Semiconductors - Page 3
Coverage of semiconductors: chipmakers such as TSMC, Samsung and Intel, fabs and manufacturing capacity, export controls and AI chip demand.
Stories from Semiconductors come first, newest first, then stories from connected topics (AI Chips & Compute, memory chips, TSMC, Samsung, AI chips, chip supply chain), each labelled with where it comes from. This view is not indexed by search engines.
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Japan Is Months From Running Out of Yttrium as China Squeezes Supply, FT Reports
Japan's yttrium supply has stalled as China curbs exports; a ministry official tells AFP shipments fell sharply, while Beijing defends its controls.
Tenstorrent Raises $1.5bn Series E at a $6.2bn Valuation
Jim Keller's Tenstorrent closed a $1.5B Series E at a $6.2B post-money valuation, led by Trace Capital and Innovation X, to scale Galaxy servers and IP.
Nvidia Asks Samsung, SK Hynix and Micron to Make NVHBM Base Dies at TSMC
SED: Nvidia asked Samsung, SK hynix and Micron to make NVHBM base dies on TSMC 3nm and standardise core dies on 1c DRAM. Unconfirmed; Samsung DS accepted.
Chip-Stock Perps See $51.6m Liquidated in 10 Minutes on a Saturday
About $51.6m of chip-stock perpetual futures were force-closed in 10 minutes on Saturday with US markets shut, CoinDesk reports, citing CoinGlass.
Infineon and Wolfspeed Extend SiC Wafer Supply Deal to 200 mm
Infineon and Wolfspeed moved their SiC wafer supply deal to 200 mm. No value or volumes disclosed; Yole market figure is via Wolfspeed.
Taiwan Plans a Texas Industrial Park for TSMC and Foxconn Suppliers
Taiwan plans a Texas park for TSMC and Foxconn suppliers, up to $4bn to start, Kung told Bloomberg. MOEA: firms fund it; land not confirmed.
SK hynix Shows CXL Pooled Memory and MARS Rack Demos at OCP 2026
At OCP Global Summit 2026, SK hynix showed second-gen CMM-DDR5, MARS rack demos and CMM-Ax. Bandwidth and efficiency gains are the company’s comparisons.
SemiAnalysis Says ASML Is Building a Hybrid Bonding Tool, Pointing to Patent Filings
SemiAnalysis says patents point to an ASML die-to-wafer hybrid bonder on a track. ASML has not announced one; the forecasts are SemiAnalysis's own.
Two Workers Killed in Explosion at Intel’s Kiryat Gat Plant in Southern Israel
A blast at Intel's Kiryat Gat plant in Israel killed one worker and seriously injured two, the Times of Israel reports. Police suspect a gas cylinder.
TSMC Adds Another 3nm Fab in Tainan, With Volume Output in 1H 2028
TSMC will add a further 3nm fab in Tainan, with volume production in the first half of 2028, making three new 3nm fabs in Taiwan, Arizona and Japan.
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