As TSMC ramps up its U.S. and Japan expansions, all eyes are on the so-called “N-2” rule, which, according to the Central News Agency, could prevent the foundry giant from producing its most advanced nodes overseas. South Korean media outlet ebn reports that Samsung is set to capitalize on this ...

While TSMC’s Arizona expansion races ahead, its Japan operations are moving at a slower pace, drawing close attention. Plans for Kumamoto Fab 2, however, may be shifting. A Nikkei report had suggested a move to 4nm—originally planned for 6nm and 7nm—but Mirror Media now reports a bolder plan: ...

Japan is advancing its 2nm ambitions with Rapidus, and the investment required is enormous. According to Japanese outlet Kyodo News, sources say Canon is in the final stages of negotiations to invest in Rapidus, with the amount expected to be in the several-billion-yen range. As a semiconductor equi...

After nearly a month of rumors that former TSMC senior vice president Wei-Jen Lo had jumped to Intel—and may have taken sub-2nm process documents with him—the foundry giant finally broke its silence last night. According to the Economic Daily News, TSMC confirmed that on November 25 it filed a l...

Last week, TSMC Chairman C.C. Wei received the semiconductor industry's top honor, the Robert N. Noyce Award, and revealed that demand now exceeds the company’s capacity by three times, leaving advanced process capacity “massively insufficient,” Commercial Times reports. Amid surging AI chip d...