China Starts Making Its Own Advanced Chip Tools, ASML Shares Drop
China begins producing its own immersion DUV lithography machines. A state-backed firm will deliver units to SMIC and other companies in 2026.
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"We Either Build Terafab or We Don't Have the Chips": Musk's Massive Austin Fab to Deliver 1 Terawatt of Compute Yearly
Elon Musk announces Terafab, a $20-25B Tesla-SpaceX-xAI joint venture to build the world's largest chip fab in Austin, targeting 1 terawatt of AI compute yearly for robots, cars, and space.
BESI in Play: Lam Research and Applied Materials Circle Dutch Chip Packaging Leader
Dutch chip equipment maker BE Semiconductor Industries (BESI) draws takeover interest from US giants like Lam Research and Applied Materials amid surging demand for its advanced packaging tech crucial for AI chips.
Wells Fargo Upgrades Broadcom, KLA, Lam Research, and Analog Devices
Wells Fargo upgrades Broadcom, KLA Corp., Lam Research, and Analog Devices to Overweight, citing strong growth potential, supply-demand dynamics, and positive market momentum.
TSMC's $56 Billion Bet: Chip Giant Goes All-In on AI Future
TSMC announces massive $56B spending plan for 2026, signaling confidence in AI boom. Strong earnings and expansion plans boost tech sector optimism.
China Mandates 50% Domestic Chip Equipment to Build Self-Sufficient Semiconductor Industry
China requires chipmakers to use at least 50% locally-made equipment when expanding capacity, accelerating efforts to reduce foreign tech dependence amid U.S. export restrictions.