Fueled by strong orders from Apple and Nvidia, TSMC posted record third-quarter results and raised its full-year US dollar revenue growth forecast to around 35%, targeting about US$122 billion. Yet supply chain sources said Nvidia's rapid contribution growth contrasts sharply with the continued decline in orders from Chinese chip clients

Wuhan Xinxin Semiconductor Manufacturing Co. (XMC), a key subsidiary of YMTC, is under growing regulatory scrutiny as its once-promising bid for a STAR Market listing unravels into a drawn-out saga of earnings collapse, mounting depreciation, and tangled related-party dealings, according to reports from CLS, TMTPost, and Caixin

Samsung Electronics is reportedly ramping up investment in extreme ultraviolet (EUV) lithography, planning to add five more systems for its memory division alongside two high-numerical-aperture (High NA) EUV tools for its foundry arm. The move positions Samsung for the anticipated memory supercycle, as DRAM and high-bandwidth memory (HBM) manufacturers race to expand next-generation production capacity