-core glass substrate integrated with EMIB at NEPCON Japan 2026, signaling major progress in advanced AI chip packaging for data centers.
China’s AI Chip Workarounds After US Export Curbs: What’s Actually Working in 2026?
China is keeping its AI ambitions alive through cloud GPU access, stockpiled Nvidia chips, and domestic accelerators from Huawei and SMIC.
Behind the US Taiwan Tariff Deal: Why Chips, Not Trade, Matter Most in 2026
US–Taiwan tariffs eased, but semiconductor geopolitics still dominate. Explore what the deal means for chipmakers, investors, and global supply chains in 2026.
Intel vs TSMC vs Samsung: The $100B-Plus 2nm Race That Will Shape AI Hardware in 2026
Intel, TSMC, and Samsung are spending over $100B a year to dominate 2nm chips and AI hardware.
How AI Demand Is Forcing TSMC to Rethink Smartphone Centric Chip making
As AI processors generate far more revenue per wafer than smartphone chips, TSMC is reorganizing its roadmap around data centers, advanced packaging, and hyperscale customers—marking a decisive shift away from handset-led manufacturing.
Intel Wins $151B SHIELD Defense Contract, Strengthening U.S. Semiconductor Security
Intel secures a $151 billion ceiling SHIELD contract with the U.S. Missile Defense Agency, reinforcing its role as America’s trusted semiconductor supplier for national security.
