TSMC is reportedly upgrading its Central Taiwan Science Park fab. According to Economic Daily News, citing supply chain sources, TSMC’s Fab 15A—originally focused on 28nm to 22nm processes—is undergoing a major upgrade to support 4nm production, with legacy equipment being relocated and new to...

As inference AI fuels a fresh wave of CPU demand, chip giant AMD posted a 57% YoY jump in first-quarter data center revenue—covering both server CPUs and AI accelerators—to US$5.8 billion. Notably, according to Reuters, CEO Lisa Su now sees the server CPU addressable market expanding at more tha...

AI-driven demand is surging across the supply chain, with copper clad laminates (CCL) also coming under significant strain. According to Hankyung, citing sources, a Seoul-based PCB maker placed advance orders worth KRW 10 billion with Taiwan’s EMC and TUC—more than five times its typical monthly...

While Google has signaled a strategic shift to offer its Tensor Processing Units (TPUs) to select external customers—moving beyond its legacy internal-only model—market reception among leading AI infrastructure providers remains cautious. Citing The Information, the Chosun Daily reports that spe...

Japan’s semiconductor materials supplier JSR is reportedly planning to build a photoresist plant in Taiwan to supply TSMC. According to Nikkei, the company intends to establish its first semiconductor materials production facility in Taiwan. JSR, which already operates R&D and sales bases in T...