Since April 2026, global semiconductor packaging and testing sector has seen a wave of major developments. ASE has kicked off its largest-ever fab construction program, with six new facilities slated to break ground worldwide this year. Meanwhile, Samsung Electronics plans to invest USD 4 billion in...

While TSMC has signaled exceptionally strong demand for 3nm and a further reduction in mature-node output at its earnings call, another Taiwanese foundry is moving in the same direction amid tightening supply conditions. According to TechNews, citing a client notice, United Microelectronics Corporat...

As Elon Musk confirmed on X that the AI5 tape-out has been completed, attention is shifting to how Samsung Electronics accelerates ramp-up at its Taylor fab while deepening cooperation with Tesla on memory. According to Hankyung, Samsung plans to begin full-scale ramp-up in the second half of 2026, ...

As geopolitical risks in the Middle East escalate, South Korea is facing rising uncertainties across its energy and raw material supply chains. According to Korea JoongAng Daily, citing a report from the Korea International Trade Association (KITA), the country’s chip sector could face significant...

With Tesla teaming up with Intel on the “Terafab” initiative and accelerating its push into chip manufacturing, attention in the market is turning to how TSMC will respond. At today’s earnings call, chairman C.C. Wei acknowledged that both Intel and Tesla remain TSMC customers, while also call...