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Volume III Edition Daily

Semiconductors

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Global chip capacity hits record high as AI demand pulls fabs forward — Semiconductors No Image Semiconductors

1,031 words 5 min read

Global chip capacity hits record high as AI demand pulls fabs forward

The global semiconductor industry is set to add capacity this year at the fastest pace in its history, with production rising 6% in 2024 to a record 33.7 million wafers per month, SEMI announced in its World Fab Forecast report. The…

HBM4E Samples Ship as AI Memory Sells Out Before It Starts — Semiconductors No Image Semiconductors

1,052 words 5 min read

HBM4E Samples Ship as AI Memory Sells Out Before It Starts

Samsung shipped 12-high HBM4E samples in late May, and SK Hynix followed a few weeks later. The memory does not have a JEDEC standard yet, but the market does not care. Samsung says 2026 HBM4 volume is effectively sold out, and SK Hynix…

Semiconductor Industry Update: Foundry Expansion and Next-Gen Process Wins — Semiconductors No Image Semiconductors

1,258 words 6 min read

Semiconductor Industry Update: Foundry Expansion and Next-Gen Process Wins

The global semiconductor landscape is undergoing a pivotal transformation driven by accelerating artificial intelligence demand, intensifying geopolitical competition over chip manufacturing, and a strategic push to diversify production…

TSMC's Wafer Capacity Crunch Is Choking AI Expansion — Semiconductors No Image Semiconductors

1,100 words 5 min read

TSMC's Wafer Capacity Crunch Is Choking AI Expansion

TSMC posted record profit for a sixth straight quarter last week. Fourth-quarter revenue is expected to come in 58% higher than a year earlier. The bottleneck is not demand. It is factory space. The artificial intelligence boom has created…

Qualcomm Wins Jury Verdict Against Arm Over Architecture License Breach — Semiconductors No Image Semiconductors

1,056 words 5 min read

Qualcomm Wins Jury Verdict Against Arm Over Architecture License Breach

A Delaware jury delivered a landmark verdict against Arm Holdings plc on October 13, 2026, finding that the semiconductor architecture licensor breached its chip architecture license agreement with Qualcomm and intentionally and…

Samsung Turns to TSMC for Nvidia's Next-Generation HBM Base Die — Semiconductors No Image Semiconductors

1,380 words 7 min read

Samsung Turns to TSMC for Nvidia's Next-Generation HBM Base Die

Samsung Electronics will use TSMC's 3-nanometer process to manufacture the base dies for Nvidia's next-generation custom high-bandwidth memory (HBM) chips, a reported arrangement that would bring two of the world's most capable foundries…

Taiwan Expands 2nm Pilot Line as Export Controls Tighten — Semiconductors No Image Semiconductors

1,592 words 8 min read

Taiwan Expands 2nm Pilot Line as Export Controls Tighten

The chip crunch that began in 2021 has turned into a structural crisis. Taiwan Semiconductor Manufacturing Company announced Tuesday that its 2nm pilot line at the Hsinchu facility is now running at full production capacity, adding 12,000…