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    Friday 17 July 2026
    TSMC's CoWoS capacity remains 'extremely tight' as OSAT partners ramp expansion

    During its July 16 earnings conference, Taiwan Semiconductor Manufacturing Company (TSMC) offered an upbeat outlook on AI demand. Responding...

    Friday 17 July 2026
    TSMC limits mature-node expansion and eases pressure on PMIC suppliers
    TSMC chairman C.C. Wei said at the company's July 16 earnings call that mature-node expansion will be limited, with future capacity additions focused mainly on overseas fabs in Japan...
    Friday 17 July 2026
    Moore Threads forecasts sharp first-half revenue growth on AI demand
    Moore Threads, a Chinese GPU maker, said its first-half revenue likely more than doubled as demand for artificial intelligence (AI) chips and large-scale computing clusters accelerated...
    Friday 17 July 2026
    TSMC says A14 process on track for 2028 volume production
    TSMC said at its earnings call on July 16 that its A14 process technology is developing as planned, with risk production set for 2027 and volume production slated to begin in 2028.
    Friday 17 July 2026
    TSMC welcomes EMIB relief as MediaTek pressure eases

    TSMC Chairman C.C. Wei said on July 16 that if more competitors can offer advanced packaging solutions that meet customer needs, the...

    Friday 17 July 2026
    TSMC's US$100 billion bet: AI growth, US pressure and the cost of staying ahead
    Taiwan Semiconductor Manufacturing Company (TSMC) posted record second-quarter earnings for 2026, issued third-quarter revenue guidance above market expectations, and raised its full-year...
    Friday 17 July 2026
    CPU demand rebounds in AI data centers as TSMC stands to benefit across architectures

    Taiwan Semiconductor Manufacturing Company (TSMC) held its second-quarter 2026 earnings conference on July 16, where chairman and CEO...

    Thursday 16 July 2026
    C.C. Wei on EMIB, memory envy, and why TSMC won't squeeze its customers
    TSMC Chairman and CEO C.C. Wei used the company's second-quarter 2026 earnings call to push back on two narratives gaining traction among analysts: that rival packaging technologies...
    Thursday 16 July 2026
    TSMC says 2nm has four times as many tape-outs as 3nm at the same stage
    Customer tape-outs for TSMC's N2 process have reached four times the number recorded by its 3nm technology at the same stage, showing faster design activity as the foundry ramps production...
    Thursday 16 July 2026
    TSMC lifts 2026 revenue growth above 40% on strong AI demand from cloud giants

    TSMC expressed strong confidence during its July 16 earnings conference that demand for its advanced process technologies remains robust,...

    Thursday 16 July 2026
    TSMC 2Q26 profit surges 77% to a record on AI demand, first 2nm revenue

    TSMC reported record second-quarter 2026 results on July 16, with revenue, profit, and earnings per share all surpassing market expectations,...

    Thursday 16 July 2026
    Gotion High-Tech expects 1H26 profit to more than triple on market gains and expansion

    Gotion High-Tech said its first-half earnings are set to rise sharply, a result that could matter for battery investors and electric-vehicle...

    Thursday 16 July 2026
    ASML's rumored move to raise lithography prices sets up rare clash with TSMC as AI hands toolmakers pricing power
    An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now...
    Thursday 16 July 2026
    Samsung may scale back foldable storage upgrades as memory costs rise
    Samsung Electronics is reportedly preparing to reduce a long-running preorder perk for its next Galaxy foldables as memory prices climb. According to ChosunBiz, the South...
    Thursday 16 July 2026
    ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck
    During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems...
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    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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