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Thursday 13 February 2025
TSMC US board secret talks: Trump floats three options to boost Intel
TSMC's first board of directors meeting in the US on February 12 did not reveal any new fab expansions or high-level personnel adjustments, as previously speculated. Nevertheless,...
Wednesday 12 February 2025
Despite global disruptions, TSMC and Nvidia bolster Taiwan's semiconductor supply chain
In late 2024, Nvidia's Blackwell AI GPUs encountered supply chain disruptions, including design setbacks, production bottlenecks at TSMC, and cooling system constraints, delaying...
Wednesday 12 February 2025
TSMC approves US$17.1B capital appropriation to boost advanced technology, packaging, and fab upgrades
Taiwan Semiconductor Manufacturing Company (TSMC) has released its financial and strategic plans for the coming year as its board approved its 2024 Business Report and Financial St...
Wednesday 12 February 2025
Chinese IC firms may shift 14nm orders to SMIC following TSMC's enforcement of BIS whitelist
TSMC has notified several Chinese IC design companies that their chips at 16/14 nanometers or smaller nodes lack "approved OSAT" status on the US BIS whitelist and proper certification...
Wednesday 12 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 4): who's really leading global chip exports?
Taiwan emerges as the world's largest semiconductor exporter after excluding Hong Kong's transit trade from calculations, according to trade data analyzed by DIGITIMES. While...
Tuesday 11 February 2025
Chinese AI firms grapple with TSMC's BIS whitelist restrictions
Industry players in China express mounting concerns as TSMC implements stricter controls on advanced chip production for Chinese customers. According to recent reports from Jiwei,...
Tuesday 11 February 2025
Taiwan OSAT firms set to benefit from TSMC's enforcement of BIS whitelist
TSMC is reportedly enforcing US chip export restrictions by requiring Chinese IC design houses to use BIS-whitelisted OSAT facilities for back-end processing of sub-16nm chips. The...
Tuesday 11 February 2025
Why TSMC elects to reveal its earthquake loss figures now
In recent months, as the US has tightened its AI restrictions and unleashed disruptive tariff measures, many believe that TSMC will be the first to bear the brunt. However, after...
Monday 10 February 2025
Apple begins M5 chip mass production with TSMC and key suppliers from Japan, South Korea
Taiwan Semiconductor Manufacturing Company (TSMC) strengthens its dominance in advanced semiconductor manufacturing as Apple begins mass production of the M5 chip for MacBook and...
Monday 10 February 2025
Quake impact prompts TSMC to narrow 1Q25 sales guidance range
TSMC has revised its sales growth prediction for the first quarter of 2025, narrowing its guidance range due to manufacturing losses from a significant earthquake that struck southern...
Monday 10 February 2025
Weekly news roundup: ASML CEO signals US advantage; Tongfu reportedly begins HBM2 trial assembly
These are the most-read DIGITIMES Asia stories from February 3 – February 8.
Monday 10 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 2): TSMC's fast track to US 2nm production
In 2025, Taiwan's total export value reached US$475.07 billion—its second-best performance since 2022. Over the past two years, amid the US-China trade war, the semiconductor...
Monday 10 February 2025
Tariff concerns drive TSMC price hikes while Samsung seeks competitive edge
Amid concerns over higher tariffs under the Trump administration, TSMC is raising chip prices to offset potential losses, while Samsung Electronics focuses on price competitiveness...
Saturday 8 February 2025
TSMC tightens restrictions on Chinese IC firms in line with US semiconductor controls
Taiwan Semiconductor Manufacturing Company (TSMC) has reportedly implemented new shipment restrictions on Chinese IC design firms amid intensifying US-China trade tensions. Effective...
Saturday 8 February 2025
Samsung likely to reduce foundry investments amid competitors' expenditure boost
International foundry players including TSMC, SMIC, and GlobalFoundries (GF) are expected to either maintain or increase their capital expenditure in 2025, focusing on expanding capacity...