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Waferpedia Daily

What changed in semiconductors. And why it matters.

A dated archive of published semiconductor news editions.

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Published editions

05
  1. November 7, 2026
    TSMC Reaffirms Foundry Focus After 3D DRAM Report

    The read A quiet Saturday, with one material development. TSMC said it stays focused on its dedicated foundry business, responding to Friday's report that it has begun planning 3D DRAM production for Nvidia; the report's sources say that planning is underway. What changed Memory

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  2. November 6, 2026

    onsemi Cancels Czech Expansion; TSMC 3D DRAM Report

    The read onsemi and the Czech government dropped onsemi's $2 billion silicon carbide expansion at Rožnov, citing market dynamics and project economics. Reuters, citing The Information, reported that TSMC has begun planning 3D DRAM production at Nvidia's request. Industry data rel

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  3. November 5, 2026

    BIS Extends Affiliates Rule Stay as Chip Results Diverge

    The read BIS extended its suspension of the Affiliates Rule to Jan 10, 2027, so the rule will not return on Nov 10. Company results split: Microchip grew sales 42% and said lead times are lengthening, while Qualcomm's handset revenue fell 26% and Himax guided its fourth quarter d

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  4. November 4, 2026

    Arm, Coherent and GF Report Strong Data-Center Growth

    The read Data center demand again led the results. Arm said its data center royalties roughly doubled and its own AGI CPU has purchase orders running through 2027, Coherent's datacenter revenue rose 85% and GlobalFoundries reported record growth in data center and communications.

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  5. November 3, 2026

    AI Data Center Revenue Lifts Chipmaker Outlooks

    The read AI data center demand carried the results filed Nov 2 and 3. AMD's data center revenue nearly doubled, onsemi's AI data center revenue rose 175% and Lattice said FPGA revenue grew about 90% on data center AI demand. Phones were the weak spot: Skyworks guided smartphone r

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