TSMC’s US Fabs Are Crushing Its Profit Margins
Building chips in the US is proving brutally expensive for TSMC. Analyst data shows gross margins on US-made wafers are nearly eight times lower than in Taiwan, thanks to massive cost increases.
Building chips in the US is proving brutally expensive for TSMC. Analyst data shows gross margins on US-made wafers are nearly eight times lower than in Taiwan, thanks to massive cost increases.
Dell is set to revive its retired XPS laptop brand at CES 2026, according to a new report. The first new models are tipped to feature Intel’s upcoming Panther Lake processors, with AMD and Qualcomm versions to follow later in the year.
According to a new report, Apple has no plans for a significant Mac Pro update in 2026, leaving the future of its flagship desktop in doubt. The company reportedly sees the more compact Mac Studio as the ideal pro machine, especially with an M5 Ultra chip coming next year.
Despite new EU tariffs, Chinese carmakers captured a record 12.8% of Europe’s electric vehicle market in November. Their share of hybrids also topped 13%, as brands like BYD and Chery press their advantage.
According to a new supply chain report, ASUS is planning a significant production increase for DDR4-based motherboards in Q1 2026. The move targets continued demand for budget-friendly AM4 and Intel systems amid stubbornly high DDR5 memory pricing.
TrendForce has revised its 2026 notebook shipment forecast downward to 173 million units, a 5.4% year-over-year decline. The report cites surging memory prices squeezing profits, but notes Apple’s integrated supply chain makes it less vulnerable.
The ALMA radio telescope array is now fully equipped for the first time. German institutes have delivered 145 specialized amplifiers for its Band 2 receiver, enabling new studies of cold cosmic gas and complex organic molecules.
Samsung’s new 2nm Exynos 2600 chip is a major milestone. Reports indicate it’s the first with a GPU developed in-house by Samsung, a significant step toward independence.
Samsung is riding the AI wave with its high-bandwidth memory chips. With Nvidia validating its tech and new production on the horizon, the company is locking in a crucial role in the AI supply chain.
Haier Smart Home is selling nearly half of its Indian unit to a consortium led by Sunil Mittal’s Bharti and Warburg Pincus. The deal, rumored to be worth around $2 billion, is a strategic move to deepen Haier’s roots in the competitive Indian market.