TSMC's advanced-node capacity expansion is gathering pace. According to Economic Daily News, sources say that amid strong orders from major customers including NVIDIA, AMD, and Broadcom, TSMC could reach 180,000 3nm wafers per month by early in the fourth quarter, two to three months ahead of market...

MediaTek's AI ASIC ambitions with Google may extend well beyond TPU v9. Commercial Times reports that MediaTek's 400G/448G SerDes IP, expected to be ready in the second half of 2027, is seen by industry sources as a key enabler for bidding on next-generation AI ASIC programs, including Google's TPU ...

Zhongji Innolight, a global leader in optical transceivers, officially listed on the Main Board of the Hong Kong Stock Exchange (HKEX) on July 30, 2026. The company priced its H-share offering at HKD 980 per share, securing base gross proceeds of HKD 53.410 billion (with net proceeds reaching approx...

Several semiconductor facilities in Kumamoto, Japan, including TSMC’s JASM fab, suspended operations after a magnitude 7.1 earthquake struck the region on July 28. Notably, production is now gradually recovering, with semiconductor equipment leader Tokyo Electron and Sony Semiconductor Solutions a...

Kioxia announced its fiscal 2026 first-quarter results today, reporting revenue of JPY 1.767 trillion, up 76.2% quarter over quarter and 415.5% year over year, exceeding the company's guidance. Profitability also improved significantly, with gross margin reaching 80%, or 82% excluding JV items, whil...