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The newest in Supply chain
PrimarySupply chaina record $10.41 billion, up 53 percent year over yearApplied Materials, the chipmaking-equipment supplier whose CEO says AI continues to fuel strong demand for semiconductors, reported revenue for its fiscal fourth quarter ended 25 October 2026 ofApplied Materials Q4 FY2026 resultsQ4 FY2026 (Nov 2026)- EstimateSupply chain13–18% quarter over quarter in 4Q26Robust AI demand has memory makers tentatively planning to cut PC DRAM supply in 2027, and even after notebook shipments fell 15.8% QoQ in 3Q26, TrendForce forecasts PC DRAM contract prices will riseTrendForce11 Nov 2026
- PrimarySupply chainNT$586.89 billion, an increase of 59.7 percent from October 2025TSMC, the contract chipmaker that manufactures most of the world's leading AI accelerators, reported consolidated revenue for October 2026 of approximatelyTSMC, October 2026 Revenue ReportOct 2026
- ReportedSupply chain4% of global high-end CCL supply, according to the Economic Daily NewsAn explosion and fire at Panasonic's Hukou plant in Taiwan, a key producer of the ultra-low-loss copper-clad laminates (CCLs) used in AI servers, could affect roughlyTrendForce, citing Economic Daily NewsNov 2026
- ReportedSupply chain$16 billion of AI ASIC revenue and a 20% market share in 2027TrendForce, citing Focus Taiwan, reports MediaTek began shipping its first AI accelerator ASIC in September 2026 and is targeting aboutTrendForceNov 2026
- PrimarySupply chain$4.14 billion, above the midpoint of its $4.0 billion guidance rangeKLA Corporation, whose process-control and inspection tools qualify AI chip production before wafers ship, reported fiscal first-quarter 2027 revenue ofKLA, Form 8-K Ex. 99.1Oct 2026
- EstimateSupply chainnearly 7%, ranking it behind only NVIDIA and BroadcomTrendForce estimates that once Marvell completes its merger with Lumentum, the combined company's share of the 2026 semiconductor wired communications market will reachTrendForce, press releaseNov 2026
- ReportedSupply chainUS$45 billion for two new chip fabsTSMC is reportedly the frontrunner for a second major US chipmaking hub in Sherman, Texas, where state development documents outline an unnamed semiconductor manufacturer building two fabs, creating approximately 5,000 jobs over six years and starting production by late 2029, with a potential investment ofTrendForce NewsNov 2026
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