TSMC updates

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

IN THE NEWS

Thursday 23 April 2026

TSMC targets 2029 production for A13 and A12 as next AI chip nodes

At its North America Technology Symposium, TSMC showcased a range of innovations in advanced process technologies. Following the introduction of its A14 process in 2025, the company...

Thursday 23 April 2026

GUC Announces 3nm 12 Gbps HBM4 PHY and Controller

Global Unichip Corp. (GUC), the advanced ASIC leader, today announced the successful demonstration of a 12 Gbps HBM4 IP platform implemented on TSMC's 3nm process technology...

Tuesday 21 April 2026

Samsung scales MRAM to 8nm, setting 5nm showdown with TSMC in 2027

Samsung is accelerating its push into magnetoresistive random-access memory (MRAM), positioning the technology as a strategic pillar alongside DRAM and high-bandwidth memory (HBM)...

Tuesday 21 April 2026

AI demand inflates silicon valuations across TSMC, Nvidia supply chain

"Silicon inflation" is no longer a metaphor — it is reshaping Taiwan's capital markets. TSMC and Nvidia are at the center, pulling growth across the entire electronics supply...

Monday 20 April 2026

Analysis: How TSMC avoids memory's boom-and-bust cycle

Ahead of TSMC's earnings call, DIGITIMES senior analyst Luke Lin explained that TSMC typically does not revise its full-year revenue forecast or capital expenditure during...

Monday 20 April 2026

Global wafer foundry industry and status, 2026: AI-driven growth and fierce competition

Global wafer foundry revenue in 2026 is estimated to grow 23.5% year-over-year, expected to reach US$250 billion.

Saturday 18 April 2026

TSMC's Q1 2026 earnings call: five signals hidden in plain sight

TSMC's first-quarter 2026 earnings call delivered the expected headline numbers — $35.9 billion in revenue, a 66.2% gross margin, and full-year revenue growth guidance raised...

Friday 17 April 2026

TSMC remains top choice for European AI chip startups amid capacity scramble

European efforts to advance sovereign AI and chip autonomy are gaining momentum, but European AI chip startups say they still primarily rely on TSMC for high-performance computing...

Friday 17 April 2026

TSMC revises advanced process and packaging strategy

TSMC chairman C.C. Wei emphasized persistent capacity shortages during the company's earnings call, noting that 3nm technology accounted for about 25% of first-quarter 2026 revenue...

Friday 17 April 2026

Analysis: ASML lifts 2026 guidance on strong EUV demand

ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company...

Friday 17 April 2026

Analysis: Intel, Musk advance TeraFab partnership, echoing Apple's TSMC shift

Tesla CEO Elon Musk has aligned his TeraFab megafab initiative with Intel, in a move that had been signaled in recent months.

Friday 17 April 2026

TSMC chairman C.C. Wei denies customer favoritism regarding tight 1Q26 capacity

TSMC delivered an above-expectations financial performance in the first quarter of 2026 and remains optimistic about continued strong demand for advanced process technologies entering...

Friday 17 April 2026

Interview: Semidynamics expands from SoC to rack-level solutions, targeting memory-intensive AI inference

Spain-based AI chip startup Semidynamics has recently seen a wave of positive developments. Its first chip, fabricated on TSMC's 3nm process, has successfully completed tape-out, and...

Friday 17 April 2026

Musk's foundry push forces chipmakers to rethink customer relationships

Elon Musk has said that the computing demands of Tesla, xAI, and SpaceX will far exceed current semiconductor supply capacity, arguing that existing production can meet only a fraction...

Thursday 16 April 2026

TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last

TSMC Chairman C.C. Wei disclosed at the company's first-quarter 2026 earnings call that the foundry is collaborating with a customer on next-generation LPU development —a remark...

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