During Tesla’s latest earnings call in late October, cited by CNBC, the company confirmed that Samsung and TSMC will both produce the AI5 chip, a win for the South Korean semiconductor giant. However, CEO Elon Musk tweeted earlier today that high-volume production is now expected in 2027, later th...

TSMC’s affiliate, Vanguard International Semiconductor (VIS), announced its third-quarter results, reporting net revenue of NT$12.349 billion (about US$413 million), up 4.6 percent year on year. According to Commercial Times, this marked a record high for the same period in the company’s history...

Riding on a string of major future collaborations with OpenAI and Oracle, which are expected to boost growth in the coming years, AMD reported a record $9.2 billion in Q3 revenue. Looking ahead, it forecasts a strong Q4, with revenue around $9.6 billion, plus or minus $300 million, above analysts’...

Recently, Chinese business registration information shows that Nantong Crystal Co., Ltd. (“Nantong Crystal”) has undergone a shareholder change. SDIC Jixin—a fund under China Integrated Circuit Industry Investment Fund Phase III (Big Fund Phase III)—has been added as a new shareholder. Meanw...

Backed by Japan’s push for semiconductor revival, Rapidus is positioning itself as a challenger to TSMC’s reign — but can it deliver? According to Commercial Times, citing a recent interview by Shupure News with industry commentator Jyo Poyo, who frequently publishes in outlets such as Tokyo ...