Subject


TSMC


2025-11-03

[News] TSMC Reportedly Flags 3–5% Price Hikes for Sub-5nm in 2026, Ripple Effects on Mature Nodes Expected

With 2nm mass production just around the corner, speculation had been swirling that TSMC might charge 10–20% more for its next-gen node compared with 3nm. But with advanced-node capacity already stretched thin, industry sources say the foundry giant moved early—reportedly alerting clients as far...

2025-10-29

[News] U.S. Startup Substrate Unveils X-Ray Lithography to Rival ASML — Eyes TSMC Next

ASML’s extreme ultraviolet (EUV) lithography tools have long been essential to advanced chip manufacturing, with foundries such as TSMC, Samsung, and Intel investing heavily to acquire them. Now, a U.S. startup is looking to challenge the Dutch company’s dominance — and ultimately seek to rep...

2025-10-28

[News] NVIDIA May Be TSMC’s Only A16 Customer So Far While Apple Reportedly Yet to Start Talks

NVIDIA recently marked a major milestone, celebrating the first Blackwell wafer produced on U.S. soil at TSMC’s fab—an achievement that underscores their deepening partnership. That collaboration may soon expand further. According to South Korean outlet EBN News, citing industry sources, NVIDIA ...

2025-10-28

[News] Intel Reportedly Eyes Retired TSMC Veteran Wei-Jen Lo, Advanced Node Pioneer, to Lead R&D

As the race for sub-2nm dominance intensifies among foundries, Intel is reportedly targeting a recently retired TSMC executive to spearhead its key R&D efforts. According to Liberty Times, just three months after retiring, former TSMC Senior Vice President of Corporate Strategy Development Wei-J...

2025-10-28

[News] Apple Reportedly Takes Most of TSMC’s 2nm Capacity for A20 Series in Foldable iPhone and iPhone 18

Apple’s first foldable iPhone—expected in 2026 and reportedly featuring a design similar to Samsung’s Galaxy Z Fold, according to Bloomberg—is drawing strong market attention. Yet its biggest upgrade may lie inside: the device will run on Apple’s new A20 Pro chip, built on TSMC’s 2nm pro...

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