According to Economic Daily News, industry sources note that Taiwan’s leading IC design firms are sharply cutting wafer foundry orders for mature nodes in the second half of the year. In Q3 alone, orders have dropped 20–30% from Q2 levels. As a result, utilization rates at mature-node foundrie...

On July 10, TSMC announced its net revenue for June 2025. On a consolidated basis, revenue for the month was approximately NT$263.71 billion, representing a 17.7% decrease from May 2025 and a 26.9% increase compared to June 2024. According to investors cited by Commercial Times, the month-over-month...

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...

As noted by Central News Agency, since China is actively expanding in mature nodes, the impact of the country's newly added capacity is expected to intensify. TrendForce predicts that China's foundry giant Nexchip will surpass Taiwanese foundries VIS and PSMC, moving up from 10th to 8th place i...

According to Economic Daily News, citing Reuters, the Office of the U.S. Trade Representative is scheduled to hold a hearing tomorrow (the 11th) on Chinese-made “legacy” semiconductors. This investigation was launched before the end of the Biden administration. The report indicates that the U...