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TSMC updates
Foundry house TSMC plays a crucial role in the semiconductor sector, and the world economy in general.
IN THE NEWS
Friday 17 January 2025
From rivals to clients: Samsung places orders with TSMC
TSMC Chairman CC Wei has confirmed long-standing industry speculation about the company’s evolving relationship with Samsung Electronics.
Friday 17 January 2025
Japan chip tool makers turn cautious on China uncertainty
Japanese chip gear makers trimmed their revenue forecast for fiscal 2025, citing fears of a slowdown in spending in China as well as by makers of automotive and power chips.
Friday 17 January 2025
TSMC drives local sourcing as upstream material suppliers target advanced processes
TSMC is intensifying its localization efforts, with a growing emphasis on sourcing raw materials from local suppliers—a proportion set to increase steadily year over year. This...
Thursday 16 January 2025
6 key takeaways from TSMC's earnings: AI boom, 2025 growth, and record capex
TSMC attained a record-high level of performance in 2024, and its revenue is expected to climb by around 25% in US dollars in 2025. During a media interview following the company's...
Thursday 16 January 2025
TSMC expects 5% sequential revenue drop in 1Q25, plans record capex for 2025
TSMC expects to post revenues of between US$25 billion and US$25.8 billion in the first quarter of 2025, representing a decrease of 5.5% from the previous quarter at the midpoint...
Thursday 16 January 2025
Nvidia's visit to SPIL highlights its emphasis on advanced packaging
Nvidia CEO Jensen Huang's visit to Siliconware Precision Industries (SPIL) on his current trip to Taiwan has garnered market attention to the company's emphasis on advanced packagi...
Thursday 16 January 2025
TSMC drives record investment into US, Japan in China decoupling
Taiwan's companies invested a record amount of money in the US and Japan last year while the figure for China stagnated — highlighting supply-chain shifts resulting from worsening...
Thursday 16 January 2025
US tightens chip export regulations to prevent advanced semiconductor sales to China, impacting TSMC
The US has introduced new regulations to prevent advanced chips from reaching China. This move aims to tighten restrictions on its geopolitical rival, urging chip manufacturers like...
Thursday 16 January 2025
Samsung targets Chinese foundry market as TSMC pulls back
With TSMC maintaining caution toward Chinese AI chip clients amid US-China tensions, industry observers suggest Chinese companies may partner with Samsung, which currently faces low...
Tuesday 14 January 2025
Biden's chip strategy highlights TSMC over Intel as his term approaches its end
Ever since the conclusion of the 2024 US presidential election, the Biden and Trump teams remain locked in a fierce back-and-forth. While Democrats continue to question what Trump's...
Tuesday 14 January 2025
Jensen Huang visits Taiwan amid AI chip export ban
Nvidia CEO Jensen Huang arrived in Taiwan on January 14, 2025, for crucial meetings with TSMC and other key partners. His visit aims to address concerns over the US AI chip export...
Tuesday 14 January 2025
TSMC maintains CoWoS equipment orders despite Nvidia demand concerns
TSMC has maintained its equipment orders, despite market rumors regarding a decrease in demand for Chip-on-Wafer-on-Substrate (CoWoS) packaging from Nvidia. According to sources at...
Tuesday 14 January 2025
US to curb AI chip export to non-allies, long-term impact on Nvidia unclear
The Biden-Harris Administration has introduced a new Interim Final Rule on Artificial Intelligence (AI) Diffusion, designed to strengthen US leadership in AI while addressing national...
Monday 13 January 2025
TSMC ends partnership with Singapore's PowerAIR over potential Huawei supply
TSMC has terminated its partnership with Singapore's PowerAIR amid a probe into possible US export control violations, potentially involving Huawei. This move highlights the challenges...
Monday 13 January 2025
TSMC begins 4nm chip production in Arizona, a first for the US, says Commerce Secretary
In a recent interview with Reuters, US Commerce Secretary Gina Raimondo announced that TSMC has initiated production of 4nm process technology chips at its Arizona facility...