Topic: #semiconductors
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GlobalFoundries secures $375M CHIPS funding for quantum processor platform
GlobalFoundries signed a letter of intent with the US Commerce Department for up to $375 million in CHIPS Act funding to develop Quantum Technology Solutions, a domestic manufacturing platform for quantum processors. The Commerce Department will take a roughly 1% equity stake in the chipmaker.
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Crypto traders rotate into AI and semiconductor stocks, draining memecoin liquidity
Retail traders from crypto are rotating capital into AI and semiconductor equities, causing a sharp liquidity squeeze in memecoin markets while amplifying volatility in semiconductor stocks as Korean and US exchanges see major shifts in trading activity.
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ASML Raises 2026 Forecast on AI, Crypto Demand; Plans 30% Production Boost
ASML reported €9.3 billion in Q2 sales and raised its full-year revenue forecast, citing artificial intelligence and cryptocurrency as drivers of accelerating semiconductor demand. The Dutch chipmaking-equipment maker plans a 30% production boost for its advanced EUV lithography systems in 2027.
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TYLSemi Raises $43M for Modular AI Chip Components
San Jose semiconductor startup TYLSemi announced a $43 million funding round led by Matter Venture Partners to develop standardized chiplet components that reduce custom AI silicon development time and cost by up to 50 percent.
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TSMC and ASML earnings set to shape AI chip market recovery
TSMC and ASML report second-quarter 2026 earnings this week after both semiconductor names suffered alongside the broader tech selloff in late June. The two firms represent the foundational infrastructure layer of the AI boom.
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Micron breaks ground on $9.3B AI memory plant in Japan
Micron Technology broke ground on a $9.3 billion to $9.6 billion semiconductor facility expansion in Hiroshima, Japan on July 4, targeting high-bandwidth memory production for AI data centers with first shipments expected by summer 2028.
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Taiwan, South Korea, Japan control global semiconductor supply—crypto depends on it
Northeast Asia's dominance in semiconductor manufacturing—from Taiwan's advanced chip foundries to South Korea's memory production—underpins the entire crypto mining and validator ecosystem. Supply constraints in the region ripple directly into mining economics and hardware costs.
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Tech Profit-Taking Hits Nasdaq, Semiconductors; Meta Surges on AI Cloud Service
US equity markets declined on July 1 as investors trimmed technology positions, with the Nasdaq falling 0.66% and semiconductors hit hardest. Meta Platforms bucked the trend, surging 9% after announcing plans to monetize excess AI computing capacity through a new cloud service.
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Taiwan raids Super Micro Computer in Nvidia chip smuggling probe
Taiwanese prosecutors searched Super Micro Computer's Taiwan offices and residences of six individuals on June 29 as part of an expanding investigation into alleged illegal exports of Nvidia AI chips to China, following US federal charges unsealed in March.
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Soitec partners with ZenSemi to scale power chips for AI and EVs
French semiconductor materials company Soitec has partnered with Chinese specialty foundry ZenSemi to ramp production of BCD-on-SOI substrates for power management chips targeting AI datacenters, electric vehicles, and industrial systems.
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South Korea's $518B AI chip push widens crypto's capital deficit
Samsung and SK Hynix are accelerating a $518 billion chip-plant buildout by a decade to meet AI memory demand, signaling that the AI capital cycle continues to draw investment away from crypto.
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Apple lobbies Trump for CXMT DRAM waiver amid chip supply crunch
Apple is seeking U.S. government approval to procure memory chips from ChangXin Memory Technologies, a Chinese manufacturer on the Pentagon's military list, as commodity DRAM prices surge and AI-driven demand strains supply chains globally.
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STMicroelectronics launches ST54M with post-quantum crypto accelerator
STMicroelectronics unveiled the ST54M on June 24, a mobile chip with dedicated hardware for post-quantum cryptography that defends against harvest-now-decrypt-later attacks. The company has begun shipping samples and expects certifications by July 2026.
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China achieves mass production of ultra-pure silicon-28 for quantum computing
China's state nuclear agency announced the first independent mass production of silicon-28 with 99.99% isotopic purity, reducing quantum computing's reliance on Western suppliers and escalating the US-China tech rivalry.
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Kingboard Laminates surges 500% on AI hardware demand boom
Kingboard Laminates, a Hong Kong chipboard maker, rallied over 500% as investors bet on its role supplying AI infrastructure. The company's 2025 profit jumped 85% amid surging demand for specialty materials.
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TSMC's $250B US investment shields Taiwan's chip dominance from geopolitical risk
Taiwan Semiconductor Manufacturing is funneling $250 billion into US chip production under a January 2026 trade deal while keeping its most advanced 2nm nodes at home, strengthening deterrence against military disruption and deepening Taiwan's economic ties with Washington.
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Broadcom extends order visibility to 2028 on record AI demand
Broadcom CEO Hock Tan announced during Q2 fiscal 2026 earnings that order visibility now extends to 2028, driven by $30 billion in AI bookings and record quarterly revenue of $22.2 billion.
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Huawei unveils chip tech to close TSMC gap, bypass US export controls
Huawei announced proprietary chip technologies aimed at achieving 1.4-nanometer transistor density by 2031, potentially shrinking a five-year technology gap with TSMC to three years and challenging the effectiveness of US semiconductor export restrictions.
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Qualcomm lands ByteDance AI chip deal for data centers
Qualcomm reached a deal to supply ByteDance with custom AI chips for data centers, marking a significant win in the company's push into AI infrastructure and challenging Nvidia's dominance.