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Volume III Edition Daily

Semiconductors

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TSMC July Revenue Jumps 45% on Strong AI Chip Demand — Semiconductors No Image Semiconductors

1,202 words 6 min read

TSMC July Revenue Jumps 45% on Strong AI Chip Demand

TSMC, the world's largest contract chipmaker, reported July revenue of NT$467.58 billion ($14.5 billion), up 44.7% year-on-year, driven by sustained demand for AI-related chips and high-performance computing components. The surge…

Samsung Hikes Foundry Prices Up to 15% as AI Demand Fills Its 4nm Lines — Semiconductors No Image Semiconductors

1,401 words 7 min read

Samsung Hikes Foundry Prices Up to 15% as AI Demand Fills Its 4nm Lines

Samsung Electronics has raised prices on new orders across its most advanced foundry processes by as much as 15%, according to two people familiar with the matter, as surging demand for AI chips eats up available manufacturing capacity…

Hanmi Semiconductor's Biggest Factory Ever Targets the AI Packaging Bottleneck — Semiconductors No Image Semiconductors

1,241 words 6 min read

Hanmi Semiconductor's Biggest Factory Ever Targets the AI Packaging Bottleneck

South Korea's Hanmi Semiconductor is betting roughly $91.4 million on the idea that advanced packaging — not just chipmaking — is where the next AI crunch will bite. The company announced Tuesday it will buy an existing factory in…

Nokia Buys NXP's Arizona Fab to Make Indium Phosphide Chips for AI Data Centers — Semiconductors No Image Semiconductors

1,203 words 6 min read

Nokia Buys NXP's Arizona Fab to Make Indium Phosphide Chips for AI Data Centers

Nokia Buys NXP's Arizona Fab to Make Indium Phosphide Chips for AI Data Centers Nokia has signed a deal to take over NXP Semiconductors' fab in Chandler, Arizona, and convert it into a production site for indium phosphide (InP) optical…

Intel's CEO Puts $10 Million of His Own Money Into the Foundry Turnaround — Semiconductors No Image Semiconductors

1,298 words 6 min read

Intel's CEO Puts $10 Million of His Own Money Into the Foundry Turnaround

Intel chief executive Lip-Bu Tan has spent $10 million of his own cash on company shares at the exact price ordinary investors paid in Intel's freshly completed $20 billion stock offering — a personal stake that says more about the foundry…

China's SMIC Posts Profit Surge as AI Demand Fuels Foundry Race — Semiconductors No Image Semiconductors

1,312 words 6 min read

China's SMIC Posts Profit Surge as AI Demand Fuels Foundry Race

China's SMIC Posts Profit Surge as AI Demand Fuels Foundry Race BEIJING — China's largest contract chipmaker reported Thursday that second-quarter profit more than tripled from a year earlier, blowing past analyst estimates as artificial…

Samsung Pushes High-NA EUV Adoption to 1nm Node Around 2030 as Intel Races Ahead — Semiconductors No Image Semiconductors

1,308 words 6 min read

Samsung Pushes High-NA EUV Adoption to 1nm Node Around 2030 as Intel Races Ahead

Samsung Pushes High-NA EUV Adoption to 1nm Node Around 2030 as Intel Races Ahead Samsung Electronics has confirmed it will delay the commercial deployment of ASML's High-NA EUV lithography until its 1nm process node, expected around 2030…

TSMC Posts Record July Revenue as AI Orders Fill Its 2nm Lines — Semiconductors No Image Semiconductors

1,105 words 6 min read

TSMC Posts Record July Revenue as AI Orders Fill Its 2nm Lines

TSMC set another monthly sales record in July, with revenue up 44.7% from a year ago, as AI chip orders keep filling its newest production lines. The world's largest contract chipmaker said consolidated revenue reached NT$467.58 billion…