#tsmc

#tsmc

Taiwan's semiconductor industry drives a significant portion of GDP but creates sustainability challenges.

TSMC faces challenges in achieving growth due to Taiwan's limited electricity supply and increasing energy demands from semiconductor production.

TSMC suffered significant wafer losses due to a January earthquake, impacting quarterly revenue but maintaining overall operational stability.

TSMC is preparing for Super Typhoon Krathon but expects minimal operational impact, emphasizing routine safety precautions.

An unexploded bomb was found at TSMC's construction site in Taiwan, prompting evacuation, but there are no ongoing safety concerns.

TSMC has reported significant annual revenue growth, largely fueled by surging demand for AI hardware.

TSMC is increasing capital expenditure in 2025 to secure contracts in AI processor manufacturing.

US orders TSMC to stop advanced chip shipments to China, targeting AI applications.

TSMC will stop sending advanced chips to China after discovering one was used in a Huawei processor.

The U.S. government is intensifying efforts to restrict China's access to advanced semiconductor technology.

TSMC halted shipments to Sophgo over concerns of violations related to US sanctions and Huawei's potential evasion strategies.

TSMC alerted US authorities about Huawei's potential attempts to bypass export controls for AI chips.

TSMC faces investigation for possible illegal chip supplies to Huawei, raising significant compliance concerns amid existing U.S. bans.

Huawei's AI accelerator includes a TSMC-made chip, raising compliance concerns amid U.S. sanctions.

TechInsights' investigation indicates Huawei's ongoing involvement with restricted technology despite denials.

TSMC's Q4 earnings surged to $11.6 billion, driven by strong demand for advanced AI chips.

TSMC's Q4 earnings exceeded expectations with significant revenue growth, driven by demand for advanced chip technologies.

Apple may delay the iPhone 17 Pro due to TSMC's 2nm chip production issues.

Apple's A18 Pro features advanced GPU capabilities designed for intensive graphical tasks.

TSMC's Arizona facility is nearing mass production of Apple chips, enhancing domestic manufacturing capabilities.

TSMC's 2nm N2 chip production trial achieved a 60% yield, surpassing expectations, and mass production is set to begin next year.

OpenAI is set to produce its in-house AI chip next year, reducing dependency on Nvidia.

OpenAI is developing its first proprietary AI chip to reduce dependence on Nvidia and support AI model operations.

TSMC reports a 54% rise in net profit, indicating strong growth from AI technology.

TSMC surpassed Qualcomm in patent rankings, indicating its advancing role in technology.

The total number of patents granted in the US rose for the first time in four years.

TSMC is emphasizing its alignment with US interests to avoid being labeled unreliable as geopolitical tensions rise with Trump's presidency.

OpenAI is collaborating with Broadcom and TSMC to design custom AI chips, enhancing control and efficiency in their supply chain.

OpenAI is designing its own AI chips to enhance competitiveness, collaborating with TSMC and Broadcom, while currently using AMD processors for model training.

TSMC is poised for significant profit growth driven by AI chip demand, despite facing geopolitical challenges.

TSMC's strong earnings driven by AI demand signal a positive outlook for the semiconductor industry despite geopolitical concerns.

TSMC's record $10.1bn Q3 profit underscores rising global demand for AI chips.

OpenAI is developing in-house chips to better manage AI computational demands and costs.

Samsung may outsource Exynos chip production to TSMC due to ongoing struggles.

The Exynos 2500 is still in development amid challenges.

Samsung delays ASML equipment deliveries for its Texas factory due to insufficient customer acquisitions, jeopardizing its expansion into contract chip manufacturing.