As it seeks to regain momentum beyond memory, Samsung Electronics is charting an ambitious path for its foundry division, aiming for a long-awaited turnaround. According to ETNews, citing industry sources, the company has set a target of making its foundry business profitable by 2027 and aims to cap...

Beijing’s latest push for tech self-reliance might be backfiring. After reportedly ordering all state-backed data centers to use only domestic AI chips—effectively shutting out NVIDIA—China could now be facing a deepening chip crunch. According to The Wall Street Journal, the shortage has beco...

Samsung and TSMC are reportedly scaling back their 200mm (8-inch) foundry operations in response to shifting industry dynamics. According to South Korean outlet Hankyung, the two chipmakers have recently begun focusing more on advanced manufacturing using 300mm (12-inch) wafers to produce high value...

In line with its strategy to focus on advanced chip technologies, TSMC is gradually retreating from lower-margin mature technology segments. Reflecting this shift, GlobalFoundries announced on November 10 a technology licensing deal with TSMC for 650V and 80V Gallium Nitride (GaN) technologies. Acco...

As Bejing advances toward semiconductor self-reliance, high-end chipmaking tools are indispensable—yet lithography, controlled by ASML, poses the biggest challenge, with its EUV machines for sub-5nm chips off-limits for export. Notably, 42% of ASML’s Q3 2025 sales came from China, underscoring t...