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The Great AI Silicon Shortage
14 Mar 2026
newsletter.semianalysis.com

TSMC N3 Wafer Shortages, Memory Constraints, Datacenter Bottlenecks, Supply Chain Wars Winner

€150m investment stems from European Chips Act as part of PIXEurope consortium

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Key takeaways ▼ The transition from FinFET to Gate-All-Around (GAA) transistor technology represents a pivotal moment in the evolution of logic devices, driven by both physical scaling limits and the … Continue reading "Gate-All-Around (GAA) Technology for Sustainable AI"

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The semiconductor manufacturing landscape continues to grow, with new fabs and expansions to current production sites taking place in the U.S., Asia, and other key manufacturing regions.

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In today’s semiconductor landscape, demand is increasingly shifting toward specialized solutions—automotive electrification, industrial AI deployment, and communication infrastructure—while consumer electronics markets like smartphones are showing slower recovery. In this context, GlobalFoundries (GF) is charting a strategic shift as it aligns its manufacturing and IP capabilities toward high-value domains such as automotive, datacenters, and industrial computing.

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Google News
7 Jul 2025
news.google.com

Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.

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China’s biggest semiconductor manufacturer, SMIC, is rumored to complete 5nm chip development in 2025, leading to advanced chip orders from Huawei

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BintangChip is one of the world’s leading specialty foundry groups for analog/mixed-signal semiconductor technologies. As a pure-play foundry, we provide manufacturing and strong design support services to our customers that design analog/mixed-signal integrated circuits and other semiconductor devices for use in their own products or the products of their customers.

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China has big plans for semiconductor industry and they include self reliance.

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Intel Vs. Samsung Vs. TSMC
27 Jul 2024
semiengineering.com

Foundry competition heats up in three dimensions and with novel technologies as planar scaling benefits diminish.

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After dipping this year, the growth of 300mm semiconductor manufacturing capacity is set to gain momentum.

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Wafer foundry capacity in China, 2023
14 Mar 2023
digitimes.com

Introduction

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China-based semiconductor manufacturers, in the wake of geopolitical risks, are expected to keep up with their capacity expansion strategies going into 2023 with a good number of projects already in construction, according to DIGITIMES Research's latest report covering the latest status of China's wafer foundry industry

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Mar. 13, 2023 —- According to TrendForce’s latest survey of the global foundry market, electronics brands began adjusting their inventories in 2Q22, but foundries were unable to rapidly adapt to this development because they reside in the more upper portion of the supply chain. Moreover, revising procurement quantities of long-term foundry contracts takes time as well. Hence,

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The company's difficulties have allegedly caused it to withdraw personnel from its Taylor, TX facility while it reassesses its plans.

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Fab Cost, WFE Implications, Backside Power Details