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Phil-Stoten-2

July 22, 2026
In late June I spent a full day in Brussels, moderating a room full of speakers, panelists, policymakers and manufacturers, all there to talk about the future of European electronics. By the end of it, one thing was obvious. Everyone in that room agreed the industry matters. Almost nobody disagreed about the stakes. And yet agreement is not the same as alignment, and the gap between "we support you" and "here is what we will actually do" is exactly where good intentions tend to disappear.

office

July 17, 2026
The Taiwanese chip giant’s announcement comes after it posted a 77% hike in second-quarter profit to a record high of USD 22 billion, beating market forecasts.

July 02, 2026
TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to form a strategic partnership for the development and manufacturing of next-generation image sensors.

sign

June 24, 2026
The agreement establishes a collaboration framework for TSMC to procure from Amkor advanced packaging and testing services. By working together as partners to expand capacity, the companies aim to enable a more efficient, mutually beneficial operating model.

Expo-ZRH26-claus-speaking

June 12, 2026
At Evertiq Expo Zürich, Claus Aasholm of Semiconductor Business Intelligence delivered a data-driven examination of a semiconductor industry in structural transition – and the picture looked considerably different from what most quarterly reports suggest.

tsmc_chip_design

June 03, 2026
Nvidia CUDA-X libraries and AI models are accelerating TSMC workloads across lithography, transistor and process simulation, advanced process control and fab operations optimization.

May 25, 2026
Currently, China’s most advanced proven chipmaking capability is believed to be around 7nm, and experts say 1.4nm is likely the global limit for advanced chipmaking around the end of the decade. So the Chinese tech giant’s claims could represent a breakthrough.

chip

May 19, 2026
The US company’s MLX200 platform integrates multi-level RRAM arrays with mixed-signal compute engines to enable high-throughput vector-matrix operations within memory, while maintaining compatibility with advanced CMOS processes.

May 15, 2026
Through the JV, both companies expect to leverage Sony's expertise in sensor design alongside TSMC’s strengths in process technology and manufacturing excellence as part of a broader collaboration aimed at enhancing image sensor performance.

EPIC-center

May 14, 2026
Applied Materials has announced a new innovation partnership with TSMC at its EPIC Center in Silicon Valley, where the two companies will co-develop materials, equipment and process technologies for next-generation semiconductor devices. TSMC becomes the latest company to join the platform.

Arizona-2025

May 08, 2026
TSMC has released a video showcasing its semiconductor manufacturing operations in Arizona, offering a rare glimpse inside its expanding US production site, known as Fab 21.

pile-of-wafers

May 07, 2026
A structural shift in the global mature-node foundry market is underway, according to research from TrendForce. Capacity cuts, surging demand for AI power components, and TSMC's planned reallocation are combining to push utilisation rates toward 90% — and set the stage for price increases.

TSMC

April 23, 2026
TSMC is working with Siemens to enhance productivity in custom integrated circuit (IC) design to enable multi-step, multi-tool automations for DRC-centric physical verification with Siemens’ Calibre software.

PCB-Japan_1

April 13, 2026
Established in 2022, Rapidus has secured funding from both the public and private sectors. It is aiming to mass-produce cutting-edge chips using 2-nanometer technology by 2027.

sign

April 01, 2026
TSMC is planning to begin equipment installation and launch mass production of advanced 3-nanometre chips at its second fabrication plant in Japan in 2028, according to a Taiwanese government filing.

Micron-factory

March 27, 2026
Taiwan’s semiconductor industry is often discussed in terms of scale, complexity, and technological leadership. Less often, we get a closer look at how these facilities actually operate from the inside.

Liquide_semiconductors

March 27, 2026
In December, Claus Aasholm, an analyst at Semiconductor Business Intelligence, raised an uncomfortable question in Evertiq: does the traditional semiconductor cycle still exist? His argument was straightforward — AI-driven growth is pulling the market into parallel trajectories that are increasingly difficult to reconcile within a single top-line number.

March 25, 2026
The South Korean tech giant is ramping up investment 22% in 2026 to retake the lead in AI semiconductors from SK Hynix, which has become the main provider of high-bandwidth memory to Nvidia.

Houston-production

March 20, 2026
With advanced semiconductor manufacturing still heavily concentrated in Taiwan, geopolitical tensions are forcing companies like Apple to reassess their supply chain strategies. The question is no longer if diversification is needed, but how quickly it can be achieved.

office

March 12, 2026
Strong demand tied to AI infrastructure and new smartphone launches helped push revenue for the world’s ten largest semiconductor foundries up in the fourth quarter of 2025, according to new research from TrendForce.

building_logo

March 10, 2026
By licensing TSMC GaN technology, Rohm will strengthen its supply capability to meet growing demand for GaN in applications such as AI servers and electric vehicles.

PCB-South_Korea_2

March 05, 2026
The ongoing war between the United States, Israel and Iran could disrupt supplies of key semiconductor manufacturing materials, raising concerns within the global chip industry. The warning was issued by a South Korean ruling party lawmaker after discussions with semiconductor companies and industry groups, according to a report by Reuters.

Houston-production

February 25, 2026
Apple will start producing its Mac mini in the US for the first time, with manufacturing slated to start later this year at a new facility in Houston.

February 25, 2026
The world’s largest semiconductor foundry, TSMC, has approved a capital injection of USD 44.96 billion to expand production capacity. The decision was made during a board meeting on 10 February 2026 in Hsinchu, Taiwan.

EUV-system

February 24, 2026
ASML has developed an upgraded extreme ultraviolet (EUV) light source for its lithography machines, which the company says could increase chip production by up to 50% by the end of the decade, Reuters reports.

agentic-AI-chip-design

February 19, 2026
US-based ChipAgents has raised USD 50 million in an oversubscribed Series A1 funding round, bringing its total capital raised to USD 74 million.

server-CPUs

February 06, 2026
Chinese customers of Intel and AMD are facing extended delivery times for server CPUs, as supply constraints intensify amid surging global demand, according to people familiar with the matter cited by Reuters.

February 02, 2026
Vanguard International Semiconductor Corporation (VIS) has signed a technology licensing agreement with TSMC covering both low-voltage (80V) and high-voltage (650V) gallium nitride (GaN) process technologies.

dresden-render

January 28, 2026
European Semiconductor Manufacturing Company (ESMC) has celebrated the topping-out of its new office buildings at its Dresden semiconductor fab, the company said in a LinkedIn update. The ceremony marked the placement of the final structural beam in the central building.

Island_Taiwan_Phoenix

January 16, 2026
As the semiconductor industry becomes increasingly integrated with advanced technology applications, this MOU upgrades previous project-based collaboration by incorporating incubation and acceleration resources from partners such as Tesoro Venture Capital.

November 12, 2025
GlobalFoundries has entered into a technology licensing agreement with TSMC for 650V and 80V Gallium Nitride (GaN) technology. The move aims to accelerate GF’s next generation of GaN products for datacenter, industrial and automotive power applications and provide US-based GaN capacity for a global customer base.

Arizona-render

October 07, 2025
Amkor Technology has broken ground on its new advanced semiconductor packaging and test campus in Arizona, expanding its planned investment to USD 7 billion.

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