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2025-11-25

[News] Meta Reportedly Weighs Google TPU Deployment in 2027, Boosting Broadcom, Taiwan’s GUC

As major U.S. cloud providers ramp up their AI ASIC efforts to lessen dependence on NVIDIA, Meta is reportedly evaluating to spend billions on Google’s in-house AI chips. According to Bloomberg, citing The Information, Meta is in talks to deploy Google’s TPUs in its data centers starting in 2027...

2025-11-25

[News] Apple Implements Unexpected Layoffs, Reportedly Linked to Third-Party Sales Shift

Tech layoffs are still spreading, and now even Apple has unexpectedly joined the wave with fresh job cuts. According to Bloomberg, Apple has eliminated dozens of sales roles in a bid to streamline the way it offers products to businesses, schools and governments. The company didn’t tell employees ...

2025-11-25

[News] TSMC Reportedly Plans 2-nm Boost in Taiwan with Three New Fabs, NT$900B Investment

Last week, TSMC Chairman C.C. Wei received the semiconductor industry's top honor, the Robert N. Noyce Award, and revealed that demand now exceeds the company’s capacity by three times, leaving advanced process capacity “massively insufficient,” Commercial Times reports. Amid surging AI chip d...

2025-11-25

[News] Samsung Reportedly Hits 55–60% 2nm Yields, Eyeing an Edge Through Early GAA Deployment

Samsung is working to revive its foundry business. According to Chosun Daily, the company’s 2nm yield rate has climbed to an estimated 55–60%, helping it attract customers for its advanced nodes. The report, citing industry sources, also indicates that Samsung Foundry is expected to become profi...

2025-11-25

[News] SK hynix Drives 65% of Group’s First 3 Quarters Exports, Poised to Lift 2025 to Record High

SK hynix has emerged as the growth engine of SK Group, powering the conglomerate’s strong performance in global exports. According to Prime Economy and Hinews, SK Group’s exports are on track to surpass last year’s 102.5 trillion won and hit a record-breaking 120-trillion-won total in 2025, fu...

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