TSMC will hold its 2025 Supply Chain Management Forum on the 25th, an event widely viewed as a key gauge of next year’s capital-expenditure outlook. According to Commercial Times, institutional investors expect TSMC’s 2026 CapEx to reach as much as US$50 billion, driven by strong AI demand, whil...

Recent reports that Apple and Qualcomm are recruiting engineers with EMIB (Embedded Multi-die Interconnect Bridge) expertise suggest Intel’s packaging technology is regaining momentum—helped in part by the tight squeeze on TSMC’s capacity. According to the Commercial Times, the shift indicates...

As 2025 draws to a close, China’s STAR Market sees its largest IPO of the year today (November 24). Moore Threads, dubbed “China’s NVIDIA,” is set to debut with an issue price of 114.28 yuan per share, aiming to raise 8 billion yuan, according to 21jingin.com. China’s NVIDIA: IPO and Te...

Amid soaring AI server demand, critical components like HBM and AI accelerators are naturally in short supply. But the race for high-speed computing has brought new challenges—especially reducing material losses. In this push, the once-understated “glass fiber fabric,” specifically T-glass, is...

With speculation mounting that former TSMC SVP Wei-Jen Lo may have taken key materials to Intel, the company’s CEO Lip-Bu Tan has spoken out in response. According to Bloomberg, Tan describes the claims as rumor and speculation, stressing that the company respects intellectual property. As the ...