Former TSMC senior vice president Wei-Jen Lo’s move to Intel—along with allegations that he took sub-2nm documents—has now sparked reports that Intel is also trying to recruit TSMC engineers in Arizona. According to Liberty Times, sources say Intel has recently been aggressively poaching engin...

After nearly a month of rumors that former TSMC senior vice president Wei-Jen Lo had jumped to Intel—and may have taken sub-2nm process documents with him—the foundry giant finally broke its silence last night. According to the Economic Daily News, TSMC confirmed that on November 25 it filed a l...

Last week, TSMC Chairman C.C. Wei received the semiconductor industry's top honor, the Robert N. Noyce Award, and revealed that demand now exceeds the company’s capacity by three times, leaving advanced process capacity “massively insufficient,” Commercial Times reports. Amid surging AI chip d...

Samsung is working to revive its foundry business. According to Chosun Daily, the company’s 2nm yield rate has climbed to an estimated 55–60%, helping it attract customers for its advanced nodes. The report, citing industry sources, also indicates that Samsung Foundry is expected to become profi...

TSMC will hold its 2025 Supply Chain Management Forum on the 25th, an event widely viewed as a key gauge of next year’s capital-expenditure outlook. According to Commercial Times, institutional investors expect TSMC’s 2026 CapEx to reach as much as US$50 billion, driven by strong AI demand, whil...