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Global semiconductor manufacturing and technology shifts

Updated 2 times since CLSTR started tracking revisions of this situation.

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2026-08-15 10:15 UTC → 2026-08-15 11:56 UTC · added removed

The semiconductor industry is experiencing shifts in material focus and manufacturing technology. In Taiwan, companies are adapting to the rise of gallium nitride (GaN) as a more efficient alternative to silicon for high-power applications like electric vehicles. While TSMC is progressively exiting its business of manufacturing GaN wafers for third parties, other firms such as Powerchip Semiconductor Manufacturing Corporation (PSMC) and Vanguard International Semiconductor (VIS) are expanding their production capacities to meet demand. TSMC has noted that its GaN devices can achieve switching speeds up to ten times faster than silicon-based devices in certain applications. Major manufacturers are also adjusting investment and lithography strategies. Nanya Technology has increased its investment budget for its Fab 5A facility in Taiwan to approximately $10.7 billion to produce 10-nanometer class DRAM using EUV lithography. Simultaneously, TSMC and Samsung Electronics have indicated delays in adopting ASML’s High-NA EUV lithography systems, with TSMC delaying acquisition until 2029 and Samsung potentially pushing implementation to the 1-nanometer node around 2030 due to high costs and technical requirements. In a move to To secure localized supply chains driven by AI demand, chains, Sony Group Corporation and TSMC have formalized a $4.7 billion joint venture binding agreement to establish Advanced Vision Semiconductor Manufacturing Corporation in Koshi City, Kumamoto Prefecture, Japan. This joint venture will focus on producing the development and mass production of next-generation CMOS image sensors for high-end mobile devices and automotive systems systems. The partnership aims to address logistical and high-end smartphones. technological bottlenecks in the semiconductor supply chain, with mass production targeted for 2029. In related market activity, TSMC reported second-quarter revenue growth of 36% year-over-year, while SoftBank Group significantly reduced its exposure to the chipmaker by cutting its TSMC stake by 71.5%.

Versions

  1. 2026-08-15 11:56 UTC Global semiconductor manufacturing and technology shifts
  2. 2026-08-15 10:15 UTC Global semiconductor manufacturing and technology shifts
  3. 2026-08-14 11:13 UTC Global semiconductor manufacturing and technology shifts

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