It’s reported that TSMC 2nm process has limited improvements in PPA (Power Productivity) and the price may be lower than expected.
Musk stated that he will be “deeply involved” in Tesla’s chip design.
Meta Platforms is reportedly considering spending billions of dollars to purchase Google’s TPUs, including for data center construction for Meta.
AI is driving the demand for ultra-large packages, and ASICs are expected to shift from CoWoS to EMIB. TrendForce
Wingtech appeals Dutch takeover of Nexperia, warns of risks to semiconductor supply stability.
KEMET raises tantalum capacitor prices as AI demand tightens supply.
US Commerce Secretary: Trump is evaluating NVIDIA advanced AI chips.
TSMC has filed a lawsuit against former Senior VP Luo Weiren, accusing him of possibly leaking confidential information to Intel.
According to sources, TSMC US factory unexpectedly shut down in September 2025, resulting in the scrapping of thousands of wafers.
