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...
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...
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...
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...
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...
Samsung Electronics is targeting 2027 to turn its foundry business profitable, driven by expected orders from major clients such as Tesla and the full-scale operation of its new Texas...
Samsung Electronics has officially joined Nvidia's NVLink Fusion ecosystem, marking a significant step in the two companies' collaboration within the semiconductor foundry sector....
TSMC plans to increase foundry prices for its advanced semiconductor processes by approximately 5% to 10% in 2026, according to sources in the IC design industry.
The foundry industry faces operational pressures in 2025 due to external factors such as tariffs, exchange rates, and geopolitical tensions. Only TSMC continues to achieve record-breaking...
Japan Semiconductor, a chipmaker under Toshiba, is seeking to significantly expand its contract chip manufacturing operations, aiming to lift output by 50% from 2024 levels by the...
In its second-quarter 2025 financial report, South Korean foundry DB Hitek reported strong performance driven by increased orders from Chinese customers amid rising US-China semiconductor...
DIGITIMES analyst Luke Lin says Samsung's Tesla deal marks a pivotal entry into the US advanced foundry market. He projects AI6 high-volume production from 2028, with peak...
China's continued investment in mature semiconductor foundry capacity has become a focal point in the industry. Many worry that China's mature process output could flood global markets,...
JS Foundry, a Japanese contract manufacturer focused on power semiconductors, filed for bankruptcy with the Tokyo District Court on July 14, reporting liabilities of JPY16.1 billion...
