#Foundry# TSMC's top target price after its #Earnings# call is NT$5,000 (Aletheia), ahead of Citi's NT$4,000 and UBS's NT$3,650; Bank of America lifted to NT$3,260 from NT$3,100 and Daiwa to NT$3,200 from NT$3,000.💡More: 🔗 $TSM $C $UBS $BAC

Diamond Foundry Announces First-Ever D200mm Single-Crystal Diamond - #semiconductordigest# #semiconductors# #semiconductor# #semiconductorindustry# #semiconductorwebsite# #semiconductormagazine#

Digital Foundry put Fire Emblem: Fortune’s Weave on Switch 2. It holds 30fps. There is no 60fps option. Intelligent Systems put the game out last week. DF played about two hours and did not see the frame rate fall off. The hitch Engage had when you left the map for a fight is gone. Loads are short. It does not run native 4K. Docked, they saw a 720p base rebuilt to 1440p. Handheld looked like 540p rebuilt to 1080p. They think it might be a light DLSS pass. Nintendo has not said that. Shadows go flat in spots. Filtering gets soft. It still looks cleaner than Engage. Mario Kart World does 60 on this machine. This game does not. For a tactics title, they took the stable 30. That is the Switch 2 Fire Emblem so far. Smoother than the last two. Not a tech flex.

Logic Foundry view of the EUV photomask supply chain: Some important downstream companies are left out bc they are second order off the foundry, such as Veeco who makes the deposition tools for the blanks. Source: Samsung

Samsung Foundry has raised chip manufacturing prices up to 15% amid a spike in demand, Reuters reports. -Samsung's SF4 (4nm) node prices rose 10%-15% in July, over June, for US & China clients. -The SF4 line at its Pyeongtaek plant has been full since late last year. -Demand from China particularly strong $SSNLF $TSM $INTC #Samsung# #semiconductors#

Intel Foundry is helping customers reduce the carbon footprint of semiconductor manufacturing through lower-carbon operations and energy-efficient process technologies. Learn more: #IntelFoundry# #Sustainability#

Intel Foundry developed a blueprint for hyper-large form factor chip packages and a void-free encapsulation process that helps improve reliability for next-generation AI and HPC. Learn more in our latest blog: #IntelFoundry# #AdvancedPackaging#

Intel Foundry has completed the RAMP-C program, advancing trusted semiconductor manufacturing in the U.S. With validated prototypes and Intel 18A, RAMP-C helps pave the way for Secure Enclave and secure, high-volume production. Learn more: #IntelFoundry#

Intel Foundry revenue hit $5.8B in Q2, up 31% YoY, as the company lifted FY26 capex to $20B from $18B. The US foundry buildout is converting from strategic narrative into recognized revenue, and capacity coming online meets a CPU cycle still running hot. $INTC