The AI boom is triggering an explosive surge in memory chip demand, putting Taiwan's PSMC in the spotlight. According to Economic Daily News, PSMC has teamed up with Intel and Japan's SoftBank Group in an AI memory collaboration, taking on a key role in pilot production and manufacturing. The cross-...

AI demand powers foundries through the slow season. According to Central News Agency, the first quarter is traditionally a slow season for foundries, but this year is benefiting from strong AI demand alongside a recovery in panel driver IC orders. As a result, foundries including TSMC are expected t...

8-inch foundry prices are rising. According to Economic Daily News, the tightening global supply of 8-inch wafer foundry capacity has led institutional investors to turn more bullish on related Taiwanese players, expecting the trend to benefit UMC, PSMC, and Vanguard. Regarding the supply-side ba...

Market speculation has been swirling that global memory giant Micron is evaluating a potential acquisition of PSMC’s new 12-inch fab in Tongluo, Miaoli, Taiwan. According to Commercial Times, PSMC says it is in ongoing discussions with multiple potential partners, though any cooperation remains at...

Although the U.S. has delayed the implementation of China chip tariffs, supply chains continue to shift away from China over the long term. According to Commercial Times, mature-node chips—given their broad range of applications and long product life cycles—are among the first to be incorporated...