AMD raises AI accelerator prices 10% on TSMC foundry costs
A planned fourth-quarter price adjustment covers enterprise Instinct accelerators and graphics cards while leaving consumer…
Company watch
All companies →Taiwan Semiconductor Manufacturing Company
Every EAB briefing that touches Taiwan Semiconductor Manufacturing Company — capital spending, plants, M&A, earnings and policy exposure. 8 briefings.
- First seen
- August 28, 2026
- Latest
- September 20, 2026
- With a linked document
- 7 of 8
- Subject of the briefing
- 5
- Named as exposed
- 3
- Desks
- Semiconductors (7), Analysis (1)
SK hynix and foundries advance hybrid bonding for AI silicon in 2027
TSMC tasks Asian suppliers with developing five-micrometer microbumps while Samsung and SK hynix prepare direct copper…
SMIC narrows foundry gap with Samsung as Q2 sales surge 20%
The Chinese chipmaker captured 5.4% of the global market with $3.0 billion in quarterly revenue, trailing Samsung by just 0.5…
TSMC sees 3nm revenue overtake 5nm node on surge in AI accelerators
Surging orders for Nvidia and Apple processors will push third-quarter 3nm output value above $12.7 billion, reinforcing the…
Lasertec ships EUV pellicle defect inspection tools for sub-2nm chip production
Japanese metrology specialist Lasertec and Finland's Canatu integrate dedicated CNT pellicle inspection systems to secure…
Foundries Standardize 300mm Silicon Photonics PDKs for AI Optical Interconnects
Commercial co-packaged optics platforms from TSMC, Samsung, and Tower target interconnect bottlenecks and thermal limits across…
Japan Expands CMP Slurry Lines for Backside Power
Japanese suppliers of chemical mechanical planarization consumables are accelerating capital spending across domestic…
Ibiden and Shinko ramp high-layer FC-BGA lines as AI server package sizes expand
Japanese substrate leaders accelerate volume production at new domestic facilities to meet multi-chip packaging demand from…