As TSMC accelerates its expansion in the U.S., the performance of its American operations has drawn heightened attention. According to Commercial Times, TSMC’s U.S. subsidiary recorded NT$41 million in profit for the third quarter, a steep decline from NT$4.232 billion in the previous quarter. ...

As the global AI data-center race drains memory supply, major chipmakers are moving fast — and the shockwaves are spreading. Notably, Reuters reported last Friday that Samsung has quietly raised prices on select memory chips by as much as 60% from September. But the scope of this memory supercycle...

China's foundry giant SMIC reported robust Q3 results with profits surging 29% year-on-year, but surprised markets by revealing an unexpected ripple effect: tight memory chip supplies are making smartphone clients increasingly cautious with orders, according to chinastarmarket.cn. Notably, SMIC�...

Chip equipment maker Applied Materials reported its Q4 results this week, with China sales taking center stage as tightening export controls raise questions about the company’s  outlook. According to Reuters, Applied Materials said it expects spending on chipmaking equipment in China to fall in 2...

Global automakers are on alert as the Nexperia dispute escalates, raising fears that key chip supplies could run out if the impasse persists. According to Financial Times, citing industry sources, European carmakers and other industrial companies are still grappling with shortages that could halt pr...