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Amid market talk of potential price hikes of around 10%, China’s leading foundry SMIC released its 4Q25 and full-year 2025 results on Feb. 10. Citing chinastarmarket.cn and the company’s disclosure, fourth-quarter revenue came in at US$2.489 billion, rising 4.5% quarter on quarter and 12.8% year...
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As TSMC accelerates its push into advanced nodes—led by 2nm and 3nm—to meet surging AI demand, the foundry heavyweight is quietly dialing back its 8-inch footprint. Citing IC design house sources, the Economic Daily News reports that TSMC currently runs about 5 million 8-inch wafers annually, wi...
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On February 3, Innoscience released an official announcement regarding a major business breakthrough with Google. The company’s Gallium Nitride (GaN) products have successfully completed critical design-ins for Google’s relevant AI hardware platforms, and a formal compliance supply agreement ...
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TSMC’s surprise move to upgrade Kumamoto Fab 2 to 3nm—lifting total investment to about US$17 billion—has put its overseas footprint back in the spotlight. Citing analysts, Economic Daily News reports that as U.S., Japan, and Germany fabs ramp, overseas capacity is set to reach ~20% or more of...
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While TSMC’s Japan operations have been suffering from lackluster automotive chip demand, the company is now mulling to make a bold pivot in its process strategy to capitalize the AI opportunity. According to Yomiuri Shimbun, the foundry giant has finalized plans to mass-produce Japan’s first 3n...