TSMC updates

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

IN THE NEWS

Monday 11 May 2026

AMD's 2nm defection to Samsung dents TSMC's AI grip

The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly...

Monday 11 May 2026

DIGITIMES Insight: MediaTek denies Intel link as TSMC's packaging lead faces new test

DIGITIMES senior analyst Luke Lin said Warren Buffett's investment in Apple should be viewed not simply as a stock trade, but as a bet...

Monday 11 May 2026

AI inference boom fuels memory race, with Samsung in pursuit

AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running...

Monday 11 May 2026

Emtar: Building the 6G Satellite 'Brain' with Canadian Support

As Low Earth Orbit (LEO) satellite competition intensifies, satellite communication has evolved from a terrestrial supplement into a core infrastructure for AI and cloud...

Saturday 9 May 2026

What's driving the TSMC-Sony AI sensor JV?

TSMC and Sony Semiconductor Solutions signed a non-binding memorandum of understanding on May 8 to establish a joint venture developing and manufacturing next-generation AI image sensors,...

Saturday 9 May 2026

Global semiconductor market faces shortages as AI demand strains supply chains

Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial...

Friday 8 May 2026

TSMC reports record April sales as AI chip demand puts Asia supply in focus

TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world's largest contract chipmaker...

Friday 8 May 2026

TSMC reportedly pushes CoPoS exclusivity to lock in next-gen packaging lead

TSMC is accelerating the expansion of its CoWoS advanced packaging capacity while pushing ahead with the more technically demanding panel-level packaging technology CoPoS, aiming to...

Friday 8 May 2026

Sony, TSMC form Japanese joint venture to push image sensors into automotive and robotics

TSMC and Sony Semiconductor Solutions have signed a non-binding memorandum of understanding to establish a joint venture (JV) for next-generation image sensor development and manufacturing,...

Friday 8 May 2026

TSMC's 2026 revenue surges 30% in first four months on AI boom

TSMC on May 8, 2026, reported consolidated net revenue of approximately NT$410.73 billion (US$12.6 billion) for April 2026, up 17.5% from the same month a year ago, though down 1.1%...

Friday 8 May 2026

Taiwan firms' US investment tops forecasts; government lines up US$50 billion financing

The Ministry of Economic Affairs (MOEA) announced on May 6 that, excluding TSMC, about 20 Taiwan companies plan to invest US$35 billion in the US. The statement comes after US President...

Friday 8 May 2026

Taiwan government expands science parks as US-China tech war drags on

Taiwan's government decided five years ago to expand science park development after concluding that the US-China tech war would not end soon, laying the groundwork for the Third Kaohsiung...

Friday 8 May 2026

TSMC eyes bigger US investment; Arizona chip expansion accelerates

Taiwan remained the largest foreign delegation at the US Department of Commerce's SelectUSA Investment Summit for a third straight year, with TSMC indicating it may further expand...

Thursday 7 May 2026

Taiwan freezes trading in MediaTek as AI chip rally pushes valuation past US$165 billion

Taiwan's stock exchange placed MediaTek — the chip designer behind silicon used in Samsung phones, Chromebooks, and a growing share of AI hardware — under trading restrictions...

Thursday 7 May 2026

Taipower plans grid upgrades as Longtan Phase 3 heads to NSTC review

The Longtan Science Park expansion known as Longke Phase 3 is being resubmitted for review to the National Science and Technology Council in May as Taiwan Power Company prepares for...

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