Subject


Semiconductors


2025-12-31

[News] TSMC May Fast-Track 1.4nm at Central Taiwan Science Park as 2nm Yields Reportedly Beat Expectations

TSMC has announced that its 2nm process has entered mass production on schedule this quarter, with momentum at the advanced-node level continuing to build. According to Economic Daily News, sources say that because its 2nm yields have exceeded expectations, the company’s 1.4nm advanced process fab...

2025-12-31

[News] Micron Reportedly Weighs Acquiring PSMC 12-Inch Tongluo Fab, With Multiple Partners Also Interested

Market speculation has been swirling that global memory giant Micron is evaluating a potential acquisition of PSMC’s new 12-inch fab in Tongluo, Miaoli, Taiwan. According to Commercial Times, PSMC says it is in ongoing discussions with multiple potential partners, though any cooperation remains at...

2025-12-31

[News] ASUS to Raise Prices on Selected PC Lines from Jan. 5 Amid Memory Cost Surge, Following Dell

With memory prices surging, PC makers are accelerating price increases. Dell is said to have kicked off the latest round by lifting prices across its commercial portfolio from December 17, with increases ranging from 10% to 30%, as reported by Business Insider. Notably, ASUS is now poised to foll...

2025-12-31

[News] Sony, Microsoft Reportedly Weigh Delaying Next-Gen Game Consoles Beyond 2028 Amid Memory Price Surge

Memory prices are climbing, reportedly affecting the product planning of major game console makers. According to ITHome, citing Insider Gaming, sources say console manufacturers Sony and Microsoft are weighing whether to delay the next generation of consoles beyond their originally targeted 2027–2...

2025-12-30

[News] Samsung Reportedly Plans 50% HBM Capacity Surge in 2026, Spotlight on HBM4

As the HBM4 race heats up, earlier reports from outlets like SeDaily indicate that both Samsung Electronics and SK hynix have started delivering paid final HBM4 samples to NVIDIA. Riding the wave of strong demand, Etnews reports that Samsung plans to ramp up its HBM production capacity by 50% in 202...

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