Taiwan rejects possibility of transferring 40% of the island’s semiconductor capacity to U.S. — production on Taiwan expected to increase in lockstep with increases in U.S.-based production

Taiwan authorities have no problems with TSMC investing in the U.S. as long the bulk of its fabs and leading-edge process technologies remain in Taiwan.
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Semiconductor industry on track to hit $1 trillion in sales in 2026, SIA predicts — bumper forecast follows $791.7 billion haul for 2025

After recording a $791.7 billion revenue in 2025, the semiconductor industry is on track to hit $1 trillion in sales in 2026.
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TSMC is on track to have more employees than Intel for the first time in history — TSMC’s explosive growth stands in contrast to Intel’s rapid contraction

After years of job cuts, Intel is about to get behind TSMC in terms of the headcount.

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Jim Keller’s Tenstorrent is downgrading Blackhole p150 cards from 140 to 120 tensor cores via firmware update — will ship cards with 120 tensor cores going forward, company claims existing users should expect 1-2% performance drop

Tenstorrent downgrades existing and new Blackhole p150 cards from 140 to 120 tensor cores

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Apple concedes it is constrained by TSMC’s supply of advanced chips; storage and memory are also in short supply — firm isn’t projecting supply conditions beyond the second quarter

As Nvidia is ramping up production of the Rubin platform, other 3nm-class process suffer

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China moves into manufacturing disruptive new semiconductor glass substrates as processor packaging competition intensifies

Glass wafer materials are emerging as a potential and viable alternative to their more conventional, aged organic counterparts.
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Intel shows off leading-edge tech with massive AI processor test vehicle — huge chip features four logic tiles, 12 HBM4 stacks, and 8X reticle size

Intel demonstrates 8X reticle size prototype system-in-package that features four logic tiles, two I/O tiles, and 12 HBM4-class stacks.
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Ongoing trade war has TSMC and Taiwan stuck between a rock and a hard place — concerns mount surrounding U.S deals cracking the nation’s silicon shield

The ongoing trade war puts Taiwan and TSMC in a difficult position. As negotiations continue, the country risks giving up its most precious commodity, the might of TSMC.
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Nvidia CEO denies that US wants to shift 40% of Taiwan’s chipmaking capacity to America — Jensen Huang says onshoring is all new capacity, will preserve island nation’s silicon shield

Nvidia’s Huang claims that Taiwan will not lose its silicon shield as TSMC expands overseas because demand for leading-edge semiconductor production is so high that a global chipmaking footprint is essential to meet it.
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ASML projects $71 billion in revenue by 2030, as demand for EUV lithography machines intensifies due to AI boom — China sales lag behind while company cashes in on high-end Twinscan systems

ASML is on track to boost its annual sales to up to $71 billion by 2030 as demand for EUV tools set records.

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