Samsung restarts US plant expansion driven by policy, but timeline and capacity growth remain uncertain; 2nm order progress depends on yield and client decisions, requiring further observation.
Foundry Market Update: Samsung utilization rate stable, clients adjust supply chains strategically; China foundry development continues, new processes and regional capacity layouts key.
TrendForce indicates that heightened geopolitical tensions are driving IDMs to seize ""China for China"" opportunities through collaborations with Chinese foundries...
CES 2022
A fire broke out in a section of ASML’s manufacturing plant in the German city of Berlin on January 3, 2022...
