TSMC Kaohsiung F22 plant successfully produced the first batch of 12-inch 2nm wafers as the land reclamation time was shortened from 17 years to 2 years.
OpenAI and AMD announced a multi-billion dollar chip order to jointly develop AI data centers.
Rapidus has been favored by major US customers and will start 2nm process production in 2026.
Samsung CIS is reported to have returned to Apple supply chain, but may not be used in the iPhone 18.
BlackRock plans to acquire Aligned Data Center for $40 billion to increase its investment in AI.
Texas Instruments will lay off nearly 400 employees and close its remaining 150mm wafer fabs.
Lenovo acquisition of Infinidat will be completed by the end of 2025, improving its high-end storage portfolio.
Global semiconductor sales increased by 21.7% year-on-year in August 2025, with China’s growth reaching 12.4%. SIA
OpenAI is seeking funding globally to expand, and Sam Altman is visiting Asia to discuss chip collaborations.
