Subject


Semiconductors


2025-07-25

[News] TSMC Reportedly Delays Kumamoto 2nd Fab Launch to 2029 Amid U.S. Expansion Push

TSMC’s U.S. expansion has been accelerating, but its plans in Japan are reportedly facing renewed delays. According to MoneyDJ, citing Nikkan Kogyo Shimbun, the launch of TSMC’s second fab in Kumamoto could be postponed by up to a year and a half, with operations now expected to begin in the fir...

2025-07-25

[News] Trump’s Action Plan Drives U.S. AI Effort, with TSMC Arizona Reportedly at Forefront

As noted by The Wall Street Journal, the Trump administration unveiled  "America's AI Action Plan" yesterday, outlining measures to help tech companies accelerate the construction of data centers for training AI models and securing sufficient power. Meanwhile, according to Commercial Times, sources...

2025-07-25

[News] Intel Earnings Call Bombshell: Could Exit Advanced Nodes if 14A Fails, Eyes TSMC Outsourcing Beyond 18A

After shocking the market with mass layoffs in mid-July, Intel delivered another bombshell during its latest earnings call. In a 10-Q filing cited by Reuters, the company warned that without major external foundry customers for its 14A process, it may be forced to abandon next-gen advanced nodes ent...

2025-07-24

[News] Tsinghua University Breaks Ground on EUV Photoresist in China’s Semiconductor Push

As SiCarrier advances chipmaking tools for 5nm production amid China’s semiconductor self-reliance push, Tsinghua University has reportedly achieved a breakthrough in EUV lithography materials. Researchers have developed a new polytellurium oxane-based photoresist, opening up fresh design strategi...

2025-07-24

[News] Intel Earnings Call Preview: 14A Strategy, Foundry Challenges, and More

Intel is set to hold its earnings call on July 24, and according to Reuters, these are some key issues to watch ahead of the event. Shift to 14A and Potential Writedown Commentary on Intel’s 14A process will be a key point of interest. According to Reuters, CEO Lip-Bu Tan is prioritizing 14A...

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