TSMC updates

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

IN THE NEWS

Thursday 15 January 2026

In depth: Why TSMC believes AI demand justifies record capex and long-term risk

TSMC used its earnings call for the fourth quarter of 2025 to deliver one of its most bullish outlooks in years, arguing that artificial...

Thursday 15 January 2026

TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge

TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin...

Thursday 15 January 2026

TSMC retains pricing power using Apple and AI dual structure

Generative AI is reshaping TSMC's customer structure. While Apple remains TSMC's largest single customer by revenue share, the rapid growth of high-performance computing (HPC) businesses...

Thursday 15 January 2026

TSMC's 4Q25 revenue surges 20.5% on advanced process demand

Taiwan Semiconductor Manufacturing Company (TSMC) reported consolidated revenue of approximately NT$1.4609 trillion (US$46.21 billion) and net income after tax of about NT$505.74 billion...

Thursday 15 January 2026

TSMC Arizona yields depend on Taiwan's on-site experts

TSMC is known for strong performance and high yields in advanced chip manufacturing, supplying key customers such as Nvidia and Apple. But producing leading-edge semiconductors requires...

Thursday 15 January 2026

Rapidus forecasts 2nm supply shortfall by 2030, flags talent gap versus TSMC

As global governments accelerate investments in the semiconductor sector, Japan's Rapidus is moving forward with its goal of mass-producing 2nm...

Wednesday 14 January 2026

Advanced packaging crunch lifts ASE, KYEC to new highs

TSMC will hold its earnings call on January 15, 2026. Supply chain sources expect AI chip demand to remain strong in 2026, while TSMC's advanced packaging and testing capacity continues...

Wednesday 14 January 2026

TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave

After five years of struggling with double construction timelines and billion-dollar regulatory hurdles, TSMC has quietly transformed its Arizona operations into a profit engine, and...

Wednesday 14 January 2026

Commentary: TSMC's costly US plant gamble unfolds; rising investment and challenges await

TSMC announced plans in 2020 to establish an advanced wafer fab in the US, marking a major shift toward significant US investments. Initially seen as a political necessity, TSMC's...

Tuesday 13 January 2026

Xiaomi's XRing strategy raises pressure on MediaTek, Qualcomm

Market sources say Xiaomi is expanding its in-house XRing chip lineup. Beyond developing the next-generation XRing O2 on TSMC's N3P process, the company also plans to extend these...

Tuesday 13 January 2026

Trump nears Taiwan trade deal tied to massive US chip expansion

The Trump administration is nearing completion of a major trade agreement with Taiwan that would reduce US tariffs on Taiwanese goods while securing the expansion of semiconductor...

Monday 12 January 2026

Weekly news roundup: AI memory effects in DRAM, HBM4, and TSMC's global expansion

Below are the most-read DIGITIMES Asia stories of the first full week of 2026: January 5-11.

Monday 12 January 2026

TSMC expands advanced packaging, reportedly set to name first 'general plant manager'

TSMC is rapidly expanding its advanced packaging operations and is reportedly poised to appoint its first-ever "general plant manager" to oversee all facilities. The role is expected...

Friday 9 January 2026

TSMC posts strong full-year growth in 2025 as December revenue eases on seasonal shipment patterns

TSMC reported solid year-over-year growth in December 2025 revenue, even as monthly momentum softened slightly toward the end of the year, underscoring resilient underlying demand...

Friday 9 January 2026

Taiwan accelerates infrastructure expansion to fortify AI and chip supply chains

As Taiwan's semiconductor and AI server industries rapidly expand—led by TSMC and major hardware manufacturers—the government is accelerating infrastructure planning to...

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