Subject


TSMC


2026-04-01

[News] NVIDIA’s Rubin Ultra Seen Sticking to Dual-Die Design on Packaging Constraints; TSMC 3nm Demand Intact

Please note that this article cites information from Commercial Times and Next Apple. As NVIDIA’s Rubin moves into mass production, industry attention is already shifting to the specifications of its next-generation Rubin Ultra. While market rumors suggest that Team Green may integrate four GPU ...

2026-04-01

[News] Silicon Photonics Race Intensifies as TSMC Targets 2026 COUPE Production, Samsung Eyes 2029 CPO Turnkey

Please note that this article cites information from Commercial Times, The Elec and TSMC. As GPU designs evolve toward denser chip-to-chip connectivity and faster data rates, optical transmission is taking on a bigger role. Foundry giants are also moving in, with TSMC’s COUPE silicon photonics p...

2026-03-31

[News] Samsung Pushes Advanced Nodes, Reportedly Targets 1nm by 2030; 2nm Yields Top 60%

Please note that this article cites information from Hankyung, Nikkei XTech, and Economic Daily News. Samsung is intensifying its push into advanced semiconductor technologies. According to Hankyung, sources indicate that Samsung’s foundry division is targeting the introduction of a 1nm proces...

2026-03-30

[News] Rapidus Accelerates 1nm Push, Reportedly Targets Six-Month Gap with TSMC

Please note that this article cites information from Nikkei XTech, Economic Daily News, and  Yomiuri Shimbun. Japan’s Rapidus is accelerating its push into advanced chipmaking. According to Nikkei XTech, CTO Kazunari Ishimaru said the company is aiming to narrow its technology gap with TSMC t...

2026-03-25

[News] Arm Unveils First AGI CPU on TSMC 3nm; Meta Among Customers, Promising Up to 2× Performance vs. x86

Please note that this article cites information from Commercial Times, Arm, CNBC, and Bloomberg. Chip IP provider Arm has ventured into chip design. According to Commercial Times, Arm announced it will launch its first in-house processor for AI data centers, the “Arm AGI CPU,” targeting eme...

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