The semiconductor industry is shifting at 2nm from transistor scaling to chiplet-based architectures and advanced packaging. Performance gains are increasingly driven by heterogeneous integration rather than monolithic shrink, reshaping how power, performance, area, and cost are optimized.

Invest International will provide Nexperia with a US$60 million loan to expand chip production and upgrade manufacturing lines across its global facilities, the Dutch state-backed lender said on February 16.

GlobalFoundries Inc. and Renesas Electronics Corp. have unveiled a multi-billion-dollar expansion of their manufacturing alliance, a move that underscores the deepening "friend-shoring" of the semiconductor industry as Washington and Tokyo scramble to insulate critical silicon from geopolitical volatility.

Joseph Liow, dean of the Lee Kuan Yew School of Public Policy at the National University of Singapore, said in a recent public lecture that technology is no longer merely an engine of economic growth but has become a core instrument in great-power competition. For Taiwan, which sits at the center of the semiconductor industry and global supply chains, Liow said the rules of competition have fundamentally changed.

Taiwan Semiconductor Manufacturing Co. (TSMC) has greenlit a massive $44.96 billion capital budget following a historic board meeting in Kumamoto, Japan.