digitimes.com
2026-07-16
An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now setting up an unusual confrontation with its largest customer, TSMC, and threatens to fall hardest on Chinese chipmakers with the fewest alternatives. It also lands in the middle of a broader 2026 repricing cycle that
www.scmp.com
2026-06-28
South China Morning Post
Semiconductors
TechTech War
As AI pushes data centres to breaking point, some Chinese chipmakers bet on SiC
Basic Semiconductor is the latest firm in the space to move forward with an IPO
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Ann Caoin Shanghai
Published: 1:00pm, 28 Jun 2026
As the global artificial intelligence (AI) boom puts intense pressure on data centre energy grids, some Chines