As NVIDIA and cloud giants like Meta and Google ramp up AI efforts, fueling HBM demand, analysts warn of a possible price dip next year. Citing Goldman Sachs, Economic Daily News reports that rising competition and oversupply could trigger the first HBM price drop in 2026—posing a challenge for ma...

According to a report from Liberty Times, citing South Korean outlet FNnews, sources say that Samsung has deployed personnel with expertise across various fields of chip manufacturing to its plant in Texas. Wccftech notes that the move is likely aimed at accelerating construction of the Taylor facil...

TSMC CEO C.C. Wei leads the company’s 2025 second quarter earnings call today and shares the latest progress on the company's Arizona facilities. Notably, he says that construction of the second fab in Arizona, which uses the 3nm process, has already been completed, and the company is now working ...

With Q2 earnings surging to new high despite strong Taiwan Dollar and tariff risks, TSMC projects its third-quarter revenue to land between US$31.8 billion and US$33.0 billion, which translates into an 8% sequential increase or a 38% year-over-year increase at the midpoint, according to the company....

TSMC today announced consolidated revenue of NT$933.79 billion, net income of NT$398.27 billion, and diluted earnings per share of NT$15.36 (US$2.47 per ADR unit) for the second quarter ended June 30, 2025. Year-over-year, second quarter revenue increased 38.6%, while net income and diluted EPS b...