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2026-07-31

[News] Israel Reportedly Withdraws $425M Intel Grant as Kiryat Gat Expansion Remains Uncertain

While Intel is benefiting from surging CPU demand and has announced a €5 billion (US$5.7 billion) investment to expand its Ireland fab, its previously planned expansion in Israel remains uncertain. According to CTech, Israel has canceled a NIS 1.3 billion ($425 million) grant for Intel in 2025 aft...

2026-07-31

[News] Samsung to Start Taylor Fab 2 Build by End-2026, Targets 2030 Mass Production; Eyes 1.4nm Expansion

Alongside its second-quarter earnings, Samsung also outlined the next phase of its U.S. foundry expansion. According to Yonhap News, the company said during its earnings call that it is preparing to begin construction of Taylor Fab 2 by the end of 2026, targeting mass production in 2030. On its T...

2026-07-30

[News] Ahead of Cook’s Final Apple Earnings Call: Rising Memory Costs and Potential Sep. iPhone Price Hike in Focus

Apple is set to announce its FY26 third-quarter earnings soon, which will also mark Tim Cook's last appearance as CEO, with iPhone pricing and memory costs expected to be key areas of focus. According to Reuters, Apple's decision to hold iPhone prices steady is expected to deliver its strongest June...

2026-07-30

[News] Samsung Targets 60–70% Capacity Under LTAs; Five Key Customers Reportedly Include AWS, Microsoft, Google

Samsung’s earnings call delivered a clear vote of confidence in sustained AI memory demand, as the company disclosed, for the first time, concrete progress on its long-term agreements (LTAs). While Micron expects its Strategic Customer Agreements (SCAs) to account for around 50% of long-term memor...

2026-07-30

[News] TSMC’s 1.4nm Fab Ahead of Schedule; First Building Expected Before Apr. 2027, Mass Production Seen by Mid-2028

TSMC has been pushing ahead with its next-generation manufacturing expansion. According to Commercial Times, Central Taiwan Science Park Administration Director Hsu Mao-hsin said on July 29 that construction of the company's 1.4nm fab at the site is ahead of schedule, with the first fab building exp...

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