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2025-09-18

[News] TSMC Reportedly Denies Halting 2nd Phase of Chiayi, Taiwan Packaging Plant Amid U.S. Expansion

According to Central News Agency,  concerns have arisen that TSMC’s U.S. investment could crowd out its broader plans. Market rumors suggest the company is accelerating construction of its second and third Arizona fabs while halting the second phase of its advanced packaging plant in Chiayi, Taiw...

2025-09-18

[News] Samsung Reportedly Wins Additional $250M Subsidy from Texas for Taylor Plant

As Samsung accelerates the development of its Taylor plant following a $16.5 billion AI6 order from Tesla, the company is set to receive an additional boost with $250 million (about 346 billion KRW) in subsidies from the state of Texas, according to ZDNet. The move, which comes after Texas grante...

2025-09-18

[News] Huawei Unveils Ascend 950 with In-House HBM in 2026, Touts SuperPoD to Rival NVIDIA

According to Mydrivers, at today’s Huawei Connect 2025 conference, the company unveiled a multi-year roadmap for its Ascend AI chips, with steady releases planned through 2028. The rollout will start with the Ascend 950PR in Q1 2026 and the 950DT in Q4 2026, followed by the Ascend 960 in Q4 2027 a...

2025-09-18

[News] Apple Reportedly Mulls Taiwan Pilot, India Mass Production for Foldable; Targets 10% Shipment Growth

According to Nikkei, Apple has reportedly been in talks with suppliers about establishing a test production line for a foldable iPhone in Taiwan, with plans to begin mass production in India by 2026. If realized, the plan would accelerate Apple’s shift of new product development out of China amid ...

2025-09-18

[News] Intel Rumored to Build Tesla Chips on 18A; Gaudi 3 Sees Early Momentum in Dell Servers

With Washington at Intel’s back with a 10% stake backup, Team Blue might be bracing for orders from more big techs. According to TweakTown, citing sources online, Intel may soon join forces with Tesla to build custom chips on its 18A process. As noted by TweakTown, the leak originated from Wccf...

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