Samsung’s first 2nm fab in Taylor is reportedly fully booked by Tesla $TSLA, Arm $ARM and Broadcom $AVGO before operations have commenced, with trial production expected this month or next and mass production in 2027. $TSM $INTC

Fire at Vanguard (VIS) Fab 3 in Taoyuan, Taiwan last night. A rooftop mechanical room on the 4-story fab caught fire ~11:30pm local and was extinguished in under an hour. 200+ night-shift workers evacuated, no injuries. Fortunately, the fire was in a rooftop facility room, physically separated from the cleanroom and tools. Equipment was back up and running normally within 2 hours, and initial damage assessment is minimal. Fab 3 runs Vanguard's most popular 130-250nm processes, mainly for mobile and server PMICs, accounting for 20-25% of the company's 8-inch capacity. More serious damage to the fab would have caused significant disruption to Vanguard's operations.

TSMC Arizona’s 2nm fab may arrive as much as four-quarters earlier than expected, media report, amid speedy progress on the chip giant’s 3rd fab (P3) in Phoenix. The 2nd fab is also ahead of schedule, with equipment set to be installed in the 2nd half of 2026 (now), and mass production expected in the 2nd half of 2027. $TSM $NVDA $AAPL $AMD $GOOGL $AMZN #semiconductors# #Arizona#