Analyzing TSMC's fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks

TSMC is executing the largest manufacturing expansion in semiconductor industry history that combines simultaneous multi-fab N2 ramps, AI-driven manufacturing optimizations, and massive CoWoS/SoIC packaging capacity expansion to meet increasing demand for AI accelerators.

TSMC CEO C.C. Wei says, ‘It will be a long time before we can meet customer demand’ — tells shareholders that he will keep prices stable, refrain from implementing price hikes

TSMC says it does not have enough capacity to handle all the demand from AI hyperscalers, with CEO C.C. Wei saying that it will take a long time before it can match customer demand. This is an opportunity for Intel, though, as companies desperate to get their hands on advanced chips might be willing to use Intel 18A or 14A nodes for their needs instead.

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Europe Wants More Than Regulation. It Wants Its Own Tech Ecosystem.

For much of the past two decades, Europe’s influence in the global technology industry has stemmed less from the companies it produced than from the rules it imposed. While Silicon Valley created the world’s dominant digital platforms and China built a state-backed technology ecosystem of its own, Brussels became known primarily as the global regulator […]

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‘Immense’ leverage: why AI chip workers are demanding more

Runaway profits and sky-high valuations for microchip companies have fuelled worker demands over pay packages in South Korea, raising the question: who profits from the artificial intelligence boom? In the United States, some employees with stock options have made it rich and retired early, while in Asia chip engineers are now using their “immense” leverage […]

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China adds homegrown AI chips to 'secure and reliable' procurement list for the first time — nine options added as move away from Nvidia continues

The certifications are valid for three years and were issued jointly by the China Information Technology Security Evaluation Centre and the National Secrecy Science and Technology Evaluation Centre.

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Samsung workers wrap up vote on massive AI bonus deal

Samsung Electronics’ labour union is expected to announce Wednesday whether chip workers voted to ratify a wage deal that would deliver massive AI-linked bonuses and helped avert a major strike. The tentative agreement between the South Korean memory chip giant and its largest union federation over a new bonus scheme for employees in the semiconductor […]

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SK hynix unveils 'iHBM' thermal architecture that cools AI memory at the source — integrated cooling elements inside HBM interface cut thermal resistance by 30%, target next-gen HBM5 accelerators and dense AI data centers

SK hynix has unveiled iHBM, a new thermal packaging architecture that embeds cooling elements directly into the HBM interface layer, reducing thermal resistance by 30% and helping future AI accelerators avoid performance-killing thermal throttling.

Imec builds world's first High-NA EUV-fabricated quantum dot qubit device — breakthrough could pull quantum computing onto the same manufacturing roadmap as next-gen AI processors, compressing timelines

Imec unveiled the world’s first silicon quantum dot qubit device fabricated with High-NA EUV lithography, suggesting quantum computing may eventually scale using the semiconductor industry’s existing advanced manufacturing ecosystem.

Huawei claims sanctions-busting breakthrough with 1.4nm-class chips by 2031, claims 55% higher transistor density — firm claims new LogicFolding chip architecture can bypass EUV restrictions, introduces 'Tau Scaling Law' to replace Moore's Law

Huawei Technologies unveiled a new “LogicFolding” chip design framework built on its proprietary Tau scaling law, claiming it can dramatically boost transistor density and power efficiency without EUV lithography — potentially helping China narrow the gap with TSMC and Nvidia despite U.S. sanctions.

Huawei Wants To Change The Chip Game With 1.4nm Density Target

Huawei’s newest semiconductor claim is not just about making chips smaller. It is an attempt to move the industry’s scoreboard away from foundry node names and toward a metric China may have more room to control: how quickly signals and data move through a chip system. At the 2026 IEEE International Symposium on Circuits and […]

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Samsung's $400,000 payout for memory workers sparks revolt as other divisions get only $4,000, fueling intentional production slowdowns — internal resentment disrupts packaging operations, major AI chip project decisions to a complete halt

It’s understood that meetings are being canceled across Samsung's non-memory and shared business units.

SEM-Guided Low-kV FIB Finishing for Leading-Edge Semiconductor Failure Analysis

Discover how the ZEISS Crossbeam 750 FIBSEM sets a new benchmark for precise TEM lamella prep, tomography, and advanced nanofabrication. This delivers better resolution, better SNR, larger usable FOV, and shorter acquisition times. Learn how uninterrupted FIB milling will reduce damage and rework, accelerate time to TEM, and increase first pass success—so your FA, yield, and materials teams…

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Samsung shareholders vow legal action over tentative union deal

A group of Samsung Electronics shareholders on Thursday vowed legal action against a tentative deal between the South Korean chip giant and its largest labour union that averted a major strike. The last-minute agreement on bonuses — which union members will vote on — was struck late Wednesday, with plans for an 18-day strike from […]

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Accelerating Chipmaking Innovation for the Energy-Efficient AI Era

_This sponsored article is brought to you by Applied Materials._

At pivotal moments in history, progress has required more than individual brilliance. The most consequential breakthroughs — such as those achieved under the Human Genome Project — required a new operating paradigm: Concentrate the world’s best talent around a single mission, establish a common platform, share critical…

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UAE Expands Defence-Tech Ambitions Through Semiconductor Partnership with Lockheed Martin

The UAE has signed a strategic agreement with US defence giant Lockheed Martin to establish an advanced chiplet design and microelectronics assembly facility in Abu Dhabi, strengthening the country’s ambitions to localise next-generation defence and semiconductor technologies. The agreement, announced during the “Make it in the Emirates 2026” forum, marks a significant step in the […]

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TSMC allocates $20 billion to Arizona expansion — project faces water and labor shortages, complicated by visa rules

TSMC's Fab 21 becomes profitable in the first year of operations, though TSMC continues to struggle with labor shortage, water shortage, and is concerned about the long-term power supply. Nevertheless, it allocates $20 billion on further development of the project.

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