Wafer fab

TSMC

2026-09-28 04:43:53

VIS launches first Singapore wafer fab as capacity is already sold out

VIS, a chipmaker backed by Taiwan Semiconductor Manufacturing Co. (TSMC), held an opening ceremony on Monday for its first advanced chip manufacturing plant in Singapore, according to Nikkei. The company is already looking toward building a second facility. Demand tied to artificial intelligence infrastructure has filled the new plant’s capacity as soon as it came online. The fab, called VSMC, is a joint venture between VIS and European chipmaker NXP. It began trial production in June, only 18 months after construction started, a pace Nikkei said is much faster than the more than two years usually needed to build a chip plant. VIS said the first batch of chips reached a yield of at least 99%. The factory is scheduled to begin mass production in early 2027. The report added that the plant will also help TSMC produce interposers used in advanced chip packaging, which act as substrates linking different types of chips for leading AI chip companies including Nvidia, Google and Broadcom. TSMC is VIS’s largest shareholder with a stake of about 19%.

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Samsung Elect

2026-09-08 06:25:24

Samsung's Taylor Fab to Start Trial Run End of Month as 2nm Orders Surge

Samsung Electronics' Taylor wafer fab in Texas is expected to begin trial operation around the end of this month, according to a report from South Korea's Munhwa Ilbo. The fab, which has attracted $37 billion in cumulative investment since 2022, is already near full capacity due to a surge in 2nm orders from clients including Tesla, Broadcom, and Arm. It will produce Tesla's AI5 chip, Broadcom's communication chips, and Arm's AI chips. Initial monthly capacity is about 50,000 wafers, approaching TSMC's level. Samsung's 2nm yield has improved from 60% to 80%, and the company expects 2nm orders to more than double this year. The firm also raised 4nm foundry prices by up to 15%. Meanwhile, Intel issued $20 billion in new shares to expand its 2nm and 1.4nm investments, and Japan's Rapidus completed its 2nm fab. Global competition in advanced foundry is heating up.

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TSMC

2026-09-07 01:21:20

TSMC, Micron Expansion Drive Record $880B in Orders for Semiconductor Factory Engineering Firms

Capital expenditure expansion by TSMC and Micron has propelled the combined backlog of five major semiconductor factory engineering firms—Han-Tang, Asia Union, Marketc, Yangky, and Saint-Hui—to surpass NT$880 billion, a new record. Asia Union leads with NT$440 billion in orders, while Marketc's order visibility extends to 2028. Saint-Hui and Yangky reported record net profits for the first half of the year.

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Bank of Korea

2026-09-04 06:36:39

South Korea Central Bank: Memory Chip Capacity Lead to Grow with Samsung, SK Hynix Expansion

The Bank of Korea stated that the country's leading position in memory chip production capacity is expected to widen further, driven by active domestic facility expansions by Samsung Electronics and SK Hynix. New fabs set to start production by 2028 are projected to add around 600,000 wafers per month to South Korea's total capacity.

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Tesla

2026-08-06 15:42:36

Tesla Confirms Terafab Chip Plant for Grimes County, Texas, Targeting Over 1 TW of Compute

Tesla (TSLA) has now confirmed that Terafab, the chip manufacturing program it launched with SpaceX earlier this year, will be built in Grimes County, Texas. Billed by the two companies as the world's largest chip-making initiative, the project integrates logic chips, memory chips and advanced packaging within a single facility. In April, Tesla broke ground on a new R&D wafer fab at the north campus of its Texas Gigafactory, a site that serves as the precursor to Terafab. Combined chip demand from SpaceX and Tesla is expected to exceed 1 terawatt (TW) of computing power — a scale far beyond what the world currently produces. Tesla thanked existing chip suppliers and encouraged them to expand output where possible, but said the widening supply-demand gap is the core reason Terafab exists. The vertically integrated plant will span more than 100 million square feet and cover manufacturing, packaging and testing of advanced logic and memory chips. Co-locating those processes, Tesla said, supports rapid iteration and accelerates the deployment of new computing power.

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SK Hynix

2026-07-23 10:05:15

KBS Goes Inside SK Hynix's HBM Fab: One Box of Wafers Equals 25 Luxury Cars, Staff Pride Drives Social Shifts

South Korea's KBS documentary gains rare access to SK Hynix's M16 fab, revealing fully automated HBM production lines. One FOUP of 25 wafers is valued at 25 Genesis luxury cars. The company's success has made it the No.1 dream employer, with college graduates even hiding degrees to apply for technician jobs. A corporate vest has become a top dating accessory.

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Samsung Elect

2026-07-21 05:51:08

Samsung Electronics plans four new semiconductor fabs in South Korea by 2030

Samsung Electronics is refining a large-scale semiconductor production investment plan in South Korea and aims to build four new wafer fabrication plants by 2030, according to Odaily. The plan has already been shared with key partners. Samsung’s proposed sites include Pyeongtaek P5 and P6, one fab in the semiconductor cluster at Namsa-eup, Yongin, and one new fab in Gwangju. SK Hynix is expected to build Y1 and Y2 in the semiconductor cluster at Wonsam-myeon, Yongin, along with one new fab in Gwangju. Combined, the two companies would add seven new fabs from this year through 2030. Last month on the 29th, Samsung Electronics and SK Hynix released a semiconductor equipment investment roadmap worth 3,200 trillion won, excluding spending on AI data centers. Samsung has also moved up the completion target for its Yongin fab from 2047 to 2040, while SK Hynix brought its target forward from 2045 to 2033. Industry sources said Samsung recently asked partners whether they would consider additional investment in Gwangju on the premise of building a fab there before 2030, though feasibility remains uncertain given current capacity and local infrastructure conditions.

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Samsung Elect

2026-07-12 12:15:12

Samsung moves up start date for first Yongin chip fab to 2029

Samsung Electronics plans to bring forward the launch of the first wafer fabrication plant in its Yongin semiconductor cluster to 2029, at least one year earlier than previous expectations of 2030 or later. Site development is expected to begin in the second half of 2026. The accelerated timeline is part of a national strategy announced by the South Korean government in late June, with Samsung and SK Hynix set to invest more than KRW 800 trillion combined. The announcement did not directly mention crypto-related uses, but Crypto Briefing noted that Samsung has the capability to manufacture cryptocurrency ASIC chips. If that capacity is used, the new fab could help ease competition for chipmaking resources between AI workloads and crypto mining demand.

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