Subject


TSMC


2025-11-07

[News] TSMC Reportedly Notifies Clients of 8–10% Sub-5nm Hike in 2026, Apple A- & M-Chips Affected

Amid growing speculation that TSMC has begun alerting clients to a 2026 price hike, new reports are adding fuel to the fire. According to a Naver post by leaker yeux1122, cited by MacRumors and Wccftech, the foundry giant has notified key customers—including Apple—of upcoming price increases for...

2025-11-05

[News] TSMC’s Possible Weak Spot? Industry Commentator Sees Chances for Japan’s Rapidus

Backed by Japan’s push for semiconductor revival, Rapidus is positioning itself as a challenger to TSMC’s reign — but can it deliver? According to Commercial Times, citing a recent interview by Shupure News with industry commentator Jyo Poyo, who frequently publishes in outlets such as Tokyo ...

2025-11-03

[News] TSMC Reportedly Flags 3–5% Price Hikes for Sub-5nm in 2026, Ripple Effects on Mature Nodes Expected

With 2nm mass production just around the corner, speculation had been swirling that TSMC might charge 10–20% more for its next-gen node compared with 3nm. But with advanced-node capacity already stretched thin, industry sources say the foundry giant moved early—reportedly alerting clients as far...

2025-10-29

[News] U.S. Startup Substrate Unveils X-Ray Lithography to Rival ASML — Eyes TSMC Next

ASML’s extreme ultraviolet (EUV) lithography tools have long been essential to advanced chip manufacturing, with foundries such as TSMC, Samsung, and Intel investing heavily to acquire them. Now, a U.S. startup is looking to challenge the Dutch company’s dominance — and ultimately seek to rep...

2025-10-28

[News] NVIDIA May Be TSMC’s Only A16 Customer So Far While Apple Reportedly Yet to Start Talks

NVIDIA recently marked a major milestone, celebrating the first Blackwell wafer produced on U.S. soil at TSMC’s fab—an achievement that underscores their deepening partnership. That collaboration may soon expand further. According to South Korean outlet EBN News, citing industry sources, NVIDIA ...

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