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...

According to Economic Daily News, TSMC’s former Senior Vice President of Corporate Strategy Development, Wei-Jen Lo, retired on the 27th, becoming the fourth senior executive to step down in recent months. As more top executives reach retirement age, TSMC is actively advancing its internal leaders...

Per a report by Central News Agency, Samsung Electronics recently announced a 22.8 trillion won (approximately USD 16.5 billion) chip foundry deal with a global company. Tesla CEO Elon Musk later confirmed that Samsung will produce Tesla’s next-generation Full Self-Driving (FSD) AI6 chips at its T...

TSMC is accelerating its U.S. push, with its third Arizona fab (F21 P3) reportedly breaking ground in Q2. Still, the foundry giant is playing catch-up—Treasury Secretary Scott Bessent revealed TSMC’s Arizona site currently meets just 7% of U.S. chip demand, according to Wccftech via The The All-...