Semiconductor News 20260411

In today’s semiconductor news, we report on a vivid mix of record market growth driven by surging demand for AI infrastructure and massive investment by companies in the next generation: TSMC’s March sales jumped a record 45% y/y, and industry-wide capex in 2026 is expected to reach the $200 billion level. The industry’s total capital investment in 2026 is expected to reach the $200 billion level. In addition, the expansion of manufacturing networks centered on back-end processes is proceeding at a rapid pace, including Samsung Electronics’ $4 billion packaging investment in Vietnam and ASE’s plans to build six new factories. In addition, Amazon is considering selling its chips externally, and Chinese memory companies are increasing their net income by more than 400%.

Main News

1. TSMC Sets Record with 45% YoY Growth in March Sales
   TSMC set a record with significant growth in March 2026 with a 45% YoY increase in sales. The dramatic sales growth was supported by strong demand for advanced processes driven by AI, which remains at a high level. As the global AI boom continues, the results once again highlight TSMC’s overwhelming competitiveness in the foundry market and its robust supply structure to capture demand.
2. Semiconductor Industry Capital Expenditures to Expand to $200 Billion in 2026
   According to SI’s forecast, overall semiconductor industry capex is expected to reach $200 billion in 2026, up 20% from the previous year. The global expansion of AI-related investment and government policies aimed at strengthening supply chains are providing a strong tailwind. Companies are investing large amounts of capital to develop advanced processes and expand manufacturing capacity, which is expected to bring long-term special demand to the semiconductor production equipment market.
3. Samsung to Invest $4 Billion in Vietnam to Strengthen Chip Packaging
   Samsung Electronics is reportedly making a massive $4 billion investment to strengthen its chip packaging business in Vietnam. The company is also reportedly considering establishing a semiconductor testing facility. With the growing importance of advanced packaging technology, Amkor and other companies are expanding their presence in the country, and Vietnam is rapidly emerging as a strategic base for global semiconductor back-end processing.
4. ASE to Start Construction of Six New Plants in 2026, CPO Mass Production to Begin This Year
   It has been reported that ASE, the world’s largest semiconductor packaging company, plans to start construction of six new plants by the end of 2026. In addition, mass production of CPO, which is expected to become the next-generation optical transmission technology, is also expected to start this year, further solidifying ASE’s technological hegemony in the packaging field by accelerating investment in cutting-edge back-end technologies to support massive data processing in AI data centers and other applications.
5. Chinese Memory Firms Make Strides on AI Upcycle ; Biwin’s Net Income Rises 429%
   Chinese memory firms are making impressive strides to take advantage of the AI upcycle, with Biwin’s 2025 net income surging an astounding 429% year over year. It has also developed an active capital strategy, with GigaDevice leading the way with a listing in Hong Kong. Against the backdrop of strong AI demand and domestic production policies, China’s semiconductor ecosystem is steadily gaining strength and increasing its presence in the global market.
6. Amazon Considering Outside Sales of Its Own Chips , Division Sales to Exceed $20 Billion
   Amazon is considering selling its own chips that it has developed for cloud infrastructure. The division’s sales are expected to exceed $20 billion annually. Anthropic, a leading AI startup, is also seeking to develop its own silicon. The competitive environment in the AI chip market is changing dramatically, as IT giants continue to accelerate their moves to bring their hardware in-house and surround their ecosystems.
7. ASML’s next-generation EUV lithography equipment is performing well, reaching 80% utilization
   It was reported that ASML’s next-generation EUV lithography equipment is performing well and is expected to reach 80% utilization. The introduction of the system in Japan is expected to take place around 2030, and the mass production system for the state-of-the-art equipment, which is indispensable for the realization of ultra-fine processes at 2nm and beyond, is now in place, marking an important milestone that will underpin the competition for next-generation chip development among top foundries such as TSMC and Intel.
8. SK Hynix ‘s M15X Plant Expands Early Production Startup
   It has been reported that SK Hynix of Korea is rapidly expanding its early production system at its M15X plant in order to increase its DRAM and HBM production capacity. This is a strategic move aimed at maintaining technological superiority and the top share in the HBM market by bringing production lines on line ahead of schedule and responding quickly to market demand through massive investment.
9. HuaTian Technology Forecasts Global Semiconductor Sales to Increase to $791.7 Billion in 2025
   HuaTian Technology forecasts that global semiconductor sales will increase 25.6% year over year to reach $791.7 billion in 2025. Surging demand for AI computing power and a wave of product price increases will strongly boost overall industry revenue. The industry as a whole is seeing a strong boost in revenues. In particular, semiconductor companies listed on China’s Keisoku Board are expected to continue to grow at a high rate in 2025 on the back of this booming economy, and are expected to perform well in tandem with the global market recovery.
10. China’s 科創板 semiconductor companies to sustain high growth in 2025 on AI demand and price hikes
    China’s high-tech startup market for科創板 semiconductor companies is expected to sustain high economic recovery and growth in 2025 on the back of exploding demand for AI computing power and a cycle of rising product prices. Annual reports from the companies also show strong growth in sales and profits, highlighting the resilience and steady expansion of China’s semiconductor industry, supported by huge domestic demand and government support, even in the face of headwinds such as U.S. export restrictions.

News List