120 stories on file from this desk.
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Semiconductors
1,369 words 7 min read
Japan has approved a plan that puts advanced 3-nanometer chipmaking inside its borders for the first time. The move changes the shape of a factory TSMC is building in Kikuyo Town, Kumamoto, from a plant for older 6- to 12-nanometer chips…
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Semiconductors
1,172 words 6 min read
Recent advancements in semiconductor manufacturing have reshaped the global tech landscape, with TSMC's 2nm node emerging as a pivotal milestone. As TSMC's N2 process draws four times the tape-outs of its predecessor 3nm node, the industry…
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Semiconductors
1,008 words 5 min read
TSMC's senior vice president Kevin Zhang said during the company's 2026 Japan Technology Symposium that the N2 process has drawn four times as many tape-outs as the previous 3nm node. The first smartphone chips built on it should begin…
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Semiconductors
1,210 words 6 min read
Applied Materials used its Tuesday, October 13, 2026 breakfast at SEMICON West to argue that artificial intelligence has started a multi-year spending cycle in wafer fab equipment, and that the Santa Clara company is in position to capture…
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Semiconductors
1,352 words 7 min read
October 2026 is shaping up to be a turning point month for the decade-old AI trade. What began as a relentless upward march for semiconductor stocks has flipped into one of the most brutal selloffs in years, sending ripples across Asian…
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Semiconductors
1,117 words 6 min read
AI accelerator designers are starting to ask for less memory per chip, and the reason is arithmetic. TrendForce raised its 2027 high-bandwidth memory price outlook on Sept. 29, projecting a blended average selling price increase of 121%…
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Semiconductors
1,600 words 8 min read
Applied Materials (Nasdaq: AMAT) unveiled its Equipment and Process Innovation and Commercialization (EPIC) Center on Monday, October 12, 2026, marking one of the most ambitious R&D investments in semiconductor history. The $5 billion…
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Semiconductors
1,216 words 6 min read
TSMC will close out 2026 producing roughly 120,000 wafers a month on its 2nm process, a figure that clears the 90,000 to 100,000 that supply chain analysts were working with as recently as this summer. Taiwanese publication EDN reported…
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Semiconductors
1,454 words 7 min read
On October 8, 2026, Taiwan Semiconductor Manufacturing Company did what it has done every quarter since the generative-AI boom began, except bigger. It reported third-quarter revenue of NT$1.49 trillion, about $46.7 billion, up 50 percent…
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Semiconductors
1,133 words 6 min read
Samsung Electronics posted preliminary operating profit of 107.4 trillion won for the third quarter of 2026, disclosed on Oct. 8. The number reads like a company-wide figure. It isn't, quite. Meritz Securities estimated that the memory…
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Semiconductors
1,082 words 5 min read
Ting-Wei "Willy" Sun pleaded guilty in a Manhattan federal court on Thursday to four counts, including conspiring to violate US export controls, smuggle goods out of the country, defraud the United States, and obstruct justice. The plea…
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Semiconductors
1,898 words 9 min read
Microsoft opened preorders on October 7, 2026 for the Surface Laptop Ultra and the Surface RTX Spark Dev Box, the first two devices built entirely around NVIDIA's RTX Spark Superchip. The announcement, made through the Windows Blog, closes…