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Key Facts

Key ChipsH100, B200, TPU v5, Trainium

Key PlayersNVIDIA, AMD, Broadcom, Cerebras

Top News

ASML raises sales forecast for second time as AI chip demand pushes production limits

ASML, the world's leading maker of chip manufacturing equipment, raised its annual sales outlook to €43-45bn as surging AI chip demand drives orders for its advanced EUV lithography machines. The Dutch company now plans to boost production capacity by 30% next year and is already close to fully booked through 2027, cementing its position as Europe's most valuable company.

Business20 sources

ASML raises sales forecast for second time as AI chip demand pushes production limits

Business20 sources

Memory shortage drives smartphone market to worst slump in 13 years as AI demand reshapes industry

Global smartphone shipments plummeted 11% in Q2 2026, marking the steepest decline since 2013. The memory shortage, driven by AI's insatiable demand for high-bandwidth chips, has forced manufacturers to shift production away from consumer electronics. Budget phones face price hikes of up to 68%, while premium brands like Apple and Samsung continue to gain market share.

Business3 sources

Memory shortage drives smartphone market to worst slump in 13 years as AI demand reshapes industry

Business3 sources

South Korea raises 2026 GDP forecast to 3% as AI chip boom fuels semiconductor-led recovery

South Korea has raised its 2026 economic growth forecast to 3%, the strongest pace in five years, riding a global surge in AI chip demand. The government plans to fast-track mega projects covering semiconductor manufacturing, AI data centres and physical AI investments, backed by a 2027 budget exceeding 800 trillion won. The upgrade marks a sharp revision from the previous 2.0% forecast.

Business4 sources

South Korea raises 2026 GDP forecast to 3% as AI chip boom fuels semiconductor-led recovery

Business4 sources

China exports jump 27% in June as AI boom fuels semiconductor demand amid domestic struggles

China's exports surged 27% in June, far exceeding forecasts as global demand for AI-related technology drove semiconductor and data center equipment sales. Imports also jumped 36% to a five-year high, pushing the trade surplus to $125.6 billion. The strong performance masks persistent domestic economic challenges, including a prolonged property crisis and weak consumer spending that leave manufacturers heavily dependent on overseas markets.

Business6 sources

China exports jump 27% in June as AI boom fuels semiconductor demand amid domestic struggles

Business6 sources

Intel Starfire SoC brings 18A process to space with onboard AI and radiation hardening

Intel has unveiled Starfire, a space-grade system-on-chip designed for the US government that combines an eight-core CPU and NPU built on its 18A process with an Intel 3 GPU. The chip delivers up to 75 TOPS for on-orbit AI inference while operating in temperatures from -55°C to 125°C. Samples are expected in Q3 2026, positioning Intel to compete in a market dominated by older processors like BAE Systems' RAD750.

Technology3 sources

Intel Starfire SoC brings 18A process to space with onboard AI and radiation hardening

Technology3 sources

Intel commits $5.7 billion to Ireland campus expansion as AI chip demand accelerates production

Intel announced a €5 billion ($5.7 billion) capital investment at its Leixlip campus in Ireland to expand semiconductor manufacturing capacity and meet surging demand for AI chips. The investment, representing roughly 30% of Intel's $17 billion capital expenditure for 2026, will upgrade existing fabrication facilities to produce more Xeon processors for AI data centers and high-performance computing applications.

Technology9 sources

Intel commits $5.7 billion to Ireland campus expansion as AI chip demand accelerates production

Technology9 sources

AI Stocks Tumble as Investors Question Massive AI Infrastructure Spending and Valuations

Global markets experienced sharp declines as AI stocks and chip stocks faced intense selling pressure. The Philadelphia Semiconductor index shed over 11% since June, while Japan's Nikkei 225 plunged more than 5%. Investors are questioning whether billions in AI infrastructure spending will deliver expected returns, triggering widespread profit-taking across technology sectors.

Business12 sources

AI Stocks Tumble as Investors Question Massive AI Infrastructure Spending and Valuations

Business12 sources

Samsung's Taylor fab begins Tesla AI5 chip production on 2nm, proving yield breakthrough

Samsung has completed its version of Tesla's AI5 self-driving chip and is preparing production at its Taylor, Texas foundry using its advanced 2nm process. The development suggests Samsung's 2nm yield has crossed the critical 60% threshold, enabling high-volume manufacturing for Tesla's next-generation Full Self-Driving solutions and potentially attracting customers like Anthropic.

Technology4 sources

Samsung's Taylor fab begins Tesla AI5 chip production on 2nm, proving yield breakthrough

Technology4 sources

Samsung accelerates Yongin chip plant to 2029 as AI memory boom reshapes Korea's semiconductor race

Samsung is advancing the opening of its first Yongin chip fabrication plant to 2029, one to two years ahead of schedule, as AI-driven demand forces Korea's memory makers to compete for the same capacity window. The move sits inside an $880bn national commitment to chips, data centers and robotics, with SK Hynix targeting the same year for its new NAND facility.

Business2 sources

Samsung accelerates Yongin chip plant to 2029 as AI memory boom reshapes Korea's semiconductor race

Business2 sources

SK Hynix raises $26.5B in record Nasdaq debut, but volatility signals selective AI investor appetite

South Korean chipmaker SK Hynix completed a historic $26.5 billion Nasdaq listing, marking the largest U.S. share sale by a foreign company. Despite overwhelming demand driven by its central role in AI memory production, shares plunged over 15% days after debut. The volatility underscores growing concerns about sustainability of AI-driven rallies and signals that foreign investors may become more selective about Asian tech offerings.

Business7 sources

SK Hynix raises $26.5B in record Nasdaq debut, but volatility signals selective AI investor appetite

Business7 sources

TSMC adds $100 billion to Arizona investment as AI chip demand drives record $22 billion profit

TSMC posted a record $22 billion quarterly profit, up 77%, fueled by surging demand for AI chips from customers like Nvidia. The chipmaker is committing an additional $100 billion to its Arizona expansion, bringing total investment to $265 billion, as CFO Wendell Huang signals confidence in multi-year AI-driven growth despite construction challenges and geopolitical headwinds.

Business24 sources

TSMC adds $100 billion to Arizona investment as AI chip demand drives record $22 billion profit

Business24 sources

TSMC expands advanced chip packaging capacity in Taiwan to meet surging AI demand from Nvidia

TSMC is building two additional advanced chip packaging plants at its Chiayi Science Park in southern Taiwan, responding to relentless demand from AI chip designers like Nvidia. The expansion will create over 9,000 jobs and generate $9.35 billion in annual production value. The move transforms a small Taiwanese city into one of the world's largest advanced packaging hubs, addressing the global AI chip supply bottleneck.

Business2 sources

TSMC expands advanced chip packaging capacity in Taiwan to meet surging AI demand from Nvidia

Business2 sources

Apple's canceled car project became the foundation for its powerful AI chips and Neural Engine

Apple spent over $10 billion on a self-driving car that never launched, but the effort wasn't wasted. The Apple Car project led to the creation of the Neural Engine, now powering AI across iPhones, Macs, and Apple Intelligence. The company is accelerating M7 chip development with enhanced AI capabilities, skipping M6 Pro and Max versions entirely.

Technology4 sources

Apple's canceled car project became the foundation for its powerful AI chips and Neural Engine

Technology4 sources

Apple's M7 Ultra chip could pack 1.5TB of memory to rival Nvidia Blackwell by 2028

Apple is developing the M7 Ultra with up to 1.5TB of unified memory, designed to compete with Nvidia's Blackwell AI accelerators. Expected in 2028, the chip represents a fundamental shift in Apple's silicon strategy, prioritizing AI performance over traditional metrics. But memory shortages and potential pricing could make this the most expensive Mac ever produced.

Technology4 sources

Apple's M7 Ultra chip could pack 1.5TB of memory to rival Nvidia Blackwell by 2028

Technology4 sources

AI spending drives record 17% price surge in software as inflation pressures mount across US

AI infrastructure investment is creating significant inflationary pressure across the US economy, with computer software and accessory prices jumping over 17% in the past year—the largest increase since records began in 1997. Major tech companies are expected to invest $720 billion this year on data centers, driving memory chip costs up by as much as 400% and pushing electricity prices higher as utilities struggle to meet surging demand.

Business5 sources

AI spending drives record 17% price surge in software as inflation pressures mount across US

Business5 sources

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