$WDC

Asia AI supply chain weekly roundup: - Anthropic signed a $1.8B compute deal with Akamai - TSMC’s board approved a $31.3B capital budget this week. TSMC’s allocation covers advanced-process capacity, factory construction, and fab infrastructure. DigiTimes also reports parallel expansion across CoWoS and SoIC packaging lines, keeping both leading-edge wafer capacity and advanced packaging in focus. - Separately, SMIC received regulatory approval for a CNY40.6B (~$6B) asset acquisition. The contrast is notable... leading-edge capital continues to concentrate around TSMC, while mature-node capacity in China is consolidating through M&A. - Memory also moved higher on our watchlist. NAND ASPs are expected to rise into H2 2026 on supply imbalance. June contract pricing from Kioxia and $WDC wi