TSMC Kumamoto Fab 2 plant has ceased production reportedly and may skip 4nm process, going directly to 2nm process.
Samsung officially released the Exynos 2600, the world’s first mobile system-on-chip (SoC) made by 2nm process, based on Samsung Gate-All-Around (GAA) process.
Samsung resumed construction on its fifth factory in Pyeongtaek; SK Hynix begun construction on a new factory to meet the demands of AI.
Micron, in an effort to secure production capacity, has approached PSMC, proposing three cooperation models.
SK Hynix continued to maintain its leading position in the global DRAM market in Q3 2025. Counterpoint
Databricks, AI and data analytics company, has raised more than $4 billion in funding, valuing the company at $134 billion.
Taiwan has added 32 companies from Chinese Mainland and Hong Kong to its “Entity List,” including seven semiconductor companies.
Bank of America raised its target price for Micron; HBM’s full-year capacity sell-out supported the upward cycle.
Wall Street analysts predict that the bull market for AI chip stocks will continue in 2026, with NVIDIA and Broadcom maintaining strong growth momentum.
