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NEWS TAGGED 2NM
Friday 16 January 2026
Qualcomm reportedly pushes for full Galaxy AP supply, tying 2nm orders to Samsung foundry
Qualcomm is in talks with Samsung Electronics over contract manufacturing of 2nm chips, a move that could reportedly support Samsung's loss-making foundry business as customers reassess...
Friday 16 January 2026
Xiaomi reportedly skips 2nm for Xring O2, chooses TSMC 3nm to cut costs

Xiaomi's second-generation in-house mobile processor, the Xring O2, will skip TSMC's 2nm process and instead use the company's 3nm N3P...

Friday 16 January 2026
Commentary: TSMC's unstoppable momentum faces one wild card
Record profits. Soaring margins. Relentless demand. TSMC's January 15, 2026, earnings call painted a picture of semiconductor dominance so complete it seems almost untouchable. Alm...
Friday 16 January 2026
TSMC predicts rising advanced process costs; consumer SoCs may struggle to keep up
At its earnings call on January 15, 2026, TSMC signaled that its capital expenditures for 2026 will increase to US$52-56 billion, far exceeding market expectations. On top of demand...
Thursday 15 January 2026
TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge
TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin...
Thursday 15 January 2026
Rapidus forecasts 2nm supply shortfall by 2030, flags talent gap versus TSMC

As global governments accelerate investments in the semiconductor sector, Japan's Rapidus is moving forward with its goal of mass-producing 2nm...

Monday 12 January 2026
Musk vows to build 2nm fab, claims industry got cleanroom wrong
Elon Musk recently declared that the semiconductor industry has erred in cleanroom design. As CEO of Tesla and SpaceX, Musk promised that once Tesla establishes a 2nm process wafer...
Thursday 8 January 2026
Qualcomm reportedly in talks with Samsung on 2nm chip production
Qualcomm is reportedly in talks with Samsung Electronics about contract manufacturing of next-generation 2nm chips, discussions that could support Samsung's efforts to revive its loss-making...
Thursday 8 January 2026
Why TSMC is giving mature fabs billion-dollar makeovers
TSMC is undertaking significant upgrades at its existing 8-inch and 12-inch fabrication facilities that process chips at 90nm and above, while accelerating expansion for cutting-edge...
Tuesday 6 January 2026
TSMC reportedly set to build 12 Arizona fabs as Japan, Germany expansions stall
Recent market reports highlight ongoing challenges for TSMC's wafer fabs in Arizona, including high costs and low profits. Industry sources cite supply chain issues, talent shortages,...
Monday 5 January 2026
TSMC 2nm leak probe leads to additional indictments for three people and Tokyo Electron

Taiwan's High Prosecutors' Office has filed a supplementary indictment against three additional suspects and the Japanese chip equipment maker Tokyo...

Monday 5 January 2026
TSMC kicks off 2nm production with Samsung in hot pursuit
The global foundry race has entered a new phase after TSMC announced it has begun volume production of its 2nm process, intensifying competitive pressure on Samsung Electronics as...
Monday 5 January 2026
Japan's Rapidus to launch advanced packaging pilot line in Hokkaido by spring 2026
Japanese chipmaker Rapidus is advancing its 2nm process technology while developing advanced packaging solutions tailored for AI chips. The company aims to officially start trial production...
Monday 5 January 2026
Weekly news roundup: TSMC widens 2 nm edge as South Korea boosts chip spending; Huawei eyes memory bottlenecks
These are the most-read DIGITIMES Asia stories in the week of Dec 29 - Jan 4.
Saturday 3 January 2026
Analysis: Japan targets advanced packaging to crack TSMC's manufacturing edge
Japanese semiconductor firms are pivoting toward advanced packaging and alternative lithography as TSMC extends its scale advantage in artificial intelligence chips. TSMC's 3nm and...