Subject


Semiconductors


2025-11-03

[News] TSMC Reportedly Flags 3–5% Price Hikes for Sub-5nm in 2026, Ripple Effects on Mature Nodes Expected

With 2nm mass production just around the corner, speculation had been swirling that TSMC might charge 10–20% more for its next-gen node compared with 3nm. But with advanced-node capacity already stretched thin, industry sources say the foundry giant moved early—reportedly alerting clients as far...

2025-11-03

[News] China Makes Breakthrough in Chip Technology, Paving the Way for Lithography Advancements

Lithography technology remains one of the core driving forces behind the continuous scaling of integrated circuit (IC) manufacturing. Recently, a research team led by Professor Peng Hailin from the College of Chemistry and Molecular Engineering at Peking University, together with collaborators, achi...

2025-10-31

[News] Chip Packaging Giant ASE Reportedly to Boost 2025 CapEx by US$1B Amid Strong AI and HPC Demand

AI is driving demand for advanced packaging, and Taiwan-based chip packaging giant ASE, which held its earnings call on the 30th, is moving quickly to ramp up operations. According to Economic Daily News, CFO Joseph Tung said the company’s 2025 capital expenditure will increase by US$1 billion to ...

2025-10-31

[News] Samsung in Talks to Supply HBM4 to NVIDIA for 50K-GPU AI Mega Fab; HBM3e/GDDR7/SOCAMM2 Also Included

Shortly after CEO Jensen Huang met with Samsung Electronics Chairman Jay Y. Lee and Hyundai Motor Group Executive Chair Euisun Chung over fried chicken and beer, NVIDIA announced a major collaboration with the South Korean government and tech industry, led by Samsung. According to Samsung, it has...

2025-10-31

[News] AWS’s Trainium3 Reportedly Draws Interest from Large, Mid-Sized Clients, Ramping Early ’26

Amazon’s cloud unit AWS posted 20% sales growth in Q3, while its custom chip developments also grabbed attention during the earnings call on October 30th. According to Yahoo! Finance transcripts, CEO Andy Jassy said Trainium2 adoption remains strong, and Trainium3 is set to preview by year-end, wi...

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