Anthropic’s reported chip plans with Samsung could ease inference costs, not chase top-end performance
Samsung, SK Hynix and Micron face HBM4 race as custom chip demand grows
The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest for market share among Samsung Electronics, SK Hynix, and Micron Technology.
Samsung Foundry comeback builds as Meta, Anthropic weigh chip deals
FCC rule change drives Sporton to a three-year revenue high
UMC posts record first-half revenue and plans selective price hikes in second half
LG Chem begins first mass supply of semiconductor strippers to Amkor
LG Chem has begun supplying semiconductor strippers to Amkor Technology, a major US-based packaging and testing provider, in its first commercial move into the market. The deal highlights rising demand for advanced chip-making chemicals as artificial intelligence, high-bandwidth memory, and smaller device designs reshape global semiconductor manufacturing.
Chicony Power June revenue rises on pull-forward demand and server power sales
Taiwan drone makers gain as Europe focuses on trust and supply chain resilience
Jim Keller startup Fab2 targets small-fab mass production
Atomic Semi, the semiconductor equipment startup founded by chip architect Jim Keller, has rebranded as Fab2 and moved its headquarters to Austin, Texas, with a vision of mass-producing small fabs. According to Tom’s Hardware, Fab2’s core idea is a “fab fab”: it designs and builds all of its own equipment, from pumps, valves, and gas lines to lithography tools and vacuum chambers, then assembles the components into machines and the machines into a complete fab.