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| TSMC ponders upgrading 2nd Japan fab to 4nm |
12/15/2025 |
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"Thanks to the strong support from the Japan Central, prefectural, and local governments, our first specialty fab in Kumamoto has already started volume production in late 2024 with very good yield,” said Wei. “The construction of our second fab has begun, and the ramp schedule will be based on our customers’ needs and market conditions.”
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| China considers $70B injection for chip industry |
12/15/2025 |
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China mulls $70 billion domestic chip fabrication injection, would be largest of any government semiconductor investment — Huawei and Cambricon among candidates in push to compete with Nvidia, other U.S. firms.
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| Nvidia weighs boosting H200 chip output |
12/15/2025 |
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Nvidia is considering expanding production of its H200 AI chips after orders from Chinese companies, including ByteDance and Alibaba, exceeded current output,
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| TSMC considers 4nm chips at Japan fab |
12/12/2025 |
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Taiwan Semiconductor Manufacturing Co. is considering upgrading its second facility in Kumamoto, Japan, to produce chips using 4-nanometer technology, according to reports. This move could delay construction but enable more advanced chips for customers in Japan. The plant was initially set to use 6-nanometer and 7-nanometer technology, but TSMC informed suppliers that it would not require new tools in Japan throughout next year, indicating a possible pause in construction.
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| South Korea to consider setting up $3.1 bln foundry to grow local chip sector |
12/11/2025 |
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President Lee Jae Myung presided over a meeting on Wednesday attended by executives from chipmakers, including Samsung Electronics (005930.KS), opens new tab and SK Hynix (000660.KS), opens new tab, as well as policymakers and experts, to lay out plans to maintain the country's lead in memory chips, strengthen the foundry business and expand fabless chip design in the artificial intelligence era.
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| U.S. data center power demand could reach 106 GW by 2035 |
12/9/2025 |
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BloombergNEF’s latest forecast is 36% higher than its previous prediction, released in April. The jump is due in part to the higher average size of the 150 significant U.S. data center projects announced in the past year, over a quarter of which are larger than 500 megawatts, BNEF said.
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| Samsung 4nm process gains traction with 60% to 70% yield |
12/9/2025 |
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Samsung Electronics' 4-nanometer process has reached a yield improvement of 60% to 70%, which has reportedly secured a $100 million order from Tsavorite Scalable Intelligence for an omni processing unit. The yield improvement marks a turning point for Samsung's foundry business, and the order is expected to contribute to Samsung's goal of making its foundry business profitable by 2027.
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| Microsoft reportedly eyes Broadcom for custom chips |
12/9/2025 |
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Microsoft is considering moving its custom chip business to Broadcom from Marvell Technology, according to a report. Microsoft could potentially collaborate with Broadcom to develop next-generation chips that support AI projects. The shift could provide Broadcom with a long-term revenue stream and bolster its position in the AI infrastructure supply chain.
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| TSMC accelerating Ariz. packaging for US-made chips |
12/9/2025 |
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Taiwan Semiconductor Manufacturing Co. is accelerating the construction of an advanced packaging site in Arizona, potentially making "all-American" chips a reality by the end of the decade, according to a report. The facility, planned initially as part of the Fab 21 expansion, could begin tool move-in by the end of 2027.
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| UMC, Polar sign memorandum on US wafer production |
12/8/2025 |
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United Microelectronics and Polar Semiconductor have signed a memorandum of understanding to explore the manufacturing of 8-inch semiconductor wafers in the US. The partnership will join Polar's expanded facility in Minnesota with UMC's 8-inch chip portfolio and global customer network. It will target demand from the automotive, data center, consumer electronics, and aerospace and defense sectors.
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| Kerala Sets Sights on Design and IP |
12/5/2025 |
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While Gujarat boasts about OSATs and fabs, the Indian state of Kerala is charting a different path with its design-first semiconductor roadmap that focuses on chip design, testing and IP creation rather than competing to build multi-billion-dollar fabs.
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