As NVIDIA is scheduled to release its Q1 earnings release on February 25 and the GTC 2026 conference in March, major foundry partner TSMC’s expansion move keeps drawing market attention. Liberty Times, citing semiconductor supply chain sources, reports TSMC could have up to 10 fabs across Taiwan�...

As TSMC upgrades its second Kumamoto fab to 3nm, Japan’s homegrown foundry Rapidus is also drawing market attention. Hokkaido Shimbun reports IBM is backing the effort, planning a new office in downtown Chitose this spring to support Rapidus’ next-gen chip ambitions. IBM maintains a close par...

As India ramps up its semiconductor push, smartphone chip giant Qualcomm has completed the tape-out of a 2nm chip design in the country, marking a major milestone, according to local media Business Standard. The report, citing Qualcomm, notes that the work was carried out across the company’s e...

Samsung’ Taylor fab is reportedly making tangible progress. Citing Korea JoongAng Daily, the report says the company has obtained temporary approval for portions of its facility under construction in Taylor, potentially accelerating the project from its original schedule. As noted in the report...

NVIDIA CEO Jensen Huang hosted a dinner on the evening of the 31st for senior executives from key supply-chain partners. As noted by Economic Daily News, Huang said TSMC must work at full stretch this year, underscoring tight capacity for its advanced nodes. TSMC’s 2nm capacity has reportedly been...