All eyes are on TSMC ahead of its July 16 Q2 earnings, with investors watching whether the AI boom can drive another earnings beat. Commercial Times, citing analysts, says AI demand is expected to push both revenue and gross margin above guidance, with gross margin potentially nearing 70%. The up...

As TSMC accelerates development of CoPoS (Chip-on-Panel-on-Substrate), Taiwan OSAT leader ASE is also making steady progress in fan-out panel-level packaging (FOPLP). According to TechNews, citing COO Tien Wu at the June 24 shareholders’ meeting, ASE’s first fully automated high-volume productio...

Ahead of its planned second-half price increases, UMC is already riding a profit upswing fueled by robust utilization rates. The foundry posted May revenue of NT$22.94 billion, up 17.8% year-over-year, while net profit soared 203% to NT$8.45 billion, translating into EPS of NT$0.68, according to its...

While China remains far from accessing ASML’s most advanced lithography systems, it is steadily strengthening its position in domestically used semiconductor tools. According to Nikkei, Japan is already feeling the impact, with its top five chipmaking equipment manufacturers posting a 10% decline ...

As TSMC ramps up 2nm and 3nm production, it is also accelerating the phaseout of legacy nodes. Commercial Times, citing supply chain sources, reports that monthly wafer starts at Fab 15A, TSMC’s primary 28nm site, have dropped by more than 25% since the start of the year. The pullback in 28nm p...