SpaceX plans to build natural gas power plants to power its upcoming Terafab semiconductor factory in Grimes County, Texas, relying on fossil fuels rather than solar power.
The US imposes a 15% tariff and price floors on polysilicon and related products from China to protect domestic manufacturers and curb imports, aiming to secure the semiconductor supply chain.
German chip manufacturer Infineon reported a 13 percent revenue increase to 4.2 billion euros and a 39 percent profit rise to 423 million euros in its third fiscal quarter, driven by demand for AI data centre power solutions and automotive chips.
Europe's Stoxx 600 index closed at a record high of 656.86 points, rising 0.7% on Tuesday. While semiconductor and banking stocks surged in 2026, luxury and auto sectors faced severe struggles amid geopolitical tensions and slowing demand.
Liao Heng, chief scientist at Huawei's semiconductor business and former skeptic, discusses how witnessing HiSilicon's execution and high success rate in chip design shifted his perception of China's technological capabilities.
Advanced Micro-Fabrication Equipment China (AMEC) reports a 282-311% year-on-year profit growth to at least 2.7 billion yuan ($400 million) in H1, driven by strong domestic semiconductor demand amid US sanctions.
Samsung Electronics reported a record operating profit of ₩89.5 trillion for the April-June period, boosted by AI-driven chip demand, while warning that memory chip shortages could persist into 2028.
South Korea's industry ministry announced plans to expedite administrative procedures for a mega semiconductor cluster project and other key technology initiatives in the second half of the year.
Taiwán, líder en chips avanzados, aumenta sus exportaciones a México en más del 200% en 2026. Más de 300 empresas taiwanesas operan en el país, impulsando inteligencia artificial y semiconductores, mientras buscan colaboración con el gobierno de Sheinbaum.
Seoul's KOSPI index plunged 5.12% after a record 18% surge, primarily due to foreign investors engaging in profit-taking on semiconductor stocks like SK hynix and Samsung Electronics. Investor sentiment was partially lifted by declining oil prices.
Seoul's KOSPI index dropped over 5% on Monday, driven by foreign and institutional investors taking profits from semiconductor stocks after a record surge. The Korean won also weakened against the U.S. dollar, while bond prices rose.
India, through Tata Electronics, is engaging ASML to integrate into the global semiconductor supply chain by manufacturing components, a strategy contrasting with China's focus on developing domestic lithography machines for self-sufficiency amidst US export controls.
American materials scientist Elsa Reichmanis, a pioneer in semiconductor manufacturing, received China’s International Science and Technology Cooperation Award. She emphasized that scientific collaboration should transcend rivalry, describing science as a universal language benefiting all society.
China's advancements in semiconductors and AI model development are poised to disrupt the global AI tech landscape, offering cheaper alternatives that could erode the margins of current US tech leaders.
ChangXin Memory Technologies (CXMT) debuts on Shanghai exchange with a 466% share price surge, achieving a market capitalisation of 3.28 trillion yuan, surpassing all mainland China onshore listings. The semiconductor firm's unprecedented trading volume exceeded 140 billion yuan, prompting regulatory meetings to address market stability concerns.
An unnamed Shanghai-based company aims for an IPO by year-end, driven by Beijing's semiconductor self-reliance initiative amidst ongoing US export controls.
Maxone Semiconductor Suzhou's president, Zhou Ming, transferred 6 billion yuan worth of company shares to his ex-wife as part of a divorce settlement, causing concern among retail investors about corporate governance and potential share price volatility for the A-share market company.
Three semiconductor veterans, Sujoy Chakravarty, Ravi Mehta, and Biman Chattopadhyay, founded Quanfluence in Bengaluru, India, to build one of the country's first commercial quantum computers after selling their previous company. They focused on photonic quantum computing, attracting experts and commercializing cloud access for enterprise customers.
India has approved a $13.2 billion semiconductor program, Semicon 2.0, building on a previous $9 billion mission to develop a full chip ecosystem. The nation aims to become a major manufacturing hub by 2030, despite facing significant challenges in large-scale fabrication.
A new study reveals a satellite providing 24/7 Earth surveillance relies on gallium, a rare mineral. China dominates over 95% of global primary gallium production, posing a strategic challenge as the US has sought similar capabilities for decades.
Japan's exports grew 19.3% in June, the fastest pace since November 2022, fueled by semiconductor equipment shipments and a weak yen, surpassing expectations. Imports also soared 25.4%, largely due to increased petroleum costs linked to the Iran war, impacting the trade balance.
Japanese firms Toto (toilets), Nittobo (textiles), and Ajinomoto (MSG) are experiencing significant stock gains (78%, 63%, 61%) this year. They leverage core technologies to supply advanced materials like ceramic chucks, glass fiber, and insulating film for the AI semiconductor supply chain, driving sharp growth in their related businesses.
Japan's exports in June surged 19.3% year-on-year, marking the fastest growth since November 2022, fueled by strong semiconductor equipment shipments and a weak yen. However, imports also soared 25.4%, largely due to petroleum costs, resulting in a trade deficit.
South Korean stocks opened sharply higher, with the KOSPI up 5.96%, driven by semiconductor gains from Samsung Electronics and SK hynix. Investors await upcoming earnings reports from major tech companies like Alphabet Inc., which will influence sustained market momentum.
