TSMC will reduce capacity of Fab14 12-inch mature process node by 15%-20% by 2028, to address low capacity utilization of traditional process nodes, while expanding advanced packaging.
Jensen Huang visited China again, with his first stop being Shanghai office.
Samsung will raise NAND flash memory prices by 100% in Q1 2026. South Korean media
Apple and INTEL have restarted collaboration, with INTEL beginning manufacturing the A22 chip for iPhones in 2028. Analyst Jeff Pu
Wafer foundries are considering raising 8-inch wafer prices by 5-20%.
AI boom fuels demand for metals. Market predicts copper will remain in short supply in 2026.
Walsin Technology to raise prices for resistor products from February 2026.
SoftBank has terminated its $50 billion acquisition of data center operator Switch.
It’s reported that INTEL will license its proprietary “Super MIM” supercapacitor technology to UMC, a key technology for next-generation micron-level manufacturing processes and advanced packaging.
