News tagged TSMC at DIGITIMES

NEWS TAGGED TSMC

Saturday 31 January 2026

Nvidia CEO tells TSMC to "work harder" as 2026 demand surges; reveals 10-year capacity doubling plan

Nvidia CEO Jensen Huang hosted a high-profile banquet in Taipei on January 31, 2026, for the leaders of Taiwan's semiconductor ecosystem.

Saturday 31 January 2026

Jensen Huang touts MediaTek-powered AI PC roadmap while debuting new VP from TSMC

Nvidia CEO Jensen Huang attended the company's Taiwan branch year-end party on January 30. Notably, he was accompanied by Vanessa Lee, the former...

Saturday 31 January 2026

Morris Chang resurfaces as Jensen Huang returns to Taipei

TSMC founder Morris Chang made his first public appearance in more than a year on January 29, 2026, dining with Nvidia chief executive Jensen Huang just hours after Huang arrived in...

Friday 30 January 2026

ASML gains from rising EUV demand and US chip spending

After TSMC chairman C.C. Wei said on a recent earnings call that AI demand is real and that AI is becoming embedded in daily life as a long-term trend, expectations for ASML's performance...

Thursday 29 January 2026

Jensen Huang clarifies 40% Taiwan chip capacity is new, not moved to US

Nvidia CEO Jensen Huang arrived in Taiwan on the afternoon of January 29, 2026, addressing reports that the US government plans to shift 40% of Taiwan's semiconductor capacity to the...

Thursday 29 January 2026

Jensen Huang hints at H200 approval for China, cements TSMC’s central role

Nvidia CEO Jensen Huang arrived in Taiwan at noon on January 28 following a visit to China for a subsidiary's year-end event, where he outlined the latest status of H200 export approvals...

Thursday 29 January 2026

AI boom threatens global chip supply, automakers warned

The Covid-19 pandemic once sparked a wave of upgrades for personal computers and smartphones, fueling strong demand for semiconductors...

Thursday 29 January 2026

Exclusive: TSMC reshapes advanced packaging expansion, shifting AP8, AP7, and US fab plans

The surge in generative AI (GenAI) and high-performance computing (HPC) demand has pushed advanced semiconductor packaging to become the most critical and constrained capacity bottleneck...

Thursday 29 January 2026

Upstream firms say US investment unprofitable if gross margin below 50%

Following the signing of the Taiwan-US investment cooperation memorandum of understanding (MOU), the next step is to finalize the agreement on reciprocal trade (ART) between the two...

Thursday 29 January 2026

VIS licenses GaN technology from TSMC to boost power device development

Vanguard International Semiconductor (VIS) has signed a licensing agreement with Taiwan Semiconductor Manufacturing Company (TSMC) for high-voltage (650V) and low-voltage (80V) gallium...

Wednesday 28 January 2026

Exclusive: Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy

TSMC's dominance in advanced process and packaging has made it a prime target amid US manufacturing mandates. Chip customers now face mounting pressure to diversify supply chains due...

Wednesday 28 January 2026

Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung

In mid-December 2025, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production,...

Tuesday 27 January 2026

Taiwan defends TSMC's US expansion as brain drain fears mount

TSMC is now worth US$1.7 trillion. The chip giant has surpassed Broadcom and Meta to become the world's sixth-largest company. But the milestone has triggered fresh concerns in Tai...

Tuesday 27 January 2026

TSMC and Nvidia ignite AI growth, Taiwan supply chain accelerates expansion

With strong demand for AI servers, TSMC—holding the vast majority of AI chip orders—is executing major expansions in advanced process technology and packaging capacity...

Tuesday 27 January 2026

Apple, Qualcomm rethink heavy reliance on TSMC as costs rise

Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely...

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BIZ FOCUS

Jan 30, 12:05

Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook