Subject


IC Manufacturing, Package&Test


2026-01-20

[News] Samsung Reportedly Sets March EUV Trials at Taylor Fab Ahead of Tesla Chip Production

IC Manufacturing, Package&Test

While TSMC signals plans to accelerate its Arizona expansion amid rumors of five additional fabs, Samsung is also pushing ahead at its Taylor site. According to Hankyung, trial operations of extreme ultraviolet (EUV) lithography equipment at Taylor Fab 1 will start this March, setting the stage for ...

2026-01-19

[News] Intel’s Ohio 14A Project Gains Traction as Key Contractor Bechtel Reportedly Ramps Hiring

IC Manufacturing, Package&Test

While Intel's 18A has officially entered mass production in Arizona in late 2025, all eyes remain on Team Blue's next-generation 14A node and its flagship production hub in Ohio. Now, fresh signals suggest the long-delayed project may be gaining momentum. According to a recent hiring notice from ...

2026-01-16

[News] Taiwan-U.S. Trade Deal Cuts Tariffs from 20% to 15%, Secures $250B Investment with TSMC at Center

IC Manufacturing, Package&Test

After months of negotiations, Taiwan and the U.S. on Jan. 15 (U.S. time) sealed a long-awaited deal that cuts broad tariffs on most Taiwanese goods exported to the U.S. from 20% to 15%, while Taiwanese chipmakers, including TSMC, stand to benefit from lower duties on semiconductors and related manuf...

2026-01-15

[News] TSMC Flags Significantly Higher Capex Over Next 3 Years; Arizona 4th Fab, Packaging Site in Works

IC Manufacturing, Package&Test

Even as TSMC stunned the market by guiding 2026 capital spending at US$52 billion to US$56 billion — a roughly 30% year-over-year jump — the company made clear that this is not the peak. CFO Wendell Huang noted that over the past three years, TSMC has invested roughly US$101 billion in capex, an...

2026-01-15

[News] TSMC Q1 Revenue Guidance Hits $35.8B, Up 38% YoY; Unveils Record $56B Capex for 2026

IC Manufacturing, Package&Test

After posting new high net profit in the fourth quarter, TSMC management projects 1Q26 revenue to land between $34.6 billion and $35.8 billion, representing a year-over-year increase of approximately 38% and a sequential gain of around 4%. On the profitability front, assuming an exchange rate of US$...

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