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...

Recent reports that Apple and Qualcomm are recruiting engineers with EMIB (Embedded Multi-die Interconnect Bridge) expertise suggest Intel’s packaging technology is regaining momentum—helped in part by the tight squeeze on TSMC’s capacity. According to the Commercial Times, the shift indicates...

With speculation mounting that former TSMC SVP Wei-Jen Lo may have taken key materials to Intel, the company’s CEO Lip-Bu Tan has spoken out in response. According to Bloomberg, Tan describes the claims as rumor and speculation, stressing that the company respects intellectual property. As the ...

Construction of TSMC’s European fab is advancing. According to Commercial Times, sources say the company’s new Dresden facility has entered its main structural construction phase and is expected to move into fab-system installation and equipment move-in during the second half of 2026. The plant ...