As Intel and TSMC both target 1.4nm mass production around 2028-29, Samsung—after reportedly delaying its own roadmap—is now re-entering the race. According to The Bell, the company has resumed efforts to commercialize its 1.4nm (SF1.4) foundry process, with mass production now slated for 2029, ...

The global semiconductor industry is set to enter a new Warring States era, as Samsung Electronics and SK hynix unveiled a sweeping investment push in South Korea. According to The Elec, the two memory giants will jointly deploy 800 trillion won to build four new fabs in the country’s southwest, a...

All eyes are on TSMC ahead of its July 16 Q2 earnings, with investors watching whether the AI boom can drive another earnings beat. Commercial Times, citing analysts, says AI demand is expected to push both revenue and gross margin above guidance, with gross margin potentially nearing 70%. The up...

As TSMC ramps up 2nm and 3nm production, it is also accelerating the phaseout of legacy nodes. Commercial Times, citing supply chain sources, reports that monthly wafer starts at Fab 15A, TSMC’s primary 28nm site, have dropped by more than 25% since the start of the year. The pullback in 28nm p...

Marvell is counting on continued adoption of leading-edge nodes to drive growth in high-speed connectivity solutions for AI data centers. According to Nikkei, Chris Koopmans, Marvell's president and chief operating officer, said the company has already begun discussions with TSMC regarding the use o...