South Korea's chip export volume fell 11.9% YoY, but revenue surged over 270% YoY driven by high-priced HBM demand. TrendForce reports May DRAM prices rose 370% and NAND 207%, confirming strong pricing power in the memory sector.
Ricursive, a startup, announced plans to build an end-to-end AI model for chip design, clarifying they are not an EDA company. This represents a new technology trend in AI-assisted chip design.
TrendForce reports over 10 Chinese companies pursuing glass substrates, with BOE establishing a pilot line, narrowing the gap with Korean rivals. This indicates intensifying competition and potential supply expansion in the advanced packaging materials sector. Bearish for pricing due to increased supply capacity.
TSMC unveiled roadmap updates for A12, A13, and N2U processes at the 2026 Europe Technology Symposium, targeting 48x more transistors in advanced packaging. The updates aim to support future AI development through design-technology co-optimization. Watch.
YMTC and CXMT have been relisted on the US Chinese Military Companies list. This marks an escalation in US scrutiny over semiconductors and military-civil fusion. Bullish for storage chip supply chains, exacerbating export control risks.
India plans to invest $150 billion in chip design and manufacturing by 2035. The strategy aims to achieve leadership in these areas. Monitor potential long-term impacts on the global supply chain landscape.
SK hynix placed a 44.2 billion won order with Hanmi Semiconductor for TC bonders to expand HBM4 production capacity, responding to Jensen Huang's aggressive demand push. This investment signals a significant supply ramp-up to meet the surging AI chip demand, which is likely to support HBM pricing in the near term.
Marvell is sampling its 102.4 Tbps Teralynx T100 switch silicon in Q2, utilizing 3nm technology. Designed for AI workloads, the chip features a 512-port radix and supports advanced protocols like Ethernet Scale-Up Networking. Bullish for AI infrastructure demand as it validates the need for high-performance, low-latency networking in large-scale training clusters.
Ainekko announced its CORE-ET Silicon Platform (ETSP) acceptance into the OpenHW Foundation as an open-source project. The platform utilizes a many-core 64-bit RISC-V architecture and MRAM-based memory for edge AI inference. This ecosystem initiative has no immediate impact on component pricing or supply.
SK Hynix and Nvidia have entered a multi-year strategic partnership to co-develop next-generation HBM4 memory and secure long-term supply for AI infrastructure. This alliance includes SK Group's plan to build a gigawatt-class AI factory and utilize Nvidia's digital twin technology. Bullish for SK Hynix's supply chain security and HBM demand outlook.
Nvidia and SK hynix signed a multi-year agreement to co-develop HBM4, LPDDR5X, and 3D NAND for future AI and PC platforms, securing guaranteed supply for SK hynix.
Minix unveiled two new AI mini PCs based on the AMD Ryzen AI Max+ 395 processor, featuring up to 128GB LPDDR5X memory and 8TB NVMe storage. These workstations target the AI computing market with 126 TOPS performance. Currently, this represents a demand signal rather than a supply constraint.
HYFIX Spatial Intelligence CEO Mike Horton unveiled an integrated GNSS chip platform for drones and autonomous robots to address supply chain fragmentation. The product targets markets like agriculture, surveying, and public safety, offering a solution to GPS reliability and supply chain dependency issues. Currently, this represents a new product launch with no direct impact on existing component spot prices.
ASML reached a record market cap of $668 billion after JPMorgan and Morgan Stanley raised price targets, citing the company's ability to produce over 110 low-NA EUV systems without new capacity. This bullish outlook highlights EUV as a critical supply chain chokepoint for advanced chip manufacturing.
The global semiconductor market is projected to reach $1.51 trillion in 2026, a 90% year-over-year increase, driven primarily by a 250% surge in memory chip demand. This forecast indicates a strong recovery in the memory sector, signaling potential supply constraints and sustained price strength.
Indian startup Netrasemi launched the A2000 AI chip based on 12nm technology and entered customer evaluation. This indicates growing competition in the AI chip sector but has no immediate impact on current supply chain pricing.
Intel is advancing its EMIB technology through a collaboration with Synopsys to enhance design methodologies for advanced packaging. This partnership aims to address the increasing complexity of chiplet integration by improving signal integrity and power analysis. The focus is on enabling high-bandwidth, low-latency connections for high-performance computing and AI applications.
The European Commission proposed the European Technological Sovereignty Package, including Chips Act 2.0 and the Cloud and AI Development Act. The Cloud and AI Act targets tripling Europe's data center capacity over the next 5-7 years, while Chips Act 2.0 focuses on building capacity for cutting-edge and AI-related chips. Bullish for AI and data center chip demand.
Chunghwa Precision Test Tech. (CHPT) reported a monthly revenue record in May, supported by sustained orders from major AI chipmakers. The company stated that overall operations in Q2 2026 remain on a growth track. Bullish signal indicating strong demand for test interfaces.
Broadcom guides fiscal Q3 AI chip revenue to US$16B, missing market expectations. However, the company highlights expanding ASIC programs with major clients like Google and Meta. Bearish for short-term sentiment, but custom silicon demand remains a key watch factor.
Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
| 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 |