Due to the impact of international situations and uncontrollable factors, the global semiconductor supply chain is undergoing a shift. According to a report from WeChat account DRAMeXchange, the Southeast Asian region, with its advantages in labor and development conditions, has become the preferred...

Samsung has been strengthening its alliance regarding the semiconductor packaging technology, attempting to narrow the technological gap with TSMC, according to the latest report by Business Korea. Citing industry sources, Business Korea noted that Samsung is expected to expand its 2.5D and 3D MD...

Dutch semiconductor equipment giant ASML has hinted at the potential for receiving significant orders from key customer TSMC in the coming quarters, according to a June 5th report from Reuters. Reuters, citing information disclosed at a Jefferies-hosted investor call, noted that ASML's CFO, Rog...

Amid tightening U.S. chip export controls to China, Shanghai-based AI chip companies, MetaX and Enflame, have rumored to downgrade chip designs to TSMC in late 2023 in order to comply with the U.S. export requirements, according to a report by Reuters on 5 June. Regarding this rumor, TSMC decline...

On June 5th, NVIDIA CEO Jensen Huang gave a congratulatory gift to TSMC's new chairman C.C. Wei, emphasizing that TSMC's stock price has been undervalued. He supports Wei's value theory and will back TSMC in its wafer and CoWoS pricing. As per a report from Commercial Times citing sources, it’s...