Tootfinder

Sources: Samsung is seeing a rise in advanced chip production requests from BYD, Google, AMD, and others as TSMC's capacity remains constrained by AI demand (Nikkei Asia)
https://asia.nikkei.com/business/tech/s…

Samsung sees rising chip production requests from BYD, Google, AMD: sources
Demand for AI infrastructure strains advanced capacity of market leader TSMC

Toto, Japan's largest toilet maker, plans to invest $495M by 2030 to expand its semiconductor materials unit, targeting R&D for next-gen 1nm chip production (Nikkei Asia)
https://asia.nikkei.com/business/tech/semic…

Japan's Toto to invest $495m in chip materials, targeting 1-nm era
AI demand fuels bathroom fixture maker's expansion in semiconductor supply chain

Qualcomm unveils Dragonfly C1000, a new data center CPU built for agentic AI, and says Meta will use the chip when production starts in 2028 (Kif Leswing/CNBC)
https://www.cnbc.com/2026/06/24/qualcomm-data-center-cpu-meta.html

Qualcomm announces AI data center CPU, signs Meta as first major customer
Qualcomm's primary business has been smartphones, which accounted for two-thirds of the company's product revenue in it's most recent quarter.

Sources: Samsung is seeing a rise in advanced chip production requests from BYD, Google, AMD, and others as TSMC's capacity remains constrained by AI demand (Nikkei Asia)
https://asia.nikkei.com/business/tech/s…

Sources: OpenAI and Broadcom discuss terms for Broadcom to finance initial custom chip production for ~$18B, conditioned on Microsoft buying ~40% of the chips (Anissa Gardizy/The Information)
https://www.theinformation.com/articles/openais…

OpenAI’s AI Chip Deal With Broadcom Hits $18 Billion Financing Snag
When OpenAI and chip designer Broadcom announced last fall that they would make custom artificial intelligence chips together, they positioned it as a done deal. The companies said the deal would bring enough chips online before 2030 to consume 10 gigawatts of power, equivalent to five Hoover ...

Infineon plans to open a €5B chip factory in Germany backed by EU subsidies, its largest single investment, on July 2 as Europe seeks to boost chip production (Christina Kyriasoglou/Bloomberg)
https://www.bloomberg.com/news/articles/20

Sources: ASML has discussed raising prices for its EUV systems with TSMC and plans to charge 10% more for its DUV systems; TSMC is resisting ASML's plans (Qianer Liu/The Information)
https://www.theinformation.com/articles/as

ASML Plans Price Increases for Chipmaking Equipment, Despite TSMC Resistance
Chip toolmaker ASML, which makes equipment that plays a central role in chip production around the world, plans to raise prices, according to four people with knowledge of the discussions. That’s likely to bring ASML into conflict with Taiwan Semiconductor Manufacturing Co., the world’s biggest ...

Internal memo: Meta plans to begin production of its in-house AI chip, codenamed Iris, in September, and aims to boost its computing power to 14GW in 2027 (Reuters)
https://www.reuters.com/world/asia-pacific…

Sources: SK Hynix's big customers have been proposing a range of offers to secure memory chip supplies, including investing in dedicated chip production lines (Reuters)
https://www.reuters.com/world/asia-pacific

Applied Materials opens a $500M chip equipment manufacturing campus in Singapore, making the city-state home to ~50% of its production capacity alongside the US (Cheng Ting-Fang/Nikkei Asia)
https://asia.nikkei.com/business/technolog…

Applied Materials opens $500m manufacturing campus in Singapore
Top US chip tool maker plans to double global capacity amid AI boom

ASML reports Q2 net sales of €9.3B, above €8.8B est., a €2.9B net profit, above €2.6B est., and raises its 2026 net sales forecast from €36B-€40B to €43B-€45B (April Roach/CNBC)
https://www.cnbc.com/2026/07/15/asml-2q-earnings-ai-chips-orders.html

ASML hikes sales forecast for second time this year on strong AI chip demand
ASML on Wednesday raised its guidance for a second time this year as its customers continue to ramp up their production capacity of AI chips.

Letter: chip sector group SEMI, including Micron and Samsung, warns Scott Bessent US policies affecting prices or production capacity would worsen the shortage (Maggie Eastland/Bloomberg)
https://www.bloomberg.com/news/articles/20