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Facing a surge in wafer-foundry orders and internal engineering headcount pressure, Samsung Electronics is considering outsourcing backend design for Google's 2nm tensor processing unit I/O die. Industry sources say Samsung has approached its design-

2026-07-16

Facing a surge in wafer-foundry orders and internal engineering headcount pressure, Samsung Electronics is considering outsourcing backend design for Google's 2nm tensor processing unit I/O die. Industry sources say Samsung has approached its design-solution partners to gauge interest in taking on backend work for Google’s 10th-generation TPU I/O die, codenamed Icefish, which is slated to be manufactured on Samsung’s 2nm process.

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2026-07-16

The IMF released a report comparing the current US-Iran war with all major oil crises in modern history. The chart shows that, in terms of the scale of supply losses, the cumulative oil supply disruptions caused by the current Middle East wars have e

The IMF released a report comparing the current US-Iran war with all major oil crises in modern history. The chart shows that, in terms of the scale of supply losses, the cumulative oil supply disruptions caused by the current Middle East wars have exceeded those of all major oil crises of the past few decades. Specifically: - Russia-Ukraine War: Supply reduction of approximately 100 million barrels - Iraq War: Supply reduction of approximately 400 million barrels - 1973 Oil Crisis: Supply reduction of approximately 500 million barrels - Iranian Islamic Revolution: Supply reduction of approximately 700 million barrels - Gulf War: Supply reduction of approximately 1.5 billion barrels The current US-Iran war has resulted in a reduction of 2.3 billion barrels of crude oil supply, and this is continuing to expand. Current crude oil prices have not fully reflected this supply shock. This is due to: ① suppressed global demand; ② increased crude oil production outside the Gulf region offsetting some of the shortfall; ③ countries continuing to use commercial and strategic oil reserves to buffer the supply shortage. However, the IMF warns that these buffering factors have significantly weakened, and the buffer space is almost exhausted.
2026-07-15

ASML (ASML.O) CEO said advanced logic foundry revenue is expected to increase about 25% this year.

ASML (ASML.O) CEO said advanced logic foundry revenue is expected to increase about 25% this year.
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