Tower Semiconductor is expanding 300mm Silicon Photonics and SiGe capacity in Japan, targeting Q4 2027 production. Supported by the Japanese government, the expansion aims to meet long-term demand and achieve $3.6B revenue by 2028. Bullish for long-term supply security and company growth.
LG Electronics is accelerating the launch of its third Indian plant, aiming to establish India as its largest AC production base and a key export hub for the Global South. This capacity expansion indicates increased supply potential for consumer electronics components, which may exert downward pressure on prices.
The European Commission approved 659 million euros in German state aid for four semiconductor facilities. This move aims to expand European chip-making capacity and reduce supply chain dependencies. Bearish: Capacity expansion typically leads to increased supply, exerting downward pressure on prices.
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.
Samsung Electronics faces union pushback on a major semiconductor investment in the Honam region, with 80% of workers opposing the project, creating uncertainty regarding labor-management relations.
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.
Tesla plans to hire 1,000 workers at its Berlin Gigafactory to increase weekly production from 6,000 to 7,500 vehicles, supported by a 322% year-on-year surge in German registrations.
MKS invests $25 million to expand Atotech's Guangzhou site, aiming to double production capacity by Q4 2027 to meet AI-driven demand in semiconductors and advanced packaging.
Samsung Electronics plans a massive KRW2,655 trillion investment, primarily targeting memory capacity expansion in the Gwangju region. The funds will be allocated to existing clusters and new Honam region development. Bearish for memory prices due to anticipated oversupply from increased production capacity.
Nexchip Semiconductor is raising $890 million to fund a $5.1 billion 40/28nm fab in Hefei, targeting automotive chips and CMOS image sensors. Despite a 32% profit margin last year, the company anticipates reduced earnings this year due to heavy depreciation from the new facility. This capacity expansion signals potential oversupply and bears a bearish outlook for spot prices.
Goertek's AR optical wafer fab in Shanghai commenced production on June 22, 2026, with a total investment of 3.28 billion CNY. This facility, formerly Sunny OmniLight, focuses on AR waveguide lenses and advanced optical components. Bearish for AR optics prices as new supply capacity enters the market.
Samsung and SK Hynix plan to build two memory fabs each in South Korea, investing KRW 800 trillion in a new chip ecosystem. This massive capacity expansion signals potential future oversupply and downward pressure on memory prices.
Joynext expanded its Polish facility by 13,300 sqm, bringing total capacity to 26,000 sqm. The new modular plant, powered by renewables, aims to support European OEMs with shorter development cycles. Bearish impact on automotive electronics pricing due to increased supply capacity.
Micron selected Bechtel for its NY fab construction, targeting late 2030 and 2033 operations. This $50B expansion aims to shorten ramp-up times but threatens to lower DRAM ASPs due to subsidized costs.
Laster Tech has entered the robot joint control module supply chain and secured North American auto orders, with small-volume shipments slated for Q3 2026 and vehicle deliveries targeted for Q1 2027. This move represents a strategic extension from automotive electronics to embodied intelligence robotics to strengthen local North American supply capacity. Neutral.
Panjit International is accelerating its expansion into AI and automotive electronics sectors. The company aims to enter a new growth cycle after four decades in the discrete device market. This strategic shift warrants attention regarding future capacity adjustments.
Doosan Corporation plans to invest approximately $120 million in a new CCL production base in Thailand, targeting mass production in the second half of 2028, to meet the rising demand from AI data centers.
ASML CEO expects first High-NA EUV products within months, while TSMC delays adoption due to high costs. Intel and SK hynix are aggressively deploying the technology, whereas Samsung adopts a pragmatic approach.
China's mature node capacity growth outpaced global demand by over four times, projected to account for nearly half of new capacity in the next 3-5 years. This supply surge pressures Japanese power semiconductor manufacturers and threatens India's nascent market entry. Bearish: Oversupply risk increases, pressuring prices for mature node chips.
JSR established a joint venture in Taiwan to build a photoresist plant expected to come online in 2028, filling a critical supply chain gap for TSMC's advanced nodes. This move consolidates JSR's position as the last of Japan's major EUV suppliers to have a local manufacturing base. Watch: The capacity expansion aims to secure supply for 2nm and below, potentially stabilizing the advanced photoresist market.
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 |