Subject


Semiconductors


2025-09-30

[News] TSMC Reportedly Pulls Arizona Third Fab to 2027, Ahead by One Year, Eyeing 2nm and A16

As U.S. Commerce Secretary Howard Lutnick floated the idea of a “50-50 split” in chip production between the U.S. and Taiwan in a NewsNation interview, Economic Daily News suggests TSMC is moving faster in Arizona. Its third fab could enter mass production as early as 2027—beating the original...

2025-09-30

[News] Applied Materials and GlobalFoundries Achieved Strategic Collaboration

Applied Materials, Inc. has announced a strategic collaboration with GlobalFoundries (GF) to establish a state-of-the-art waveguide manufacturing facility at GF’s Singapore plant, aiming to accelerate the next wave of innovation in photonics technology. Leveraging decades of semiconductor exper...

2025-09-29

[News] Breaking the Memory Wall: HBM Basics and the Rise of HBM4 in AI

With the HBM4 era on the horizon and SK hynix and Micron preparing for production ramp-up from late 2025 through 2026, it is an ideal time to explore how HBM (High Bandwidth Memory) is built, its key advantages and technologies related, and why its manufacturing complexity drives high costs. Here’...

2025-09-29

[News] Will the Investment Pay Off? Trillions Poured Into AI, Yet Chips Reportedly Last Only 3–5 Years

According to MoneyDJ, citing Wall Street Journal, the AI boom has triggered one of the most expensive building waves in history. In just three years, major tech companies have poured more into AI data centers, chips, and energy than the U.S. spent constructing the interstate highway system over four...

2025-09-26

[News] TSMC Arizona Names 5nm Veteran Ray Chuang as CEO to Accelerate U.S. Expansion

According to Liberty Times, TSMC has announced leadership changes for its Arizona operations. Effective October 1, Vice President Ray Chuang will succeed Dr. Y.L. Wang as CEO of TSMC Arizona. The report notes that the reshuffle underscores TSMC’s push to expand its U.S. investments and accelerate ...

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