According to Nikkei, earnings among leading chipmaking equipment makers are beginning to diverge, shaped by weakening sales in China and rising demand for AI chips. The report highlights that the combined net profit of the top ten chipmaking equipment makers remained robust, rising about 40% to $...

Just before TSMC’s 2nm node ramps up mass production in 2H25, the foundry fired multiple employees and launched legal action over suspected leaks of sensitive data. According to Economic Daily News and Liberty Times, the case is highly sensitive—not only because it involves the world’s most ad...

Amid rising U.S. tariffs and stricter export controls on chipmaking tools, global equipment makers are dialing back their reliance on China. Japan’s Tokyo Electron, the most exposed among peers, now expects China to make up about 30% of its sales—down from 40% in the second half of 2024, Bloombe...

According to MoneyDJ, citing Bloomberg, the Trump administration is reportedly weighing tighter semiconductor export restrictions in an effort to further suppress China’s chip industry. As noted in the report, sources indicate that Trump administration officials have recently held discussions w...

Recently, Tokyo Electron (hereinafter referred to as "TEL") announced plans to build a new production facility in Miyagi Prefecture, Japan. The facility will be managed by TEL's manufacturing subsidiary, TEL Miyagi, and will primarily produce semiconductor manufacturing equipment such as plasma etch...