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TSMC updates
Foundry house TSMC plays a crucial role in the semiconductor sector, and the world economy in general.
IN THE NEWS
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...
Saturday 8 February 2025
Rapidus CEO eyes Computex to pitch 2nm alternative to TSMC
Recent speculations indicate that Atsuyoshi Koike, president and CEO of Rapidus, will head a team to the Computex trade show for the first time in late May.
Saturday 8 February 2025
Decoding Taiwan-US semiconductor trade ties (Part 1): what Taiwan's export mix reveals
In 2024, Taiwan's total exports reached US$475 billion, with 65.2% of that coming from electronics. This clearly shows that the electronics sector not only drives Taiwan's export...
Thursday 6 February 2025
SiPh progress exceeds TSMC's expectations; optical communication CPO heats up ahead of schedule
Despite TSMC estimating that the mass production of silicon photonic (SiPh) co-packaged optics (CPO) technology will still require more than one to one and a half years, the optical...
Thursday 6 February 2025
Premiumization drives Qualcomm's 1Q25 growth amid flat mobile market, cites TSMC price hikes and DeepSeek's impact
During an earnings call on February 6, 2025, Qualcomm's senior executives highlighted the company's success in premium market segments despite overall smartphone market stagnation...
Wednesday 5 February 2025
Global foundry market shows robust 22% growth in 2024
The global foundry industry concluded 2024 with a remarkable 22% growth compared to the previous year, marking a strong recovery and expansion phase after 2023. This growth was primarily...
Wednesday 5 February 2025
TSMC's first US board meeting: spotlight on leadership shakeup and fab expansion
TSMC is gearing up to hold its first-ever board meeting in the US on February 11, 2025. The board will convene to announce senior management promotions, update progress on facility...
Wednesday 5 February 2025
Gartner: Samsung tops Intel; Nvidia climbs amid AI surge
In 2024, the global semiconductor market surged to US$626 billion—an 18.1% increase from the previous year—with projections from Gartner indicating that revenues will...
Wednesday 5 February 2025
TSMC launches 5-year CoWoS expansion; bolsters Nvidia's AI dominance amid DeepSeek challenge
The global political and economic landscape is characterized by volatility; nevertheless, sources within the semiconductor industry suggest that TSMC's expansion strategy for advanced...
Tuesday 4 February 2025
Where do Nvidia and TSMC fit in Trump's 'Made in America' vision?
Nvidia CEO Jensen Huang, who was notably absent from Donald Trump's inauguration, visited the White House on January 31, 2025, for a meeting with the US president. According to The...
Tuesday 4 February 2025
TSMC on track to expand 2nm, advanced packaging fab capacities
Despite the US's new tariff policy and other macroeconomic circumstances, TSMC is on track to boost its 2nm and advanced packaging fab capabilities in 2025, according to industry...
Monday 3 February 2025
Tariffs 2.0 hits tech: TSMC fast-tracks US expansion amid AI shakeup
The global semiconductor industry is in turmoil, with TSMC facing a rocky start to the year, hit by three major challenges at once. Earthquakes in southern Taiwan could cost billions,...
Monday 3 February 2025
TSMC launches carbon deduction subsidy program for suppliers
For the first time, TSMC has launched a carbon reduction subsidy program specifically for first-tier raw material suppliers with factories in Taiwan.
Monday 3 February 2025
TSMC to hold board meeting in US next week to review progress at Arizona site
TSMC will conduct its regular board of directors meeting in the US next week. The progress of the Arizona site construction is expected to be evaluated.