As NVIDIA is scheduled to release its Q1 earnings release on February 25 and the GTC 2026 conference in March, major foundry partner TSMC’s expansion move keeps drawing market attention. Liberty Times, citing semiconductor supply chain sources, reports TSMC could have up to 10 fabs across Taiwan�...

Japan has long been strong in semiconductor materials, and some unexpected players are now entering the field. According to Nikkei, Oji Holdings plans to launch a materials business targeting chips at 2nm and beyond. The company has developed a photoresist made using wood-based components, with comm...

As TSMC upgrades its second Kumamoto fab to 3nm, Japan’s homegrown foundry Rapidus is also drawing market attention. Hokkaido Shimbun reports IBM is backing the effort, planning a new office in downtown Chitose this spring to support Rapidus’ next-gen chip ambitions. IBM maintains a close par...

As TSMC, Intel, and Samsung kicked off 2nm mass production in late 2025, the spotlight is already shifting to their 1.4nm roadmaps and the rollout of ASML’s next-generation EUV lithography machines. According to Nikkei, citing ASML CEO Christophe Fouquet, Intel, Samsung, and SK hynix are expected ...

Despite booking a $252 million penalty tied to illegal equipment shipments to China, Applied Materials still delivered a confident outlook. According to Bloomberg, the company projected fiscal second-quarter revenue of about $7.65 billion — well above analysts’ consensus of $7.03 billion for the...