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TSMC 2nm wafer alongside five fab silhouettes in Kaohsiung Hsinchu and Arizona with a capacity ramp chart marking the most aggressive expansion in company history
Semiconductors

TSMC Accelerates 2nm With Five-Fab Ramp Targeting 60K Wafers Per Month in 2026

Taiwan Semiconductor Manufacturing Company is putting five 2nm fabs into volume ramp during 2026 — what management has called the most aggressive node expansion
SK Hynix HBM4 12-Hi memory stack on a TSMC 12nm logic base die with M15X Cheongju fab silhouette and AI memory bandwidth chart marking the Q3 2026 capacity expansion

SK Hynix Pushes HBM4 Capacity Expansion to Q3 as AI Memory Supercycle Tightens

SK Hynix has confirmed it is pushing the second phase of its HBM4 capacity expansion from Q2 to Q3 2026, even as its world-first HBM4 mass production line came

 Samsung Taylor Texas 2nm GAA foundry exterior with installed lithography tooling and a Tesla AI6 chip rendering marking the first U.S.-made Tesla autonomous-driving silicon

Samsung Taylor 2nm Fab Begins Equipment Move-In Ahead of Tesla AI6 Production

Samsung Foundry has begun installing lithography and process equipment inside its $37 billion Taylor, Texas plant, formalising the next step toward the long-del

 TSMC fab exterior in Taiwan with an April 2026 monthly revenue chart and Vera Rubin AI accelerator wafer marking the year-over-year 17.5 percent revenue increase

TSMC April Revenue Hits NT$410.7 Billion as AI Demand Sustains 30% Growth Pace

Taiwan Semiconductor Manufacturing Company reported April 2026 monthly revenue of NT$410.726 billion (about $13.0 billion), a 17.5% year-over-year increase that

 Apple silicon chip beside an Intel foundry wafer with a U.S. flag and Arizona fab silhouette representing the May 8 2026 preliminary manufacturing agreement that pulls Apple’s supply chain away from TSMC exclusivity

Apple and Intel Reach Preliminary Chip-Making Deal in U.S. Foundry Pivot

Apple and Intel have reached a preliminary agreement for Intel to manufacture some of the chips that go into future Apple devices, the Wall Street Journal repor

 Final Fantasy VII Rebirth key art on a digital storefront banner with Nintendo Switch 2 and Xbox Series X consoles marking the June 3 2026 multi-platform launch after the original PS5 exclusivity window

Final Fantasy VII Rebirth Confirmed for Switch 2 and Xbox Series on June 3

Square Enix has confirmed that Final Fantasy VII Rebirth will arrive on Nintendo Switch 2 and Xbox Series X|S on June 3, 2026, ending its two-year stretch as a

 Nintendo Switch 2 console on a wooden desk surrounded by May 2026 game release boxes including a platformer, an action-adventure title and a stylized cat-themed port

Switch 2 May Lineup Headlined by Yoshi Exclusive, Indiana Jones Port and Stray

Nintendo Life and GameSpot have published their consolidated views of Nintendo Switch 2’s May 2026 release slate, and the month is shaping up as the console’s m

 Anthropic developer conference stage with a Claude Orbit briefing dashboard, multi-agent orchestration diagram and Claude Code desktop preview marking the May 6 2026 Code With Claude announcements in San Francisco

Anthropic Unveils Orbit Assistant and Multi-Agent Features at Code With Claude 2026

Anthropic used its Code with Claude 2026 developer conference in San Francisco on May 6, 2026 to debut Orbit, a proactive AI assistant that produces personalize

 ChatGPT desktop interface showing a GPT-5.5 Instant default model selector with personalization toggles and an OpenAI logo backdrop marking the May 5 2026 rollout to free tier users

OpenAI Pushes GPT-5.5 Instant as ChatGPT Default Model With Tighter Personalization

OpenAI on Monday, May 5, 2026 made GPT-5.5 Instant the new default model for ChatGPT, replacing GPT-5 Instant for free-tier users and updating the routing rules
Podcast

Week 13 — March 2026

Micron's record quarter, Samsung's 2nm comeback, NVIDIA capacity reallocation

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