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2025-04-17

[News] TSMC Reportedly Plans 30% Price Hike for 4nm Chip Production at Arizona Plant

Taiwan Semiconductor Manufacturing Co. (TSMC)’s new fab in Arizona has become a pivotal partner in realizing the “Made in America” push by global chipmakers. According to a report by the Economic Daily News, market sources suggest that TSMC is considering raising prices for 4nm chip production...

2025-04-17

[News] Intel Reportedly Faces New U.S. AI Chip Crackdown on China for High-end Products Like Gaudi

Intel seems to be start feeling the heat from Washington’s latest AI chip export curbs. Following NVIDIA and AMD, Team Blue now needs a license to sell certain high-end AI chips—like its Gaudi series—to the Chinese market, according to Reuters, citing Financial Times. The reports suggest th...

2025-04-17

[News] China’s New Chip-Origin Rules Put Foundries and IDMs on Edge: Key Updates from 35 U.S. Fabs

Ahead of any official chip duties announced by Washington, the China Semiconductor Industry Association advised last Friday that the origin of integrated circuits should be determined by where the wafer is fabricated, whether packaged or not. Under these rules, according to ijiwei, chips fabricated ...

2025-04-17

[News] Samsung Reportedly Achieves Stable 40%+ Test Yield for 4nm Logic Die, Accelerating HBM4 12-High Development

Despite ongoing uncertainty surrounding Trump’s proposed tariffs, leading memory manufacturers are moving forward with HBM development. According to Chosun Biz, industry sources on the 16th indicate that Samsung’s 4nm logic dies have achieved a test production yield exceeding 40%. As these logic...

2025-04-16

[News] ASML Sees Q2 Sales Slipping, Warning 2025 Revenue May Hit Low End of Forecast

Ahead of TSMC’s earnings call, Dutch chipmaking tool giant ASML flagged the impact of looming U.S. tariffs, reporting weaker-than-expected Q1 results and warning of a slight dip in Q2 sales, according to Reuters, CNBC and the company’s press release. Reuters, citing ASML CEO Christophe Fouque...

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