From a professional analyst's perspective, the global semiconductor market is strongly driven by surge in artificial intelligence and cloud computing, boosting high-performance chips and opti...
China's lithography drive poses little threat to ASML, but other mature-node process gains erode Western and Japanese rivals' revenue.
A major quake hit TSMC's JASM fab in Kumamoto, forcing a brief halt, but damage looks contained and impact stays limited.
AI demand reshapes foundry priorities: photonics, packaging gains, tight mature nodes, rising power investment.
Major foundries push fab buildouts, transfer orders, price talks, and specialty processes to boost capacity.
AI-driven demand displaces mature node capacity, triggering price hikes across 8-inch and 12-inch foundry that could last through 2027.
Foundry pricing trends tighten across mature nodes in 2026, with AI demand driving advanced-process overflow orders and reshaping competitive dynamics.
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Taiwan foundries including TSMC, UMC, Vanguard, and PSMC are raising prices amid tight capacity, with increases set to extend into 2027.
Taiwan foundries including TSMC, UMC, Vanguard, and PSMC are raising prices amid tight capacity, with increases set to extend into 2027.
Major foundries see rising utilization and pricing power, driven by front-loading demand and surging AI orders, lifting 2026 full-year outlook.
Taiwan foundries see strong 2Q26 rebound, led by TSMC's 3nm ramp and packaging, with peers eyeing HBM and interposer.
Intel 18A yield beats plan, 14A wins Tesla. Niche logic with EMIB/Foveros and PowerVia could reshape foundry race.
AI and data centers drive record IC sales. Despite mobile risks from higher memory costs, custom chips and network upgrades ensure future growth.
On April 23, 2026, TSMC unveiled at the 2026 North America Technology Symposium its Compact Universal Photonic Engine (COUPE) platform built on Co-Packaged Optics (CPO) technology, with mass productio...
