TSMC raises foundry prices for fabless clients by up to 10% in 2027
Mature process nodes face 3% to 10% increases in January while chip designers prepare price hikes of up to double digits to…
Company watch
All companies →ASML
Every EAB briefing that touches ASML — capital spending, plants, M&A, earnings and policy exposure. 16 briefings.
- First seen
- August 28, 2026
- Latest
- October 6, 2026
- With a linked document
- 14 of 16
- Subject of the briefing
- 4
- Named as exposed
- 13
- Desks
- Semiconductors (11), Analysis (2), Robotics (2), Trade & Policy (1)
White House keeps chip export controls after Xi-Trump summit
Bilateral summit readouts carve out $30 billion in consumer goods for tariff relief, but U.S.
Taiwan clears TSMC fab site for sub-1.4nm chips at Longtan
The National Development Council approved an NT$95.6 billion layout across 104 hectares, granting Taiwan Semiconductor…
CXMT beats SK hynix and Micron in DRAM margin at 87.59% gross rate
A second-quarter gross margin of 87.59% propelled the Chinese memory maker past foreign rivals as heavy domestic demand and…
TSMC widens High-NA EUV alliance to build 12-inch photomasks by 2031
The foundry expanded supplier partnerships on Sept. 10 to establish larger reticle formats with ASML, targeting a 40% scanner…
ASML expands Japan workforce to 700 to support Rapidus 2nm and TSMC fabs
The Dutch lithography supplier plans a 40% headcount increase by 2030 to install and maintain EUV equipment for cutting-edge…
KEPCO seeks $18 billion advance power bill payment from Samsung and SK hynix
The state utility wants five years of electricity fees paid upfront to fund transmission lines for the Yongin semiconductor…
Skytech opens TSMC-backed advanced process lab to speed chip tool verification
The joint Taiwan facility focuses on thin-film deposition tools, film modification techniques and chemical precursor screening…
Japanese photoresist makers validate metal oxide resist lines for High-NA EUV chipmaking
JSR, TOK and Adeka advance inorganic patterning materials as leading foundries test sub-2nm lines on ASML 0.55 NA scanners.
Magnetic levitation wafer transfer robots advance into South Korean semiconductor cleanrooms
Chipmakers deploy contactless vacuum handling systems to eliminate particle defects in sub-two-nanometer fabrication as domestic…
EUV Materials Suppliers in Korea and Japan Advance High-Power CNT Pellicle Mass Testing
FST, Mitsui Chemicals, and LINTEC expand dedicated manufacturing capacity as advanced semiconductor fabs qualify carbon nanotube…
Tokyo Electron qualifies BSPDN coater-developer tracks for sub-2nm fabs
Japanese toolmakers secure process-of-record status on advanced logic pilot lines as backside power delivery doubles lithography…
Japan Linear Guide Makers Expand Ultra-Clean Units for 2nm Fab Robotics
THK, NSK, and IKO scale maintenance-free motion hardware and zero-outgassing stages as sub-3nm semiconductor fabs require…
Japan mask blank makers qualify High-NA EUV substrates for sub-2nm chips
HOYA and AGC accelerate extreme low thermal expansion blank deliveries to foundries and R&D consortia as High-NA EUV lithography…
Rapidus begins trial runs on 2nm pilot line in Hokkaido ahead of 2027 target
Japan's state-backed foundry venture powers up cleanroom tools in Chitose, testing gate-all-around transistor yields with…
Comparing East Asia Fab Subsidies Across Japan, Korea, and China
Capital matching rates, cash disbursement mechanisms, and infrastructure funding models diverge sharply across Tokyo, Seoul, and…