News
Q3 2025 Foundry 2.0 Revenue Skyrockets to $85B — TSMC & AI GPUs Lead Growth
2+ hour, 26+ min ago (729+ words) TSMC Q32025 Foundry 2.0 revenue soars to $85B as AI GPUs and advanced packaging drive growth. Discover how TSMC is shaping the Foundry 2.0 market. This milestone confirms that the AI era has structurally reshaped the semiconductor supply chain. At the center of this…...
China’s Secret EUV Chip Labs: How Beijing Is Targeting 2028 Advanced Chips
2+ day, 4+ hour ago (466+ words) China's semiconductor ambitions are accelerating far faster than Western analysts expected. In April 2025, ASML CEO Christophe Fouquet stated China would need "many, many years" to develop EUV lithography. The previous CEO even called China "light-years behind." Analysts predicted a 1015-year…...
TSMC’s Nanjing Fab Under Threat as US Revokes Equipment Waiver
3+ day, 10+ hour ago (630+ words) US revokes TSMC's China fast-track export waiver. Nanjing fab faces near-term operational risk, but TSMC's global dominance and long-term resilience remain intact The US just pulled the plug on TSMC's China "fast track.' For TSMC's Nanjing Fab, it's a near-term…...