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Oct 16, 2025 TSMC Profit Surges 39% to Beat Estimates on AI Chip Demand TSMC posted a Q3 net income of NT$452.3B, up 39.1% YoY, beating estimates as AI chip demand surged. Revenue hit NT$989.9B, led by advanced 7nm-and-smaller chips. CEO Wei raised 2025 growth forecasts to mid-30% and boosted capacity expansion to $40B amid strong AI traction. CNBC Oct 16, 2025 Silicon Photonics Breakthrough: High-Power Frequency Comb Achieved on Chip Columbia University's Michal Lipson team created a high-power frequency comb light source directly on a silicon photonic chip, generating dozens of stable wavelengths from a single laser. The breakthrough could replace multiple lasers in AI and data-center optical modules. TrendForce Oct 16, 2025 ASML looks to calm fears over 2026 growth as it warns of China sales decline ASML reassured investors about 2026 growth, saying next year's sales won't fall below 2025 despite warning of a sharp China decline. The chipmaker expects 2024 revenue to rise 15% with a 52% margin, driven by AI-fueled demand and €5.4B in Q3 orders, lifting shares 3%. CNBC Oct 16, 2025 Intel's Panther Lake Emerges — Can 18A Drive an Advanced-Process Comeback? Intel's Panther Lake, its first CPU built on the 18A node, could define Intel's comeback in advanced process tech. Featuring 18A CPU, TSMC-made GPU and I/O tiles, it targets Arrow Lake performance, Lunar Lake efficiency, and RTX 4050-level integrated graphics. TrendForce Oct 16, 2025 Arm CEO says moving some AI workloads from the cloud will make it more sustainable Arm CEO Rene Haas told CNBC that shifting AI inference from cloud to local devices can cut energy use, while AI training remains cloud-based. Partnering with Meta, Arm aims to enhance AI efficiency across hardware and software, boosting hybrid computing. CNBC Oct 16, 2025 GlobalWafers opens advanced 12-inch wafer plant in northern Italy Taiwan-based GlobalWafers launched its advanced 12-inch "Fab300" silicon wafer plant in Novara, Italy, powered entirely by renewable energy. The facility, supported by €103 million in EU and Italian grants, strengthens Europe-focused production and R&D across key high-tech applications. Taipei Times Oct 16, 2025 Texas Instruments On Its Path to 95% In-House Manufacturing by 2030 Texas Instruments aims to boost internal chip production to over 95% by 2030, investing $60B+ across U.S. fabs and global sites. With AI, gallium nitride & edge solutions, TI strengthens supply resilience, supports India's growing market & drives locally relevant, cost-effective innovation. EE Times Oct 16, 2025 This New Chip Is Just a Few Atoms Thick and Could Change Everything About Computers Engineers at Fudan University created the world's first fully functional memory chip built from atom-thin 2D materials and integrated with silicon circuits. Their ATOM2CHIP process enables faster, low-power flash memory with a 94.3% yield, surpassing silicon's scaling limits. ZME Science Oct 16, 2025 Nexperia seizure: chip supply threatened amid fight over unit of China's Wingtech Nexperia, the European chip arm of China's Wingtech, faces mounting pressure from US-China tech tensions as Dutch and Chinese export restrictions threaten its global supply role. Potential bans and seizures jeopardize automotive and industrial chip deliveries. South China Morning Post Oct 16, 2025 Commonality in Correlation Analysis Low wafer yields often stem from design or process changes, but sometimes issues appear without changes. Aftkhar Aslam, CEO of yieldWerx, explains how AI/ML can analyze multi-step data to identify root causes, especially in complex chiplet assemblies. Semiconductor Engineering |
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