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| Foundry 2.0 Market Projected to Grow 17% in 2026 Amid AI Compute Boom |
4/20/2026 |
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The broadly defined Foundry 2.0 market, comprising pure-play foundry, non-memory IDM, outsourced semiconductor assembly and test (OSAT), and photomask fabrication, is projected to surpass $360 billion in 2026, representing 17% year-over-year growth, according to International Data Corp.’s (IDC) latest Global Semiconductor Supply Chain Tracking Intelligence,
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| New lithography roadmap reveals that TSMC will initially set a target of 5,000 wafers for its sub-1nm process |
4/20/2026 |
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With Apple introducing its A20 and A20 Pro range for its iPhone 18 family, but there’s little time for taking breaks, especially in the silicon industry, because the question is, what comes after this manufacturing process? According to the latest report, the trillion-dollar entity’s exclusive semiconductor partner, TSMC, is planning to achieve a new milestone by introducing its sub-1nm technology in a few years, with trial production expected in 2029.
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| Ex-Qualcomm, Apple engineers launch AI-focused CPU startup |
4/20/2026 |
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Former Qualcomm, Apple and Nuvia engineers have launched Nuvacore, a startup developing a general-purpose CPU core optimized for data center AI workloads. The company, backed by Sequoia Capital, aims to "rewrite the rules of silicon" by maximizing area efficiency and performance.
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| TSMC's Q1 profit rose 58% on demand for advanced nodes |
4/17/2026 |
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Taiwan Semiconductor Manufacturing Co. reported a 58% year-over-year increase in first-quarter profit, reaching $18.2 billion on revenue of $35.9 billion, which rose 40.6%. Strong demand for 3-nanometer and 5nm technologies drove these results, with advanced technologies making up 74% of wafer revenue.
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| YMTC to build 2 more fabs, boost domestic tooling |
4/16/2026 |
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Yangtze Memory Technologies is reportedly planning to build two more fabs in Wuhan, China, using domestic chipmaking tools to more than double wafer output. The Phase 3 fab, set to begin operations this year, has sourced more than 50% of its equipment from Chinese suppliers, marking a shift since YMTC was added to the US Entity List in 2022. The factories would each produce 100,000 wafers monthly, reports say.
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| Meta, Broadcom sign AI chip deal |
4/16/2026 |
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Meta and Broadcom have announced a partnership to co-develop custom AI silicon, known as XPUs, to meet Meta's massive AI demands. Broadcom CEO Hock Tan also plans to leave Meta's board after two years.
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| China chip subsidies outpace US; tech gap remains |
4/15/2026 |
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China has spent $142 billion on semiconductor subsidies over the past 10 years, 3.6 times more than the US, according to a Center for Strategic and International Studies report. However, the report calls China's effort a "disruptive failure" at the leading edge, noting that US companies still dominate global shipments.
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| Samsung makes strides in 2nm yield progress |
4/15/2026 |
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Samsung Electronics has improved yields for its 2-nanometer process to about 55% from 20% last year but still falls short of the 60% needed for mass production, according to industry sources. This gap could affect Samsung's ability to secure foundry customers, as Taiwan Semiconductor Manufacturing Co. reportedly has reached yields of 60% to 70%.
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| Amazon considering entering semiconductor market |
4/13/2026 |
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Amazon might enter the semiconductor merchant market, making it, by revenue, the fourth-largest chip company, according to CEO Andy Jassy. Amazon's chip business, including Graviton and Trainium, has an annual run rate of $20 billion and could reach $50 billion if it sold chips externally, Jassy says.
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| Global semiconductor revenue to hit $1.3T |
4/13/2026 |
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Global semiconductor revenues are expected to surpass $1.3 trillion this year, marking the highest growth in two decades, according to a report by Gartner. Memory revenue is projected to triple amid "memflation," with DRAM and NAND flash prices rising 125% and 234%, respectively. AI semiconductors are set to constitute 30% of total revenue, driven by strong hyperscaler investments in AI infrastructure.
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| Reports: Nvidia Rubin GPUs face delays |
4/10/2026 |
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Nvidia's Rubin GPUs are expected to face delays and reduced shipment volumes due to a memory shortage and technical challenges, according to TrendForce. The challenges include validating HBM4 memory, migrating to ConnectX-9 network interface cards, higher power consumption and advanced cooling requirements.
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