TSMC widens CoWoS supply chain with $2 billion US interposer deal
A five-year agreement with GlobalFoundries establishes the first US manufacturing source for AI silicon interposers, challenging Samsung's turnkey packaging push.
Semiconductors & AI Hardware — Cross-border
RSSMemory, foundry, equipment and materials across Korea, China and Japan — and the export rules that bound them. This page covers Cross-border.
USA Rare Earth Funds Brazil Mining and Carolina Magnet Plant
The company faces capital scrutiny over its $2.8 billion Serra Verde mine purchase and $1.2 billion South Carolina magnet…
Paladin expands rare earth recycling to 150 metric tonnes
The $5 million capital expansion in Ohio scales secondary NdFeB magnet processing by Q3 2027 to supply automotive and defense…
Tesla Retains Terafab Control, Limiting TSMC to Site Leases
The initial $16.8 billion Texas project targets 1 terawatt of annual AI compute with Intel as process partner, while TSMC faces…
Aclara and CAP start rare earth alloy plant runs for US magnets
The Chilean facility tests molten salt metallurgy to supply 154 metric tons of ferro-dysprosium annually for electric vehicle…
US blocks Chinese electric cars from entering via Canada
Washington reinforces rules of origin and connected-vehicle bans to prevent circumvention of auto tariffs through Ottawa's quota.
GlobalFoundries agrees to build silicon interposers for TSMC in $2B deal
The five-year contract establishes domestic manufacturing in Malta, New York, for TSMC's CoWoS packaging ecosystem, with…
Intel joins Applied Materials in $5 billion chip R&D hubMembers
The partnership connects Oregon labs to Silicon Valley cleanrooms as foundry rivals TSMC and Samsung Electronics share toolmaker…
TSMC September revenue jumps 55% on booming AI chip orders
The Taiwanese foundry posted record third-quarter sales of NT$1.49 trillion ($46.7 billion), beating its guidance ceiling as Big…
EU puts China rare earth curbs on trade docket to cut deficit
Trade Commissioner Maroš Šefčovič demanded Beijing ease critical mineral export controls as Europe confronts a trade deficit…
Elon Musk rejects TSMC Terafab deal, backing Intel 14A nodeMembers
Tesla and SpaceX will build and run the $16.8 billion Texas AI chip site directly, while Intel continues technical work on its…
Gudeng Precision opens Arizona plant for TSMC fabs in Glendale
The Taiwan carrier maker launched its Glendale facility on Oct. 7 to machine tooling parts for TSMC and aerospace buyers,…
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…
Micronex builds $9.5 million chip lead-frame plant in Sanand
The 500 million unit facility marks India's first domestic supplier for packaging backbones as Sanand expands into an outsourced…
Tata Electronics readies Assam chip plant with non-China network
The $3.2 billion Jagiroad OSAT facility enters pilot testing ahead of a December launch, lining up nine non-China vendors to…
India pushes rare earth magnet output to counter China curbs
A 72.8 billion rupee incentive package draws 20 corporate bids to build 6,000 tons of annual capacity as New Delhi moves to…
TSMC weighs Texas foundry campus to expand US chip capacity
Deliberations over an additional manufacturing site follow $265 billion committed to Arizona, as North American customers…
Micron taps TSMC for custom HBM4E memory, taking on SK hynix
The US memory maker will outsource its HBM4E base logic dies to TSMC's advanced node, targeting up to 30% higher bandwidth for…
AMD and Intel lift chip prices 10% on higher TSMC wafer fees
The planned markups across client processors and accelerators pass through foundry price hikes of up to 10% as advanced packaging…
TSMC Dismisses Terafab Rumors as Texas Factory Talks Surface
While TSMC dismissed market talk of joining Elon Musk's 1-terawatt AI compute initiative, Intel remains the sole confirmed…
Micron Cuts DRAM Lead of SK hynix to One Point on HBM Demand
The US chipmaker reached 24% of global DRAM revenue in the second quarter as SK hynix fell to 25%, testing Korean memory pricing…
Lynas buys Meteoric for $672M to control Brazil rare earths
The Australian miner's all-stock takeover of the Caldeira deposit targets dysprosium and terbium supplies to break Western…
Synopsys expands TSMC pact with agentic AI chip design tools for A14
The deployment validates autonomous EDA workflows across TSMC's 1.4-nanometer A14 node, multi-die CoWoS interposers and HBM4…
TOPPAN and Broadcom open Singapore plant for AI substrates
The 95,000-square-meter facility in Jurong marks TOPPAN’s first overseas FC-BGA base and Broadcom’s push to secure critical…