AI Chips
Samsung’s 4nm Yield Rose From 33% to Over 80%
This is a supply-chain report, not a launch — and the difference between stable mass production and the start of mass production is doing a lot of work in the coverage.
Aug 25, 2026
#foundry
AI Chips
Intel Raised $20 Billion in One Sale, But Won't Say Why
Upsized from a proposed $15bn and priced at $95 a share. The release names no fab, no node and no project — only "general corporate purposes".
Aug 12, 2026
Nvidia
TSMC's 3nm Output Is Running Early, But TSMC Hasn't Said So
Supply-chain reporting puts 3nm at 180,000 wafer starts a month by early in the fourth quarter. It is the most concrete signal yet on 2027 accelerator volume — and not one number in it comes from TSMC.
Aug 3, 2026
AI Chips
TSMC Will Raise Chip Prices by as Much as 10% From 2027, Nikkei Reports
Increases of 5% to 10% would hit both sub-6nm advanced nodes and mature 12nm, 16nm and 28nm lines, with a reported surcharge on high-performance computing orders above agreed volumes.
Jul 22, 2026
