News tagged TSMC at DIGITIMES

NEWS TAGGED TSMC

Saturday 17 January 2026

TSMC speeds up US expansion while keeping FX strategy simple

TSMC is speeding up its multibillion-dollar expansion in Arizona after posting strong earnings, signaling confidence in long-term artificial intelligence demand and the US push to...

Saturday 17 January 2026

TSMC sees memory price hikes unlikely to curb demand as Apple and Samsung adapt

Tight memory supply has driven market prices sharply higher, prompting industry expectations that 2026 PC and smartphone end-demand will face downward pressure. However, TSMC stated...

Saturday 17 January 2026

TSMC chair confirms long-term AI demand and commitment to US expansion

At its January 15, 2026, earnings call, TSMC chairman C.C. Wei addressed questions on the authenticity of AI demand, capital expenditure plans, and US capacity expansion. Wei stated...

Saturday 17 January 2026

Packaging and testing cluster expected to emerge as TSMC Arizona GigaFab expands

During TSMC's first earnings call of 2026, CEO C.C. Wei said that key metrics at its Arizona fabs are approaching the level of advanced manufacturing in Taiwan. Rising demand from...

Friday 16 January 2026

Qualcomm reportedly pushes for full Galaxy AP supply, tying 2nm orders to Samsung foundry

Qualcomm is in talks with Samsung Electronics over contract manufacturing of 2nm chips, a move that could reportedly support Samsung's loss-making foundry business as customers reassess...

Friday 16 January 2026

Xiaomi reportedly skips 2nm for Xring O2, chooses TSMC 3nm to cut costs

Xiaomi's second-generation in-house mobile processor, the Xring O2, will skip TSMC's 2nm process and instead use the company's 3nm N3P...

Friday 16 January 2026

US-Taiwan reach agreement on tariff deal, but leave timelines and capacity rules unclear

The US Commerce Department said Taiwan and the US will sign a trade agreement involving up to US$500 billion in Taiwanese investment. However, the framework does not set annual allocations,...

Friday 16 January 2026

Commentary: TSMC's unstoppable momentum faces one wild card

Record profits. Soaring margins. Relentless demand. TSMC's January 15, 2026, earnings call painted a picture of semiconductor dominance so complete it seems almost untouchable. Alm...

Friday 16 January 2026

US cuts Taiwan tariffs to 15%, ties relief to US chip factory expansion

The US and Taiwan reached a trade agreement on January 15, 2026 (US time), cutting reciprocal tariffs on most Taiwanese goods from 20% to 15% without stacking them onto existing most-favored-nation...

Friday 16 January 2026

TSMC predicts rising advanced process costs; consumer SoCs may struggle to keep up

At its earnings call on January 15, 2026, TSMC signaled that its capital expenditures for 2026 will increase to US$52-56 billion, far exceeding market expectations. On top of demand...

Thursday 15 January 2026

In depth: Why TSMC believes AI demand justifies record capex and long-term risk

TSMC used its earnings call for the fourth quarter of 2025 to deliver one of its most bullish outlooks in years, arguing that artificial...

Thursday 15 January 2026

TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge

TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin...

Thursday 15 January 2026

TSMC retains pricing power using Apple and AI dual structure

Generative AI is reshaping TSMC's customer structure. While Apple remains TSMC's largest single customer by revenue share, the rapid growth of high-performance computing (HPC) businesses...

Thursday 15 January 2026

TSMC's 4Q25 revenue surges 20.5% on advanced process demand

Taiwan Semiconductor Manufacturing Company (TSMC) reported consolidated revenue of approximately NT$1.4609 trillion (US$46.21 billion) and net income after tax of about NT$505.74 billion...

Thursday 15 January 2026

TSMC Arizona yields depend on Taiwan's on-site experts

TSMC is known for strong performance and high yields in advanced chip manufacturing, supplying key customers such as Nvidia and Apple. But producing leading-edge semiconductors requires...

1/62 pages

BIZ FOCUS

Jan 6, 16:39

MSI Unveils Full Lineup of AI Products at CES 2026

MOST-READ
7 DAYS NEWS

Full list

RESEARCH INSIGHTS

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