Thank you for all your amazing feedback! It's incredible that 60,000 of you played our demo and helped us test Descenders Next. It's been incredible watching everyone play, and reading through your feedback has blown us away, so a massive thank you from all of us at RageSquid and No More Robots! We're driven to make Descenders Next the best it can be, and reading through your feedback you made some great calls. We understand you feel the game needs some tweaks to make it feel like the ultimate Descenders experience, and we agree!

You hit on a few bits in your feedback that we want to iron out before we launch into early access. The team are already on it, adding in some highly requested features like key bindings, the first-person camera and the return of Enemy, Kinetic and Arboreal, but others will be a bigger undertaking. This means getting Descenders Next ready for early access launch will take a little bit longer than we were anticipating, so we're going to give the game a little bit more time in the oven, and push the launch date back. We don't have a date for you just yet, as we're making sure that we've taken all your feedback on board and got our changes just right, but we're not going to keep you waiting too long.

Hello Kindred, we would like to share an update on the development and release window of Vampire: the Masquerade - Bloodlines 2. As Marco explained in the video (view it below), Bloodlines 2 will not be ready for release in the first half of 2025. Paradox Interactive and The Chinese Room are committed to delivering this game, and we believe that ensuring great technical quality is more important than sticking to a specific date.

The game is currently in a late development stage, and feedback from the community has been taken into account during this time. TCR is working hard on quality assurance to ensure it is stable and free of bugs that could disrupt the player experience. Bloodlines 2 will launch in October 2025 when the game meets the technical quality standards that you, our fans, rightfully expect and deserve. Please stay tuned for the game's exact launch date. We want to ensure that the content we share with you is high-quality and showcases exciting game features. With this updated release timeline, we will pause our development diaries so that the team can concentrate on refining the game.

The launch of Grand Theft Auto VI is such a hotly anticipated game launch that Corsair seems to think the game's PC launch will have a noticeable effect on the sales of gaming hardware and peripherals. Some fans have even speculated that 2K was planning the launch of Borderlands 4—itself a sequel to a massively popular franchise—around the expected launch of GTA VI. While this was previously mere speculation, comments from publishers lend credence to this theory. According to The Game Business, as many as three major game publishers have said that they are preparing to shift their game launches so that they don't get completely overshadowed by the launch of GTA VI.

The unnamed studios specifically called out GTA VI in their comments, with concerns ranging from gamers spending all their time and money on GTA VI to the new GTA title simply dominating the news cycle and making other games fall through the cracks. Several live-service game developers also commented that they would be delaying any updates to their games, with one suggesting a three-to-four week window would be the expected safe zone for most developers. It should be noted that this "safe zone" is both before and after the expected release of GTA VI, so there may be a wave of games and updates just before and just after GTA VI. While GTA VI wasn't directly mentioned, EA CEO, Andrew Wilson, has previously stated that "some things happening in the year that may cause us to think differently about our launch timing," specifically talking about the launch of Battlefield 6, which is currently slated for release before the end of Q1 2026.

Analogue's modern reimagining of Nintendo's N64 home console has hit another pre-release obstacle. Their Analogue 3D model was first revealed in 2023, with a projected 2024 launch on the cards. The system has experienced a series of setbacks—prior to the latest official announcement, customers were expecting to receive finalized hardware by now (first quarter of 2025). Once again, the company has revised release timeframes for its $249.99 FPGA-powered console—according to an official "3D Preorder FAQ": "Analogue 3D was originally available for pre-order at the end of 2024, (and) scheduled to ship Q1 2025. Shipping is delayed (as of March 18th, 2025) and is now shipping by July 2025. We are working hard to get your 3D order in hands ASAP, and appreciate your patience. If you have an open pre-order no action is needed. As always, if you'd like to cancel your pre-order at any time, Analogue has always had a no questions asked, 100% refund policy for pre-orders."

Analogue's promotional materials showcase a very slick-looking premium reinterpretation (in black or white) of the classic N64 system. The R&D team spent: "nearly four years engineering it in FPGA. No more incompatibilities found in software emulation like input lag, graphic/audio inaccuracies, timing/frame rate issues and more. For the first time, you can re-experience the N64 exactly as it was meant to be, without compromise." According to product pages, a controller is not bundled in with the Analogue 3D package. Authentic front panel connectors indicate customers having to reuse original "trident-shaped" N64 (NUS-005) controllers, or third-party equivalents. Certain promo shots show off 8BitDo's recently introduced 64 Bluetooth Controller. Given Analogue's revised schedule, this wireless gamepad is expected to arrive weeks ahead of its natural partner piece.

Inet AB—one of the largest Swedish e-tail stores—has alerted its customer base with foreboding information. NVIDIA and its board partners are expected to launch GeForce RTX 5070 graphics cards tomorrow (March 5)—reviews have started to trickle out; including TechPowerUp's freshly-published evaluation of the Founders Edition. According to the Scandinavian shop's blog, they anticipate major supply problems: "unfortunately it looks like we won't be able to release the cards then. This is simply because we don't seem to be getting any cards in stock. Just like with other models in the RTX 50 series, we will release new cards one by one as they land in stock, and only make a fuss in cases where we might receive large deliveries." A week and a half ago, supply chain insiders alluded to significant problems that have reportedly affected GeForce RTX 5070 and RTX 5060 production pipelines.

Like many other global PC hardware retail outlets involved in the sale of "Blackwell" GPUs, Inet has offered helpful guidelines in anticipation of limited shipments: "we hope to start releasing cards and (pre-built) computers with GeForce RTX 5070 in the coming weeks. If you want to buy RTX 5070, we recommend that you keep an eye on inet.se and use 'Notify me' on each product page, then you will receive an email when we release them for order. Keep in mind, however, that many people use this function, so the cards may run out quickly after the email goes out." VideoCardz and Australia's Hardware Unboxed have both predicted a grand battle between GeForce RTX 5070 and Radeon RX 9070 XT cards. Team Green tends to stick to its intended release schedules—according to industry watchdogs—even in the face of mounting problems. The tides could be turning again; recent events have allegedly pushed the global launch of GeForce RTX 5060 cards into April.

Xbox has pushed back the launch of its awaited Fable remake, instead of coming out in 2025, it's now set to hit shelves in 2026. Craig Duncan, who took charge of Xbox Game Studios, broke this news on the latest episode of the Official Xbox Podcast. Playground Games, the team behind Forza Horizon, has the job of making the new Fable game as they told us about it back in 2020.

"We previously announced the date for Fable as 2025. We are actually going to give Fable more time, and it's going to ship in 2026 now," Duncan explained. "While I know that's not maybe the news people want to hear, what I want to assure people of is that it's definitely worth the wait." On the podcast, Duncan showed us some early game footage. He said it's "the prettiest version of Albion you've ever laid eyes on". Even though it's taking longer for Fable to be released, Microsoft's game branch looks strong with big games coming soon such as South of Midnight Doom: The Dark Ages (out in May), The Outer Worlds 2, and Ninja Gaiden 4.Xbox podcast follows:

Dear Fellow Hobbits, a good Hobbit feast takes time, and so does Tales of the Shire! We're taking a little longer to ensure that every Hobbit, on every platform, can enjoy the same cozy experience. The game will now launch on July 29, 2025. We want this game to feel like a warm hug from Middle-earth, and we are making sure that no matter where you play, you'll feel right at home in The Shire. From foot-hair styles to the fluffiest cakes, every detail will be just right.

We appreciate your patience and cannot wait for you to experience life in The Shire this summer. In the meantime, arrange the table, polish your silver and get ready for a feast fit for a Hobbit! Looking forward to welcoming you to Bywater.

• From the folks at Weta Workshop Game Studio

FANTASY LIFE i: The Girl Who Steals Time is set to release on Wed, May 21st (GMT) for Nintendo Switch, PS5/PS4, Xbox Series X|S and Steam! Check the new trailer (below) showcasing all the things you can do in this Slow-Life RPG, such as the new Treasure Groves. Step into this Slow-Life RPG where you can freely switch between 14 unique jobs, so-called "Lives," and enjoy a carefree life in a fantasy world. Fish, cook, shape the island to your liking, or team up with friends to battle monsters across the vast world.

Initially planned for an April launch, LEVEL5 Inc. has set a new release date to ensure a high-quality product for fans. Due to platform expansion and accompanying graphical improvements, we have reviewed and adjusted the initial sales price to reflect a new price point. We appreciate your continued support and understanding.

Retailers are set to open up pre-order floodgates for upcoming GeForce RTX 50-series laptops on February 25, as we learned earlier this week. According to a new DigiTimes report, the launch of mobile devices—sporting Team Green "Blackwell" GPUs—is expected to be "significantly delayed." A loose March launch window was teased during Jensen Huang's keynote presentation at CES 2025, but supply chain insiders have claimed that high-end RTX 50 laptops were "originally planned to be launched in January 2025." Additionally, they surmise that mid-range and low-end offerings are postponed to April. DigiTimes believes that the rumored postponements have surprised supply chain moles; Team Green is not known to delay product launches. Extenuating circumstances are cited as the reason behind alleged deferred release windows, but insiders have not yet determined the extent of lengthened launch parameters.

An anonymous source stated: "NVIDIA, which has never been late in the past, also encountered this situation. It is probably related to NVIDIA's full sprint to AI servers. Even though there are differences in server and PC chip design and manufacturing processes, the company's resource allocation may still affect the debugging efficiency of new products." Other insiders have murmured about GeForce RTX 50-series mobile GPU performance not meeting expectations. Rumors have swirled about problems with early sample units; most notably the encountering of major screen issues when the "hardware is turned on." Laptop/notebook supply chain insiders reckon that manufacturers have anticipated a healthy level of growth in 2025—thanks to the emergence of new NVIDIA graphics cards—but targets have been reduced, due to anticipated delays. Optimistic industry chatter predicts higher education students and esport enthusiasts driving unit sales upward, following a stagnant 2024 market.

Austrian PC cooling staple Noctua has revealed substantial timeline adjustments across its 2025 product portfolio, with several highly anticipated launches now facing multi-month delays. The company's flagship NH-D15 G2 CPU cooler in chromax.black variant has been pushed from Q2 to Q3 2025, while the next-generation 120 mm fan series has shifted from Q1 to Q2 2025. The comprehensive roadmap revision, with the next-generation dual-tower CPU cooler notably absent from the 2025 lineup, suggests a potential 2026 release window. The chromax.black version of the NF-A14x25 G2 fan has been rescheduled from Q1 to Q3, and the chromax.The black variant of the next-gen 120 mm fan is now slated for Q4, which represents a significant delay from its initial Q1 target. Despite these setbacks, Noctua has introduced new elements to its roadmap, including an LGA1851 offset mounting kit for the NH-D15 G2, designed to optimize thermal performance for Intel's latest socket configuration.

The company cites quality optimization as a factor in the timeline adjustments, though specific causes remain undisclosed. One bright spot in the announcement is the confirmation that the Seasonic PRIME TX-1600 Noctua Edition power supply will maintain its original restock schedule for Q1 2025. This collaboration product, which launched in late 2024, features Titanium efficiency certification and ATX 3.1 compliance, catering to high-performance systems utilizing current-generation graphics cards like the RTX 5090 and 4090. Noctua plans to showcase its upcoming product lineup at Computex Taipei, where additional details about the revised release schedule and hints of specifications are expected to be revealed. Now, just a few months away, the Computex 2025 looks like one of the most enjoyable shows ever, with the TechPowerUp crew roaming halls looking for interesting products.

According to a fresh leak doing the rounds on the internet, NVIDIA has pushed the launch of its GeForce RTX 5070 GPU all the way to March - suspiciously close to AMD's RDNA 4 launch. The RTX 5070 Ti is still on track for a launch later this month, which can already be seen taking shape going by all the leaked retailer listings. The RTX 5070, has yet to witness any leaked listings, which adds credibility to the claim for sure. MEGAsizeGPU, the source, has further claimed that the GeForce RTX 5070 will "hit shelves" early next month.

Going by some of the rumored performance improvements, that the GeForce RTX 5070 family is poised to bring to the table, it can be said that there is a very real chance that the RDNA 4-based AMD Radeon RX 9070 family will have the upper hand in not just affordability, but also raster performance. Considering the abysmal supply that the RTX 5080 and RTX 5090 recently witnessed, it is not unfathomable that the RTX 5070 family will face similarly dire circumstances. Of course, things may change, but the rumored delay surely does not inspire confidence. AMD has a real opportunity to do right by gamers by appropriately pricing its RDNA 4 cards and somehow sorting out its supply chain, although that is yet to be seen.

Earlier this week, MSI's China office admitted that it had only a limited supply of GeForce RTX 50 series graphics cards available for launch day. A VideoCardz report from last night points out similar problems affecting retail channels in North America. MSI's official US store has delayed shipments of GeForce RTX 5090 and RTX 5080 cards. This announcement was extracted from a conversation conducted via Discord—between a company representative (MSI Spence) and a VideoCardz staffer (WhyCry). In full, MSI stated: "we are going to allow GeForce RTX 5090 pre-orders on January 30, at 6 AM PST—with a ship date of February 6. The GeForce RTX 5080 will be available for purchase on January 30 at 6 AM PST, with an immediate ship date of (same day) January 30. GeForce RTX 5090 pre-orders will open on January 30 at 6 AM PST, with a ship date of February 6."

Additionally, StinceBuilt has corroborated reports of newly adjusted timeframes—the custom PC builder publicly disclosed its own dealings with the NVIDIA board partner: "we're being told by the MSI Team that the MSI RTX 5090 Variants are now being pushed back until February 6th for launch. RTX 5090 Day of Launch is going to be very rough, both on the consumer retail/ecommerce side, and to all system integrators. Stock is minimal at best. Please be patient. We've confirmed this with other shops like ourselves."

We're happy to give you a bit more info about the launch of Lost Records: Bloom & Rage! First, the price of the game will be 39,99€/$39.99/£35.89 when Tape 1 "Bloom" launches on February 18, 2025. This price includes both Tapes, so when Tape 2 launches on April 15 it will simply become an update that you can download which will allow you to play through the rest of the girls' story at your convenience. The game will also be launching with a limited-time discount of 10% until March 4!

You also might have noticed we've changed the date of Tape 2's launch - while Tape 1 is still on schedule, we're postponing the release of Tape 2 by four weeks, from March 18 to April 15, 2025. This game is very special to us, and we want to ensure that you get the experience you deserve while playing, with the extra time going towards additional optimization for a truly immersive continuation of the journey.

MSI's Claw 8 AI+ and Claw 7 AI+ handheld gaming PCs were unveiled late last year—these new models have been rolled out quite quickly; launching within a year of first-generation Claws. The successors feature many improvements—across hardware (Intel Lunar Lake), software and physical properties—when compared to the Meteor Lake-powered originals. MSI appeared ready to not repeat past mistakes—the Claw 8 AI+ and Claw 7 AI+ were showcased at CES 2025 earlier this month, with press material pointing to a North American market launch on January 15. VideoCardz was in the process of preparing a special launch article for the 8-inch model, but many customers have reportedly not received their orders.

Hands-on impressions started to appear on the internet earlier this year, possibly only emerging via Chinese press outlets—today's article claims that international publications have not yet received review samples. According to VideoCardz, MSI had lined up the Claw 8 AI+ and Claw 7 AI+ for an Asian market launch on December 26. Several retailers in the USA have revised shipping dates for the Claw 8 AI+—the likes of Amazon, Newegg and B&H are expecting first shipments next month, somewhere around the 4th to the 12th. MSI's official online store has removed release date information from product pages, and Best Buy has followed suit. Activity on the MSI Claw subreddit provides evidence of lucky customers getting their mitts on first wave units—early impressions (post-unboxing) are promising, but one customer was left puzzled by the absence of extra items. Many handheld enthusiasts have expressed anger about finding it difficult to obtain the basic hardware, but BigShotBosh took issue with MSI's aftermarket extras: "...looks like the travel case, screen protector and dock for the Claw 8 won't be available until March of this year. Talk about a botched rollout."

Dear Operators. With Season Starfall on the horizon, we want to update you on the Black Hawk Down campaign. We deeply appreciate your enthusiasm and understand how much you're looking forward to it. Your expectations drive us forward to deliver the best possible experience. To ensure the campaign meets our shared standards, we'll need a bit more time for final polishing and optimization. As such, Black Hawk Down will now launch during Season Starfall. We'll share the new release date soon. Thank you for your patience and support—it means everything to us!

Prepare to take part in the ultimate Delta Force mission. Our Black Hawk Down campaign faithfully reimagines both the revered 2001 Ridley Scott movie and the classic Delta Force series campaign—resulting in the definitive retelling of the infamous Mogadishu operation. Playable solo or co-op, and built using the latest Unreal Engine 5 technology, our Black Hawk Down campaign has been designed from the ground up to deliver next-level immersion while remaining optimized.

TSMC has reportedly postponed the opening ceremony of its Arizona Fab 21 facility, initially planned for December 6, amidst the changing US political landscape. The ceremony is now expected to take place after President-elect Donald Trump's inauguration in early 2025, showing that the chipmaker is taking a cautious approach to geopolitical shifts. The delay comes as TSMC finds itself at the intersection of global semiconductor politics. The company has invested heavily in its Arizona operations (estimated at $65 billion total), with Wang Yinglang, deputy general manager of wafer factory operations, leading the project. Despite initial skepticism, Wang's team has maintained an ambitious timeline, with mass production scheduled to begin in the first half of 2025.

Rumors also suggest that TSMC's decision stems from broader concerns about the incoming administration's semiconductor policies. However, TSMC maintains a strong position due to its unmatched technological capabilities, particularly in advanced manufacturing processes, which competitors like Intel and Samsung struggled to achieve. The Arizona facility represents a crucial piece of TSMC's global expansion strategy, which includes new factories in Japan and Germany. While the company faces challenges, including labor issues and rising costs in the US, its strategic importance to the global semiconductor supply chain remains unchanged. The only thing that is changing is the timeline of the opening ceremony, while high-volume production stays on track.

In a statement published today shortly after the release of a batch of new Zen 5 architecture details, AMD's computing and graphics SVP Jack Huynh released a statement regarding a delay to the release of the Ryzen 9000 processors based on Zen 5. Originally set to launch in just one week on July 31st, the processors have now been pushed back to a staggered release on August 8th and August 15th; one and two weeks after the initial launch window. AMD supposedly found some of the launch inventory processors did not go through proper testing procedures before being shipped out, and AMD is recalling those processors before any potential problems could have a chance to affect the first customers to buy the new chips.

The statement is as follows:

We appreciate the excitement around Ryzen 9000 series processors. During final checks, we found the initial production units that were shipped to our channel partners did not meet our full quality expectations. Out of an abundance of caution and to maintain the highest quality experiences for every Ryzen user, we are working with our channel partners to replace the initial production units with fresh units. As a result, there will be a short delay in retail availability. The Ryzen 7 9700X and Ryzen 5 9600X processors will now go on sale on August 8th and the Ryzen 9 9950X and Ryzen 9 9900X processors will go on-sale on August 15th. We pride ourselves in providing a high-quality experience for every Ryzen user, and we look forward to our fans having a great experience with the new Ryzen 9000 series.

Last year, Micron unveiled plans to construct a cutting-edge DRAM factory in Hiroshima, Japan. However, the project has faced a significant two-year delay, pushing back the initial timeline for mass production of the company's most advanced memory products. Originally slated to begin mass production by the end of 2025, Micron now aims to have the new facility operational by 2027. The complexity of integrating extreme ultraviolet lithography (EUV) equipment, which enables the production of highly advanced chips, has contributed to the delay. The Hiroshima plant will produce next-generation 1-gamma DRAM and high-bandwidth memory (HBM) designed for generative AI applications. Micron expects the HBM market, currently dominated by rivals SK Hynix and Samsung, to experience rapid growth, with the company targeting a 25% market share by 2025.

The project is expected to cost between 600 and 800 billion Japanese yen ($3.8 to $5.1 billion), with Japan's government covering one-third of the cost. Micron has received a subsidy of up to 192 billion yen ($1.2 billion) for construction and equipment, as well as a subsidy to cover half of the necessary funding to produce HBM at the plant, amounting to 25 billion yen ($159 million). Despite the delay, the increased investment in the factory reflects Micron's commitment to advancing its memory technology and capitalizing on the growing demand for HBM. An indication of that is the fact that customers have pre-ordered 100% of the HBM capacity for 2024, not leaving a single HBM die unused.

Construction of Intel's New Albany, Ohio fabrication site started back in late 2022—since then, a series of setbacks have caused anticipated timelines to slip. Team Blue's original plans included a 2025 opening ceremony—last month, this was amended to late 2026 or early 2027. New equipment deliveries have been affected by extreme weather conditions—Intel appears to be shoring up its flood prevention systems at their Licking County location. Ohio's Department of Development received a progress report at the start of this month, authored by Team Blue staffers—revised figures indicate that Fabrication sites 1 and 2 are expected to reach operational status somewhere within "2027-2028."

Jim Evers (Intel's Ohio Site Manager) stated: "we are making great progress growing the Silicon Heartland. In addition to the approximately $1.5 billion investment in completed spends through 12/31/23 referenced in the report, Intel has an additional $3 billion in contractually committed spends underway, totaling $4.5 billion committed toward our Ohio One projects." Intel committed a hefty $20 billion greenfield investment into the two Ohio wafer fab sites, but the latest progress report indicates that just under a quarter of that budget has trickled out of company coffers (so far). Evers's statement continued: "this investment is growing every day as we work to establish a new manufacturing campus to build leading-edge semiconductor chips right here in Ohio." A Tom's Hardware report reminds us about Team Blue's New Albany project receiving "over $2 billion in incentives." Industry rumors posit that the US government is readying a multi-billion dollar grant for Intel's Arizona facility.

We—Fool's Theory—are happy to share that the game is now complete, and numerous reviewers have it already in their hands. At the same time, taking February's busy launch period into account and the opening for a better release window, we've decided to take this opportunity to give The Thaumaturge more breathing room so it receives the attention we believe it deserves.

We want you to have enough time to enjoy the game in full, and we feel that the current release window is not the perfect moment for it. With that in mind, we are moving the launch date to March 4th, 2024. The additional time we're getting will be used to polish the game further so that your journey through the streets of 1905 Warsaw is even more enjoyable. We truly can't wait for you to play it, and thank you for your patience!

Hello, Commanders—we hope you all have been enjoying your first-time going hands-on with Homeworld 3 during our public demo of War Games. Watching you share your experiences, exchange and debate strategies, and give us constant feedback has been incredible. This was our first time seeing the game played at scale, which is always an equally thrilling and nerve-wracking moment. We also recently gathered a dedicated group of players from outside our organizations to play through the full game. This resulted in additional insights and perspectives that will be incorporated to make Homeworld 3 the best experience possible.

After careful analysis of feedback, we made the decision to delay the global launch of Homeworld 3 until May 13, with advanced access set for May 10, to ensure that we're making the final tweaks needed to deliver at the level of quality that we strive for and you deserve. To say that you as a community of players have been waiting patiently for this next installment would be an understatement, and we are deeply appreciative of that. We will continue to keep you updated on our progress. As always, you're welcome to send your feedback via social channels, the Homeworld Universe Discord, and through our support page.

The Eleventh Hour Games team is thrilled to showcase the launch trailer for Last Epoch 1.0: Echoes from the Void, and the opening of our updated Pre-Order Editions. Last Epoch combines time travel, exciting dungeon crawling, engrossing character customization and endless replayability to create an Action RPG for veterans and newcomers alike. Travel through the world of Eterra's past and face dark empires, wrathful gods and untouched wilds—to find a way to save time itself from The Void.

I'm thrilled to announce that Eleventh Hour Games is launching the long-awaited 1.0 version of Last Epoch on February 21st, 2024. After a journey that started with the dream of uniting genre enthusiasts to create the next great ARPG and forming an after-hours team through Reddit, to holding a successful Kickstarter 18 months later, and then building Last Epoch alongside our passionate community throughout Early Access…we're confident in saying that we've made something truly special.

Dear stalkers, last year, during Gamescom 2023, we finally had the chance to meet in person. We gathered around the campfire with you to share something valuable that we have been creating for you for all these years—a small part of S.T.A.L.K.E.R. 2: Heart of Chornobyl. Publicly, for the first time ever. Our one-time initiative then transformed into a journey from campfire to campfire across France, Brazil, Singapore and other countries. Thousands of players were able to play the game themselves and give us the much-needed feedback afterwards. And as true friends always do, you shared your honest thoughts about the game. Both positive and negative, and we are thankful for that. From your insights, we figured out two key points: the one to celebrate and the one to consider seriously.

The first one: the Zone remains the Zone. In its true beauty and after our likeness. The game absolutely feels and plays like S.T.A.L.K.E.R, the atmosphere, hardcore style, harsh and unwelcoming environment are ready to cook, and we can't be more grateful for these words, as they basically sum up both the key intention and the main inspiration for the project from the very beginning at the same time. The second one was: the gear in the backpack should be checked one more time to be completely sure it will not fail us in the most needed moment. On the technical side of things—the game needs more time.

According to TechNews.tw, TSMC could postpone its 2 nm semiconductor manufacturing node for 2026. If the rumors about TSMC's delayed 2 nm production schedule are accurate, the implications could reverberate throughout the semiconductor industry. TSMC's alleged hesitancy could be driven by multiple factors, including the architectural shift from FinFET to Gate-All-Around (GAA) and potential challenges related to scaling down to 2 nm. The company is a crucial player in this space, and a delay could offer opportunities for competitors like Samsung, which has already transitioned to GAA transistor architecture for its 3 nm chips. Given the massive demand for advanced nodes due to the rise of AI, IoT, and other next-gen technologies, it is surprising to hear "sluggish" demand reports.

However, it's also possible that it's too early for customers to make firm commitments for 2025 and beyond. TSMC has dismissed these rumors, stating that construction is progressing according to plan, which includes having 2 nm pilot run in 2024, and mass production in the second half of 2025.. Despite this, any delay in TSMC's roadmap could serve as a catalyst for shifts in market dynamics. Companies that rely heavily on TSMC's advanced nodes might need to reassess their timelines and strategies. Moreover, if Samsung can capitalize on this opportunity, it could somewhat level the playing field. As of now, though, it's essential to approach these rumors with caution until more concrete information becomes available.

Reuters appears to be following every (internal) step that TSMC takes—their latest report suggests that company leadership has "told its major suppliers to delay the delivery of high-end chip making equipment." Two anonymous sources believe that execs are anxious about a predicted decrease in customer demand, and cost control plans have been implemented as a temporary measure. ASML is allegedly one of the vendors affected by TSMC's decision making.

Reuters conducted an interview with ASML CEO Peter Wennink a week prior—he acknowledged that some orders for high-end tools had been pushed back, without naming specific client identities, but the situation should resolve itself shortly. He stated that it was a mere "short-term management" issue: "we've had several (news) reports about fab readiness. Not only in Arizona... but also in Taiwan." ASML is reported to be operating at maximum capacity, and overall sales are forecast to grow 30% this financial year.