#tsmc

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#nvidia

TSMC hits 60% yield on 2nm chip trial production

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

Jensen Huang says if 'anything were to happen' in Taiwan, Nvidia could have GPUs made somewhere else

Nvidia's supply chain relies heavily on TSMC, creating vulnerabilities due to geopolitical tensions.

TSMC and Nvidia in talks to make AI chips in Arizona, sources reveal

TSMC is finalizing plans to produce Nvidia's Blackwell AI chips at its new Arizona plant to meet high demand.

Why are chip stocks down? TSMC and Nvidia shares slump after Trump's Taiwan comments, reports of new China restrictions

Chip stocks, including TSMC and Nvidia, are down in premarket trading due to potential geopolitical risks affecting their operations in Taiwan.

The founder of TSMC has revealed he tried to get Jensen Huang to succeed him as CEO

Jensen Huang declined the CEO position at TSMC in 2013, opting to remain focused on Nvidia.
Morris Chang, TSMC's founder, sought a successor with strong semiconductor knowledge.

TSMC booked out on advanced packaging until 2025

TSMC's advanced packaging capacity fully booked for two years due to high demand from major clients like Nvidia and AMD.

TSMC hits 60% yield on 2nm chip trial production

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

Jensen Huang says if 'anything were to happen' in Taiwan, Nvidia could have GPUs made somewhere else

Nvidia's supply chain relies heavily on TSMC, creating vulnerabilities due to geopolitical tensions.

TSMC and Nvidia in talks to make AI chips in Arizona, sources reveal

TSMC is finalizing plans to produce Nvidia's Blackwell AI chips at its new Arizona plant to meet high demand.

Why are chip stocks down? TSMC and Nvidia shares slump after Trump's Taiwan comments, reports of new China restrictions

Chip stocks, including TSMC and Nvidia, are down in premarket trading due to potential geopolitical risks affecting their operations in Taiwan.

The founder of TSMC has revealed he tried to get Jensen Huang to succeed him as CEO

Jensen Huang declined the CEO position at TSMC in 2013, opting to remain focused on Nvidia.
Morris Chang, TSMC's founder, sought a successor with strong semiconductor knowledge.

TSMC booked out on advanced packaging until 2025

TSMC's advanced packaging capacity fully booked for two years due to high demand from major clients like Nvidia and AMD.
morenvidia

TSMC aims to mass produce 2nm node in 2025

TSMC's 2nm manufacturing process, using GAA architecture and backside power delivery, aims for mass production in 2025, but faces significant challenges.
#semiconductors

Taiwan Semiconductor Anticipates $23B in Q3 Revenue Amid AI Surge

TSMC's Q3 revenue is expected to be $23.096 billion, a 34% increase driven by AI demand and supply chain diversification.

TSMC breaks ground on 10 billion factory in Germany amid growing China-Taiwan tensions

Germany breaks ground on its first European semiconductor plant to enhance chip supply security amid US-China tensions.

Taiwan Semiconductor Anticipates $23B in Q3 Revenue Amid AI Surge

TSMC is set to announce a significant 34% increase in Q3 revenues, driven by AI chip demand and global semiconductor supply chain shifts.

TSMC and Amkor link up to bring advanced packaging stateside

TSMC's collaboration with Amkor bolsters the US semiconductor supply chain, supporting national objectives in chip production.

Biden Cements TSMC Grant Before Trump Takes Over

The Biden administration has secured a $6.6 billion grant agreement with TSMC to enhance U.S. semiconductor manufacturing.

TSMC's Arizona chip production yields surpass Taiwan's in win for U.S. push

TSMC's Arizona plant surpasses Taiwan factories in chip production yields, indicating progress in U.S. semiconductor manufacturing expansion.

Taiwan Semiconductor Anticipates $23B in Q3 Revenue Amid AI Surge

TSMC's Q3 revenue is expected to be $23.096 billion, a 34% increase driven by AI demand and supply chain diversification.

TSMC breaks ground on 10 billion factory in Germany amid growing China-Taiwan tensions

Germany breaks ground on its first European semiconductor plant to enhance chip supply security amid US-China tensions.

Taiwan Semiconductor Anticipates $23B in Q3 Revenue Amid AI Surge

TSMC is set to announce a significant 34% increase in Q3 revenues, driven by AI chip demand and global semiconductor supply chain shifts.

TSMC and Amkor link up to bring advanced packaging stateside

TSMC's collaboration with Amkor bolsters the US semiconductor supply chain, supporting national objectives in chip production.

Biden Cements TSMC Grant Before Trump Takes Over

The Biden administration has secured a $6.6 billion grant agreement with TSMC to enhance U.S. semiconductor manufacturing.

TSMC's Arizona chip production yields surpass Taiwan's in win for U.S. push

TSMC's Arizona plant surpasses Taiwan factories in chip production yields, indicating progress in U.S. semiconductor manufacturing expansion.
moresemiconductors

TSMC emphasizes efficiency over pure performance

The chip industry is focusing on efficiency and collaboration rather than just hardware power, highlighting a shift towards AI-driven design solutions.
#samsung

Samsung tipped to outsource Exynos production to TSMC

Samsung may outsource Exynos chip production to TSMC due to ongoing struggles.
The Exynos 2500 is still in development amid challenges.

Samsung's $17 billion Texas chip factory faces another setback. Here's why

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

First evidence that the Tensor G5 will be fabbed by TSMC uncovered

Google's upcoming Tensor G5 chipset will likely be fabricated by TSMC, breaking away from the previous reliance on Samsung for production.

Samsung is reportedly working on a 2nm node for the Exynos 2600

Samsung is preparing for mass production of a 3nm Exynos chipset with GAA design, while also planning a 2nm chip for future releases.

Samsung tipped to outsource Exynos production to TSMC

Samsung may outsource Exynos chip production to TSMC due to ongoing struggles.
The Exynos 2500 is still in development amid challenges.

Samsung's $17 billion Texas chip factory faces another setback. Here's why

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

First evidence that the Tensor G5 will be fabbed by TSMC uncovered

Google's upcoming Tensor G5 chipset will likely be fabricated by TSMC, breaking away from the previous reliance on Samsung for production.

Samsung is reportedly working on a 2nm node for the Exynos 2600

Samsung is preparing for mass production of a 3nm Exynos chipset with GAA design, while also planning a 2nm chip for future releases.
moresamsung
#taiwan

What Works in Taiwan Doesn't Always in Arizona, a Chipmaking Giant Learns

TSMC's planned semiconductor manufacturing facility in Arizona, a move to diversify production, faces challenges in replicating Taiwan's success in the U.S.

The world's largest chipmaker TSMC is about to be tested as it uses more and more power

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

TSMC mulled moving chip fabs from Taiwan over China threat

TSMC considered relocating chip fabs but decided against it due to difficulties posed by moving production from Taiwan.

Taiwan earthquake briefly halts chip factories that power the global economy

A 7.4-magnitude earthquake in Taiwan temporarily disrupted chip production in semiconductor factories along the west coast.
Taiwan Semiconductor Manufacturing Co. (TSMC) plays a crucial role in global chip manufacturing, supplying major tech companies like Apple, Nvidia, and Tesla.

TSMC prepares for Taiwan's Typhoon Krathon

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

TSMC confirms old bomb removed from construction site

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

What Works in Taiwan Doesn't Always in Arizona, a Chipmaking Giant Learns

TSMC's planned semiconductor manufacturing facility in Arizona, a move to diversify production, faces challenges in replicating Taiwan's success in the U.S.

The world's largest chipmaker TSMC is about to be tested as it uses more and more power

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

TSMC mulled moving chip fabs from Taiwan over China threat

TSMC considered relocating chip fabs but decided against it due to difficulties posed by moving production from Taiwan.

Taiwan earthquake briefly halts chip factories that power the global economy

A 7.4-magnitude earthquake in Taiwan temporarily disrupted chip production in semiconductor factories along the west coast.
Taiwan Semiconductor Manufacturing Co. (TSMC) plays a crucial role in global chip manufacturing, supplying major tech companies like Apple, Nvidia, and Tesla.

TSMC prepares for Taiwan's Typhoon Krathon

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

TSMC confirms old bomb removed from construction site

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

TSMC facing discrimination lawsuit from US employees

TSMC faces allegations of discrimination against non-East Asian employees in the U.S., leading to a hostile work environment and biased hiring practices.
#huawei

US ordered TSMC to halt shipments to China of chips used in AI applications, source says

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

TSMC Pauses Chip Shipments to Chinese Customers

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 cuts off Chinese chip designer linked to Huawei

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

TSMC alerts US to potential sanctions breach from Huawei

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

US Commerce Department probing TSMC as suspected chip supplier to Huawei

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

Huawei appears to still be using TSMC chips despite US sanctions

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.

US ordered TSMC to halt shipments to China of chips used in AI applications, source says

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

TSMC Pauses Chip Shipments to Chinese Customers

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 cuts off Chinese chip designer linked to Huawei

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

TSMC alerts US to potential sanctions breach from Huawei

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

US Commerce Department probing TSMC as suspected chip supplier to Huawei

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

Huawei appears to still be using TSMC chips despite US sanctions

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.
morehuawei

Data Sheet:

The U.S. is tightening regulations on chip exports to China, impacting major companies like TSMC.
Swiggy's IPO marks a significant moment for India's tech sector amid increasing investor interest.
Chegg faces fierce competition from AI platforms like ChatGPT, leading to a dramatic decline in its valuation.
#ai-chips

TSMC will stop making 7 nm chips for Chinese customers

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

OpenAI is taking a page out of Big Tech's playbook by reportedly designing its own chips

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

OpenAI bets on its own AI chips by 2026

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

TSMC plans to expand European operation with new factories

TSMC is expanding its manufacturing capabilities in Europe to produce AI chips, starting with a new $10 billion facility in Dresden, Germany.

Intel's CEO Says AI Is the Key to the Company's Comeback

Intel CEO Pat Gelsinger promises an epic comeback by focusing on core engineering and manufacturing plan.
Intel announces rebrand of its 'foundry' business, aiming to produce efficient AI-era chips to compete with TSMC.

TSMC will stop making 7 nm chips for Chinese customers

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

OpenAI is taking a page out of Big Tech's playbook by reportedly designing its own chips

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

OpenAI bets on its own AI chips by 2026

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

TSMC plans to expand European operation with new factories

TSMC is expanding its manufacturing capabilities in Europe to produce AI chips, starting with a new $10 billion facility in Dresden, Germany.

Intel's CEO Says AI Is the Key to the Company's Comeback

Intel CEO Pat Gelsinger promises an epic comeback by focusing on core engineering and manufacturing plan.
Intel announces rebrand of its 'foundry' business, aiming to produce efficient AI-era chips to compete with TSMC.
moreai-chips

TSMC prioritizing bringing in NA EUV equipment

TSMC is focusing on high-NA extreme ultraviolet scanners to enhance chip manufacturing, prioritizing R&D before mass production.
#chip-manufacturing

Nvidia supplier leads chip rally despite geopolitical fears

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

TSMC posts forecast-beating profit amid soaring demand for AI chips

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

OpenAI reportedly taps TSMC A16 for AI chip debut

OpenAI plans to manufacture custom silicon chips with TSMC, targeting production in 2026.

OpenAI is creating its own in-house chip with Broadcom and TSMC as processing demands skyrocket

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

Intel cans 20A process node

Intel will use external foundries for its Arrow Lake processors as its 20A process is delayed, with 18A still on schedule for 2025.

Nvidia supplier leads chip rally despite geopolitical fears

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

TSMC posts forecast-beating profit amid soaring demand for AI chips

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

OpenAI reportedly taps TSMC A16 for AI chip debut

OpenAI plans to manufacture custom silicon chips with TSMC, targeting production in 2026.

OpenAI is creating its own in-house chip with Broadcom and TSMC as processing demands skyrocket

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

Intel cans 20A process node

Intel will use external foundries for its Arrow Lake processors as its 20A process is delayed, with 18A still on schedule for 2025.
morechip-manufacturing

China shares fall on underwhelming stimulus news while Europe pops on rate-cut hopes

China's housing stimulus response disappointed, causing a drop in shares.
Japan's stock market suffered from weak export data.
European stocks rose in anticipation of a rate cut.
TSMC's strong performance contrasts with declines in other markets.
#ai

Chip giant TSMC reports blockbuster results even as questions over AI mania loom

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

TSMC flatlines Q4 revenue but AI boom signals bright future | Entrepreneur

TSMC reported flat fourth-quarter revenue but is strategically shifting towards AI
The company's 'foundry model' has made it the world's largest chipmaker

Chip giant TSMC reports blockbuster results even as questions over AI mania loom

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

TSMC flatlines Q4 revenue but AI boom signals bright future | Entrepreneur

TSMC reported flat fourth-quarter revenue but is strategically shifting towards AI
The company's 'foundry model' has made it the world's largest chipmaker
moreai
#apple

Apple A18 and A18 Pro die shots confirm two different designs

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

Apple to launch 2nm chips in 2025 but only for iPhone 17 Pro series

Apple's 2 nm chips for iPhone 17 face production challenges, limiting availability to Pro models due to low yields.

OpenAI might use Apple's TSMC for chips

OpenAI's partnership with TSMC processors reflects the increasing influence of generative AI in the tech industry.

Apple A18 and A18 Pro die shots confirm two different designs

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

Apple to launch 2nm chips in 2025 but only for iPhone 17 Pro series

Apple's 2 nm chips for iPhone 17 face production challenges, limiting availability to Pro models due to low yields.

OpenAI might use Apple's TSMC for chips

OpenAI's partnership with TSMC processors reflects the increasing influence of generative AI in the tech industry.
moreapple

TSMC, Samsung reportedly eye UAE for fab expansion

UAE is exploring ambitions in semiconductor manufacturing, bolstered by discussions with major firms like TSMC and Samsung.

Intel's 120 TOPS Lunar Lake AI PC chips have landed

Intel's new Core Ultra 200V processors exceed Microsoft's 40 TOPS AI performance target, showcasing advancements in CPU, GPU, and NPU capabilities.

AI chips driving recovery for otherwise slow foundry market

Demand for AI-related tech is high amidst slow recovery for semiconductor foundry industry.
#geopolitics

TSMC CEO predicts AI chip shortage through 2025... 2026

The CEO of TSMC predicts the balance of supply and demand for advanced chips won't happen until 2025 or 2026.

Chip wars: ASML could reportedly brick its machines in Taiwan if China invades

ASML has the capability to remotely disable its equipment in TSMC's fabs if needed.

TSMC CEO predicts AI chip shortage through 2025... 2026

The CEO of TSMC predicts the balance of supply and demand for advanced chips won't happen until 2025 or 2026.

Chip wars: ASML could reportedly brick its machines in Taiwan if China invades

ASML has the capability to remotely disable its equipment in TSMC's fabs if needed.
moregeopolitics

TSMC says first 1.6 nm chips will arrive in 2026

TSMC to introduce A16 1.6 nm chips by 2026, offering speed improvements over N2P process.
#semiconductor-industry

TikTok owner ByteDance and Broadcom are developing an advanced AI chip, sources say

ByteDance collaborates with Broadcom on developing advanced AI chip, ensuring chip supply amidst U.S.-China tensions.

How Taiwan secured semiconductor supremacy and why it won't give it up

Hsinchu Science Park in Taiwan is a tech-focused hub known as Taiwan's Silicon Valley, dominating the global semiconductor industry.

TikTok owner ByteDance and Broadcom are developing an advanced AI chip, sources say

ByteDance collaborates with Broadcom on developing advanced AI chip, ensuring chip supply amidst U.S.-China tensions.

How Taiwan secured semiconductor supremacy and why it won't give it up

Hsinchu Science Park in Taiwan is a tech-focused hub known as Taiwan's Silicon Valley, dominating the global semiconductor industry.
moresemiconductor-industry

TSMC stock price update: shares rise as AI boom boosts revenue for Nvidia and Apple supplier

TSMC raised full-year revenue forecast due to AI chip demand, rejected US joint venture proposal.
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