Subject


TSMC


2025-07-10

[News] TSMC Reportedly to Break Ground on U.S. Advanced Packaging Plants in 2028, Starting with SoIC

As TSMC accelerates its U.S. expansion with progress on its third Arizona fab, it still has to ship cutting-edge chips—like those for NVIDIA—back to Taiwan for advanced packaging. But that’s set to change. According to MoneyDJ, the foundry giant plans to break ground on two advanced packaging ...

2025-07-07

[News] Infineon Accelerates GaN Push While TSMC Exits, with 300mm Wafer Samples Expected 4Q25

While TSMC plans to exit the gallium nitride (GaN) wafer foundry business by 2027, industry heavyweight Infineon is ramping up its efforts. Leveraging its strong IDM model, Infineon, according to its press release, is advancing its scalable GaN production on 300mm wafers, with first customer samples...

2025-07-03

[News] TSMC to Exit GaN Production by July 2027, Reportedly Repurposes Fab for Advanced Packaging

As TSMC doubles down on advanced node development to ride the AI wave, it's steadily pulling back from legacy businesses. According to the Commercial Times, citing a press release from Navitas Semiconductor, TSMC will wind down its Gallium Nitride (GaN) wafer foundry services by July 31, 2027. No...

2025-07-02

[News] TSMC Arizona Shifts Leadership as Chairman Cassidy Steps Down Ahead of 2026 Retirement

As TSMC ramps up its U.S. expansion, its subsidiary TSMC Arizona Corporation has announced a major leadership shift. According to the Central News Agency, Rick Cassidy has stepped down as Chairman and Director after 27 years with the company. Rose Castanares, President of TSMC Arizona, has been elec...

2025-07-02

[News] U.S. Senate Reportedly Eyes 35% Tax Credit for New Chip Fabs, Boosting TSMC, Intel and Samsung

Though it remains unclear if or how the Trump administration will pursue chip tariffs, Bloomberg suggests the Senate has passed major tax legislation that delivers a big win for chipmakers. The bill raises the investment tax credit for new U.S. semiconductor plants from 25% to 35%—exceeding the pr...

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