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NEWS TAGGED WAFER
Tuesday 11 March 2025
Gudeng leads 18 Taiwanese companies in following TSMC 's US expansion
Benefiting from strong demand for wafer carriers and photomask carriers from clients such as TSMC, Gudeng reported a consolidated revenue of approximately NT$456 million (US$13.9...
Tuesday 11 March 2025
TSMC US$100 billion expansion highlights deepening Taiwan-US tech ties
TSMC Chairman C.C. Wei announced at the White House a US$100 billion expansion in the United States, adding three wafer fabs, two advanced packaging plants, and an R&D center...
Friday 7 March 2025
TSMC's US$100 billion expansion: political capital or sunk cost?
TSMC is committing an additional US$100 billion to the US, funding three wafer fabs, two advanced packaging plants, and an R&D center. While framed as a business decision, the...
Thursday 6 March 2025
Taiwan wafer foundry industry, 1Q 2025

Introduction

Thursday 6 March 2025
C.C. Wei-Trump meeting highlights Taiwan's irreplaceable semiconductor role, says TSMC supplier Gudeng Precision
On March 3, 2025, Taiwan Semiconductor Manufacturing Company (TSMC) Chairman C.C. Wei met with US President Donald Trump at the White House, where both parties announced that TSMC...
Thursday 6 March 2025
Micron appoints ex-TSMC chair Mark Liu to boost AI strategy
Micron Technology Inc. has named former TSMC chairman Mark Liu to its board of directors, marking his first board appointment at an international semiconductor firm since stepping...
Thursday 6 March 2025
Inside TSMC's US$100 billion US expansion: unraveling the geopolitical stakes
At the end of 2024, TSMC initiated bulk production at its Arizona wafer fab. C. C. Wei, chairman and CEO of TSMC, announced an additional investment of US$100 billion on March 4,...
Wednesday 5 March 2025
Ardentec to kick off production at new plant in 2Q25
Wafer-probing specialist Ardentec anticipates commencing operations at its new plant in Longtan, northern Taiwan, in the second quarter of 2025.
Tuesday 4 March 2025
TSMC's US$100 billion US leap under Trump's pressure: winners and losers
As expected, TSMC has succumbed to ongoing pressure from US President Donald Trump in the last six months.
Monday 3 March 2025
SmartSens and Nexchip's CIS partnership boosts China's chip ambitions
SmartSens Technology (Shanghai) Co., a top Chinese CMOS image sensor (CIS) manufacturer, announced on February 27 a long-term strategic partnership with Nexchip Semiconductor, a Hefei-based...
Wednesday 26 February 2025
China's mature-node foundry price war eases as global clients shift orders
China's aggressive price war in mature-node wafer manufacturing appears to be stabilizing, as Vanguard International Semiconductor (VIS) reports shifting customer orders. Chairman...
Wednesday 26 February 2025
India's legacy fab overhaul may involve PSMC, Tata
The Indian government has initiated a major upgrade of its semiconductor capabilities at the Semiconductor Laboratory (SCL), India's first wafer fab, in Mohali with an RFP. This move...
Monday 24 February 2025
TSMC's second Japanese fab maintains production timeline for 2027 despite possible construction delay
JASM, TSMC's Japan subsidiary, plans to build a second wafer fab in Kumamoto. The firm states that construction will begin in 2025, possibly later than the initially stated first...
Saturday 22 February 2025
Could GlobalFoundries be the critical link in Intel's foundry transformation?
Recently, GlobalFoundries (GF) announced an executive reshuffle, fueling speculation that Thomas Caulfield, the company's current CEO, will be appointed as GF's executive chairman...
Friday 21 February 2025
Intel on the brink: boardroom battles, Trump's policies, the TSMC dilemma
With geopolitical tensions reshaping the semiconductor landscape, Intel's future hinges on decisions made by its board, the Trump administration, and Wall Street investors eyeing...