While TSMC’s Japan operations have been suffering from lackluster automotive chip demand, the company is now mulling to make a bold pivot in its process strategy to capitalize the AI opportunity. According to Yomiuri Shimbun, the foundry giant has finalized plans to mass-produce Japan’s first 3n...

NVIDIA CEO Jensen Huang hosted a dinner on the evening of the 31st for senior executives from key supply-chain partners. As noted by Economic Daily News, Huang said TSMC must work at full stretch this year, underscoring tight capacity for its advanced nodes. TSMC’s 2nm capacity has reportedly been...

Amid the surging global AI wave and the accelerating transition toward green energy, gallium nitride (GaN) industry is entering a pivotal golden growth period. According to TrendForce’s research, the global GaN power device market is projected to expand at a robust compound annual growth rate (CAG...

As Meta lifts its 2026 capital spending to US$115–135 billion—nearly double its 2025 outlay—CNBC reports that the company’s investment push remains in full swing. Commercial Times notes that Meta’s sustained capex momentum is directly driving stronger demand for AI servers and ASICs (appli...

Microsoft unveiled its latest in-house AI chip, Maia 200, marking a further push into custom silicon for data-center AI workloads. According to the company’s press release, the chip is fabricated on TSMC’s 3nm process and features native FP8 and FP4 tensor cores designed to enhance performance a...