Tightening mature-node foundry capacity could be prompting Samsung Electronics to explore additional suppliers for its smartphone display chips. According to ZDNet, citing industry sources, Samsung is considering adding GlobalFoundries as a second foundry partner for display driver ICs (DDIs) used i...

Vowing to “leave no food on the table,” TSMC is doubling down on advanced packaging despite its own CoWoS capacity constraints. According to TechNews, CEO C.C. Wei highlighted TSMC’s ability to mass-produce 5x reticle-size packaging with strong yields—a feat he says rivals have yet to match....

TSMC is considering expanding its U.S. manufacturing footprint into Texas as growing demand from American customers prompts the chipmaker to evaluate additional capacity beyond Arizona. Speaking at TSMC's third-quarter 2026 earnings call on October 15, Chairman and CEO C.C. Wei said the company has ...

After posting new high net profit in the third quarter, TSMC management projects 4Q26 revenue to land between $52.3 billion and $54.3 billion, representing a year-over-year increase of approximately 58% and a sequential gain of around 14%. Profitability, however, could face some pressure as its 2...

SK hynix is reportedly seeking U.S. approval to expand chip production in China as part of a plan to finance a new semiconductor factory in the U.S. According to Reuters, citing sources, the South Korean memory maker wants Washington to authorize exports of U.S. chipmaking equipment to China as a co...