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IC Manufacturing, Package&Test


2025-03-06

[Insights] Trump’s Chip Tariffs Shake Up the Game: Dive Into TSMC’s Huge U.S. Investment Plans

IC Manufacturing, Package&Test

On February 13, 2025, U.S. President Donald Trump officially signed the "Reciprocal Tariffs" presidential memorandum, aiming to ensure "fair trade" for the U.S. in international commerce. According to TechNews, the key principle of this policy is that the U.S. will impose reciprocal tariffs on coun...

2025-03-05

[News] Intel’s Panther Lake Mass Production Reportedly Slips to 4Q25: More 18A Hurdles Ahead?

IC Manufacturing, Package&Test

Intel is betting on 18A for a turnaround, as it reportedly works with clients like Broadcom and NVIDIA on test chips. However, industry speculation suggests further delays, with Panther Lake possibly missing mass production until Q4 2025, according to Wccftech. Here’s a quick round-up at the poten...

2025-03-05

[News] TSMC’s U.S. Investment Could Lead to 15% Price Hike, with AMD and NVIDIA Cheering on the Expansion

IC Manufacturing, Package&Test

While TSMC is set to expand its U.S. investment to a staggering $165 billion, price hikes for its advanced nodes seem to be inevitable, with adjustments reflecting the high cost of U.S. fabs, as per Commercial Times. With Trump ruling out the possibility for subsidies, analysts expect at least a 15%...

2025-03-04

[News] TSMC’s $100B U.S. Bet: Six Big Questions Behind the Largest Foreign Investment in U.S. History

IC Manufacturing, Package&Test

TSMC unveiled the largest foreign investment in U.S. history, adding $100 billion for three new fabs, two advanced packaging plants, and a major R&D center. However, the deal raises key concerns. Here are six big questions from Taiwan’s Economic Daily News, along with an analysis of each. H...

2025-03-04

[News] TSMC Scales up U.S. Investment with $100B More, Adding Five New Chip Facilities in Coming Years

IC Manufacturing, Package&Test

Amid rumors of acquiring Intel’s fabs, TSMC is ramping up U.S. investment to counter rising chip tariffs. According to Reuters and TSMC’s press release, the company will invest an additional $100 billion to build five more semiconductor plants in the coming years. CEO C.C. Wei announced the p...

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