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Industry

Foundry power balance flips: Samsung\'s choice amid TSMC dominance

TSMC\'s dominant share of the global pure-play foundry market is hardening a structure in which big tech customers have less leverage in price talks. Counterpoint Research put TSMC\'s second-quarter share at 73 percent, with Samsung Electronics\' foundry business at 7 percent. The market grew 29 percent year on year, and both TSMC and Samsung raised wafer prices. Analysts cited capacity constraints and supply-demand imbalances. Samsung is prioritising yield improvements and expanding capacity, including a planned 2027 start-up of its Taylor, Texas plant.

AI & Enterprise

Chinese technology becomes harder for global firms to ignore, from Apple to Ford

Chinese technology is rapidly seeping into the supply chains of major global companies, centered on AI, electric vehicle batteries and automotive software, CNBC reported. Apple uses Alibaba and Baidu for AI services in China, while Ford has adopted CATL battery technology. Analysts and researchers cited scale, integrated supply chains and development speed, and said adoption is driven by performance and compliance as well as market access, even as U.S. restrictions tighten.

Industry

China starts domestic production of DUV lithography tools; ASML and chip equipment stocks slide

A Chinese state-owned company has been reported to begin producing immersion deep ultraviolet (DUV) lithography equipment, a key tool for semiconductor manufacturing, raising tension in the global chip equipment market. The company is said to plan supplies to Chinese chipmakers including SMIC and CXMT. Commercial deployment is expected to take time, with limited output targets. ASML shares fell about 7 percent and other related stocks also declined.