Semiconductor News & Analysis Feed

The semiconductor foundry market is intensifying amid surging demand for AI chips, with TSMC's 3nm lead times exceeding one year, reflecting global capacity constraints. Samsung Electronics is aggressively pursuing its foundry business, with its 2028 turnaround target dependent on stable operations.

The semiconductor foundry market is intensifying amid surging demand for AI chips. TSMC's 3nm lead times have exceeded one year, demonstrating its leadership in advanced process technology. Samsung Electronics is aggressively expanding its foundry business, with a 2028 turnaround target dependent on

Taiwan Semiconductor Manufacturing Company (TSMC) continues to face tight capacity constraints in its 3nm process, despite ramping up monthly output to 160,000–175,000 wafers in Q2. Supply chain sources indicate that TSMC is planning a price increase of up to 15% for 3nm foundry services in H2 2026

Despite ramping up 3nm monthly capacity to 160,000–175,000 wafers in Q2, TSMC still cannot meet strong customer demand, leading to significant backlogs, according to supply chain sources. Industry insiders report that TSMC plans a price hike of up to 15% for 3nm foundry services in the second half o

Taiwan Semiconductor Manufacturing Company (TSMC) plans to raise its 3nm process pricing by up to 15% in H2 2026 and an additional 5% to 10% in 2027, driven by surging demand for AI server chips from NVIDIA, Google, and AWS. Despite recent capacity expansions, shortages are expected to persist until