TSMC updates

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

IN THE NEWS

Saturday 19 April 2025

Huawei's AI ambitions face energy efficiency test

Huawei's CloudMatrix 384 (CM384) is making waves as the most ambitious AI hardware rollout in China to date—a rack-scale system powered...

Saturday 19 April 2025

TSMC's trade war strategy: 3 bold moves to stay on top

As Washington escalates tariff tensions, imposes new AI chip restrictions, and pressures chipmakers to invest in the US, TSMC finds itself navigating three major challenges that could...

Friday 18 April 2025

7 key things TSMC CEO CC Wei revealed about AI, US expansion, and tariff risks

TSMC delivered a strong first-quarter 2025 earnings call, raising its full-year revenue forecast and reinforcing its position as a key player in the AI-driven chipmaking boom. The...

Friday 18 April 2025

Supply chain remains cautious as TSMC's confidence boost proves limited

On April 17, TSMC reported that there were no significant changes in its growth momentum and investment plans. The company stressed that customers have not made any adjustments in...

Friday 18 April 2025

The Great Tech Reset 14: Taiwan's tech edge; a fragile lifeline in a ruthless geopolitical game

In the competitive landscape of international politics, possessing a discreet advantage can be the decisive factor between asserting dominance and succumbing to external pressures...

Friday 18 April 2025

TSMC to base 30% of future sub-2nm production in US, says chairman C.C. Wei

Speaking during TSMC's first-quarter 2025 earnings conference, Chairman and CEO C.C. Wei emphasized that the company's decision to expand...

Thursday 17 April 2025

TSMC denies Intel tie-up, announces CoWoS capacity doubling for 2025 AI boom

Despite weaker smartphone sales and mounting geopolitical risks, TSMC remains unfazed. Chairman and CEO C.C. Wei reaffirmed the chipmaker's strong 2025 outlook during its latest earnings...

Thursday 17 April 2025

TSMC meets expectations in 1Q25 with a 35.3% YoY increase

Benefiting from the continued high demand for 5/4/3nm processes and strong customer orders, TSMC reported that despite being affected by an earthquake in January, its first-quarter...

Thursday 17 April 2025

Taiwan's AI server supply chain strains under pressure as TSMC expands US commitments

Taiwan's tech giants are grappling with rising costs and logistical hurdles as they follow TSMC into the US, responding to pressure from Washington to localize advanced semiconductor...

Thursday 17 April 2025

Taiwan’s chip dominance faces new test as Trump targets tech reshoring

Donald Trump’s evolving trade policies could introduce significant uncertainty for global economies and supply chains, including those of the United States. Taiwan’s semiconductor...

Wednesday 16 April 2025

Commentary: No Computex, but Taiwan remains key to AMD's US plans

AMD CEO Lisa Su arrived in Taiwan on April 13, 2025, becoming the first global semiconductor executive to visit the island after the US government threatened to impose a wave of reciprocal...

Wednesday 16 April 2025

TSMC hikes 4nm pricing; US clients scramble under tariff pressure

US President Donald Trump's sweeping new tariffs are already forcing semiconductor firms to rethink production strategies. Supply chain sources say high costs at TSMC's Arizona fab...

Tuesday 15 April 2025

TSMC's global expansion bolsters 'Silicon Shield' amid Intel tie-up concerns

TSMC, the world's leading chip foundry, is embarking on an unprecedented global expansion that is testing the resilience of Taiwan's "silicon shield" while drawing skepticism about...

Tuesday 15 April 2025

AMD advances US chip strategy with TSMC, joining Nvidia in massive domestic shift

In a visit to Taiwan on April 15, 2025, AMD CEO Lisa Su disclosed that the company is partnering with TSMC to fabricate chips in Arizona, a development that came after a similar plan...

Monday 14 April 2025

Silicon photonics nears maturity, eyes full ecosystem by late 2025

Silicon photonics (SiPh), hailed as a transformative technology for AI development, data centers, and 5G networks, is rapidly converging toward standardized parameters and specific...

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