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Placeholder for the owner: write a short, sourced introduction to foundry coverage. Published stories are listed below. Do not add unsourced history or figures.
Chips
TSMC is asking fab equipment suppliers for motors that do not need rare earths, Reuters reported on October 22. TSMC has not confirmed, and no suppliers, tool types or timeline are named.
Chips & Power Desk
Chips
Powerchip (PSMC) is negotiating another 10% to 20% price rise for 2027 after NT$21.3 billion in Q3 revenue, and is scouting a Taiwan, Japan or Singapore site for advanced packaging.
Chips & Power Desk
Chips
Korean suppliers for Terafab, including HPSP and Hanmi, are in talks with Tesla and SpaceX, The Elec reported Oct. 20, but only one HPSP annealing tool is firm.
Chips & Power Desk
Chips
Omdia data reported by KED Global show YMTC took 38.5% of China's NAND market in Q2 2026, ahead of Samsung, as Samsung and SK hynix upgrade their China fabs.
Chips & Power Desk
Chips
Samsung's System LSI unit has chosen a 2nm process for its next 5G modem, and The Elec reports the 4nm capacity this frees is being converted to HBM, where 4nm makes the base die.
Chips & Power Desk
Chips
Intel has set the first major structural truss on the first fab at its Ohio One site in New Albany, a visible milestone on a project whose schedule has slipped from a 2025 production start to 2030-2031.
Chips & Power Desk
Chips
Elon Musk said suppliers led by ASML are expediting equipment shipments to the Tesla-SpaceX Terafab chip plant in Texas, which targets volume output in Q3-Q4 2028 on a timeline he called highly aspirational.
Chips & Power Desk
Chips
Advanced Substrate Technologies, a Broadcom and TOPPAN joint venture, opened a 95,000 sq m FC-BGA substrate plant in Singapore, easing a part the industry is short of.
Chips & Power Desk
Chips
Samsung is said to be converting its Xian plant to 286-layer flash by year-end, and SK hynix its Dalian plant to 240+ layers, to hold off YMTC and CXMT as AI data centers drive demand.
Chips & Power Desk
Chips
A suspected broken bolt on a steel connection plate sent four contract workers falling at TSMC's Kaohsiung 2nm complex. Steel hoisting on Phase 4 has stopped while labor inspectors investigate.
Chips & Power Desk
Chips
ByteDance, Alibaba and Tencent reportedly ordered over 3 million RTX PRO 5500 cards worth $35 billion, but NVIDIA may fill only 5% to 10% of requests.
Chips & Power Desk
Chips
TSMC now sends teams to check US data-center construction and power before planning capacity, as 3nm hit 33% of Q3 wafer revenue and new fabs line up.
Chips & Power Desk