Samsung lost a third of its foundry share. It raised prices anyway
Samsung's foundry share fell to 7.3% from 11.5% in a year, yet it raised advanced chip prices up to 15%, sooner and steeper than TSMC. What that signals.
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3 articles
TECHi reporting and analysis covering Chip Manufacturing. 3 articles, newest first.
Washington Thinks China Has ASML's Best Machine. ASML Says It's Impossible.
US officials suspect a top ASML EUV machine reached China; ASML denies it. What the export-control overhang means for ASML stock and the semicap rally.
Behind Every AI Chip Is a Quieter Trade. It Just Surged.
Entegris and KLA jumped as the semiconductor-equipment complex ripped. Why the deepest layer of the AI trade is booming — and the catch after the run.