TSMC has started building its third wafer fab in Arizona to meet growing AI demand, advancing its U.S. expansion plans with a focus on 2nm technology.

SEMI reports global semiconductor materials market revenue to grow 3.8% in 2024, with Taiwan leading and Mainland China ranking second in revenue.

Japan's semiconductor equipment sales hit ¥432.4B in March 2025, rising 18.2%, marking a historic second-highest record amid growing AI demand.

Samsung delays equipment imports for two key plants amid weak demand and forecasts 3 trillion KRW loss in its foundry division, joining global semiconductor struggles.

LG Display reports Q1 profit of 33.5B KRW, marking its first consecutive profitable quarters in 3 years, driven by strong OLED demand from Apple and Samsung.

Texas Instruments' Q2 revenue forecast surpasses Wall Street's expectations, fueled by strong analog chip demand despite ongoing tariff uncertainties.

Samsung's Texas chip plant is 99.6% complete, but equipment orders are delayed amid ongoing foundry losses and market uncertainty.

Apple's in-house C1 5G modem and PMICs power the iPhone 16e, cutting costs by $220M as internal chip use hits 40% of total component value.

Samsung Display to adopt new tandem OLED tech for all future automotive panels, enhancing durability, power efficiency, and design flexibility in vehicles.

Apple's Q1 2025 China shipments fell 9%, marking a seventh straight quarterly drop, while Xiaomi surged 40% amid government subsidy incentives.