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    Analysis: What are the implicarions of Amazon and Bosch's China layoff
    5h 47min ago
    Semiconductor packaging price hikes amid weak end demand and low-cost MCU adjustments
    5h 47min ago
    Nvidia urged Samsung for immediate HBM4 supply as memory shortage worsen
    5h 47min ago
    Innoscience strengthens role in Google AI supply chain with 8-inch GaN production
    5h 47min ago
    Samsung strengthens semiconductor supply chain cybersecurity to prevent tech leaks
    5h 47min ago
    Nvidia supports South Korea's physical AI development with GPU supply and ecosystem collab
    5h 47min ago
    NEWS TAGGED TSMC
    Thursday 29 January 2026
    AI boom threatens global chip supply, automakers warned

    The Covid-19 pandemic once sparked a wave of upgrades for personal computers and smartphones, fueling strong demand for semiconductors...

    Thursday 29 January 2026
    Exclusive: TSMC reshapes advanced packaging expansion, shifting AP8, AP7, and US fab plans
    The surge in generative AI (GenAI) and high-performance computing (HPC) demand has pushed advanced semiconductor packaging to become the most critical and constrained capacity bottleneck...
    Thursday 29 January 2026
    Upstream firms say US investment unprofitable if gross margin below 50%
    Following the signing of the Taiwan-US investment cooperation memorandum of understanding (MOU), the next step is to finalize the agreement on reciprocal trade (ART) between the two...
    Thursday 29 January 2026
    VIS licenses GaN technology from TSMC to boost power device development
    Vanguard International Semiconductor (VIS) has signed a licensing agreement with Taiwan Semiconductor Manufacturing Company (TSMC) for high-voltage (650V) and low-voltage (80V) gallium...
    Wednesday 28 January 2026
    Exclusive: Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy
    TSMC's dominance in advanced process and packaging has made it a prime target amid US manufacturing mandates. Chip customers now face mounting pressure to diversify supply chains due...
    Wednesday 28 January 2026
    Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung
    In mid-December 2025, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production,...
    Tuesday 27 January 2026
    Taiwan defends TSMC's US expansion as brain drain fears mount
    TSMC is now worth US$1.7 trillion. The chip giant has surpassed Broadcom and Meta to become the world's sixth-largest company. But the milestone has triggered fresh concerns in Tai...
    Tuesday 27 January 2026
    TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion
    With strong demand for AI servers, TSMC—holding the vast majority of AI chip orders—is executing major expansions in advanced process technology and packaging capacity...
    Tuesday 27 January 2026
    Apple, Qualcomm rethink heavy reliance on TSMC as costs rise

    Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely...

    Tuesday 27 January 2026
    TSMC's capex surprise reveals blind spots in semiconductor forecasting
    TSMC's recently announced capex surpassed market expectations by US$6 billion to US$8 billion, driven by factors that analysts had previously overlooked, DIGITIMES analyst Luke Lin...
    Monday 26 January 2026
    Lisa Su's toughest call: scrapping AMD's server roadmap

    Jodi Shelton, co-founder and CEO of the Global Semiconductor Alliance (GSA) and Shelton Group, recently launched a new podcast,

    Friday 23 January 2026
    Taiwan's tech industry pushes govt on green energy supply and costs
    Taiwan's National Science and Technology Council (NSTC) convened its 19th committee meeting on January 21, 2026, bringing together senior executives from leading tech companies to...
    Friday 23 January 2026
    Samsung foundry ramps up utilization as Tesla orders near
    Samsung Electronics' foundry division is expected to increase factory utilization to the 60%–70% range this year as the company focuses on improving profitability ahead of large-scale...
    Friday 23 January 2026
    Analysis: How Howard Lutnick is redrawing the memory-chip map

    US Commerce Secretary Howard Lutnick is driving a fundamental reordering of the global semiconductor supply chain. According to exclusive...

    Friday 23 January 2026
    TSMC and Samsung reduce 8-inch wafer capacity, but oversupply still remains
    TSMC chairman C.C. Wei confirmed adjustments in 8-inch and mature process capacities to improve efficiency, with Samsung also cutting 8-inch output. Despite these reductions and price...
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    Tuesday 3 February 2026
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    Monday 2 February 2026
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    Friday 30 January 2026
    The Future of Online Gaming Entertainment
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook