SK Hynix is expanding Solidigm's Dalian plant to 50,000 wafers/month of 100-layer NAND by H1 2027, focusing on mature floating-gate technology while reserving advanced 375-layer NAND for its Cheongju facility.
mature NAND supply, bearish for mature NAND prices.
SK hynix commits $37 billion to expand DRAM and NAND production in South Korea to meet AI-driven demand through 2030. This massive capacity expansion signals future supply growth, which typically exerts downward pressure on spot prices.
Trusval Technology reported record profits in H1 2026 driven by demand from semiconductor fabs and memory makers for capacity expansion. The company expects continued momentum in H2 2026 as it expands engineering and utility connection businesses.
Musk's Terafab facility spans 10 million sq. ft and will produce logic, memory, and AI chips to meet SpaceX and Tesla's 1PW compute demand. Despite Jensen Huang calling it 'extremely hard,' Intel CEO Lip-Bu Tan views Musk as the ideal partner for unconventional manufacturing. This is a significant capacity expansion plan requiring close monitoring.
Nanya Technology announced a massive US$10.7B investment plan for Fab 5A, targeting 10nm-class DRAM with EUV. The company raised its 2026 Capex by 34% to ensure equipment advance payments. This expansion signals significant future supply growth, which is bearish for DRAM pricing.
CXMT plans to build its sixth DRAM fab in Beijing, aiming to double monthly wafer starts to over 600,000. This expansion relies on government funding and targets 30% market share by 2030. Bearish - Increased capacity will likely lead to oversupply and downward pressure on DRAM prices.
China's industrial enterprises produced 484.28 billion integrated circuits in 2025, a nearly 350% increase from 2015, driven by capacity expansion in mature nodes, memory, packaging, and equipment. This surge in supply suggests potential downward pressure on prices for these specific sectors.
PSMC secures exclusive supply of Intel's EMIB-T silicon capacitors, expanding monthly capacity to 5,000 8-inch and 8,000-10,000 12-inch wafers. UMC also gains EMIB bridge orders. EMIB-T offers a 50% cost reduction over TSMC's CoWoS, creating competitive pressure on legacy packaging.
Major memory suppliers are increasing capital spending to meet AI demand, but Kioxia is keeping its investment relatively tight, prioritizing technology leadership over rapid expansion.
Samsung plans to begin construction on Taylor Fab 2 by end-2026, targeting mass production in 2030 to address lagging demand for leading-edge nodes. The foundry expects 2nm orders to more than double in 2026 and utilization to reach full capacity for 8nm and below. This expansion, driven by surging AI and HPC demand, signals a bullish outlook for Samsung Foundry's profitability and market share.
Zeiss is expanding production in Germany to alleviate ASML's EUV optics bottleneck, driven by surging AI data center demand for advanced chips.
Samsung Display has revived its 67 trillion KRW OLED expansion plan to upgrade facilities and build new lines. This move aims to counter Chinese competition despite recent demand weakness. Bearish: Capacity expansion exacerbates oversupply, pressuring OLED prices.
SK Telecom established SK Hyper to construct 15GW of AI data centers by 2035, supporting the national AI strategy. This massive infrastructure expansion signals strong future demand for AI semiconductors. Bullish outlook for AI chip and memory suppliers.
SK Hynix is recruiting US engineers to co-design 3D stacked DRAM-on-logic with customers, extending its custom memory strategy beyond HBM to on-device AI applications. This move signals a strategic expansion into the custom DRAM market, which is bullish for future demand and capacity planning.
SK Hynix's Nasdaq debut highlights a global memory expansion race funded by capital expenditure, with Samsung and Micron following suit. This increased capacity could lead to oversupply, exerting downward pressure on memory prices.
SK hynix is exploring US fab options to increase supply and control memory prices. Chairman Chey Tae-won warns of 'chipflation' and supply shortages despite surging AI demand. This capacity expansion aims to alleviate shortages and pressure on PC OEMs to source from competitors like CXMT.
Samsung Electronics has installed two High-NA EUV systems but delayed mass production to manage depreciation costs amid ongoing foundry losses. This cautious approach reflects a focus on profitability before full-scale deployment, despite improving 2nm yields.
FMC plans to build a €3 billion fab in Magdeburg, Germany, on the site previously targeted by Intel. The project requires government subsidies under the European Chips Act. Bullish for FMC and ferroelectric memory technology, indicating a potential revival of European memory manufacturing.
Samsung's Taylor, Texas fab will mass-produce Tesla's AI5 SoC on the SF2 2nm node, utilizing CHIPS Act funding. This marks a significant expansion of Samsung's US capacity and validates its advanced node. The move is bullish for Samsung's capacity utilization and LPDDR5X demand.
NexiGO secured €2M in pre-seed funding to develop 4-inch Gallium Oxide (Ga2O3) wafers for EV charging. This new capacity expansion plan signals potential future supply growth, which is bearish for current spot prices.
Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
iPhone DuoFirst-pass BOM: 37 parts, 12 brands and 16 public MPNs; A20 Pro, C2, N1 and the power/RF chains are located, while the NAND brand stays unconfirmed.See the full teardownAll teardowns| Analog | $0.68 | −5.9% |
|---|---|---|
| Connector | $0.75 | +0.2% |
| CPU | $386.74 | −21.3% |
| DDR4 | $88.40 | −0.2% |
| DDR52026-W13 | $14.89 | −11.2% |
| GPU | $478.20 | +8.2% |
| MCU | $0.68 | −61.7%Unusual |
| MLCC | $0.01 | +54.0%Unusual |
| MOSFET | $0.12 | −82.8%Unusual |
| PMIC2026-W13 | $0.44 | −12.5% |
| SSD/HDD | $288.43 | n/a |