Center for Technology & Statecraft: Chinese fabs had acquired ~343 DUVi tools by early 2026, with ~270 from ASML; DUVi can be adapted to make 7nm chips and HBM
DUV tools, though not as advanced as EUV, can be adapted to manufacture 7-nm logic chips and advanced memory for AI processors, report says.
Center for Technology & Statecraft: Chinese fabs had acquired ~343 DUVi tools by early 2026, with ~270 from ASML; DUVi can be adapted to make 7nm chips and HBM
DUV tools, though not as advanced as EUV, can be adapted to manufacture 7-nm logic chips and advanced memory for AI processors, report says.
Sources: Chinese AI chipmakers Huawei, Cambricon, MetaX, and Iluvatar CoreX have raised prices for current and next-gen chips by 20%-50% due to rising HBM costs
Chinese AI chipmakers including Huawei Technologies [RIC:RIC:HWT.UL] and Cambricon (688256.SS) have sharply raised prices …
Micron breaks ground on its ~$9.3B Hiroshima factory expansion, part of its global ramp-up to meet AI demand, and plans to start HBM shipments from summer 2028
Micron Technology Inc. on Saturday broke ground on the expansion of its factory in western Japan, a ¥1.5 trillion ($9.3 billion) …
Micron breaks ground on its ~$9.3B Hiroshima factory expansion, part of its global ramp-up to meet AI demand, and plans to start HBM shipments from summer 2028
Micron Technology Inc. on Saturday broke ground on the expansion of its factory in western Japan, a ¥1.5 trillion ($9.3 billion) …
Memory chip vendors say CXMT's DDR5 prices match Samsung, SK Hynix, and Micron, and it has a supply advantage in client markets as it is not prioritizing HBM
CXMT's DDR5 memory is apparently not as cheap to procure as reports claim, falling in the same range as DRAM from other manufacturers.
Sources: Nvidia has allocated ~70% of its 2026 HBM4 demand to SK Hynix; Counterpoint estimates SK Hynix will account for 54% of the global HBM4 market in 2026
SK hynix Inc. has secured over two-thirds of high-bandwidth memory (HBM) supply orders from U.S. tech giant Nvidia Corp. to be used …
AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...