Subject


Semiconductors


2025-07-28

[News] TSMC’s Arizona Fab Reportedly Meets Only 7% of U.S. Chip Demand for Now Despite Expansion Push

TSMC is accelerating its U.S. push, with its third Arizona fab (F21 P3) reportedly breaking ground in Q2. Still, the foundry giant is playing catch-up—Treasury Secretary Scott Bessent revealed TSMC’s Arizona site currently meets just 7% of U.S. chip demand, according to Wccftech via The The All-...

2025-07-28

[News] Intel Spins off Network and Edge Unit to Sharpen Focus on Core Strategy After $2.9B Q2 Loss

According to Tom’s Hardware, citing CRN, Intel is spinning off its Network and Edge Group (NEX) into an independent business unit. In a memo to customers, the company revealed its plan to seek external investment for the NEX unit. As CRN notes, an Intel spokesperson has confirmed the details outli...

2025-07-28

[News] Samsung Lands $17B Foundry Deal as Musk Confirms Tesla’s AI6 Chips to Be Made in Taylor

After grappling with 2nm yield challenges and failing to lock in major clients, Samsung is making a bold comeback. According to Digital Daily and Reuters, the company has announced a massive foundry deal worth over 22.7 trillion won (nearly $17 billion)—a potential game-changer for its chip busine...

2025-07-28

[News] HBM Hybrid Bonder Demand Reportedly Rising in 2H25, as BESI and ASMPT Eye Growth

According to a ZDNet report citing industry sources on the 25th, leading global semiconductor back-end equipment manufacturers are expected to expand their HBM hybrid bonding operations in the second half of 2025. BESI Expects Rising Hybrid Bonding Orders in H2 2025 On July 24, Dutch equipment...

2025-07-25

[News] Intel Earnings Call Highlights: 18A Lifecycle, Product Roadmap, and AI & ASIC Strategies

At its July 24 earnings call, Intel warned that failure of 14A could jeopardize its advanced node business. But CEO Lip-Bu Tan and his team were also candid, sharing key updates on the product roadmap and Intel’s outlook on the growing AI market. Here’s a brief summary of Intel’s conference ca...

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