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    NEWS TAGGED SEMICONDUCTOR FOUNDRY
    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...
    Thursday 13 November 2025
    Samsung aims to make foundry unit profitable by 2027, banking on Tesla orders and US fab ramp-up
    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...
    Tuesday 11 November 2025
    Samsung's Texas expansion spurs formation of a new US semiconductor ecosystem

    Samsung Electronics is ramping up its semiconductor foundry expansion in Taylor, Texas, aiming for full operation by 2026. The move has...

    Tuesday 14 October 2025
    Samsung joins Nvidia's NVLink Fusion ecosystem to strengthen AI foundry partnership
    Samsung Electronics has officially joined Nvidia's NVLink Fusion ecosystem, marking a significant step in the two companies' collaboration within the semiconductor foundry sector....
    Monday 1 September 2025
    TSMC to raise foundry prices by 5-10% across advanced nodes in 2026
    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.
    Wednesday 13 August 2025
    TSMC leads with high gross margins, while second- and third-tier foundries operate at full capacity but struggle to profit
    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...
    Monday 11 August 2025
    Toshiba's Japan Semiconductor to boost foundry output 50% by 2029, eyes SiC and GaN chips
    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...
    Wednesday 6 August 2025
    DB Hitek rides China demand surge, targets growth in mature power semiconductors
    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...
    Wednesday 30 July 2025
    Samsung likely to ramp Tesla chip production in 2028 and peak in 2029-2032, says DIGITIMES analyst
    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...
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    New Power WorldWide 2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook