According to Liberty Times, TSMC is expected to have four 2nm fabs running at full capacity next year, with a combined monthly output of 60,000 wafers. However, as Wccftech points out, while TSMC is preparing for full-scale 2nm production, the company reportedly has no plans to offer discounts to cu...

As ultra-fast, high-volume data exchange becomes essential in the AI era, optical communication is becoming a key driver for upgrading data centers and AI infrastructure. According to Commercial Times, the rise of CPO (Co-Packaged Optics) switches is fueling demand for SerDes technology, which conve...

According to a report from TechNews, citing Notebookcheck, Tesla has recently signed a multi-billion-dollar AI6 chip production agreement with Samsung Foundry. Analysts cited in the report note that Tesla’s 2nm AI6 chips are expected to enter mass production in 2028, with peak output projected bet...

With the U.S. announcing Taiwan’s 20% tariff rate at the last minute—set to take effect August 7—the Commercial Times reports limited direct impact on Taiwanese IC design houses and foundries. Still, higher prices triggered by tariffs could dampen end-user demand, the report warns. However,...

With U.S. approval to restart H20 sales in China, buzz around NVIDIA’s inventory is ramping up. Fueled by strong demand from Chinese buyers, the AI chip giant reportedly placed a 300,000-chip order with TSMC last week, Reuters reports. According to sources cited by the report, the new TSMC orde...