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Dec 17, 2025 Global Semiconductor Equipment Sales Projected to Reach a Record in 2027 SEMI forecasts global semiconductor equipment sales will hit a record $133B in 2025, up 13.7%, and climb to $156B by 2027. AI-driven spending in leading-edge logic, memory, HBM and advanced packaging fuels strong front- and back-end growth worldwide. SEMI Dec 17, 2025 Research Bits: Dec. 16 MIT and University of Waterloo researchers unveiled a back-end integration platform that stacks transistors and memory on one chip using amorphous indium oxide. The compact design cuts energy use, achieves 10-nanosecond switching, and enables electronics. Semiconductor Engineering Dec 17, 2025 Chip crunch to drive up costs, curb cellphone output next year Counterpoint Research warns that global smartphone shipments may fall 2.1% in 2026 as memory chip shortages inflate costs. Average handset prices could rise 6.9%, hitting low-margin Chinese brands hardest, while Apple and Samsung remain better insulated. Taipei Times Dec 17, 2025 Intel Completes First 2nd-Gen High-NA EUV Acceptance Testing; ASML Eyes 2027–28 Mass Production Intel hit a foundry milestone with ASML after completing acceptance testing of the second-gen High-NA EUV EXE:5200B. Built for mass production, it lifts throughput to 175 wafers/hour and 0.7nm overlay as ASML targets HVM in 2027–28 timeline ahead. TrendForce Dec 17, 2025 Acer and ASUS Reportedly to Pass Surging Memory Costs to PCs in 1Q26, Hot on Dell's Heels As memory prices surge, Dell plans 10%–30% PC price hikes from Dec. 17, signaling an industry shift. Acer and ASUS agree costs must pass through, with 2026 MSRPs rising as DDR5 and SSD prices spike, pressuring demand and risking sales declines in early 2026. TrendForce Dec 17, 2025 Hyperscaler AI spending could slow down if Oracle shows 'discipline' CNBC's Jim Cramer warned that Oracle's massive debt could force it to curb AI spending, potentially slowing rivals like Amazon, Microsoft, Google, Meta & OpenAI. He said reckless data center investments have pressured valuations & disciplined restraint could reshape the AI race. CNBC Dec 17, 2025 Chinese AI euphoria masks long-term technological challenges China's AI chip sector is surging as Moore Threads' shares jumped 425% in its IPO, signaling investor fervor. Huawei, Cambricon and MetaX accelerate domestic innovation, but tech bottlenecks and U.S. export curbs still limit gains against Nvidia globally. Taipei Times Dec 17, 2025 My Message for the Advanced Packaging Industry Since 2009, 3D InCites has highlighted advanced packaging's critical role in powering innovations from AI to autonomous vehicles. Once dismissed as costly, the industry now drives smarter, faster technologies, though challenges in sustainability and ethics remain. 3DInCites Dec 17, 2025 Samsung Electronics maps 2026 strategy amid AI-driven chip race Samsung Electronics launched its year-end global strategy meeting to chart 2026 priorities, focusing on AI supply chains, advanced 2-nanometer foundry production in Texas, HBM4 memory for ASIC clients & AI-enhanced consumer devices, amid leadership changes & industry pressure. The Investor Dec 17, 2025 The AI-fueled chip shortage could raise smartphone prices — new research spells out by how much Counterpoint Research warns that AI-driven memory chip shortages will push smartphone prices up 6.9% in 2026 while shipments may fall 2.1%. Rising DRAM costs particularly impact low- and mid-range devices, challenging smaller manufacturers more than Apple or Samsung. CNBC |
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