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NEWS TAGGED TSMC
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...
Thursday 15 January 2026
Rapidus forecasts 2nm supply shortfall by 2030, flags talent gap versus TSMC

As global governments accelerate investments in the semiconductor sector, Japan's Rapidus is moving forward with its goal of mass-producing 2nm...

Wednesday 14 January 2026
Advanced packaging crunch lifts ASE, KYEC to new highs
TSMC will hold its earnings call on January 15, 2026. Supply chain sources expect AI chip demand to remain strong in 2026, while TSMC's advanced packaging and testing capacity continues...
Wednesday 14 January 2026
TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave
After five years of struggling with double construction timelines and billion-dollar regulatory hurdles, TSMC has quietly transformed its Arizona operations into a profit engine, and...
Wednesday 14 January 2026
Commentary: TSMC's costly US plant gamble unfolds; rising investment and challenges await
TSMC announced plans in 2020 to establish an advanced wafer fab in the US, marking a major shift toward significant US investments. Initially seen as a political necessity, TSMC's...
Tuesday 13 January 2026
Xiaomi's XRing strategy raises pressure on MediaTek, Qualcomm
Market sources say Xiaomi is expanding its in-house XRing chip lineup. Beyond developing the next-generation XRing O2 on TSMC's N3P process, the company also plans to extend these...
Tuesday 13 January 2026
Trump nears Taiwan trade deal tied to massive US chip expansion
The Trump administration is nearing completion of a major trade agreement with Taiwan that would reduce US tariffs on Taiwanese goods while securing the expansion of semiconductor...
Monday 12 January 2026
Weekly news roundup: AI memory effects in DRAM, HBM4, and TSMC's global expansion
Below are the most-read DIGITIMES Asia stories of the first full week of 2026: January 5-11.
Monday 12 January 2026
TSMC expands advanced packaging, reportedly set to name first 'general plant manager'
TSMC is rapidly expanding its advanced packaging operations and is reportedly poised to appoint its first-ever "general plant manager" to oversee all facilities. The role is expected...
Friday 9 January 2026
TSMC posts strong full-year growth in 2025 as December revenue eases on seasonal shipment patterns
TSMC reported solid year-over-year growth in December 2025 revenue, even as monthly momentum softened slightly toward the end of the year, underscoring resilient underlying demand...
Friday 9 January 2026
Taiwan accelerates infrastructure expansion to fortify AI and chip supply chains
As Taiwan's semiconductor and AI server industries rapidly expand—led by TSMC and major hardware manufacturers—the government is accelerating infrastructure planning to...
Friday 9 January 2026
TSMC Arizona's land purchase signals continued expansion of US chip manufacturing footprint
TSMC said on January 8 that it has acquired land in Arizona through its subsidiary TSMC Arizona, marking another step in expanding its overseas manufacturing footprint.