TSMC pledges another $100bn for US fabs: the compute pinch is now foreign policy
A second $100 bn tranche on top of Arizona. TSMC is now restructuring its US roadmap around AI accelerators - and Washington politics.
yesterday 8 8
TSMC raises its prices on mature nodes starting January 2027
The cheap silicon floor is rising: AI demand on advanced nodes spills over to older processes.
Jul 15, 2026 at 10:14 13 10
CXMT Raises $8.5B: China Lists Its Memory at the Peak of the Shortage
Largest semiconductor IPO ever in China. The timing is no coincidence: DRAM is the rare resource of the AI era, and Beijing is turning scarcity into capital.
Jul 14, 2026 at 22:32 10 6
Samsung brings forward the opening of the Yongin 1 plant to 2029 - the global computing calendar is compressed
Samsung brings forward by one year the opening of the first module of its Yongin complex (Korea Times, July 12). The signal is clear: pressure on leading-edge capacity is forcing foundries to cut their schedules.
Jul 12, 2026 at 11:17 7 6
Legacy nodes, sovereign compute: China's parallel chip stack takes shape
Nexchip's $891m Hong Kong raise and Sugon's 100,000-card Dawn 8000 milestone are the same story: China's response to export controls isn't leading-edge - it's mature-node yield and cluster parallelism. Different playbook, same destination.
Jul 11, 2026 at 11:41 13 7