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Foundry house TSMC plays a crucial role in the semiconductor sector, and the world economy in general.
IN THE NEWS
Tuesday 25 February 2025
AI GPU orders max out TSMC’s CoWoS capacity; IC testing firms booked through 2026
More than 70% of TSMC’s CoWoS-L advanced packaging capacity has already been booked, fueled by strong demand for Nvidia’s Blackwell GPUs. This surge is also driving orders...
Tuesday 25 February 2025
TSMC's calculated waiting game in Trump 2.0 era
Just one month into his presidency, US President Donald Trump has commanded global attention with his rapid-fire initiatives. The impact of his second-term policies has upended traditional...
Monday 24 February 2025
TSMC's second Japanese fab maintains production timeline for 2027 despite possible construction delay
JASM, TSMC's Japan subsidiary, plans to build a second wafer fab in Kumamoto. The firm states that construction will begin in 2025, possibly later than the initially stated first...
Monday 24 February 2025
Trump says Apple shifting to US plants, with specifics unclear
President Donald Trump told a gathering of governors that Apple Inc. CEO Tim Cook plans to shift manufacturing from Mexico to the US, a move that the iPhone maker hasn't publicly...
Monday 24 February 2025
Weekly news roundup: China shifts strategy on US tech rivalry; Intel reboots foundry business with UMC and MediaTek alliance
These are the most-read DIGITIMES Asia stories from the week of February 17 – February 21.
Saturday 22 February 2025
Did Samsung miss a key opportunity for an Intel foundry alliance?
In October 2024, South Korean media reported that Intel's CEO, Pat Gelsinger, aimed to meet Samsung's chairman, Lee Jae-Yong, to discuss a foundry alliance that would involve sharing...
Saturday 22 February 2025
Could GlobalFoundries be the critical link in Intel's foundry transformation?
Recently, GlobalFoundries (GF) announced an executive reshuffle, fueling speculation that Thomas Caulfield, the company's current CEO, will be appointed as GF's executive chairman...
Friday 21 February 2025
Taiwan's overseas production ratio to rise
Statistics from the Ministry of Economic Affairs (MOEA) indicate that Taiwan's overseas production ratio in January was 44.8%, a year-over-year decrease of 4.2pp. If Taiwan's major...
Friday 21 February 2025
VisEra sets record with robust 2024 performance, eyes growth from Metasurface in 2025
Fueled by strong demand from mobile phone and security control (SEC) clients, TSMC's optical component manufacturing subsidiary, VisEra, reported a robust performance in the fourth...
Friday 21 February 2025
Reversal of trends in the semiconductor industry (2): A return to vertical integration amid limits of miniaturization
If two competitive strategies within an industry can both become dominant at different times, it is natural for these strategies to shift as industry conditions change.
Friday 21 February 2025
Intel on the brink: boardroom battles, Trump's policies, the TSMC dilemma
With geopolitical tensions reshaping the semiconductor landscape, Intel's future hinges on decisions made by its board, the Trump administration, and Wall Street investors eyeing...
Friday 21 February 2025
Trump's transactional tactics threaten Taiwan's advanced semiconductor future
There is a growing sense of unease in Taiwan, driven by what is perceived as a transactional approach from US President Donald Trump. Trump's reported interest in acquiring 50% of...
Friday 21 February 2025
Could TSMC's Intel stake tip scales against Samsung?
Reports indicate that TSMC is contemplating acquiring a stake in Intel's foundry business, a development that could significantly impact Samsung Electronics. This speculation arises...
Thursday 20 February 2025
Trump's proposed 25% tariffs on automotive and chip imports have caused 'chaos' among industry leaders
US President Donald Trump announced plans to impose 25% tariffs on auto imports, semiconductors, and pharmaceuticals starting as early as April 2, with potential increases over time...
Thursday 20 February 2025
Xintec expands investment to boost testing capacity, reshapes strategy for growth
Surging demand for artificial intelligence (AI) is pushing TSMC to expand its advanced packaging capacity. As a key testing partner, Xintec—a TSMC-affiliated outsourced semiconductor...