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TSMC Says It Isn’t Falling Behind in Next-Gen Chips
The Wall Street Journal68d agobearish
TSMC Says It Isn’t Falling Behind in Next-Gen Chips

TSMC's CEO dismissed concerns that it’s at a disadvantage to rivals already adopting ultra-expensive equipment to make cutting-edge chips. C.C. Wei said today that the chip giant has bought high-end machines made exclusively by ASML, and that it's focused on figuring out how to run them more efficiently to lower costs.

Bloomberg78d agobullish
Huawei Touts Chip Breakthrough to Shorten Gap With TSMC

(Bloomberg) -- Huawei Technologies Co. said it has come up with a new pathway to shorten its gap with industry leader Taiwan Semiconductor Manufacturing Co., potentially achieving a breakthrough in making advanced semiconductors without cutting-edge equipment.Most Read from BloombergNvidia CEO Urges Super Micro to Tighten Up on ComplianceTrump Doctor Visit Renews Health Scrutiny as 80th Birthday NearsTrump Says He’ll Announce Negotiated Deal With Iran ShortlyRubio Sees Good News Coming on Hormuz

Exclusive-ASML CEO sees tight supply in booming chip market as AI demand soars
Reuters83d agobullish
Exclusive-ASML CEO sees tight supply in booming chip market as AI demand soars

The booming global semiconductor market will be "tense" with tight supply for the foreseeable future, the head of chip-making machine giant ASML told Reuters, with demand from AI, satellites and robots outpacing what the industry can produce. In a rare ‌interview on the sidelines of a tech event in Antwerp, ASML Chief Executive Christophe Fouquet said that there would likely be sporadic bottlenecks ‌throughout the supply chain of the chip market which could hit $1.5 trillion by 2030. "Demand on AI is coming so strongly that we will be in a supply-limited market for quite a while," Fouquet ​said, citing plans like Elon Musk's huge proposed "TeraFab" AI plan and Starlink satellites as potentially driving a new leg of demand.

Reuters83d agoneutral
Lam Research opens Austria lab to advance chip packaging, cut costs

Lam Research has opened a research lab in Salzburg, Austria, to advance a chip packaging technology ‌that promises to increase chip density and cut costs, ‌as the company looks to capitalize on surging AI demand for processors. The U.S. ​chipmaking tools supplier said on Wednesday that the Salzburg facility will focus on panel-level packaging, which replaces the semiconductor industry's traditional circular silicon wafers with square panels. Square panels can eliminate the dead space, allowing chipmakers to produce more chips ⁠per surface at a lower cost per unit — a crucial advantage as AI drives chip shortages.

ASML says first chips from new High-NA machines to arrive in months
Reuters84d agoneutral
ASML says first chips from new High-NA machines to arrive in months

ASML expects to see the first ‌products created on the company's ‌new High-NA machines within months, the chief ​executive of the world's top computer chip equipment maker, Christophe Fouquet, said on Tuesday. The tool will bring ‌down costs ⁠for patterning, or creating the circuitry of the most ⁠advanced chips, for both logic and memory applications, Fouquet said, ​speaking at ​a conference ​in Belgium organised ‌by research firm imec. Fouquet's ​remarks come weeks after ‌top customer TSMC said ​High-NA ​tools, which can cost up to $400 million each, were too expensive.

Stocks Slide as Inflation Fears Lift Bond Yields
Barchart88d agoneutral
Stocks Slide as Inflation Fears Lift Bond Yields

The S&P 500 Index ($SPX ) (SPY ) today is down -0.91%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.30%. June E-mini S&P futures (ESM26 ) are down -1.02%, and June E-mini Nasdaq futures...

Stocks Tumble on Inflation Jitters
Barchart88d agobearish
Stocks Tumble on Inflation Jitters

The S&P 500 Index ($SPX ) (SPY ) today is down -1.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.96%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.64%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...

Exclusive-SK Hynix flooded with unprecedented offers from big tech firms to secure chip supplies
Reuters96d agoneutral
Exclusive-SK Hynix flooded with unprecedented offers from big tech firms to secure chip supplies

SK Hynix is being aggressively courted by big global tech firms with offers to invest in its new production lines and fund purchases of pricey manufacturing tools as they rush to secure memory chips, people familiar with the matter said. The offers, unprecedented in ‌the global memory chip industry, underscore the severity of the component's scarcity around the world, as chipmakers struggle to keep pace with surging demand amid an artificial intelligence boom. ‌Memory chips are critical parts in AI data centers, smartphones, PCs and other areas. The firm's customers have been proposing a range of offers to the South Korean chipmaker, including investing in dedicated memory production lines, six people said.