Coverage (30d)
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This Week
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Samsung Electronics2026-07-26
Won $200B AI chip partnership with Broadcom for custom AI chips for data centers
TSMC2026-06-30
TSMC net income jumped 77% to $22B in Q2 2026
TSMC2026-05-31
TSMC targets 4.5µm SoIC hybrid bonding for 2030 products
TSMC2026-04-01
Reportedly hit 'hard capacity wall' at 2nm production node, creating supply constraints
Samsung Electronics2026-04-01
Projected record Q1 2026 operating profit of $14.6B, driven by 300% DRAM price surge from AI demand.
TSMC2026-01-01
First Arizona fab started volume output in early 2026
TSMC2026-01-01
TSMC cut 28nm wafer output by over 25% since early 2026, reallocating to advanced nodes N3, N2 and A16.
TSMC2026-01-01
Announced a $52-56 billion capital expenditure plan for 2026 to build 22 new advanced semiconductor fabs.
Samsung Electronics2024-05-23
Stock dropped approximately 3% following Google TurboQuant announcement
Ecosystem
Samsung Electronics
partneredBroadcom1 src
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TSMC
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partneredIntel3 src
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competes withSamsung Foundry1 src