Subject


Semiconductors


2025-10-16

[News] TSMC Confirms N2P for 2H26, Joins A16 to Cement 2nm-Class as Major, Long-Lived Node

As TSMC races toward 2nm mass production by year-end, the foundry is rolling out fresh updates on its N2 and A16 nodes. Chairman C.C. Wei, cited by TechNews, said that while N2 remains on track, TSMC is also preparing N2P — an upgraded extension of the N2 family that promises higher performance an...

2025-10-16

[News] TSMC Projects Q4 Sales Down 1% QoQ, Up 22% YoY with 60% Margin, Holds $40-42B 2025 Capex

After posting new high net profit in the third quarter, TSMC expects Q4 revenue to range between US$32.2 billion and US$33.4 billion, based on its current business outlook. Assuming an exchange rate of NT$30.6 to the U.S. dollar, management forecasts a gross profit margin of 59% to 61% and an operat...

2025-10-16

[News] Tokyo Electron Builds Major Kumamoto R&D Hub Near TSMC to Advance 1nm Chip Equipment

According to Nikkei, Japan’s leading chipmaking equipment maker Tokyo Electron opened a large research and development center on Wednesday. The new facility aims to strengthen collaboration with TSMC and other partners in advancing next-generation 1nm semiconductor technologies. As the report n...

2025-10-16

[News] TSMC Posts Record Q3 Profit, EPS NT$17.44 Amid AI Surge, Tariff Concerns

TSMC today announced consolidated revenue of NT$989.92 billion, net income of NT$452.30 billion, and diluted earnings per share of NT$17.44 (US$2.92 per ADR unit) for the third quarter ended September 30, 2025. As Reuters reported, TSMC’s Q3 profit hit a record high on soaring demand for AI inf...

2025-10-16

[News] Samsung Reportedly Purchasing Two ASML High-NA EUV Tools for Mass Production by 1H26

According to The Korea Economic Daily, Samsung is reportedly set to receive its first high-numerical-aperture (high-NA) EUV scanner — the Twinscan EXE:5200B — later this year, followed by a second unit in the first half of 2026. While the company already operates a research-use high-NA EUV tool ...

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