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SIA: Global semiconductor sales increased 18.3% year-on-year in the second quarter
SEMI: Global semiconductor equipment sales are expected to hit a new record in 2024
onsemi expects to produce 200mm SiC wafers by 2025
AMD expects AI chip supply to be tight until 2025
Rapidus to build fully automated 2nm chip fab, promising 66% faster delivery
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Arm reshapes business, creates physical AI unit to expand robotics and automotive push
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ASE may raise packaging prices by 5%–20%, above prior expectations
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NXP launches 5nm S32N7 automotive SoC for centralized vehicle computing
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Samsung, SK Hynix shift DRAM sales from long-term to quarterly contracts
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TSMC weighs further Arizona expansion with fabs and advanced packaging
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Marvell to buy XConn in $540 mln deal to strengthen AI data centre networking
MarketWatch
Memory shortages lift Samsung’s fourth-quarter profit outlook
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Texas Instruments expands automotive chip portfolio as vehicles shift to centralized computing
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Japan plans sharp increase in 2026 chip and AI budget, signaling long-term commitment
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Samsung to resume P5 fab project in Pyeongtaek as memory cycle stabilises
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