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Monday 5 May 2025
Huawei reportedly erects three advanced chip fabs in Shenzhen to sidestep foreign tech
Facing escalating US sanctions and export bans, Huawei is reportedly building three semiconductor fabs in Shenzhen's Guanlan district to localize its supply chain for advanced AI...
Monday 5 May 2025
China's 28nm foundry capacity to hit 31% by 2027 as SMIC, HLMC, Nexchip ramp up

China is rapidly expanding mature-node chip production at key sites, including SMIC's fabs in Beijing, Shenzhen, Shanghai Lingang, and...

Friday 2 May 2025
Lessons from TSMC: Trump tariffs offer Taiwan manufacturers opportunity for AI transformation
The tariff war initiated by US President Donald Trump has been widely described by economists as a global economic crisis. However, Lee-feng Chien, the former managing director of...
Thursday 1 May 2025
TSMC Arizona expands: One fab, two tones

TSMC has broken ground on its third semiconductor fabrication plant in Arizona, marking a major expansion of its U.S. operations and...

Monday 28 April 2025
How US chip equipment makers could shield US$10B in China sales from tariffs
Applied Materials, Lam Research, and KLA each generated 31.3%, 31%, and 36% of their revenue from China in 2024, according to recent filings. As mature-node wafer fab capacity expands,...
Monday 28 April 2025
Weekly news roundup: China's chip merger, Samsung delays, CXMT's rise, and TSMC's global expansion battle
These are the top-read DIGITIMES Asia stories from the week of April 21 – April 27.
Saturday 26 April 2025
TSMC defies margin pressure as second-tier foundries slip
TSMC beat market expectations in the first quarter of 2025, driven by surging AI chip demand, full capacity at its advanced 3nm and 5nm nodes, and effective cost management. Excluding...
Wednesday 23 April 2025
Samsung's Texas fab reportedly nears completion but delays loom amid rising costs and uncertain demand
As TSMC revealed accumulated losses of over NT$39.4 billion (approx. US$1.2 billion) from its Arizona operations over the past four years, attention is turning to Samsung Electronics,...
Tuesday 22 April 2025
TSMC Arizona could break even in 2025 despite overseas losses
While TSMC's overseas fabs recorded losses throughout 2024, the Arizona facility could become profitable by year-end 2025, according to a DIGITIMES analyst, marking a potential...
Monday 21 April 2025
US$37 billion on the line: Samsung's delayed Taylor fab nears critical juncture
Samsung Electronics is moving forward with plans to launch operations at its advanced semiconductor fab in Taylor, Texas, by late 2026, after multiple delays stemming from both internal...
Monday 21 April 2025
Can STMicro pivot? Legacy fab drag echoes Intel's struggle
STMicroelectronics plans to cut 3,000 jobs by 2027, timing the announcement just ahead of its first-quarter 2025 earnings call on April 24. The preemptive move appears designed to...
Friday 18 April 2025
7 key things TSMC CEO CC Wei revealed about AI, US expansion, and tariff risks
TSMC delivered a strong first-quarter 2025 earnings call, raising its full-year revenue forecast and reinforcing its position as a key player in the AI-driven chipmaking boom. The...
Friday 18 April 2025
TSMC to base 30% of future sub-2nm production in US, says chairman C.C. Wei

Speaking during TSMC's first-quarter 2025 earnings conference, Chairman and CEO C.C. Wei emphasized that the company's decision to expand...

Wednesday 16 April 2025
TSMC hikes 4nm pricing; US clients scramble under tariff pressure
US President Donald Trump's sweeping new tariffs are already forcing semiconductor firms to rethink production strategies. Supply chain sources say high costs at TSMC's Arizona fab...
Monday 7 April 2025
Global wafer foundry battle: New leadership reshapes industry landscape
As geopolitical risks rise, many countries recognize the importance of semiconductor supply chain security and are accelerating efforts to achieve chip autonomy. The US and Japan...