TSMC updates

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

IN THE NEWS

Thursday 16 October 2025

TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026

TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings...

Thursday 16 October 2025

TSMC tells clients to order early as downstream demand signals remain strong

As demand for artificial intelligence (AI) continues to surge through 2025 and non-AI end markets show mild recovery, TSMC chairman C.C...

Thursday 16 October 2025

Samsung reportedly to bring in ASML's top lithography tools to take on TSMC

Samsung Electronics is reportedly pouring KRW1.1 trillion (approx. US$773 million) into next-generation chipmaking equipment in a high-stakes bid to close the gap with rivals TSMC...

Thursday 16 October 2025

TSMC 3Q25 earnings hit a record high with gross margin near 60%

Fueled by surging artificial intelligence (AI) demand and a wave of new smartphone launches, TSMC operated its 5nm and 3nm chip production lines at full capacity during the third...

Thursday 16 October 2025

Taiwan tackles semiconductor talent shortage amid demographic challenges

Taiwan is confronting critical workforce challenges as declining birth rates and an aging population lead to labor shortages and structural aging within its workforce. These demographic...

Thursday 16 October 2025

TSMC's advanced chip orders surge with AI boom, boosting Taiwan's OSAT sector

As TSMC prepares to release its latest financial results, investor optimism remains high despite renewed concerns over an AI bubble....

Thursday 16 October 2025

Samsung bets its 2nm comeback on Qualcomm to challenge TSMC’s grip

In a high-stakes bid to reclaim lost ground in the semiconductor arms race, Samsung Electronics has delivered early samples of its 2-nanometer...

Wednesday 15 October 2025

Nvidia set to overtake Apple as TSMC's biggest customer in 2025

A seismic shift is underway in the global semiconductor industry. After a decade as the undisputed top client for chipmaking giant TSMC, Apple is on the verge of being unseated by...

Wednesday 15 October 2025

Exclusive: Arizona Commerce Authority President says state is ready for semiconductor growth

The semiconductor industry in Arizona is experiencing rapid expansion, with the Arizona Commerce Authority (ACA) playing a pivotal role.

Wednesday 15 October 2025

TSMC set to report strong results amid expanding AI chip demand and stable margins

TSMC is scheduled to hold its online earnings call on October 16, 2025, with market expectations high that the company will meet or exceed its third-quarter 2025 financial targets...

Monday 13 October 2025

Google reportedly tests MediaTek modem for Pixel 11, signaling potential break-up with Samsung

Google is reportedly conducting internal tests of MediaTek's modem chips for its upcoming Pixel 11 series, signaling a possible departure from Samsung Electronics' long-standing Exynos...

Monday 13 October 2025

Commentary: Would splitting semiconductor profits with US leave Taiwan with scraps?

Taiwanese President Ching-te Lai remarked that the US takes 80% of semiconductor profits. While TSMC leads in manufacturing, US firms dominate IC design. The US seeks a balanced production...

Monday 13 October 2025

Amkor increases Arizona investment to US$7 billion, highlights TSMC's impact

Amkor Technology is dramatically expanding its footprint in the US, committing US$7 billion to build its first advanced semiconductor packaging plant in Phoenix. The move, which makes...

Thursday 9 October 2025

TSMC's 3Q25 revenue surpasses high forecast as AI drives advanced process demand

TSMC reported consolidated revenue of NT$330.98 billion (US$10.8 billion) in September 2025, a slight 1.4% decrease from August but a 31.4% increase year-over-year, marking a record...

Thursday 9 October 2025

Taiwanese firms set to revamp HR deployment as US, Thailand tighten expat rules

The restructuring of global supply chains under the Donald Trump 2.0 era is forcing companies to rethink human resource strategies. At TSMC's wafer fabrication facilities in Arizona,...

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