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NEWS TAGGED TSMC
Friday 25 July 2025
Qualcomm's 2nm wildcard: is Samsung back in play or just leverage?
Qualcomm is reportedly weighing a return to Samsung Foundry for its 2nm flagship smartphone SoCs in 2026, raising questions about a potential pivot from TSMC. Yet conflicting reports...
Friday 25 July 2025
Tariffs blur ASML's outlook, but China anchors the bottom line
ASML CEO Christophe Fouquet tempered the company's solid second quarter 2025 results with a warning: growth in 2026 is far from guaranteed. "While we still prepare for growth in 2026,...
Friday 25 July 2025
Rapidus touts threefold boost in chipmaking speed over TSMC with unified 2nm process
Rapidus is developing an innovative semiconductor production system designed to significantly speed up the manufacturing process of 2nm and sub-2nm chips by combining wafer fabrication...
Thursday 24 July 2025
TSMC sees 2nm orders surge; related capacity to reach 200,000 units by 2028
TSMC has continued to accelerate its development of sub-2nm processes despite market expectations that clients would turn cautious with their 2nm orders, given the quote for the process...
Thursday 24 July 2025
AMD CEO sees chips from TSMC's US plant costing 5%-20% more
Advanced Micro Devices Inc. Chief Executive Officer Lisa Su said that the chips her company gets from supplier Taiwan Semiconductor Manufacturing Co. cost more when they're produced...
Wednesday 23 July 2025
Ørsted powers up Taiwan's first TSMC-exclusive wind farm
Ørsted announced that the first turbine of the Greater Changhua 2b and 4 offshore wind farms has successfully connected to Taipower's grid and begun generating electricity...
Wednesday 23 July 2025
Tariff negotiations put Taiwan's core industries at risk
Taiwan faces a punishing 32% reciprocal tariff rate—far exceeding South Korea's 25% and Japan's 15%—as negotiations intensify. The stakes couldn't be higher: with Section...
Wednesday 23 July 2025
This week on GeoWatch: Nvidia's H20, TSMC, and Pegatron Chair
Nvidia's H20 chip gets the green light for China after US policy shifts; TSMC breaks records and joins the trillion-dollar club; and Taiwan's tech community quietly backs a grassroots...
Wednesday 23 July 2025
Samsung reportedly adopts long-term strategy for 2nm process to compete with TSMC
Samsung Electronics plans to begin mass production of its 2nm semiconductor process in the second half of 2025. Although reports indicate that Samsung is currently trailing TSMC in...
Wednesday 23 July 2025
Taiwan's AI & robotics alliance targets US$34 billion industry by 2030
Robotics has proven its worth as Nvidia CEO Jensen Huang and TSMC chairman C. C. Wei have both recently expressed strong interest in the sector, catalyzing growth across Taiwan's...
Wednesday 23 July 2025
Samsung bets on GAA and HBM4 to retake AI crown
The second half of 2025 is shaping up to be a pivotal period in the global semiconductor industry, as the race for technological supremacy intensifies. At the forefront are Samsung...
Tuesday 22 July 2025
As TSMC expands in Japan, NYCU and Kyushu University deepen partnership on semiconductor talent and innovation
As TSMC expands its presence in Japan, Taiwan and Japan are deepening academic collaboration to address the growing demand for semiconductor talent. National Yang Ming Chiao Tung...
Tuesday 22 July 2025
TSMC drone tender sparks Taiwan supplier interest as chipmaker expands Arizona operations
TSMC issued its first drone procurement tender for workplace safety and factory inspections at its Arizona facility, with partner selection expected in the second half of 2025. The...
Tuesday 22 July 2025
Techman Robot eyes massive growth as Nvidia, TSMC, Tesla rally behind robotics boom
TSMC recently released its outlook during an investor conference, spotlighting artificial intelligence (AI) and robotics as key growth areas. TSMC chairman C.C. Wei highlighted the...
Monday 21 July 2025
Taiwan AI server makers boost North America investment ninefold on tariff fears
Although the US has yet to finalize its reciprocal tariffs on Taiwan, Taiwanese AI server manufacturers have already taken aggressive preemptive measures. In the first half of 2025,...