2 workers found without vital signs at Kaohsiung TSMC fab site - Focus Taiwan: Two workers were found with no vital signs and two others injured in a workplace ...
focustaiwan.tw/society/202610200024

Elon Musk Would Be Better Off Sending Rockets To Mars Than Productively Making Chips Through Terafab, Says Individual Knowledgable About TSMC’s Internal ...
wccftech.com/elon-musk-would-be-better-off-sending-rockets-to-mars-than-productively-making-chips-through-terafab-says-individual-knowledgable-about-tsmcs-internal-affairs/

TSMC Dresden: A first exclusive look inside Europe's most important chip factory
wiwo.de/technologie/wirtschaft-von-oben/tsmc-dresden-ein-erster-exklusiver-einblick-in-europas-wichtigste-chipfabrik/100257891.html

Samsung will use ASML’s advanced machines to make even better chips: Samsung has expanded its partnership with ASML to use High-NA EUV machines to manufacture ...
sammobile.com/news/samsung-use-asml-advanced-high-na-euv-machines-make-better-chips/

Galaxy S27’s Exynos 2700 could outpace Snapdragon in speed and efficiency: Samsung is reportedly confident about the Galaxy S27's Exynos 2700 chip to outpace its ...
sammobile.com/news/galaxy-s27-exynos-2700-outpace-snapdragon-speed-efficiency/

N Chandrasekaran's exit puts Tata Digital, semiconductor bets in focus: Tata Digital's continuing losses and the long gestation period of the group's ...
business-standard.com/industry/news/n-chandrasekaran-exit-tata-digital-semiconductor-bets-under-scrutiny-126081201013_1.html
Applied Materials posted record revenue and raised its chip equipment outlook on AI demand
qz.com/applied-materials-earnings-record-revenue-ai-chip-equipment-081426

Intel upsizes stock sale to $20B with spending plans still fuzzy: Semiconductor giant says opaquely it will use the proceeds for 'general corporate purposes'
theregister.com/systems/2026/08/11/intel-upsizes-stock-sale-to-20b-with-spending-plans-still-fuzzy/5286313

California may win chip race while losing productivity one: Silicon Valley built its reputation by making transistors smaller and smaller. For decades ...
asiatimes.com/2026/08/california-may-win-chip-race-while-losing-productivity-one/

AI boom in Dresden: Infineon reports record quarterly revenue: The semiconductor company reports the highest quarterly revenue in its history: 4.17 billion euros ...
saechsische.de/wirtschaft/regional/ki-boom-in-dresden-infineon-meldet-rekord-quartalsumsatz-TJR5WJYB6ZC4JEB4QYJH7TVLYU.html

Kumamoto quake disrupts TSMC, Toyota operations in southern Japan: TOKYO -- Tuesday's powerful earthquake in southwest Japan's Kumamoto prefecture has ...
asia.nikkei.com/economy/natural-disasters/kumamoto-quake-disrupts-tsmc-toyota-operations-in-southern-japan

Key FactsPowerful Quake Rocks Kumamoto Shopping Mall
Jul 28, 2026 · Reading time: ~30 sec.
Summary created with AI assistance · Source: cnn.com
Summary created with AI assistance · Source: cnn.com
- A 7.1 magnitude earthquake struck southern Kumamoto, causing partial collapse of a shopping mall and a highway bridge.
- More than 50 individuals were injured, including passengers on a high-speed train during the quake.
- Firefighters faced difficulties entering the mall's ground floor due to structural instability, delaying rescue efforts.
- Power outages affected over 46,000 households, while the nearby Sendai nuclear plant remained undamaged.
Samsung is locking in five-year chip deals as AI demand shows no signs of slowing
techspot.com/news/113292-samsung-locks-years-chip-supply-shortages-expected-persist.html

Why Is Intel Stock Soaring Friday? - Intel (NASDAQ:INTC): Intel stock gains as Q2 revenue leaps 25% to $16.13B. Explore analyst takes on INTC's foundry execution ...
benzinga.com/analyst-stock-ratings/analyst-color/26/07/60661219/why-wall-street-says-intels-rich-valuation-may-still-be-worth-paying

Jeff Bezos Backs $2.6 Billion AI Startup Teaming Up With Nvidia and Meta to Tackle One of the Chip Indust
benzinga.com/markets/private-markets/26/07/60549441/jeff-bezos-backs-2-6-billion-ai-startup-teaming-up-with-nvidia-and-meta-to-tackle-one-of-the-chip-industrys-biggest-challenges

Automotive supplier: Bosch receives $225 million in funding for chip factory: The world's largest automotive supplier can count on government funding for the ...
handelsblatt.com/unternehmen/industrie/autozulieferer-bosch-erhaelt-225-millionen-dollar-foerderung-fuer-chipfabrik/100239472.html
Key FactsBosch Secures Funding for US Silicon Carbide Plant
Jul 13, 2026 · Reading time: ~30 sec.
Summary created with AI assistance · Source: stuttgarter-nachrichten.de
Summary created with AI assistance · Source: stuttgarter-nachrichten.de
- Bosch obtained up to $225 million in funding from the US Department of Commerce for its California chip factory.
- Mass production of silicon carbide chips in Roseville is set to start in 2026, three years after acquiring the plant.
- SiC chips enhance efficiency in electric vehicles and data centers, with over 60 million units shipped worldwide since 2021.
- The company plans to invest up to $2 billion to expand its semiconductor business in the United States.
Industry-Academia Alliance Turbocharges AI Chip Design: UCLA’s semiconductor hub tightens the academia-industry feedback loop
spectrum.ieee.org/ai-chip-design-fab-ucla

Cabinet clears ₹1.28 trn ISM 2.0, approves ₹62,500 cr for mobile scheme: India's semiconductor push enters its next phase as the Cabinet approves the ₹1 ...
business-standard.com/industry/news/cabinet-clears-rs-1-28-trillion-for-ism-2-0-rs-62-500-crore-for-mobile-scheme-126071500711_1.html
Intel invests $5.7 billion in Ireland fab — aims to boost output of Xeon 6, next-gen Xeon products built on Intel 3 process
tomshardware.com/pc-components/cpus/intel-invests-usd5-7-billion-in-ireland-fab-aims-to-boost-output-of-xeon-6-next-gen-xeon-products-built-on-intel-3-process

Germany opens world’s largest power semiconductor fab with massive $5.7B investment
interestingengineering.com/innovation/germany-largest-power-semiconductor-fab-infineon

The only moat left in AI: Nvidia dominates the AI chip market, but others are investing billions to build alternatives and compete for the future of AI ... Show more
The only moat left in AI
The only moat left in AI
Smart Power Fab: Infineon Opens New Semiconductor Plant in Dresden: Plans for a semiconductor plant in Saxony-Anhalt have fallen through, but a chip factory has ...
spiegel.de/wirtschaft/unternehmen/infineon-eroeffnet-neues-halbleiterwerk-in-dresden-a-9b0a816b-c433-41a8-8e62-8e8d42265d88

Gujarat secures Rs 1.24 lakh crore for six massive semiconductor projects, to generate over 50,000 job opportunity
financialexpress.com/business/news-gujarat-secures-rs-1-24-lakh-crore-for-six-massive-semiconductor-projects-50000-job-opportunities-make-in-india-pm-modi-tata-micron-cg-power-chip-manufacturing-4283807/

Semiconductor plant apparently destroyed: Blow against Russian arms production: Videos show a destroyed semiconductor plant in Voronezh, Russia ...
heise.de/news/Ukraine-nimmt-Russlands-Halbleiterfertigung-ins-Visier-11340485.html

Samsung could begin making its most advanced 2nm chips next year: Earlier this week, Samsung revealed more details about its cutting-edge semiconductor ...
sammobile.com/news/samsung-begin-making-most-advanced-2nm-chips-2027/
Intel stock surges after Trump says Apple will build chips in the U.S.: Trump said Apple agreed to work with Intel on chip design and production ...
qz.com/intel-stock-apple-chip-deal-trump-061826
Key FactsApple and Intel Join Forces for US Chip Production
Jun 18, 2026 · Reading time: ~45 sec.
Summary created with AI assistance · Source: reuters.com
Summary created with AI assistance · Source: reuters.com
- Apple has agreed to collaborate with Intel on designing and producing chips within the United States.
- This partnership aims to diversify Apple’s manufacturing sources amid high demand for chip production capacity.
- Intel gains a dependable client in Apple, boosting its semiconductor manufacturing business after recent challenges.
- The U.S. government owns a 10% stake in Intel and is investing about $10 billion to expand domestic chip factories.
I should have asked for more.— Donald Trump, in a Truth Social post, referring to his earlier remarks about an Intel stake
South Korea Moves to Speed Up Massive Semiconductor Expansion: South Korea is accelerating its semiconductor cluster expansion as Samsung Electronics and SK ...
gizchina.com/ai/south-korea-moves-to-speed-up-massive-semiconductor-expansion

Forget Micron, Wolfspeed Is Up 100% In May - Wolfspeed (NYSE:WOLF): Citrini Research named Wolfspeed its single-stock highlight, calling the post-bankruptcy ...
benzinga.com/trading-ideas/long-ideas/26/05/52691414/wolfspeed-stock-up-100-percent-citrini-perfect-setup-single-stock-highlight

At Samsung, the global AI boom spurred a looming strike and deep divisions : At Samsung, the global AI boom spurred a looming strike and deep divisions - ...
thejakartapost.com/business/2026/05/16/at-samsung-the-global-ai-boom-spurred-a-looming-strike-and-deep-divisions-.html

The backbone of the AI chip race is getting a major boost. Applied Materials $AMAT just beat Q2 estimates and raised its forward guidance ... Show more
SpaceX plots $119B wafer fab to make Elon's orbital AI dream come true: Initial phases of SpaceX's Terafab project in rural Texas are expected to cost about 1 ...
theregister.com/systems/2026/05/06/spacex-plots-119b-wafer-fab-to-make-elons-orbital-ai-dream-come-true/5231202

InchFab’s Mini Fabs Cut Costs for Custom Chips: InchFab's Mitchell Hsing says training engineers on the cheap is a major draw
spectrum.ieee.org/inchfab

Elon Musk's Terafab chip factory in Texas could cost up to $119 billion, filing shows
cnbc.com/2026/05/06/elon-musks-spacex-chip-fab-in-texas-to-cost-up-to-119-billion.html

ASML as the last polite monopolist: Some seemingly regular events are so massive in their implications across various domains that they deserve their own ...
asiatimes.com/2026/04/asml-as-the-last-polite-monopolist/

Japan bets ¥632 billion to propel startup Rapidus into global AI chip race: The move ramps up financial support for a signature project widely regarded as a long ...
japantimes.co.jp/business/2026/04/11/companies/rapidus-japan-subsidies/

Chip Foundry TSMC Beats First-Quarter Targets, Guides Up: Taiwan Semiconductor Manufacturing beat estimates for Q1 and guided higher than views for Q2 ...
investors.com/news/technology/tsm-stock-tsmc-q1-2026-earnings/

“The $5-billion-plus Fab 52 project essentially establishes a new city within an existing city of factories built over decades on Intel’s expansive 600-acre ... Show more
Tesla and SpaceX announce $25B ‘Terafab’ chip factory — here’s why it reeks of desperation
electrek.co/2026/03/22/tesla-spacex-terafab-chip-factory-ai-desperation/

Tesla’s Terafab chip fab ambitions ignore its total lack of semiconductor experience
electrek.co/2026/03/16/teslas-terafab-chip-fab-ambitions-ignore-its-total-lack-of-semiconductor-experience/

Samsung and AMD deepen AI memory pact with potential foundry deal on the table: The agreement positions Samsung as a key supplier for AMD's next-generation AI ...
techspot.com/news/111746-samsung-amd-deepen-ai-memory-pact-potential-foundry.html

Tesla hiring semiconductor fabs construction manager — Elon Musk's ambitious Terafab project begins
tomshardware.com/tech-industry/semiconductors/tesla-hiring-semiconductor-fabs-construction-manager-elon-musks-ambitious-terafab-project-begins

Meeting surging demand for AI memory chips has a climate cost: Semiconductor manufacturing emissions will climb by about a third to 247 million metric tons of ...
thestar.com.my/tech/tech-news/2026/03/19/meeting-surging-demand-for-ai-memory-chips-has-a-climate-cost

SK hynix set to build autonomous chip plant by 2030 amid booming AI demand: SK hynix Inc. said it plans to establish an autonomous semiconductor manufacturing ...
koreatimes.co.kr/business/companies/20260318/sk-hynix-set-to-build-autonomous-chip-plant-by-2030-amid-booming-ai-demand

PSMC, Micron to begin tech collaboration as sale of Miaoli plant completed - Focus Taiwan
focustaiwan.tw/business/202603160008

TeraFab: Elon Musk plans the world's largest chip factory: Elon Musk hat offiziell angekündigt, dass er mit der sogenannten "TeraFab" die größte ...
pcgameshardware.de/Wirtschaft-Thema-238882/News/Elon-Musk-TeraFab-Chipfabrik-1521983/

Skill at Scale: India’s Edge in Semiconductor Alliances : As Indo-Pacific powers race to reorganize semiconductor supply chains amid intensifying China-U.S ...
thediplomat.com/2026/03/skill-at-scale-indias-edge-in-semiconductor-alliances/

TSMC rides AI wave to net nearly 70% of global foundry market in 2025 - Focus Taiwan
focustaiwan.tw/business/202603130009

Russian chip factory in Bryansk crippled by Ukrainian attack?: This week, the AFU attacked the Silicon El microelectronics plant in Bryansk ...
de.euronews.com/2026/03/12/ukraine-angriff-brjansk-russische-chipfabrik-raketen-lahmgelegt

Tesla AI6 chip delayed ~6 months as Samsung 2nm production slips: Tesla's AI6 chip production on Samsung's 2nm process has been pushed back roughly 6 ...
electrek.co/2026/03/12/tesla-ai6-chip-delayed-samsung-2nm-production-slips/

TSMC’s global foundry market share tops 70.4% | Taiwan News | Mar. 12, 2026 19:25
taiwannews.com.tw/en/news/6319448

Chip Foundry TSMC Says Its Sales Rose 22% In February: Taiwan Semiconductor Manufacturing on Tuesday said its sales rose 22% year over year last month ...
investors.com/news/technology/tsm-stock-tsmc-taiwan-semiconductor-february-2026-sales/

NVIDIA’s Answer to the GPU Shortage Has Samsung Resurrecting the RTX 3060, and It Might Just Pay Off for Gamers
wccftech.com/nvidia-answer-to-the-gpu-shortage-has-samsung-resurrecting-the-geforce-rtx-3060/

As Frank Yeary retires from Intel, the company picks an engineer to chair its board — Intel Foundry governance issues to be resolved ...
tomshardware.com/tech-industry/intel-picks-an-engineer-to-chair-its-board

Paid articlePaywallTSMC aims to complete new Tainan fab in 2028 amid AI-driven expansion - Focus Taiwan
focustaiwan.tw/business/202603040020

Critical questions for Dresden's ESMC boss: The boss of the new Dresden chip factory ESMC has to answer critical questions at his public consultation in ...
saechsische.de/lokales/dresden/kritische-fragen-an-dresdens-esmc-chef-UGVX5PL675BRJM5DYY2PUOEGI4.html

PM to inaugurate India’s first semiconductor fabrication plant worth over Rs. 20,000 crore in Sanand
indianexpress.com/article/cities/ahmedabad/pm-to-inaugurate-indias-first-semiconductor-fabrication-plant-worth-over-rs-20000-crore-in-sanand-10554477/

PM Modi to open Micron’s semiconductor fabrication plant in Gujarat – Big boost for local jobs via Sanand facility
financialexpress.com/business/news/pm-modi-to-open-microns-semiconductor-fabrication-plant-in-gujarat-nbspbig-boost-for-local-jobs-via-sanand-facility/4156310/
SK hynix to add $16B to Yongin chip fab - UPI.com: SK hynix said Tuesday it will invest an additional 21.6 trillion won (about $16.2 billion) in its first ...
upi.com/Top_News/World-News/2026/02/25/sk-hynix-investment-fabrication-plant/5341772072280/

[News] SK hynix Reportedly Develops HBM4 System-Level Testing Equipment, Deepens TSMC Collaboration
trendforce.com/news/2026/02/25/news-sk-hynix-reportedly-develops-hbm4-system-level-testing-equipment-deepens-tsmc-collaboration/
![[News] SK hynix Reportedly Develops HBM4 System-Level Testing Equipment ...](https://img.trendforce.com/blog/wp-content/uploads/2025/07/22154037/SK-hynix-HBM4-624x351.jpg)
“Europe’s Largest Semiconductor Factory”: How Infineon’s billion-euro investment in Dresden is intended to give the country hope
freiepresse.de/nachrichten/wirtschaft/wirtschaft-regional/groesste-halbleiterfabrik-europas-wie-die-milliardeninvestition-von-infineon-in-dresden-dem-land-hoffnung-machen-soll-artikel14149901

[News] TSMC Speeds up Expansion in Taiwan: up to 10 Fabs Reportedly under Construction or Starting in 2026
trendforce.com/news/2026/02/23/news-tsmc-speeds-up-expansion-in-taiwan-up-to-10-fabs-reportedly-under-construction-or-starting-in-2026/
![[News] TSMC Speeds up Expansion in Taiwan: up to 10 Fabs Reportedly under ...](https://external-preview.redd.it/t4Lp87Enx3-a0JzMxo_JvBh1eLDws76SuY2y3u3FPPc.jpeg?width=320&crop=smart&auto=webp&s=3b4a47bc29bf5c6e477b128bfec712b42e693144)
Samsung’s cash burning chip factory is finally seeing better days: Samsung had invested billions in its foundry division but the chipmaking orders never came ...
sammobile.com/news/samsungs-cash-burning-chip-factory-is-finally-seeing-better-days/

Europe Doubles Down on Semiconductor Strengths : The US and Asia depend on Europe for key chipmaking technology. Imec leads the world in research on exotic ...
cepa.org/article/europe-doubles-down-on-semiconductor-strengths/

Taiwan’s Vanguard International to raise foundry prices | Taiwan News | Feb. 9, 2026 12:58
taiwannews.com.tw/en/news/6298866

[News] US Reportedly Mulls Tariff Exemptions for Amazon, Google, Microsoft on TSMC-Made Chips
trendforce.com/news/2026/02/10/news-us-reportedly-mulls-tariff-exemptions-for-amazon-google-microsoft-on-tsmc-made-chips/
![[News] US Reportedly Mulls Tariff Exemptions for Amazon, Google ...](https://external-preview.redd.it/720liYyjupyt20GpSTjaaSxyT3YuRUsRsR8F-pqj_jA.jpeg?width=320&crop=smart&auto=webp&s=9cb07c49c61e5e249dbd4386477059e992579786)
Intel puts consumer chip production on back burner as datacenters make a run on Xeons
theregister.com/2026/01/23/intel_earnings_q4_2025/

TSMC 'very nervous' about AI bubble concerns despite another record-setting quarter, but assured of demand — CEO says careless investment 'would ...
tomshardware.com/tech-industry/semiconductors/tsmc-very-nervous-about-ai-bubble-concerns-despite-another-record-setting-quarter-but-assured-of-demand-ceo-says-careless-investment-would-be-a-disaster-for-tsmc-for-sure-company-will-invest-u

Key FactsTSMC Boosts Spending Amid AI-Driven Profit Surge
Jan 15, 2026 · Reading time: ~45 sec.
Summary created with AI assistance · Source: bnnbloomberg.ca
Summary created with AI assistance · Source: bnnbloomberg.ca
- TSMC reported a 35% increase in net profit to NT$506 billion for the October-December quarter.
- Revenue for the same period grew by 21% to over NT$1.046 trillion.
- Capital expenditure is set to rise to $52-$56 billion in 2026, up nearly 40% from last year.
- The company is expediting new plant construction in Arizona to meet growing client demand.
AI is real. Not only real, it’s starting to grow into our daily life.— C. C. Wei, TSMC chairman and CEO, addressed concerns about an AI bubble.
Intel Could Become No. 2 Chip Foundry, Analyst Says: Intel could surpass Samsung as the No. 2 chip foundry behind Taiwan Semiconductor Manufacturing ...
investors.com/news/technology/intel-stock-intc-could-become-number-2-chip-foundry/

OpinionIndia is writing the opening chapter of its semiconductor story: Aarthi Sivanandh is a corporate lawyer who leads the semiconductor practice and heads the Taiwan ...
asia.nikkei.com/opinion/india-is-writing-the-opening-chapter-of-its-semiconductor-story
Report: Rise of AI Is Corroding Apple's Influence Over TSMC: A detailed new report from SemiAnalysis argues that while Apple's partnership with TSMC created ...
macrumors.com/2026/01/12/ai-corroding-apple-influence-over-tsmc/
2 Lancashire chippies among best 50 at Fry Awards 2026: These two fish and chip shops have been named two of the UK's top 50 at the Fry Awards 2026.
lancashiretelegraph.co.uk/news/25758645.2-lancashire-chippies-among-best-50-fry-awards-2026/

Intel’s Ex-CEO Pat Gelsinger Claims Credit for 18A and Panther Lake Breakthroughs; Details Strategy to Secure NVIDIA, AMD, and Other Foundry Customers
wccftech.com/intel-ex-ceo-pat-gelsinger-claims-credit-for-18a-and-panther-lake-breakthroughs/

Phoenix vice mayor to sign semiconductor agreement in Taiwan | Taiwan News | Jan. 7, 2026 20:59
taiwannews.com.tw/en/news/6278277

Musk Says Tesla Will Build A 2nm Dirty Fab Where He Can Smoke Cigars And Eat Burgers
hothardware.com/news/musk-says-tesla-will-build-a-2nm-dirty-fab-where-he-can-smoke-cigars-and-eat-burgers

Elon Musk Claims Tesla Will Build a 2nm ‘TeraFab,’ But Dismisses the Need for a Cleanroom, Saying He’d Smoke a Cigar Inside the Fab
wccftech.com/elon-musk-claims-tesla-will-build-a-2nm-terafab-but-dismisses-the-need-for-a-cleanroom/

[News] Samsung Set to Benefit from TSMC’s ‘N-2’ Rule as AMD, Google Eye U.S. 2nm Production
trendforce.com/news/2025/12/23/news-samsung-set-to-benefit-from-tsmcs-n-2-rule-as-amd-google-reportedly-eye-u-s-2nm-production/
![[News] Samsung Set to Benefit from TSMC’s ‘N-2’ Rule as AMD, Google Eye U ...](https://external-preview.redd.it/SuT9FPlBnhXY-wabyUkgCttXv9yXbde9QytlIuKW5EU.png?width=320&crop=smart&auto=webp&s=79e1ff763bfc94afebaaaae26089449afca88425)
[News] Micron, SanDisk Reportedly Turn to PSMC to Fast-Track Memory Output Amid Tight Supply
trendforce.com/news/2025/12/22/news-micron-sandisk-reportedly-eye-psmc-collaboration-to-fast-track-memory-output-amid-tight-supply/
![[News] Micron, SanDisk Reportedly Turn to PSMC to Fast-Track Memory Output ...](https://external-preview.redd.it/yqcBvxbUBLSeE8e3wjQH2LFYrSd1o3q0KivDkMuRk34.jpeg?width=320&crop=smart&auto=webp&s=f1a7623edf8960943505ddfad948abb00f140945)


