TSMC updates

Foundry house TSMC plays a crucial role in the semiconductor sector, and the world economy in general.

IN THE NEWS

Thursday 22 January 2026

Nvidia overtakes Apple as TSMC's largest customer

Nvidia CEO Jensen Huang said rising demand for AI computing has pushed the company past Apple to become the largest customer of Taiwan...

Wednesday 21 January 2026

TSMC capacity crunch signals opportunity for Samsung's advanced nodes

The explosive demand for AI chips has created a rare production bottleneck for TSMC's advanced 3nm process, with capacity fully booked...

Wednesday 21 January 2026

Nvidia challenges Apple's longtime TSMC priority

Apple is losing the preferential access it held for more than a decade at TSMC as surging demand for AI chips shifts the balance of power...

Tuesday 20 January 2026

Strategies and deployment of edge AI chip startups

Edge AI chip startups split adoption between TSMC's mature processes and Samsung's advanced technology; Samsung seeks to gain trust from the market with innovations for edge AI.

Tuesday 20 January 2026

ASM International reports stronger orders as China's demand rebounds

ASM International said it posted stronger-than-expected preliminary results for the fourth quarter of 2025, buoyed by a rebound in demand...

Tuesday 20 January 2026

Samsung reportedly to test EUV tools at Taylor fab in March

Samsung Electronics will reportedly begin test operations of extreme ultraviolet lithography equipment at its Taylor, Texas, fabrication plant in March, ahead of full operations planned...

Tuesday 20 January 2026

TSMC builds 'virtual IDM' for Apple chips

TSMC and Apple have maintained a close partnership over the years, working like one team to push Moore's Law forward. According to SemiAnalysis, Apple employs hundreds of engineers...

Tuesday 20 January 2026

Smartphone chips hit 2nm in 2026. The real shock is the cost

Leading smartphone system-on-chip (SoC) manufacturers will fully adopt the 2nm process node in 2026, a move expected to significantly increase production costs and reshape competitive...

Monday 19 January 2026

TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion

TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The...

Monday 19 January 2026

Optics manufacturers strengthen ties with semiconductor firms in silicon photonics race, Asia Optical among targets

Industry speculation about collaboration between optics manufacturers and semiconductor companies to bolster their silicon photonics (SiPh) capabilities is gaining ground. Following...

Monday 19 January 2026

China's Innosilicon launches LPDDR6 IP with commercial shipments

As AI smartphones and AI PCs surge, end devices demand unprecedented memory bandwidth. Recently, Chinese interface IP provider Innosilicon announced that its self-developed LPDDR6/5X...

Monday 19 January 2026

Weekly news roundup: memory shortages, packaging power, TSMC's global pivot

Below are the most-read DIGITIMES Asia stories of the week of January 12-18, 2026.

Monday 19 January 2026

Commentary: TSMC drives tariff talks as Taiwan eyes 40% chip capacity shift to US

After months of trade negotiations, Taiwan and the US have finalized a reciprocal tariff agreement that lowers rates to 15% without stacking most-favored-nation (MFN) tariffs. The...

Saturday 17 January 2026

TSMC speeds up US expansion while keeping FX strategy simple

TSMC is speeding up its multibillion-dollar expansion in Arizona after posting strong earnings, signaling confidence in long-term artificial intelligence demand and the US push to...

Saturday 17 January 2026

TSMC sees memory price hikes unlikely to curb demand as Apple and Samsung adapt

Tight memory supply has driven market prices sharply higher, prompting industry expectations that 2026 PC and smartphone end-demand will face downward pressure. However, TSMC stated...

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