Subject


TSMC


2025-12-29

[News] TSMC Reportedly to Raise Sub-3nm Prices 3-10% in 2026, Plans Hikes Through 2029

While mature-node foundries, led by SMIC, have sparked a new wave of price hikes, TSMC is reportedly joining the trend. According to the Economic Daily News, the company has notified clients that it will raise prices for advanced nodes consecutively from 2026 through 2029, with the new 2026 rates ta...

2025-12-29

[News] Samsung Emerges as Potential Second Foundry for NVIDIA Alongside TSMC After Groq Licensing Deal

Will Samsung emerge as an alternative to TSMC for manufacturing NVIDIA chips? A recent move by Team Green has raised that possibility. According to Commercial Times, AI chip startup Groq has entered into a non-exclusive licensing agreement with NVIDIA, with key members of the Groq team joining NVIDI...

2025-12-29

[News] 7.0 Quake Hits: TSMC Nears Full Production, Sector Losses Reportedly Tens of Billions NTD

Just before year-end, a magnitude-7.0 earthquake struck Taiwan at 11:05 p.m. on the 27th, with the epicenter off Yilan and seismic intensity reaching level four in Hsinchu City and County — heightening concerns over potential disruption to foundries and memory makers. Commercial Times, citing T...

2025-12-26

[News] TSMC Dismisses Nanjing Risks as VEU Expires, Flags Global Advanced Capacity for Chinese Clients

With TSMC’s Nanjing fab VEU (Validated End-User) status set to expire on December 31, 2025, the company has clarified its position. According to MyDrivers and ijiwei, TSMC China President Roger Luo said supply chains remain secure and dismissed lingering concerns that the country’s clients are l...

2025-12-25

[News] Price Hikes Hit Mature Nodes: SMIC, TSMC Affiliate VIS Reportedly Raise BCD Prices 10%

A fresh wave of foundry price hikes is spreading from advanced nodes to mature processes. While Security Times reports that China’s leading foundry SMIC has raised prices on certain production lines, chinastarmarket.cn adds that TSMC affiliate Vanguard International Semiconductor (VIS) has also no...

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