South Korea charts road to 0.2nm chips by 2040

The global semiconductor industry is poised to enter the “angstrom era” by 2040 as circuit dimensions shrink to one-tenth of current levels, according to a long-term technology roadmap from the Korean Institute of Semiconductor Engineers. The report suggests that transistor dimensions will push far beyond today’s nm scale, forcing fundamental shifts in chip design as traditional scaling reaches its physical limits.

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TSMC’s Arizona red tape exposes reality of reshoring US manufacturing

TSMC’s Arizona semiconductor complex illustrates the practical hurdles of re-shoring advanced manufacturing to the US. The project required navigating 18,000 unique rules and permits, revealing regulatory complexity, labor shortages, and cultural friction that highlight the challenges facing American ambitions to regain leadership in high-tech industrial production.

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Taiwan Mobile’s AI data center fully leased, revenue to start in 1Q26

Taiwan Mobile’s AI data center (AIDC) in Guishan in northern Taiwan is already fully leased after it officially began operations in the fourth quarter of 2025, according to the company’s president, Jamie Lin. The company expects the AIDC to start contributing revenue from January 2026, with profitability achievable within its first year of operation.

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LG battery supply withdrawals signal reassessment of growth expectations in EV sector

LG Energy Solution has ended its battery supply agreement with US module maker FBPS (Freudenberg Battery Power System), following a separate contract termination with Ford Motor Company, marking the combined termination of deals worth approximately KRW13.5 trillion (US$9.38 billion). The move reflects ongoing instability in the electric vehicle (EV) battery sector amid subdued vehicle demand.

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