Subject


TSMC


2025-08-13

[News] Samsung Reportedly Pushes SoP Packaging on Ultra-Large Panel, Challenging TSMC and Intel

According to ZDNet, Samsung Electronics is developing System-on-Panel (SoP), an advanced semiconductor packaging technology. The report notes that if SoP advances quickly, Samsung could secure a role in Tesla’s next-generation Dojo packaging supply chain. At present, Tesla plans to have its “AI6...

2025-08-13

[News] TSMC Reportedly Phases Out Legacy Production, Closing 6-Inch Fab 2 and 8-Inch Fab 5 by 2027

After announcing in early July plans to wind down its Gallium Nitride (GaN) wafer foundry services by July 31, 2027, TSMC has now confirmed—following yesterday’s board meeting—that it will also phase out 6-inch wafer production within two years and further consolidate 8-inch capacity to improv...

2025-08-07

[News] Trump’s 100% Chip Tariff Impact: TSMC, GlobalWafers Protected While UMC & Others at Risk

Just ahead of the reciprocal tariffs taking effect on August 7, U.S. President Trump announced plans to slap a 100% tariff on imported chips. According to Politico, the U.S. imported over $60 billion worth of chips in 2024, with Taiwan emerging as the top supplier at roughly $12 billion. As a result...

2025-08-07

[News] TSMC Reportedly Fast-Tracks 2nd AZ Fab in U.S. Push: Tool Move-In by Oct 2026, Targets 4Q27 Production

U.S. President Trump announced on the 7th plans to impose a 100% tariff on semiconductors, while noting that chips manufactured in the U.S. would be exempt. As such, TSMC is expected to qualify for the exemption. In line with this, MoneyDJ notes that TSMC is accelerating construction of its U.S. fab...

2025-08-07

[News] The TSMC 2nm Leak Lesson: When Elite Engineers’ Bright Futures Become Industry Warnings

TSMC, spared from the looming 100% chip tariffs thanks to its massive U.S. investments, rocked the global semiconductor world recently by revealing a leak of its 2nm process. Reports say the company filed complaints with prosecutors, leading to three engineers being detained incommunicado. Notabl...

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