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Smartphone Demand Boosting Foundry Growth as SMIC Gains on Samsung","url":"https://stock-news.laohu8.com/highlight/detail?id=2666816175","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666816175?lang=en_us&edition=fundamental","pubTime":"2026-09-09 17:40","pubTimestamp":1788946800,"startTime":"0","endTime":"0","summary":"0940 GMT - Global chip foundry revenue is set to extend record growth in 3Q, driven by rising production of next-generation AI and high-performance computing chips, seasonal smartphone introductions and concerns over tighter mature-node capacity, TrendForce says. The world's top 10 foundries posted combined revenue of $53.5 billion in 2Q, up 11.5% sequentially. TSMC retains its dominance with a 72.5% market share, while Chinese chip maker SMIC narrowed the gap with Samsung after 2Q revenue surged 20% to more than $3 billion. SMIC's share rose to 5.4% from 5.0%, approaching Samsung's 5.9%, as demand strengthened for AI peripheral chips, server networking products and consumer electronics. Samsung's revenue rose 1.8%, but its market share slipped as rivals expanded at a faster clip, TrendForce 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Says Working with Samsung on Next-Generation Chips, Deepening Cooperation","url":"https://stock-news.laohu8.com/highlight/detail?id=2666307853","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666307853?lang=en_us&edition=fundamental","pubTime":"2026-09-09 13:56","pubTimestamp":1788933399,"startTime":"0","endTime":"0","summary":"OpenAI says working with Samsung on next-generation chips, deepening cooperationSEOUL, Sept 9 (Reuters)-OpenAI is deepening cooperation with Samsung Electronics005930.KSas the ChatGPT maker develops 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Reports Global Chip Sales Dip in July Led by Memory Weakness, Yet Bullish Cycle Seen Extending to 2028","url":"https://stock-news.laohu8.com/highlight/detail?id=1195722735","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1195722735?lang=en_us&edition=fundamental","pubTime":"2026-09-09 10:06","pubTimestamp":1788919603,"startTime":"0","endTime":"0","summary":"UBS released a report indicating that global semiconductor sales in July dipped from the record highs of the previous month, with memory chip sales experiencing the most significant drop. Citing 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Set to Benefit from TSMC Use of Advanced Chip-Making Technology","url":"https://stock-news.laohu8.com/highlight/detail?id=2665263413","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665263413?lang=en_us&edition=fundamental","pubTime":"2026-09-08 17:07","pubTimestamp":1788858420,"startTime":"0","endTime":"0","summary":"0906 GMT - ASML Holding is poised to benefit from Taiwan Semiconductor Manufacturing Co.'s plans to use its high numerical aperture technology to make advanced semiconductors toward the end of the decade, UBS analysts write in a note to clients. \"This provides important validation of the commercialization timeline and supports potential high NA revenue contributions for ASML beginning in 2029-30,\" analysts say. The Dutch semiconductor-equipment maker is working with TSMC to transition to a larger-format photomask, a high-precision master template or stencil that contains the circuit pattern for an integrated circuit. The companies expect the shift to 12-inch masks from 6-inch masks to increase productivity and lower chip-making costs. ASML shares trade 0.1% higher at 1,501.60 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Semiconductor Manufacturing, ASML Collaborating on Move to Larger Chipmaking Masks","url":"https://stock-news.laohu8.com/highlight/detail?id=2665332336","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665332336?lang=en_us&edition=fundamental","pubTime":"2026-09-08 15:56","pubTimestamp":1788854170,"startTime":"0","endTime":"0","summary":"Taiwan Semiconductor Manufacturing  and ASML  are collaborating on a project to move chipmaking to larger numerical aperture extreme ultraviolet masks, the companies said Tuesday.The two chipmakers want to move to 12-inch photomasks following the use of six-inch masks, with the aim of having a pilot production line ready by 2031 and full production by 2033, the companies said.Other players and suppliers appear interested in joining in the effort, the companies 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