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NEWS TAGGED SEMICONDUCTOR FOUNDRY
Monday 29 June 2026
AI demand drives Foundry 2.0 market revenue up 23% in 1Q26, says Counterpoint
Global revenue for the semiconductor industry's "Foundry 2.0" market reached US$86 billion in the first quarter of 2026, up 23% year-over-year, driven by strong demand for AI accelerators...
Thursday 25 June 2026
China specialty foundry Hua Hong Grace rides 40nm low-power process and Wuxi 12-inch ramp
Hua Hong Grace Semiconductor (HHGrace) is seeing gains from both process technology and capacity expansion, with industry research showing its 40nm ultra-low-power specialty process...
Thursday 25 June 2026
TSMC 3nm lead times surpass one year as Samsung faces Intel in foundry push
As demand for AI chips surges, the battle for foundry orders is heating up. South Korean industry sources say the next 2-3 years will be a critical period for Samsung Electronics'...
Tuesday 16 June 2026
China's Nexchip breaks into foundry top eight after AI demand lifts market to record numbers
AI, high-performance computing, and early pull-ins from TV, PC, and notebook supply chains pushed the global foundry market to a record high in the first quarter of 2026. China's Nexchip...
Wednesday 13 May 2026
Intel's preliminary Apple deal puts Samsung's foundry ambitions under pressure

Intel's reported preliminary agreement to manufacture some chips for Apple is putting new pressure on Samsung Electronics, as the US chipmaker...

Wednesday 1 April 2026
Nexchip applies for HK listing amid mature-node expansion
Chinese semiconductor foundry Nexchip has applied to list on the Hong Kong Stock Exchange's Main Board, Guandian.cn reported on March 31, as the company moves to consolidate...
Tuesday 31 March 2026
Global Foundry 2.0 market climbs to record US$320 billion in 2025 revenue
The semiconductor industry has formally entered the Foundry 2.0 era, a phase defined by the deep integration of manufacturing, assembly, and testing, profitably driven by the global...
Wednesday 25 March 2026
Samsung reportedly set to begin GaN foundry production, prepare SiC samples
Samsung Electronics is reportedly set to begin mass production at its gallium nitride (GaN) power semiconductor foundry line as early as the second quarter, while also preparing silicon...
Thursday 5 March 2026
Intel reportedly reconsidering 18A strategy as CEO signals openness to external foundry customers

Intel appears to be recalibrating a cornerstone of its advanced manufacturing strategy as CEO Lip‑Bu Tan signals that the company's...

Wednesday 25 February 2026
UMC streamlines leadership: Jason Wang named CEO as co-president model concludes
Leading global semiconductor foundry, United Microelectronics Corporation (UMC), has announced on February 25, 2026, a significant restructuring of its executive leadership structu...
Thursday 12 February 2026
TSMC's advanced process drives AI profits; SMIC, UMC, VIS face growth pressure
Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns...
Thursday 12 February 2026
SMIC warns AI pull-forward is rewriting chip cycle, lifts mature-node pricing
The global foundry industry is undergoing a structural shift, and it is emerging first in mature process nodes once widely considered oversupplied. SMIC stated on February 11 that...
Tuesday 27 January 2026
IonQ to acquire SkyWater, accelerating fault-tolerant quantum computing roadmap
IonQ and SkyWater Technology, the largest exclusively US-based pure-play semiconductor foundry, announced a definitive agreement for IonQ to acquire SkyWater in a cash-and-stock deal...
Tuesday 2 December 2025
Apple reportedly weighs Intel's 18A-P for 2027 entry-level Mac chips, challenging TSMC's exclusive grip
Despite Nvidia CEO Jensen Huang and many industry veterans arguing that former TSMC senior vice president Wei-Jen Lo joining Intel will not materially affect TSMC — given the...
Tuesday 25 November 2025
Tesla to potentially manufacture AI5 chip at Samsung's Hwaseong foundry
Tesla CEO Elon Musk recently indicated that the design finalization of Tesla's AI5 chip is imminent, sparking speculation about Samsung Electronics' semiconductor foundry in South...