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2026-08-11

[News] Samsung Reportedly Eyes High-NA EUV for 1nm around 2030 as TSMC Also Takes a Cautious Approach

Samsung is advancing its next-generation lithography roadmap. According to ZDNet, the company is targeting its 1nm process, expected to enter mass production around 2030, for the adoption of High-Numerical Aperture (High-NA) EUV. Citing ChangMin Park, a Master and senior technology expert at Samsung...

2026-08-11

[News] TSMC’s 5.5-Reticle CoWoS Reportedly Tops 99% Yield; Flags Memory, ABF as AI Bottlenecks

Amid surging demand for advanced packaging, TSMC Vice President of Advanced Packaging Technology and Services Jun He highlighted the company’s latest CoWoS advances at the 2026 OCP APAC Summit today. According to TechNews and the Economic Daily News, TSMC’s 5.5-reticle-size CoWoS is now in volum...

2026-08-11

[News] Apple Reportedly Plans Glass-Heavy 2027 iPhone Pro amid Design Scrap Rumors; Samsung Adds 1M Fold 8 Units

Apple’s upcoming iPhone roadmap is facing growing pressure from both rising costs and production challenges. The iPhone 18 Pro and iPhone 18 Pro Max may see price hikes, while according to Wccftech, industry analysts suggest poor production yields may have forced Apple to scrap the all-glass desig...

2026-08-11

[News] SK hynix-linked BCPE Pangea Cayman2 Becomes Kioxia’s Largest Shareholder; Influence Under Scrutiny

SK hynix, the world’s second-largest NAND maker, has indirectly become the largest shareholder of Kioxia, the third-largest NAND player. Citing Nikkei, ZDNet reports that Bain Capital’s special-purpose vehicle (SPC), BCPE Pangea Cayman2, has overtaken Toshiba after the Japanese conglomerate trim...

2026-08-11

[News] Microsoft Eyes Maia 300 Launch in Sep., Reportedly Seeks 300K TSMC Capacity as Google, AWS Race Ahead

As Google reportedly targets an aggressive 12–15 million TPUs by 2028, Microsoft is also stepping up its in-house AI chip push, with TSMC poised to benefit. Reuters, citing The Information, reports that Microsoft could unveil its next-generation Maia 300 as early as September and is in talks with ...

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