Subject


TSMC


2026-03-20

[News] SK hynix Reportedly Weighs TSMC 3nm for HBM4E Logic Dies to Gain Edge over Samsung

Please note that this article cites information from the Chosun Daily, ETNews, and TechPowerUp. With all three leading memory giants now close to shipping HBM4, the race for next-gen HBM is intensifying, with advanced nodes taking center stage. Samsung is reportedly set to use its in-house 4nm pr...

2026-03-18

[News] NVIDIA Rubin Ultra and Feynman Reportedly to Boost TSMC SoIC; Besi, Applied Materials, TEL to Benefit

NVIDIA’s GTC revealed plans to launch an enhanced Rubin Ultra in 2027, while its next-generation architecture, Feynman, is also coming into view for 2028. According to Commercial Times, SoIC (System on Integrated Chips) is expected to be a key technology for TSMC to meet customer design needs for ...

2026-03-13

[News] China’s No.3 Foundry Nexchip to Hike Prices 10% from June, Following SMIC, Hua Hong

As 8-inch capacity tightens and operating costs climb, foundries are bracing for a new wave of price hikes. Following Chinese peers led by SMIC, Nexchip, the country’s third-largest foundry, announced on March 12 a 10% increase in foundry fees starting June 2026, TechNews reports. According to ...

2026-03-12

[News] Meta’s In-House AI Chip Push: Four New Accelerators Gear Up Amid Memory Crunch by 2027

Shortly after securing major chip supply deals with NVIDIA and AMD in February, Meta Platforms unveiled a roadmap for four internally developed chips through 2027. The company plans to introduce them at roughly six-month intervals, with each designed for an expected lifespan of more than five years,...

2026-03-11

[News] Sony Reportedly Maintains 2027–2028 PS6 Launch Despite Memory Costs as TSMC 3nm Booked

Sony’s PlayStation 6 (PS6) had previously been rumored to face delays amid tightening memory supply driven by AI demand. The supply crunch fueled speculation that the PS6 launch could be pushed back to 2029. However, according to Unwire HK, citing Moore’s Law Is Dead, Sony has conducted a compre...

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