GlobalFoundries signs $2 billion TSMC chip interposer deal
The five-year manufacturing agreement establishes a domestic supply base at Malta, New York, easing advanced packaging bottlenecks across high-performance computing hardware.
Semiconductors & AI Hardware
RSSMemory, foundry, equipment and materials across Korea, China and Japan — and the export rules that bound them.
SK hynix backs chip suppliers with $1.5 billion credit fund
The 2 trillion won guarantee pool with South Korean lenders cuts supplier borrowing rates by 2.5 percentage points as advanced…
Samsung funds Texas chip labor with $22.8 million fab grantMembers
The capital allocation funds regional university programs and high school apprenticeships to train cleanroom technicians before…
SK hynix seeks US export clearance for Wuxi memory equipment
The South Korean chipmaker filed the request to maintain production lines at a facility that provides 48% of its dynamic random…
Samsung taps TSMC 3nm foundry to produce Nvidia NVHBM dies
The agreement shifts the Korean chipmaker away from an all-in-house turnkey manufacturing model after Nvidia mandated standard…
GlobalFoundries Signs $21B Japan Pact for New York Chip Fabs
The allied financing structure covers two mature-node facilities producing 1.8 million wafers annually while sheltering the…
Korea Eximbank and IFC agree to finance critical minerals and AI
The state lender links policy capital to World Bank facilities in Bangkok, targeting upstream extraction and emerging-market data…
Stonebridge buys chip parts maker Foice for $145 million
The private equity house closed the acquisition of an 83% stake in the precursor delivery equipment vendor on Oct.
CXMT lifts revenue sixfold to 119.7 billion yuan on memory volume push
China's top memory maker projects a swing to profit on rapid legacy DRAM wafer expansion, driving Samsung and SK hynix to…
Citigroup says China AI hardware IPOs hold firm in Hong Kong
Offshore listings by mainland semiconductor and component vendors draw balanced institutional demand despite secondary valuation…
TSMC beats quarterly forecasts as 3nm lines hit full capacity
Taiwan Semiconductor Manufacturing Co. posted record third-quarter net income of NT$763 billion on relentless demand for advanced…
SFC clears KOSPI listing review ahead of 1 trillion won IPO
The Samsung Display-backed supplier plans to float 5,000,000 shares representing 24.68% of its equity as it expands from blue…
FIC Global triples Malaysia optical capacity for AI networks
The Taiwan-listed group will invest NT$1.6 billion to expand its Johor campus to 18 surface-mount lines by late 2027 after US…
Kioxia sheds two-thirds of market value as Chinese NAND rivals surgeMembers
Japan's leading flash memory maker faces intense margin pressure as low-priced supply from Chinese competitors reshapes the…
China blocks rare earth sales to US firms under export rules
Beijing targets defense supply chains and MP Materials while extending European export permits ahead of a critical November…
Korea Zinc Secures US Backing for $7.4B Tennessee Smelter
The federal support package includes $210 million under the CHIPS Act and FAST-41 permitting to build capacity for 11 critical…
TSMC signals advanced packaging backup if Intel ramp delays hit AI chips
Chief Executive C.C. Wei told analysts the foundry will step in to package chips for clients facing supply constraints from rival…
TSMC weighs Texas fab campus to broaden US foundry footprint
Taiwan Semiconductor Manufacturing Co. confirmed site evaluation teams in Texas as quarterly revenue jumped 50.9% to NT$1.49…
TSMC Demands Full Fab Control as Musk Pursues Texas Terafab
Taiwan Semiconductor Manufacturing Co. confirmed dispatching a review team to Texas for capacity discussions while ruling out any…
Japan funds $21 billion GlobalFoundries build in New York
A bilateral vehicle will construct two 300mm fabs adding 1.8 million wafers of annual capacity by 2029, while the Commerce…
ASML reviews 2028 EUV tool expansion as Q3 sales hit €11.7B
Record quarterly revenue and sustained artificial intelligence demand prompt the Dutch lithographer to evaluate production…
SK hynix delays HBM4 equipment procurement into early 2027
The South Korean chipmaker pushed back back-end tool installations following 284 billion won in testing awards, while holding off…
China Customs logs 6.7% rise in September rare earth exports
Outbound shipments rose to 4,269.8 metric tons worth $68.1 million as buyers replenished stocks despite export licensing rules on…
EU accelerates Vietnam critical mineral pact to hedge China risks
Internal documents urge Brussels to fund Vietnamese mining of defense metals as leaders prepare for bilateral talks ahead of a…