Semiconductor News & Analysis Feed

Taiwan Semiconductor Manufacturing Company (TSMC) is accelerating its 2nm process production, aiming to reach 100,000 monthly wafers by the end of 2026. This push is largely driven by AI customers such as NVIDIA, AMD, and Broadcom, who are increasingly ordering chips based on the 2nm process to achi

The semiconductor industry's growing demand for high-performance storage is driving significant attention toward High Bandwidth Memory (HBM) technology. UBS Group's recent analysis indicates that Samsung Electronics is poised to overtake SK Hynix in HBM market share next year, marking a major shift