As part of its fast-tracked U.S. expansion, TSMC’s second Arizona fab (P2) is set to begin equipment installation as early as Q3 2026, with mass production slated for 2027, according to Commercial Times. The report highlights TSMC’s push to compress construction into just two years, with the ...

Amid rising U.S. tariffs and stricter export controls on chipmaking tools, global equipment makers are dialing back their reliance on China. Japan’s Tokyo Electron, the most exposed among peers, now expects China to make up about 30% of its sales—down from 40% in the second half of 2024, Bloombe...

As Intel pushes to grow its presence among external clients, South Korea—a major memory and semiconductor powerhouse—has emerged as a prime target. According to the bell, Team Blue is actively promoting its foundry services to companies including LG Electronics, Hyundai Mobis, AI chip startup Re...

At the June 25 shareholders meeting, NVIDIA CEO Jensen Huang highlighted AI and robotics as the company’s biggest growth opportunities, with both markets holding multi-trillion-dollar potential, according to CNBC. Echoing his outlook, Commercial Times reports that NVIDIA’s Jetson and Tesla’...

Facing Wolfspeed’s looming bankruptcy, Renesas has signed a Restructuring Support Agreement (RSA) with the SiC giant and expects to book a loss of about JPY 250 billion in the first half of fiscal 2025 (January to June), as noted in its press release. In the wake of this setback, Japanese media ou...