China tells chipmakers to use homegrown chipmaking tools for 50% of new capacity — decree designed to squeeze foreign suppliers out of supply chain

China has quietly mandated that at least 50% of equipment used for new semiconductor capacity be domestically sourced. However, as China’s industry cannot produce enough lithography tools, authorities tend to get flexible …

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TSMC begins quietly volume production of 2nm-class chips — first GAA transistor for TSMC claims up to 15% improvement at ISO power

TSMC has quietly begun volume production of its 2nm-class N2 process in Q4 2025 as planned, marking the company’s first GAA nanosheet node that will be ramping production at two new fabs to meet strong demand from various …

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TSMC’s average wafer prices increased by over 15% each year since 2019, report suggests — gross profit margins increase by 3.3x in 2025 alone, facing no real challengers

EUV lithography era in chipmaking began in 2019 and there are no signs that this is going to stop as process technologies are getting more complex. However, there are fundamental reasons why TSMC’s quotes are rising quicke…

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Nvidia’s $20 billion Groq IP deal bolsters AI market domination — hardware stack and key engineer behind Google TPUs included in bombshell agreement

Nvidia has announced a $20 billion deal to acquire Groq’s intellectual property, though not the company itself, and absorb key members of its engineering team.
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TSMC chipmaking factories rocked by magnitude 7.0 earthquake that was the strongest in 27 years, but facilities escaped unharmed — company’s earthquake protection measures pay off

Yesterday, the ground shook off the coast of Taiwan, slamming the country with the strongest earthquake in 27 years. The seismic wave registered 7.0 in Taiwan’s scales, or 6.6 to 6.7 according to the USGS standard. Thankfu…

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Nexperia China seeks new wafer suppliers amid legal standoff with Dutch parent, could take 6 months for qualification — chip shortages have suspended some automotive production lines as Nexperia faces wafer shortage

Nexperia’s China unit is moving to line up new wafer suppliers over the next six to nine months amid a deepening legal and operational dispute with its Dutch parent company.
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Intel displays tech to build extreme multi-chiplet packages 12 times the size of the largest AI processors, beating TSMC’s biggest — floorplan the size of a cellphone, armed with HBM5, 14A compute tiles and 18A SRAM

Intel Foundry has released a video of a multi-chiplet 2.5D/3D processor with a 10,296 mm^2 silicon footprint, including leading-edge technologies such as 14A and 18A.
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China chipmaker SMIC raises wafer prices by about 10% as memory demand tightens capacity

The adjustment comes as China’s largest foundry runs near full utilization and faces sustained demand from domestic customers building inventories of memory and logic chips.
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TSMC’s Christmas Card evokes a retro 8-bit winter wonderland — ‘pixelated’ kids play Breakout with snowballs, carving out a festive scene

TSMC has shared a super-cool digital greetings card with a retro-nostalgic 8-bit style gaming animation.

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China’s reverse-engineered Frankenstein EUV chipmaking tool hasn’t produced a single chip — sanctions-busting experiment is still years away from becoming operational

A reported attempt by a covert Chinese lab to reverse-engineer an EUV lithography scanner underscores that, despite access to scattered components, replicating ASML’s EUV tools is effectively impossible without recreating …

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