TSMC

Latest about TSMC

U.S. government plans tariff exemptions for TSMC, if it follows through on American investment

By Jon Martindale Published

Premium The scale of the tariff exemptions will be tied to the scale of the investment, too.

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Memory makers are set to earn $551 billion from the AI boom, twice as much as contract chip manufacturers

By Anton Shilov Published

Premium While all makers of microelectronics are set to benefit from the AI supercycle, the memory industry is projected to generate more than twice the revenue of the foundry industry.

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The White House
White House mulling tariff exemptions for Big Tech

By Jowi Morales Published

It pays to be big.

Big Tech
TSMC's board approves $45 billion spending package on new fabs

By Anton Shilov Published

TSMC's board of directors approves spending on new production capacities and promotes a key executive leading the development of A10 fabrication process due in 2030 or later.

Semiconductors
Taiwan rejects possibility of transferring 40% of the island's semiconductor capacity to U.S.

By Anton Shilov Published

Taiwan authorities have no problems with TSMC investing in the U.S. as long the bulk of its fabs and leading-edge process technologies remain in Taiwan.

Semiconductors
TSMC is on track to have more employees than Intel for the first time in history

By Anton Shilov Published

Premium After years of job cuts, Intel is about to get behind TSMC in terms of the headcount.

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Photonics and high-speed data movement is the next big AI bottleneck

By Chris Stokel-Walker Published

Premium Generative AI is pushing demand in all areas of the industry, and data interconnects, such as Silicon Photonics, may well be the next big bottleneck that hyperscalers need to be paying attention to.

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tsmc
Apple concedes it is constrained by TSMC's supply of advanced chips; storage and memory are also in short supply

By Anton Shilov Published

Premium As Nvidia is ramping up production of the Rubin platform, other 3nm-class process suffer

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Ongoing trade war has TSMC and Taiwan stuck between a rock and a hard place

By Bruno Ferreira Published

Premium The ongoing trade war puts Taiwan and TSMC in a difficult position. As negotiations continue, the country risks giving up its most precious commodity, the might of TSMC.

Premium
Nvidia CEO denies US wants to shift 40% of Taiwan's chipmaking capacity to America

By Anton Shilov Published

Silicon shield will remain with Taiwan.

Semiconductors
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