Semiconductor News & Analysis Feed
62 articles
2026-06-13
www.msn.com
2026-06-13
MSN
WASHINGTON – President Donald Trump took action June 11 to restore commercial fishing within three of America's marine national monuments in the Pacific Ocean, rolling back protections for areas that are considered pristine ocean ecosystems.
The White House said the move, reported first by USA TODAY ahead of Trump's action, is aimed at boosting the U.S. fishing industry and lowering seafood price
2026-06-12
longbridge.com
2026-06-12
Longbridge
TSMC's 3nm capacity remains constrained despite Q2 ramp-up to 160,000–175,000 wafers, failing to meet surging AI-driven demand. Supply chain sources indicate TSMC plans a price hike of up to 15% for 3nm foundry services in H2 2026 due to persistent order backlogs and supply gaps.
Despite TSMC having ramped up its 3nm monthly capacity to 160,000–175,000 wafers in the second quarter, it still canno
2026-06-12
technode.com
2026-06-12
TechNode
Despite TSMC having ramped up its 3nm monthly capacity to 160,000–175,000 wafers in the second quarter, it still cannot fully meet strong customer demand and order backlogs, according to supply chain sources. Industry insiders said TSMC is planning another price increase for 3nm foundry services in the second half of 2026, with hikes of up to 15%.
The Fab 18 complex in the Southern Taiwan Science
2026-06-12
www.aastocks.com
2026-06-12
AASTOCKS.com
In 2H, Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) will moderately raise its foundry prices for advanced processes in response to higher upstream costs, Taiwan's Commercial Times, citing supply chain sources, reported. The most capacity-constrained 3nm process is expected to see a hike of 15%.
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2026-06-12
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2026-06-12
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2026-06-12
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2026-06-12
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Report: TSMC to Moderately Raise Foundry Prices in 2H; 3nm Process May See 15% Hike
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2026/06/12 09:09 CST
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In 2H, Taiwan Semiconductor Manufacturing Company Lt
2026-06-11
www.gurufocus.com
2026-06-11
GuruFocus
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2026-06-11
wccftech.com
2026-06-11
Wccftech
The 3nm node remains a popular pick for AI firms as it offers a blend of efficiency, performance, and price, but given that there’s only one wafer manufacturer in the entire world to develop this technology with little complications, TSMC appears to have its hands full. According to the latest statistics, even after ramping production up to 175,000 monthly units for Q2 2026, the Taiwanese semicond
2026-06-11
digitimes.com
2026-06-11
Gudeng chairman and CEO Bill Chiu said global demand for AI is driving a wave of 2nm and 3nm advanced-node capacity expansion, but the biggest constraint for chipmakers is not building fabs — it is securing extreme ultraviolet lithography systems.
2026-06-02
www.ad-hoc-news.de
2026-06-02
AD HOC NEWS
Beijings, New
Beijing's New Tech Transfer Rules Cast Pall Over Xiaomi's 3nm Chip Debut and EV Push
02.06.2026 - 04:00:03 | boerse-global.de
Xiaomi launches self-developed 3nm processor and $2.55B buyback, but Q1 profit plunges 43% and a new cross-border tech transfer rule threatens its global ambitions.
Beijing's New Tech Transfer Rules Cast Pall Over Xiaomi's 3nm Chip Debut and EV Push - Bild:
2026-05-31
news.google.com
2026-05-31
AD HOC NEWS
2026-05-28
www.phonearena.com
2026-05-28
PhoneArena
www.phonearena.com
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2026-05-28
wccftech.com
2026-05-28
Wccftech
Apple is already considering the discontinuation of the MacBook Neo's $599 base variant, which would be equivalent to a stealth price hike of $100. Now, however, as TSMC appears all set to pursue an inflationary pricing regime for its advanced nodes, Apple might have to resort to a bigger price jump to prevent its razor-thin margins on the MacBook Neo from tumbling into the negative territory.
2026-05-28
www.gsmarena.com
2026-05-28
GSMArena.com
Shortly after Huawei brought to light its new scaling law called Tao Scaling Law and its LogicFolding architecture, the company held a keynote at the Phoenix Bay Area Finance Forum and Financial Summit in Shenzhen, promising to bring a much more powerful, next-generation Kirin chipset that will power the upcoming Mate 90 lineup.
The chip in question is said to be the first mobile chip for the com
2026-05-27
www.huaweicentral.com
2026-05-27
Huawei Central
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Mate 90 series chip will be close to 3nm process tech: Huawei
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May 27, 2026
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Huawei has made another statement regarding the Mate 90 series chip tech, which may draw level with the 3nm process technology. The company stated this at the 2026 Phoenix Bay Area Finance Forum and Financial S
2026-05-27
www.gizmochina.com
2026-05-27
Gizmochina
HuaweiNews
Huawei Mate 90 series officially confirmed to feature 3nm chip, could be called Kirin 9050 Pro
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May 27, 2026
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Huawei appears to be preparing a major leap in smartphone chip technology with the upcoming Huawei Mate 90 series. During a recent finance-focused 20th Shenzhen International Financial Expo
2026-05-27
www.tradingkey.com
2026-05-27
TradingKey
TSMC plans to increase 3nm process quotes by up to 15% in H2 2026 and 5-10% in 2027, driven by surging AI server demand from NVIDIA, Google, and AWS. Despite capacity expansion, shortages are expected to persist until 2027. This pricing power is becoming a strategic advantage in the AI era. TSMC's gross margin reached a record 66.2% in Q1 2026, with further increases anticipated. Foreign instituti
2026-05-27
www.trendforce.com
2026-05-27
TrendForce
[News] TSMC Reportedly Eyes Up to 15% 3nm Price Hike in 2H26, Further 5%–10% Seen in 2027 Amid AI, ASIC Demand
2026-05-27 Semiconductors editor
News
Please note that this article cites information from Commercial Times, Liberty Times, and UDN News.
AI continues to drive tightness in advanced process capacity at TSMC. According to Commercial Times, citing sources, TSMC is expected to rais
2026-05-27
www.gurufocus.com
2026-05-27
GuruFocus
www.gurufocus.com
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2026-05-27
www.aastocks.com
2026-05-27
AASTOCKS.com
Taiwan's Commercial Times, citing supply chain sources, reported that Taiwan Semiconductor Manufacturing Company Ltd. (TSM.US) will again raise quotations for its 3-nanometer process products in 2H, with increases of up to 15%, and may further lift prices by 5% to 10% next year.
It is understood that utilization at TSMC's main 3-nanometer facility, Fab 18, has remained at a high level. Altho