DIGITIMES Semiconductors news

Apr 16

TSMC enters 2nm mass production, scales 3nm capacity

TSMC laid out its capacity expansion plans and advanced node progress at its first quarter 2026 earnings call. Chairman C.C. Wei reaffirmed Taiwan as the primary base for leading-edge production, citing close coordination with its research and development teams.

TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last

Apr 16

TSMC guides over 15% 2Q26 revenue growth, N3 margins set to top average

Apr 16

Taiwan analog IC firms show varied 1Q26 revenue; motor control and DDR5 PMIC drive growth

Apr 16

TSMC lifts full-year outlook above 30% as AI demand powers another record quarter

Apr 16

MORE NEWS

IC MANUFACTURINGTSMC revises advanced process and packaging strategy

Apr 17, 12:11

TSMC chairman C.C. Wei emphasized persistent capacity shortages during the company's earnings call, noting that 3nm technology accounted for about 25% of first-quarter 2026 revenue. New 3nm production capacities will come online sequentially in Taiwan, the US, and Japan between 2027 and 2028. Wei also revealed plans for CoPoS for the first time.

IC MANUFACTURINGTaiwan's OSAT expansion could tighten global test capacity and raise costs

Apr 17, 12:04

Taiwan's outsourced semiconductor assembly and test industry is expanding rapidly, driven by AI, high-performance computing, and memory demand. Global supply chains may face tighter advanced-test capacity, higher prices, and accelerated investment as Taiwanese OSATs boost capital spending and capacity, significantly affecting chipmakers and device makers worldwide into 2026 and beyond.

IC DESIGN, DISTRIBUTIONThe tumor chip from Taiwan that catches what mouse trials miss

Apr 17, 12:03

A year-old Hsinchu startup is heading to Silicon Valley. Fluidiconic Bio will join four other Taiwanese companies at the Plug and Play Silicon Valley Summit this May, pitching a high-throughput tumor-on-a-chip platform its founders believe can do what decades of animal testing cannot: accurately predict how a cancer drug behaves inside a human tumor.

IC MANUFACTURINGIntel expands foundry push with Samsung executive hire

Apr 17, 11:59

Intel, which is working to scale its outsourced chip manufacturing business, has hired Samsung Electronics executive Shawn Han to strengthen its foundry operations and customer engagement strategy, according to reporting from Bloomberg and Oregon Live.

IC MANUFACTURINGAnalysis: ASML lifts 2026 guidance on strong EUV demand

Apr 17, 11:57

ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company announced plans to expand its extreme ultraviolet (EUV) manufacturing capacity to meet strong demand expected in 2027. The updated outlook suggests stronger momentum in the second half of 2026.

IC MANUFACTURINGASML extends Low NA EUV to 2031, ramps up High NA production

Apr 17, 11:33

ASML's confirmation that memory-chip demand underpinned its stronger-than-expected results for the first quarter of 2026 — along with its updated EUV roadmaps — has broad implications for global chip supply and manufacturing capacity.

IC MANUFACTURINGJapan backs Sony image sensor expansion with up to US$380 million subsidy

Apr 17, 11:15

Japan has announced government support for Sony's image sensor expansion project in Kumamoto, underscoring the strategic importance of semiconductor supply chains for artificial intelligence (AI) and automotive applications.

PASSIVE, PCB, OTHER IC COMPONENTSTongfu Microelectronics profit jumps on AI chip packaging, AMD demand

Apr 17, 10:51

Tongfu Microelectronics posted strong 2025 results, supported by AI and automotive chip demand, while reinforcing its position in the global semiconductor packaging supply chain alongside key customer AMD.

IC MANUFACTURINGAnalysis: Intel, Musk advance TeraFab partnership, echoing Apple's TSMC shift

Apr 17, 10:34

Tesla CEO Elon Musk has aligned his TeraFab megafab initiative with Intel, in a move that had been signaled in recent months.

IC DESIGN, DISTRIBUTIONTesla AI5 reaches tape-out; SK Hynix memory spotted in early sample

Apr 17, 10:19

Tesla has reached the tape-out stage for its next-generation AI chip, AI5, marking a milestone in its in-house semiconductor development and offering early signals on memory supplier positioning and demand for low-power DRAM.

IC MANUFACTURINGCPU shortage more acute than memory; industry awaits Intel 18A yield improvement

Apr 17, 09:51

A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are out of stock even at premium prices, while memory is limited but purchasable. The scarcity threatens notebook and industrial PC availability worldwide and may persist for some time until Intel's 18A process yields improve, industry sources warn.

More coverage

TOPICS

TSMC UPDATES

JAPAN ADVANCED SEMICONDUCTOR MANUFACTURING, INC. (JASM)

INTERVIEWS