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TSMC updates
Foundry house TSMC plays a crucial role in the semiconductor sector, and the world economy in general.
IN THE NEWS
Wednesday 12 November 2025
TSMC's US bet pays off for two quiet suppliers
As construction of TSMC Arizona fabs accelerates, two of its low-profile Taiwanese suppliers, Chang Chun Group and Sunlit Chemical, are emerging as early winners.
Wednesday 12 November 2025
TSMC offloads older tools to VIS as it repurposes fabs for next-gen tech
Taiwan Semiconductor Manufacturing Company (TSMC) approved its third-quarter 2025 business report and financial statements during a board meeting on November 11. The company also...
Wednesday 12 November 2025
Taiwan accelerates land development to support TSMC's Southern expansion
As the Southern Taiwan Science Park (STSP) becomes more saturated with semiconductor industrial land, the National Science and Technology Council (NSTC) is accelerating land development...
Tuesday 11 November 2025
Behind TSMC's October record: Why a lower YoY rate doesn't signal weakness
While TSMC's October consolidated revenue hit a historic high of NT$367.47 billion, up 16.9% year-over-year, the growth rate was the lowest since March 2024.
Tuesday 11 November 2025
GlobalFoundries signs GaN tech licensing deal with TSMC to expand US production
GlobalFoundries announced on November 10, 2025, that it has signed a technology licensing agreement with TSMC covering 650V and 80V gallium nitride (GaN) process technologies, a move...
Monday 10 November 2025
ASML says AI boom has yet to lift chip equipment demand
Nvidia and TSMC are surging ahead in the AI boom, but ASML's growth looks slower in comparison. The Dutch lithography maker expects about 15% sales growth in 2025, while TSMC projects...
Monday 10 November 2025
Taiwan semiconductor materials face three major obstacles, says Sunlit exec
The 10th edition of the Materials Industry Forum kicked off on November 7 in Taiwan under the theme "A Single Tree Cannot Make a Forest: Taiwan's Rising Materials Industry."
Monday 10 November 2025
TSMC breaks one record after another: AI demand powers October revenue height, CEO confident streak will continue
TSMC posted record consolidated revenue of NT$367.47 billion (US$11.87 billion) in October 2025, up 11.0% from September and 16.9% from a year earlier. The result highlights the company's...
Monday 10 November 2025
Weekly news roundup: LGES probes tech Theft; ASML pivots in China; Samsung sparks market chaos; Nexperia feud explodes
Below are the top DIGITIMES Asia stories from November 3 to November 10, 2025.
Friday 7 November 2025
Update: Jensen Huang dined with CC Wei tonight in Tainan, and will attend TSMC's annual sports day in Hsinchu
Update: Jensen Huang, CEO of Nvidia, is already in Tainan, a city about 300 kilometers south of Taipei. He dined with several key executives of TSMC, including CC Wei, chairman and...
Thursday 6 November 2025
Nvidia CEO credits Taiwan partners for US AI chip success, warns China's advancement
Nvidia CEO Jensen Huang has acknowledged the critical role of Taiwanese partners in domestic AI chip production in the US, while cautioning that China's technological progress has...
Wednesday 5 November 2025
Musk highlights spec differences between Tesla AI5 chips made by TSMC and Samsung
Following Tesla's announcement that the AI5 chip will be produced by both Taiwan Semiconductor Manufacturing Company and Samsung Electronics, CEO Elon Musk explained the slight differences...
Wednesday 5 November 2025
TSMC leak prompts Taiwan to reform legal framework for technology protection
Three former TSMC engineers have been indicted for allegedly stealing trade secrets related to TSMC's 2nm process technology, violating the National Security Act (NSA). The case has...
Tuesday 4 November 2025
VIS profit slumps to six-quarter low, eyes orders from TSMC's mature-node transition
Taiwan-based foundry Vanguard International Semiconductor (VIS) reported a sharp profit decline in the third quarter of 2025 despite steady revenue growth. Net income fell 20% from...
Monday 3 November 2025
TEL raises full-year profit forecast but misses market expectations
Tokyo Electron (TEL) announced it has raised its operating profit forecast for fiscal 2025 (April 2025-March 2026) from JPY570 billion (approx. US$3.7 billion) to JPY586 billion....