TSMC is installing cleanrooms at its Fab 20 3rd plant in the Hsinchu Science Park, with production expected to begin in Q4 2026.
Samsung: Chip supply is far from meeting customer demand, and the gap between chip supply and demand will widen further in 2027.
Qualcomm: Our collaboration on custom chips with a leading hyperscale cloud service provider is progressing well, and we expect to begin shipping them in late 2026.
ASE: Advanced packaging and testing business growth significantly exceeded expectations; capital expenditure was revised upward for the second time to US$8.5 billion.
Samsung: The average selling price of DRAM in Q1 2026 increased by 90%-95% compared to Q4 2025.
Musk: It was so stupid of us to fund OpenAI’s growth with free money.
M5 chip update fails to spark market interest; Apple essentially abandons Vision Pro. US media
SK Hynix is considering a US listing as early as July 2026, with expectations of raising more than $10 billion.
Samsung has signed multi-year chip contracts with some customers, some of which are legally binding.
