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As TSMC, Intel, and Samsung kicked off 2nm mass production in late 2025, the spotlight is already shifting to their 1.4nm roadmaps and the rollout of ASML’s next-generation EUV lithography machines. According to Nikkei, citing ASML CEO Christophe Fouquet, Intel, Samsung, and SK hynix are expected ...
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While many details of the semiconductor duties remain unclear, one certainty is that in January the Trump administration slapped a 25 percent levy on certain AI chips from AMD and NVIDIA. Now, the Financial Times reports that Washington plans to exempt major tech players like Amazon, Google, and Mic...
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As TSMC accelerates its push into advanced nodes—led by 2nm and 3nm—to meet surging AI demand, the foundry heavyweight is quietly dialing back its 8-inch footprint. Citing IC design house sources, the Economic Daily News reports that TSMC currently runs about 5 million 8-inch wafers annually, wi...
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AI demand powers foundries through the slow season. According to Central News Agency, the first quarter is traditionally a slow season for foundries, but this year is benefiting from strong AI demand alongside a recovery in panel driver IC orders. As a result, foundries including TSMC are expected t...
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TSMC’s surprise move to upgrade Kumamoto Fab 2 to 3nm—lifting total investment to about US$17 billion—has put its overseas footprint back in the spotlight. Citing analysts, Economic Daily News reports that as U.S., Japan, and Germany fabs ramp, overseas capacity is set to reach ~20% or more of...