TSMC updates

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

IN THE NEWS

Tuesday 7 April 2026

Intel challenges TSMC CoWoS as Amazon, Google reportedly explore alternatives

AI-driven demand is pushing advanced chip packaging to its limits, exposing constraints in TSMC's CoWoS capacity and forcing hyperscalers...

Tuesday 7 April 2026

Global AI chip suppliers compete as TSMC remains top foundry partner

As the artificial intelligence (AI) era advances, approximately 133 companies are actively developing or selling AI chips, according to a SEMIEcosystem report citing Jon Peddie Research...

Tuesday 7 April 2026

MediaTek, Qualcomm reportedly cut smartphone AP orders with TSMC

Amid soaring memory prices, manufacturers have repeatedly lowered 2026 shipment targets for smartphones, PCs, and other consumer electronics, triggering a ripple effect across the...

Tuesday 7 April 2026

Weekly news roundup: China's special AI chip supply ends; TSMC plans 12 fabs in Arizona

Below are the most-read DIGITIMES Asia stories from the week of March 30-April 5, 2026:

Thursday 2 April 2026

TSMC's US expansion held ransom as JASM takes flight

TSMC is winning quietly in Japan and losing loudly in Washington — and the reason may have nothing to do with chips.

Thursday 2 April 2026

TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active

TSMC's expansion scale in the US has exceeded expectations, prompting Taiwanese suppliers with existing or planned local operations to take a more proactive approach. Reportedly, companies...

Thursday 2 April 2026

TSMC says COUPE platform set for production as Samsung outlines SiPh push

TSMC said its COUPE silicon photonics platform is set to enter volume production this year, as rising demand for high-speed interconnects...

Wednesday 1 April 2026

TSMC eyes SiPh breakthrough as industry consensus forms

TSMC is advancing its silicon photonics (SiPh) advanced packaging platform, Compact Universal Photonic Engine (COUPE), shifting from development to commercial mass production. TSMC...

Wednesday 1 April 2026

China's AI chip demand drives advanced foundry growth amid geopolitical split

Under a push to localize capacity, China's leading domestic foundries are well-positioned to leverage their home market and policy advantages to replicate TSMC's growth trajectory...

Tuesday 31 March 2026

Global Foundry 2.0 market climbs to record US$320 billion in 2025 revenue

The semiconductor industry has formally entered the Foundry 2.0 era, a phase defined by the deep integration of manufacturing, assembly, and testing, profitably driven by the global...

Tuesday 31 March 2026

Samsung targets 1nm production by 2030, challenges TSMC with new chiplet technology

Samsung Electronics is aiming to launch its 1nm semiconductor process by 2030 as part of a direct technological competition with rival TSMC. The move seeks to secure leadership in...

Tuesday 31 March 2026

Jensen Huang unpacks what's behind TSMC's staying power

Nvidia CEO Jensen Huang recently appeared on the popular Lex Fridman Podcast for a deep, over two-hour discussion covering AI scaling laws, compute and power bottlenecks,...

Monday 30 March 2026

Samsung reportedly aims to begin silicon photonics mass production in 2028

Samsung Electronics plans to mass-produce silicon photonics starting from 2028, a move that could reshape global data-center networking, AI hardware integration, and foundry competition...

Saturday 28 March 2026

Can Tesla's Terafab revive US semiconductor manufacturing?

Elon Musk, CEO of Tesla, announced in mid-March that he would launch the Terafab megafab project within seven days, and on March 21 confirmed that the facility will be built in Austin,...

Friday 27 March 2026

Taiwan reviews National Security Act, targets hybrid threats; no link to TSMC's Wei-jen Lo case

Taiwan's Legislative Yuan Internal Administration Committee held its second public hearing on proposed amendments to the National Security...

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