AI is fueling a surge in demand for advanced packaging, and TSMC’s capacity in this segment is reportedly running tight. According to Economic Daily News, with most of TSMC’s advanced packaging capacity taken up by NVIDIA, several major U.S. AI chipmakers have rushed to seek help from Powertech,...

Recently, NVIDIA CEO Jensen Huang made a whirlwind visit to Taiwan, attending TSMC’s sports day. Sources said he came to request more chips from the company, underscoring the strong demand for its advanced process capacity. According to Liberty Times, as AI chip demand soars, TSMC’s 3nm capacity...

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...

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 ...

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...