Latest updates from Semiconductor industry
India has issued a final warning to Apple, saying it will proceed with an antitrust case over alleged App Store abuses after officials said the company delayed responses for over a year, according to a regulatory order.
TSMC’s Q1 2026 revenue guidance and record $56 billion capex plan signal more than strong earnings.
Apple is rapidly expanding iPhone production in India in 2026 to reduce dependence on China, strengthen supply chains, and manage geopolitical risk.
OpenAI’s $10 billion deal with Nvidia rival Cerebras marks a turning point in the AI compute race, signaling a shift toward inference-focused infrastructure and diversified silicon strategies.
TSMC is poised to deliver a historic $15 billion profit in Q4 2025, powered by booming AI chip demand and advanced semiconductor manufacturing leadership.
TSMC’s US expansion is no longer just a political move. With $40+ billion invested, high costs, labor gaps, and supply-chain challenges dominate.
The global semiconductor industry is racing to commercialize 12-inch silicon carbide wafers as demand from AI data centers, power devices, and next-gen systems surges.
Alphabet has crossed the $4 trillion valuation mark, joining Nvidia at the top of the AI-driven tech rally.
U.S. Commerce Secretary Howard Lutnick claims DEI compliance issues and tariff pressure forced TSMC to expand its U.S. investment to $165 billion
SK Hynix plans a $13 billion advanced chip packaging facility to support AI and HBM demand, strengthening its position in the global memory supercycle.
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