Semiconductors
Chip News Explained
Earnings, export controls, market data — decoded
4 articles
Samsung Q2 2026: Operating Profit Up 19x, Stock Down 6.9% — the Day a Record Quarter Turned Into a Question About the AI Boom
Samsung Electronics' preliminary Q2 2026 (April-June) results showed operating profit of 89.4 trillion won (about $58.4 billion), roughly 19 times the year-earlier figure, and revenue of 171 trillion won, more than double a year ago — both quarterly records. Yet the stock fell about 6.9% on the day. A priced-in beat, doubts about the durability of AI infrastructure spending, and wariness over a reported 400 trillion won fab investment plan: the market is looking past this quarter's numbers to what comes next.
記事を読む Semiconductor Market / Silicon CycleSemiconductor Supercycle 2026: Chip Sales Cross $1.5 Trillion for the First Time — Three Forces That Make This Cycle Different
WSTS forecasts global semiconductor sales of roughly $1.51 trillion in 2026 — the first-ever break above $1.5 trillion, nearly double 2025's $791.7 billion. Three structural shifts drive it: AI inference demand, an HBM memory supercycle, and the concentration of advanced logic at TSMC. We trace each force with sourced numbers, including the view from Japan and Asia's supply chain, and explain why this expansion differs fundamentally from the inventory-driven silicon cycles of the past.
記事を読む Semiconductor Equipment / News AnalysisDisco Earnings Q1 FY2027: Net Profit Up 44% — Why the Company That Only Cuts and Grinds Chips Is the AI Boom's Surest Winner
DISCO's April-June 2026 results came in at 114.3 billion yen in revenue (up 27.1% year on year), 49.0 billion yen in operating profit (up 42.2%) and 34.2 billion yen in net profit (up 44%). The growth engines were equipment for AI chips and consumables such as dicing blades. The more HBM the world builds, the more cutting and grinding work there is — and that structure showed up directly in the numbers.
記事を読む Geopolitics / News AnalysisThe U.S. Cleared Nvidia's H200 for China. Six Months Later, Sales Are Almost Zero
Half a year after the Trump administration approved H200 sales to China in December 2025, Washington's open door has met Beijing's closed one: Chinese authorities are telling domestic firms not to buy. The Brookings Institution's verdict is blunt — the U.S. has exited China's AI chip market. This is the story of how control over the market shifted from the seller to the buyer, and why neither side's concessions can put it back together.
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