TSMC updates

Foundry house TSMC plays a crucial role in the semiconductor sector, and the world economy in general.

IN THE NEWS

Thursday 16 July 2026

C.C. Wei on EMIB, memory envy, and why TSMC won't squeeze its customers

TSMC Chairman and CEO C.C. Wei used the company's second-quarter 2026 earnings call to push back on two narratives gaining traction among analysts: that rival packaging technologies...

Thursday 16 July 2026

TSMC says 2nm has four times as many tape-outs as 3nm at the same stage

Customer tape-outs for TSMC's N2 process have reached four times the number recorded by its 3nm technology at the same stage, showing faster design activity as the foundry ramps production...

Thursday 16 July 2026

TSMC boosts US investment by US$100B as C.C. Wei outlines long-term capacity planning with customers

To address structural long-term growth in semiconductor demand, TSMC chairman C.C. Wei said the company works closely with customers...

Thursday 16 July 2026

TSMC eyes record quarter: 2nm ramp drives 3Q26 guidance above US$44B

TSMC is projecting its strongest quarter ever, guiding third-quarter 2026 revenue to between US$44.6 billion and US$45.8 billion on...

Thursday 16 July 2026

TSMC lifts 2026 revenue growth above 40% on strong AI demand from cloud giants

TSMC expressed strong confidence during its July 16 earnings conference that demand for its advanced process technologies remains robust,...

Thursday 16 July 2026

TSMC 2Q26 profit surges 77% to a record on AI demand, first 2nm revenue

TSMC reported record second-quarter 2026 results on July 16, with revenue, profit, and earnings per share all surpassing market expectations,...

Thursday 16 July 2026

Cadence launches agentic AI platform for PCB and package design

Cadence has launched the AuraStack AI Super Agent on Allegro AI Studio, positioning it as the world's first agentic AI platform for printed circuit board (PCB) and advanced packaging...

Thursday 16 July 2026

CXMT outspends all peers on R&D as a share of revenue, IPO filing shows

Across almost every competitive metric disclosed in its STAR Market IPO prospectus, Changxin Memory Technologies (CXMT) trails the...

Thursday 16 July 2026

Samsung weighs outsourcing Google TPU back-end design as 2nm demand grows

Samsung Electronics is considering outsourcing some or all of the back-end design work for an input/output die in Google's reported...

Thursday 16 July 2026

ASML's rumored move to raise lithography prices sets up rare clash with TSMC as AI hands toolmakers pricing power

An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now...

Thursday 16 July 2026

ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck

During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems...

Wednesday 15 July 2026

MacBook Neo drives Apple notebook shipments up 10% but A18 Pro shortages cap growth

Apple's MacBook Neo is selling briskly, lifting the company's notebook brand shipments by more than 10% year on year in the second...

Wednesday 15 July 2026

Jensen Huang's Akihabara visit honors partners behind Nvidia's 33-year rise

Nvidia CEO Jensen Huang is scheduled to attend an event in Tokyo's Akihabara district on July 15, marking the 30th anniversary of the partnership between Nvidia GeForce Japan and gaming...

Wednesday 15 July 2026

Jensen Huang says sovereign AI development tops nuclear weapons

As attention in the tech industry has centered on the US tech giants and TSMC, sovereign AI has emerged as a faster-growing blue ocean for AI infrastructure providers, supply-chain...

Tuesday 14 July 2026

Commentary: Terafab and DRAM reveal Tan's long-term vision for Intel

US President Donald Trump recently claimed that Taiwan's TSMC will double the size of its Arizona fab project, reviving attention on...

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