The sharp appreciation of the New Taiwan dollar (NTD) is raising concerns about its negative impact on Taiwan’s semiconductor industry, particularly foundries like TSMC, UMC, and Vanguard. As noted by Commercial Times, institutional analysis and industry data indicate that every 1% gain in the NTD...

Intel’s new CEO, Lip-Bu Tan, has just completed his first earnings call, demonstrating a strong commitment to driving the company’s transformation. As noted by a report from Commercial Times, Intel’s next-generation CPU, Nova Lake, will combine in-house production with outsourcing to TSMC for ...

Amidst a complex international landscape and a sharply polarized end-market demand, the global foundry industry is entering a period of reorganization, marked by frequent personnel changes and merger rumors. Meanwhile, the development of advanced process technologies has picked up steam, while the m...

As TSMC and Intel push sub-2nm advances, GlobalFoundries and UMC are rumored to be joining forces in mature nodes to counter rising Chinese rivals. UMC had stated that there is currently no merger in progress, but according to Economic Daily News, insiders say GlobalFoundries has already sought appr...

While TSMC makes strides in cutting-edge nodes and aims for 2nm mass production by year-end, its Taiwanese foundry counterpart, UMC, is rumored to be exploring a potential merger with U.S.-based GlobalFoundries, as per Nikkei and Reuters. However, the speculation has been denied by UMC, as it sta...