It is reported that TSMC 3nm/5nm production capacity is at full capacity and the utilization rate will be close to 100% in 2026.
Industry insiders said that Samsung recently set the price of its 2nm process wafers at US$20,000 per piece, lower than TSMC’s US$30,000 offer, in an attempt to poach orders from TSMC.
Google new AI-powered PC will debut in 2026.
Gartner predicts that the AI PC market share will exceed 50% for the first time in 2026, becoming the mainstream of the market.
CoreWeave and OpenAI sign $6.5 billion deal.
Momenta, a Chinese autonomous driving startup, is raising funds with a valuation of approximately US$6 billion.
Russia releases EUV lithography machine roadmap: to achieve chip manufacturing with process technology below 10nm by 2036.
NAND Flash prices are expected to rise by 5-10% in Q4 2025, driven by strong demand for enterprise-class QLC SSDs. TrendForce
US plans to introduce new regulations: TSMC and other companies still face the threat of 100% tariffs.
