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Friday 28 March 2025
Semiconductor business like DeepSeek may emerge in China, says former TSMC R&D VP
Chinese semiconductors may avoid engagement in traditional advanced process competition, potentially fostering a domestic chip manufacturer similar to "DeepSeek," according to Burn-Jeng...
Tuesday 25 March 2025
TSMC's 2nm yield rate varies by product type; Apple and Nvidia to face different thresholds
While recent reports suggest TSMC's 2nm trial production is progressing steadily, DIGITIMES Research analyst Luke Lin cautions that actual yield rates will vary depending on the chip...
Tuesday 25 March 2025
TSMC advised to downplay or postpone 2nm Kaohsiung fab and beam-raising ceremony
TSMC's advancements in 2nm technology have been exceedingly seamless, as customers and orders were established some time ago. However, given current geopolitical concerns, industry...
Tuesday 25 March 2025
Taiwan foundry revenues to go down in 1Q25 before rebound in 2Q25; mature nodes to face price competition from China, says DIGITIMES
The combined revenue of Taiwan's major wafer foundry houses is anticipated to hit US$27.71 billion in the first quarter of 2025, a sequential decline of 5.8%. However, as AI/HPC chip...
Monday 24 March 2025
SK Hynix to pull M15X fab timeline forward by two months
SK Hynix is reportedly accelerating equipment installation at its M15X fab in Cheongju, South Korea, moving the original timeline forward from December to October in response to surging...
Thursday 20 March 2025
Jensen Huang denies involvement in Intel JV foundry, eye expanding US capacity by year-end
On the third day of Nvidia's GTC conference, CEO Jensen Huang dismissed reports that TSMC had proposed a joint venture with Nvidia, AMD, and Broadcom to manage an Intel wafer fab.
Monday 17 March 2025
Intel's new CEO and breakthrough in 18A process technology signal a new era
As various parties are brainstorming solutions to help Intel regain its former glory, the company has announced two major pieces of news: not only has it finally appointed a new CEO,...
Thursday 13 March 2025
Analysis: Intel's new CEO should merge Intel Foundry with GF to challenge TSMC's reign
Intel may follow AMD's Lisa Su by spinning off its foundry business to GlobalFoundries, creating a US-based chipmaking powerhouse, says a former TSMC executive.
Thursday 13 March 2025
US tightens semiconductor export controls, raising challenges for Taiwanese firms
The US is ramping up export controls on sensitive technologies and high-tech products, posing new challenges for global semiconductor supply chains. As part of these stricter measures,...
Wednesday 12 March 2025
Southeast Asian nations seek foundry partnerships to build homegrown fabs
Prominent nations worldwide recognize the critical importance of the semiconductor industry and are requesting assistance from foundry leader TSMC. Despite their efforts to improve...
Thursday 6 March 2025
TSMC slightly adjusts CoWoS fab capacity target
Supply chain sources indicate that TSMC's CoWoS capacity target for 2025 has been slightly adjusted downward, however, it is expected to rise consistently with the addition of new...
Monday 3 March 2025
India roundup: Delta Electronics steps up Indian expansion
Delta Electronics plans to expand the Indian market with industrial automation foray. Tata is expected to sign MoUs with semiconductor firms to enhance its chip capabilities.
Friday 28 February 2025
Commentary: TSMC weighs U.S. chip dominance demands while guarding its Taiwan roots
US President Donald Trump, now back in the White House, has once again set his sights on TSMC. Previously, his administration championed the semiconductor supply chain crisis as a...
Thursday 27 February 2025
JDI and OLEDWorks seeking JPY100 billion subsidy from New York State for advanced display fab project
Japan Display Inc. (JDI) and OLEDWorks are collaborating to construct an advanced OLED display facility in New York. They are seeking a subsidy of approximately JPY100 billion (US$670.33...
Thursday 27 February 2025
TSMC's 3nm and 5nm utilization rates surge in 1Q25 despite US curbs on China
Despite the US's heightened curbs on AI chips against China, TSMC's 3nm and 5nm fab utilization rates have topped 100% in the first quarter of 2025, according to industry sources.