Friday, July 4, 2025

Sources: TSMC delays construction of its second plant in Japan, originally planned for early 2025, to invest in US expansion ahead of potential Trump tariffs (Yang Jie/Wall Street Journal)

Yang Jie / Wall Street Journal:
Sources: TSMC delays construction of its second plant in Japan, originally planned for early 2025, to invest in US expansion ahead of potential Trump tariffs  —  Taiwanese semiconductor maker accelerates investment in Arizona  —  TOKYO—Taiwan Semiconductor Manufacturing is delaying construction …



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Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturing costs by mid-2026, up from 20% now (Nikkei Asia)

Nikkei Asia : Global DRAM supply is likely to meet only 60% of demand through 2027; memory to hit ~40% of low-end smartphone manufacturin...