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,...
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...
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,...
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...
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...
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...
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...
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...
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...
TSMC and Intel have reached a preliminary agreement to establish a joint venture for operating a semiconductor fab in the US, Reuters reported, citing The Information...
On April 1, 2025, TSMC's Japanese subsidiary, JASM, hosted its annual new employee enrollment ceremony, a tradition for many Japanese companies, at its headquarters in Kikuyo Town,...
Rapidus officially launched its IIM-1 semiconductor fab in Chitose City, Hokkaido, on April 1, marking a major milestone in Japan's ambition to produce cutting-edge 2nm chips. However,...
Global investment in front-end fab equipment is projected to increase by 2% year over year to US$110 billion in 2025, marking the sixth consecutive year of growth since 2020, according...
