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2026-07-20

[News] Tata’s India Fab Reportedly to Launch at 90nm Instead of 28nm; Commercial Production Delayed to Mid-2028

Tata Electronics is set to launch India's first semiconductor manufacturing project, though the technology may be less advanced than initially planned. According to Bloomberg, sources say the company is preparing to build the country's first large-scale chip fab at Dholera in Gujarat, with productio...

2026-07-20

[News] WAIC 2026 Highlights China’s SuperNode Push Led by Huawei; MiniMax M3, Unitree Robots in Focus

The 2026 World Artificial Intelligence Conference (WAIC) opened in Shanghai on July 17. According to Yicai, this year's exhibition shows AI moving into real industrial deployment. Supernodes have replaced individual chips as the new focus of computing power competition, AI agents are evolving into p...

2026-07-17

[News] TSMC After Earnings Call: Foreign Brokerages See EUV-Driven CapEx Surge and 2027 Price Hikes

At TSMC’s earnings call yesterday, the foundry giant surprised the market by raising both its 2026 CapEx and full-year revenue growth outlook, even as it warned that the 2nm ramp-up and overseas expansion would weigh on gross margins. Following the updated guidance, foreign brokerages released fre...

2026-07-17

[News] Samsung Reportedly Holds Back High-NA EUV Mass Production to Contain Costs Ahead of Foundry Turnaround

Intel has become the first company to deploy ASML's High-NA EUV in mass production for selected layers of its 18A Panther Lake processors. However, Samsung Electronics has yet to follow despite already installing two High-NA EUV systems. According to Chosun Ilbo, industry observers believe the compa...

2026-07-17

[News] Memory Patent War Escalates: Kioxia Hit With $229M Viasat Verdict; Samsung Faces Netlist ITC Probe

The memory boom is fueling not only demand for chips but also a wave of patent disputes among industry players. Reuters reports that a Texas federal jury ordered Kioxia, Japan’s NAND flash leader, to pay $229 million to Viasat after ruling that the company infringed a patent related to memory tech...

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