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Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have also begun passing higher costs on to customers. Apple raised prices for certain Mac and iPad models in late June, and market rumors suggest the upcoming iPhone 18 could see price increases of as much as 30%.

Advantest and OpenLight join forces on silicon photonics test platform for mass production

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digitimes.com 2026-07-05

Advantest said it has partnered with OpenLight to develop a scalable silicon photonics (SiPh) test solution for mass production environments. The announcement comes as artificial intelligence (AI) and high-performance computing workloads increase demand for silicon photonics and co-packaged optics in data centers.

Applied Materials unveils integrated tools for HBM, chiplet, and 3D packaging scale-up

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digitimes.com 2026-07-05

Applied Materials announced a new equipment platform aimed at addressing the memory bandwidth and energy-efficiency bottleneck confronting AI computing, unveiling tools across DRAM, advanced packaging, and process control to help chipmakers boost yields and accelerate mass production. The company said the platform combines materials engineering with process integration to support high-bandwidth me

Micron breaks ground on $9.3 billion expansion project in Hiroshima, with HBM shipments expected in the second half of 2028. - Moomoo

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news.google.com 2026-07-05 Moomoo

Michael Burry doubles down on AI chip bubble with Micron short - thestreet.com

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news.google.com 2026-07-05 thestreet.com

Semiconductor Lithography Market Growth to Accelerate by 2035 on High-NA EUV Adoption and Chiplet Architectures - News and Statistics - IndexBox

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news.google.com 2026-07-05 IndexBox

Micron (MU) Starts Major Japan Expansion to Boost HBM Output for the AI Boom - TipRanks

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news.google.com 2026-07-05 TipRanks

ASML (NasdaqGS:ASML) Stock May Look Fully Valued After South Korea Chip Investment - simplywall.st

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news.google.com 2026-07-05 simplywall.st

Micron Begins $9.3 Billion Japan Plant Expansion To Boost AI Chip Production - Benzinga

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news.google.com 2026-07-05 Benzinga

Chinese semiconductor firm expands with $1.15 billion chip packaging plant - Interesting Engineering

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news.google.com 2026-07-05 Interesting Engineering

Samsung And SK Hynix Launch Huge $518 Billion Chip Plant Expansion - HotHardware

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news.google.com 2026-07-05 HotHardware

NVIDIA's AI Compute Partnership Boosts Cloud Firms, Stock Ticker NVDA - GuruFocus

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news.google.com 2026-07-05 GuruFocus

Chinese YMTC SSDs make their way into retail Lenovo laptops

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tomshardware.com 2026-07-04 Jowi Morales

The AI-driven memory and storage chip shortage is driving OEMs towards Chinese chip manufacturers.

SSD Storage Chip Lenovo YMTC US Market Supply Chain Crisis AI Buildout Semiconductor Industry

World Titanium Rings for Semiconductor Chips - Market Analysis, Forecast, Size, Trends and Insights - IndexBox

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news.google.com 2026-07-04 IndexBox

TSMC’s AI Chip Dominance Strengthens Its Credit Outlook - Insider Monkey

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www.insidermonkey.com 2026-07-04 Insider Monkey

NEWS TSMC’s AI Chip Dominance Strengthens Its Credit Outlook Published on July 4, 2026 at 10:10 am by BOB KARR in News SHARE Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best AI and Technology Stocks to Buy Now. On June 23, S&P Global stated that the company has significantly bolstered its leadership in the broader global semiconductor foundry sector over the past f

TSMC AI chip semiconductor manufacturing credit outlook EBITDA growth cash flow capex technology barriers

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