Just before year-end, a magnitude-7.0 earthquake struck Taiwan at 11:05 p.m. on the 27th, with the epicenter off Yilan and seismic intensity reaching level four in Hsinchu City and County — heightening concerns over potential disruption to foundries and memory makers. Commercial Times, citing T...

With TSMC’s Nanjing fab VEU (Validated End-User) status set to expire on December 31, 2025, the company has clarified its position. According to MyDrivers and ijiwei, TSMC China President Roger Luo said supply chains remain secure and dismissed lingering concerns that the country’s clients are l...

A fresh wave of foundry price hikes is spreading from advanced nodes to mature processes. While Security Times reports that China’s leading foundry SMIC has raised prices on certain production lines, chinastarmarket.cn adds that TSMC affiliate Vanguard International Semiconductor (VIS) has also no...

From a purely U.S. manufacturing perspective, Intel’s position remains firmly unshaken, with its Arizona Fab 52 said to exceed TSMC’s Fab 21 in both capacity and process technology. According to Tom’s Hardware, Fab 52’s capacity is comparable to the combined output of TSMC’s Fab 21 Phase ...

Soaring AI demand is pushing memory prices sharply higher, reshaping profit dynamics across the semiconductor industry. According to Hankyung, Samsung Electronics’ memory division and SK hynix are expected to surpass TSMC in gross margin in the fourth quarter of 2025. This would mark the first tim...