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Semiconductors news

Every Silicon AI News story about Semiconductors, month by month, newest first.

8 stories

2 stories

Chips & Infrastructure

Huawei says its new desktop PC uses only China-made parts

The Qingyun HM650 runs on Huawei’s own Kirin X90 chip and an office version of HarmonyOS. It is Huawei’s first desktop with HarmonyOS, and it is made for government and business offices. The 100% figure covers where parts are made, not who designed them.

Huawei launched the Qingyun HM650 and HM650g desktops on November 5. Huawei says a testing company found that 100% of their parts are made in China, and calls them the first desktops to reach that. No one has taken the PC apart to check.

3 min read
Policy & Law

South Korea’s president asks for nearly double AI spending

Lee Jae Myung asked parliament on November 2 to pass a record 2027 budget. It puts 21.3 trillion won, about $16 billion, into AI, chips, physical AI and AI data centres. Lawmakers have until December 2.

President Lee Jae Myung gave his budget speech to the National Assembly on November 2. He said the 2027 budget puts 21.3 trillion won into AI and three “megaprojects”: chips, physical AI and AI data centres. He said that is nearly double this year’s amount. The whole budget is 820.9 trillion won, 12.8% more than this year.

3 min read

4 stories

Chips & Infrastructure

TSMC’s profit jumps 69% to a record on AI chip demand

The world’s biggest contract chipmaker beat forecasts for a sixth record quarter in a row. It expects sales of $52.3 billion to $54.3 billion in the last three months of 2026.

TSMC made a net profit of NT$763.1 billion from July to September, 68.7% more than a year earlier and above analysts’ forecasts. Its sales rose 41.2% in US dollars, to $46.72 billion. Chips for high-performance computing, a group that includes AI chips, brought in 68% of its sales.

3 min read
Chips & Infrastructure

ASML says AI demand will outrun its supply in 2027 and 2028

The Dutch maker of chipmaking machines raised its 2026 sales forecast to €44–45 billion. Some customers already want to order for 2029 and even 2030, ASML says.

ASML reported third-quarter sales of €11.7 billion and a profit of €5.0 billion on October 14. Its customers keep raising their forecasts for new machines, mainly because of AI investment, the company says. ASML now expects that its planned supply for 2027 and 2028 will not fully meet that demand.

3 min read
Chips & Infrastructure

GlobalFoundries will make AI chip parts for TSMC in the US

The $2 billion deal runs for five years at first. GlobalFoundries will make silicon interposers, a key part of TSMC’s advanced AI chip packages, in New York from 2028.

GlobalFoundries announced a $2 billion agreement with TSMC on October 8. It will make silicon interposers for TSMC’s CoWoS chip packaging at its factory in Malta, New York. Volume production should start in the first half of 2028. GlobalFoundries says it will be the first US source of these parts, and TSMC has not commented.

3 min read
Chips & Infrastructure

Micron says AI memory will be even scarcer in 2027 and 2028

Its quarterly sales rose almost fivefold to $54.23 billion on AI demand. The chief executive says supply will be tighter in the next two years than this year, and he cannot see when it will balance.

Micron, one of the three big makers of computer memory, reported revenue of $54.23 billion for the quarter to September 3, up from $11.32 billion a year earlier. It expects about $61.5 billion next quarter. Chief executive Sanjay Mehrotra said memory supply will be even tighter in 2027 and 2028 than in 2026.

3 min read

2 stories