CXMT files $9.8B IPO: China's memory push seeks a public balance sheet at cycle peak
CXMT aims for a $9.8 billion IPO. China lists its memory at the peak of the HBM/DRAM cycle, continuing the thread opened with the previous fundraising.
18 h ago 7 8
Washington asks for a cut of Korean chipmakers' 'excess profits': the tariff frame goes profit-side
A single-source Korea Times story that, if true, shifts US-Korea chip diplomacy from tariffs to profit sharing.
yesterday 11 11
TSMC's fifth consecutive record Q2: the compute crunch has become the new normal
TSMC is set to post a fifth consecutive record Q2 profit. Records used to be a surprise; five in a row means the AI compute pinch is no longer a spike, it is the operating regime.
yesterday 9 8
ASML continues to rise: AI compute absorbs lithography, High-NA enters commercial production
Second 2026 ASML Uplift Driven by AI Demand, Intel Panther Lake Enters HVM: The Compute Bottleneck Shifts from Packaging to Lithography
Jul 15, 2026 at 12:34 11 8
TSMC: June revenue +68% - compute-crunch has a very strong pulse
TSMC reports a 68% year-over-year increase in June 2026 revenue. The message is clear: AI compute demand is neither satisfied nor capped in the short term.
Jul 13, 2026 at 17:27 8 9