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IC Manufacturing, Package&Test


2025-10-16

[News] TSMC Confirms N2P for 2H26, Joins A16 to Cement 2nm-Class as Major, Long-Lived Node

IC Manufacturing, Package&Test

As TSMC races toward 2nm mass production by year-end, the foundry is rolling out fresh updates on its N2 and A16 nodes. Chairman C.C. Wei, cited by TechNews, said that while N2 remains on track, TSMC is also preparing N2P — an upgraded extension of the N2 family that promises higher performance an...

2025-10-16

[News] TSMC Projects Q4 Sales Down 1% QoQ, Up 22% YoY with 60% Margin, Holds $40-42B 2025 Capex

IC Manufacturing, Package&Test

After posting new high net profit in the third quarter, TSMC expects Q4 revenue to range between US$32.2 billion and US$33.4 billion, based on its current business outlook. Assuming an exchange rate of NT$30.6 to the U.S. dollar, management forecasts a gross profit margin of 59% to 61% and an operat...

2025-10-16

[News] TSMC Posts Record Q3 Profit, EPS NT$17.44 Amid AI Surge, Tariff Concerns

IC Manufacturing, Package&Test

TSMC today announced consolidated revenue of NT$989.92 billion, net income of NT$452.30 billion, and diluted earnings per share of NT$17.44 (US$2.92 per ADR unit) for the third quarter ended September 30, 2025. As Reuters reported, TSMC’s Q3 profit hit a record high on soaring demand for AI inf...

2025-10-16

[Insights] Intel’s Panther Lake Emerges — Can 18A Drive an Advanced-Process Comeback?

IC Manufacturing, Package&Test

With Intel officially unveiling Panther Lake, more details about the processor—its first built on the 18A node—are coming to light. According to Zhu Xi’s column in TechNews, Panther Lake’s performance could determine whether Intel can stage a comeback in advanced process technology. As Te...

2025-10-14

[News] Samsung Q3 Profit Soars 158% to 12 Trillion Won as Memory, Foundry Rebounds Fuel Strong Turnaround

IC Manufacturing, Package&Test

Amid a rebound in memory and foundry performance, Samsung Electronics said Tuesday its third-quarter operating profit likely jumped 32% year-on-year to 12.1 trillion won ($8.5 billion), far exceeding market expectations of roughly 10 trillion won, according to Reuters, ZDNet and the Chosun Daily. ...

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