TSMC is accelerating its advanced-node capacity expansion. According to Economic Daily News, citing supply chain sources, its Taiwan-based 3nm fabs were originally expected to reach a monthly capacity of 150,000 wafers by the end of 2026, but this is now projected to increase to 180,000 wafers, abou...

Amid disruptions in the Middle East, shortages of key materials are raising concerns across the global semiconductor supply chain. According to South China Morning Post, citing The Elec, the Strait of Hormuz has been effectively closed since early March, sharply curtailing supplies of naphtha—a ke...

TSMC outlined its manufacturing technology roadmap through 2029 at its North American Technology Symposium 2026. According to Tom’s Hardware, the company introduced its 1.2nm- and 1.3nm-class processes, A12 and A13, both targeted for production in 2029, along with an unexpected extension of the N2...

Amid a continued surge in AI computing demand, the CPU market is entering a new wave of price increases. According to Commercial Times, ODMs indicate that since March, consumer and server CPU prices have risen by 5%–10% and 10%–20%, respectively. Supply chain sources also say major international...

TSMC holds its earnings call today, with its response closely watched amid rising industry interest in rival Intel’s advanced packaging technologies, including EMIB. In response, according to TechNews, TSMC Chairman and CEO C.C. Wei states that the company continues to offer the industry’s large...