Market chatter has been circulating that Samsung Electronics Chairman Jay Y. Lee made a discreet visit to Taiwan last week, reportedly aiming to secure foundry orders for IC design major MediaTek from TSMC. However, at MediaTek’s shareholder meeting on May 29, TechNews and Liberty Times, citing CE...

As market chatter points to a potential up to 15% price hike for TSMC’s 3nm node, Taiwan’s second-largest foundry UMC has also signaled plans for price increases in the second half of the year and beyond. According to Liberty Times and MoneyDJ, citing CFO Chitung Liu at UMC’s shareholder meeti...

AI continues to drive tightness in advanced process capacity at TSMC. According to Commercial Times, citing sources, TSMC is expected to raise 3nm pricing again in the second half of 2026, with increases of up to 15%, followed by a potential additional 5%–10% hike in 2027. As the report notes, ...

With the CEOs of AMD and NVIDIA arriving in Taiwan back-to-back ahead of COMPUTEX in early June, their visits to key supply chain partners for next-generation CPU and GPU programs have drawn close attention. According to Commercial Times, AMD has already begun early preparations for its next-gene...

Ahead of COMPUTEX 2026, competition between the two AI chip giants appears to be heating up, with AMD Chair and CEO Lisa Su arriving in Taipei on May 20. According to Commercial Times, Su is moving ahead of NVIDIA CEO Jensen Huang in beginning supply chain engagements. She is set to attend the AI su...