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Briefing · Monday, March 23, 2026

Semiconductor Industry Advances with High-NA EUV, Major Investments, and Market Trends

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Today’s semiconductor news highlights significant advancements in manufacturing technology with the installation of the High-NA EUV lithography system at imec, which is set to redefine advanced chip production. Additionally, major companies like Samsung are ramping up investments, with plans to spend $73 billion this year to compete with TSMC, which is also seeing substantial growth in foundry revenues.

Market trends indicate a decline in PC and tablet unit shipments due to memory shortages, yet revenues are expected to rise. The foundry sector is projected to grow significantly, with TSMC leading the charge. These developments underscore the dynamic nature of the semiconductor landscape as companies adapt to evolving demands and technological innovations.

Key Stories

Samsung to spend $73bn on chip capex and R&D

Samsung's ambitious investment plan of $73 billion in chip capital expenditures and R&D aims to maintain competitiveness against TSMC, highlighting the escalating arms race in semiconductor manufacturing.

Electronics Weekly

Foundry revenues to grow 24.8%

Global foundry revenue is projected to grow by 24.8% YoY, with TSMC expected to lead this growth, indicating strong demand for advanced semiconductor manufacturing.

Electronics Weekly

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