TSMC 1nm process is being implemented ahead of schedule at the Central Taiwan Science Park, with construction scheduled to begin on November 5th 2025 and mass production to begin in 2028.

TSMC has achieved a major breakthrough in silicon photonics technology. Once mass production is successful, data transmission speeds for AI will increase tenfold!

Musk: AI6 and AI7 chips will be launched quickly following closely behind.

AI applications have spurred demand for tantalum capacitors, prompting KEMET to announce a price increase of up to 30%.

Japanese semiconductor material developers are stepping up efforts to support the mass production of advanced 2nm chips.

Japan has imported heavy rare earth elements from Australia for the first time, primarily for use in electric vehicles and wind turbine motors.

Strong demand for AI has driven up the prices of printed circuit boards and passive components.

Quanta continues to invest in US manufacturing; its California plant has been leased for over 10 years at a total cost of over $40.02 million.

Nexperia China sent a letter to its customers stating that the company has built up sufficient finished goods and work-in-process inventory to meet customer order demand until the end of 2025 or even longer.

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