TSMC updates

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

IN THE NEWS

Monday 2 February 2026

SMIC reportedly sets up advanced packaging research institute in Shanghai

As Intel, Samsung Electronics, and TSMC increase investment in advanced packaging, market sources say SMIC has set up an advanced packaging research organization in Shanghai, with...

Monday 2 February 2026

Apple ramps up supplier price cuts to protect margins as costs rise

Apple reported strong results for its fiscal first quarter of 2026, but the company's supply chain did not share in the enthusiasm. The key reason is that Apple is feeling the impact...

Monday 2 February 2026

TSMC revises five-year growth plan, turning tech lead into high profits

TSMC chairman C.C. Wei recently confirmed that AI demand is real and the trend will remain unchanged in the coming years. AI accelerators accounted for a "high double-digit" percentage...

Monday 2 February 2026

Weekly news roundup: Diversification, memory power, capacity politics

Below are the most-read DIGITIMES stories from the week of January 16 – February 1, 2026.

Monday 2 February 2026

Nvidia CEO projects TSMC capacity to double, warns of memory shortage, reaffirms OpenAI investment during Taiwan visit

Nvidia chief executive Jensen Huang, on February 1, 2026, underscored Taiwan's central role in the global artificial intelligence supply chain, saying the company "would not be possible...

Sunday 1 February 2026

The AI "A-List": NVIDIA CEO hosts high-stakes summit with tech giants behind the global AI boom

Amidst escalating global trade tensions, NVIDIA CEO Jensen Huang's "Trillion-Dollar" power summit in Taipei featured a surprising guest: a legendary chairman of Chinese PCB giant....

Saturday 31 January 2026

Nvidia CEO tells TSMC to "work harder" as 2026 demand surges; reveals 10-year capacity doubling plan

Nvidia CEO Jensen Huang hosted a high-profile banquet in Taipei on January 31, 2026, for the leaders of Taiwan's semiconductor ecosystem.

Saturday 31 January 2026

Jensen Huang touts MediaTek-powered AI PC roadmap while debuting new VP from TSMC

Nvidia CEO Jensen Huang attended the company's Taiwan branch year-end party on January 30. Notably, he was accompanied by Vanessa Lee, the former...

Saturday 31 January 2026

Morris Chang resurfaces as Jensen Huang returns to Taipei

TSMC founder Morris Chang made his first public appearance in more than a year on January 29, 2026, dining with Nvidia chief executive Jensen Huang just hours after Huang arrived in...

Friday 30 January 2026

ASML gains from rising EUV demand and US chip spending

After TSMC chairman C.C. Wei said on a recent earnings call that AI demand is real and that AI is becoming embedded in daily life as a long-term trend, expectations for ASML's performance...

Thursday 29 January 2026

Jensen Huang clarifies 40% Taiwan chip capacity is new, not moved to US

Nvidia CEO Jensen Huang arrived in Taiwan on the afternoon of January 29, 2026, addressing reports that the US government plans to shift 40% of Taiwan's semiconductor capacity to the...

Thursday 29 January 2026

Jensen Huang hints at H200 approval for China, cements TSMC’s central role

Nvidia CEO Jensen Huang arrived in Taiwan at noon on January 28 following a visit to China for a subsidiary's year-end event, where he outlined the latest status of H200 export approvals...

Thursday 29 January 2026

AI boom threatens global chip supply, automakers warned

The Covid-19 pandemic once sparked a wave of upgrades for personal computers and smartphones, fueling strong demand for semiconductors...

Thursday 29 January 2026

Exclusive: TSMC reshapes advanced packaging expansion, shifting AP8, AP7, and US fab plans

The surge in generative AI (GenAI) and high-performance computing (HPC) demand has pushed advanced semiconductor packaging to become the most critical and constrained capacity bottleneck...

Thursday 29 January 2026

Upstream firms say US investment unprofitable if gross margin below 50%

Following the signing of the Taiwan-US investment cooperation memorandum of understanding (MOU), the next step is to finalize the agreement on reciprocal trade (ART) between the two...

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