As Chinese AI startup DeepSeek shakes up the global market by claiming its R1 model surpasses OpenAI’s latest o1 while costing only a fraction of the price, it is also sending a clear message. As highlighted by Nikkei, DeepSeek is forcing a market-wide rethink—on valuations, competition, and eve...

Citing industry sources, Commercial Times reports that TSMC’s Arizona wafer fab, Fab 21 Phase 1, has officially entered mass production on its 4nm process in the first quarter of this year. Monthly capacity is expected to reach 30,000 wafers by mid-year. Meanwhile, construction for Fab 21’s P...

On January 14, U.S. RF manufacturer MACOM announced plans to invest USD 345 million (approximately 2.528 billion RMB) to comprehensively upgrade its semiconductor wafer manufacturing facilities in Massachusetts and North Carolina. Specifically, the company’s Massachusetts facility will expand i...

The global semiconductor industry is facing numerous challenges, with several renowned fabs halting operations, delaying construction, or shutting down production lines. These developments have caused significant disruptions across the industry. Recently, the GlobalFoundries-STMicroelectronics fa...

While foundry giant TSMC plans to raise its 2025 capex to USD 38-42 billion, marking an up to 40% year-on-year increase, Japan’s Rapidus is also making strides in expansion. With government support backing it up, the company reportedly aims to introduce a total of 10 extreme ultraviolet (EUV) lith...