Semiconductors & Chips

2 stories across channels

SK Hynix Orders $7.97B in ASML Equipment, Files Confidential US ADR Listing

SK Hynix disclosed a confidential SEC filing for US ADR listing within 2026 and announced a $7.97B ($11.95T won) purchase of advanced chipmaking equipment from ASML — one of the largest single disclosed equipment orders. The Korean memory giant is pursuing aggressive capital expansion to meet unprecedented AI-driven demand for high-bandwidth memory (HBM) chips.

The Deep Signal · Wednesday, March 25, 2026

Broadcom Confirms TSMC Capacity Bottleneck Through 2027 — PCB Lead Times Stretch to 6 Months

Broadcom's product marketing director confirmed TSMC has hit production capacity limits, with expansion not expected until 2027. TSMC's previously 'infinite' capacity is no longer accurate. Supply chain strains extend beyond wafers: printed circuit board lead times have stretched from 6 weeks to 6 months, and laser component supply is also constrained.

The Deep Signal · Wednesday, March 25, 2026