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    South Korean PCB industry faces cost challenges as AI-drives raw material price up
    5h 40min ago
    TSMC launch Arizona 3nm campaign to stay off Samsung's challenge
    5h 41min ago
    YMTC's challenges in localizing equipment for 3D NAND production
    5h 41min ago
    YMTC go full speeds toward HBF next
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    Taiwan OSAT leaders enter investment plateau as advanced packaging expects to surge in 2026
    5h 41min ago
    Mixed outlook for panel industry in 2026 amid cautious supply chain sentiment
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    NEWS TAGGED TSMC
    Tuesday 30 December 2025
    TSMC hits its 2nm milestone on schedule as China flexes military muscle
    TSMC today announced that its highly anticipated 2nm (N2) technology began volume production in the fourth quarter of 2025, meeting its roadmap targets precisely on schedule.
    Tuesday 30 December 2025
    Chinese GPU provider Lisuan Technology begins shipping self-developed 7G100 GPU
    Chinese GPU developer Lisuan Technology has started shipping its 7G100 GPU, marking a significant step toward commercialization. Reported by Jiemian News, the GPU uses TSMC's...
    Tuesday 30 December 2025
    TSMC's Arizona red tape exposes reality of reshoring US manufacturing
    TSMC's Arizona semiconductor complex illustrates the practical hurdles of re-shoring advanced manufacturing to the US. The project required navigating 18,000 unique rules and permits,...
    Tuesday 30 December 2025
    Taiwan quake damages key quartz tubes at fabs, putting chip recovery in focus

    A magnitude 7.0 earthquake off Taiwan's eastern coast late on December 27 disrupted parts of the island's semiconductor supply chain, after...

    Tuesday 30 December 2025
    Samsung rumored to jump to 2nm at Texas fab, signaling US chip competition
    Samsung Electronics is reportedly upgrading its Texas fab from 4nm to 2nm, aiming to rival TSMC in the US market. If confirmed, the move could reshape supply chains for major tech...
    Tuesday 30 December 2025
    Analysis: Why TSMC's Kumamoto plant is unlikely to reach 2nm before 2028
    TSMC is navigating a complex landscape of export controls and domestic competition as speculation grows around its second Kumamoto factory. The key question: will the Japanese facility...
    Tuesday 30 December 2025
    Global chip market nears US$1 trillion in 2026 as Taiwan foundries diverge
    The global semiconductor industry is on track to reach US$1 trillion in annual sales by 2026 as intense demand for artificial intelligence processors and advanced memory capacity...
    Monday 29 December 2025
    Taiwan quake hits chip fabs, but Nanya says operations largely unaffected
    A magnitude-7.0 earthquake struck offshore Yilan late on December 27, 2025, rattling northern Taiwan. The quake prompted precautionary shutdowns across Hsinchu Science Park. Several...
    Monday 29 December 2025
    Foundry 2.0 market hits US$85 billion in 3Q25: TSMC, AI packaging lead growth
    The global semiconductor industry's transition into the "Foundry 2.0" era is now measurable in revenue, utilization, and competitive positioning. The expanded foundry ecosystem generated...
    Sunday 28 December 2025
    TSMC operations stable after magnitude 7.0 quake, Taiwan's third largest in 26 years

    Taiwan Semiconductor Manufacturing Co. (TSMC) confirmed that its personnel are safe and facility safety systems are functioning normally following...

    Friday 26 December 2025
    SK Hynix targets February HBM4 ramp-up with TSMC, ships final samples to Nvidia
    SK Hynix is scheduled to deliver final samples of its next-generation high-bandwidth memory to Nvidia in early January 2025. This comes as the South Korean chipmaker nears a February...
    Friday 26 December 2025
    Nvidia reportedly tests Intel 18A process but does not move forward
    Intel's 18A process node has reportedly drawn interest from Nvidia, though the chipmaker has yet to commit to using the technology, according to Reuters, citing sources familiar...
    Friday 26 December 2025
    Exclusive: Ex-TSMC COO discusses how mass production sparked full-scale advancement
    J.K. Wang, a veteran leader in the semiconductor industry and former COO of TSMC, shared insights on TSMC's large-scale wafer fab mass production during his first media interview...
    Wednesday 24 December 2025
    TSMC's N-2 restrictions hand Samsung US advanced chip opening
    Samsung Electronics is poised to capitalize on US demand due to Taiwan's N-2 policy restricting TSMC's advanced process transfers and its capacity being booked by Apple and Nvidia...
    Wednesday 24 December 2025
    TSMC Nanjing in no danger of operation disruption, says branch head
    As US-China technology controls continue to shape the global semiconductor supply chain, the operation of TSMC in China remains under close scrutiny from the market.
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    Research Report Database
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