TSMC updates

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

IN THE NEWS

Monday 4 May 2026

Commentary: Intel names TSMC as key partner; insider drives its comeback

One year into his tenure, Intel CEO Lip-Bu Tan struck a markedly different tone on the company's outlook. At the first-quarter 2026 earnings...

Monday 4 May 2026

MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity

MediaTek has doubled its 2026 revenue target for its application-specific integrated circuit (ASIC) business to US$2 billion, up from US$1 billion, as demand for custom chips continues...

Monday 4 May 2026

United Integrated Services targets NT$100 billion revenue in 2026 as TSMC and Micron drive fab demand

United Integrated Services reported a record net profit of NT$9.069 billion (US$287 million) for 2025 and posted NT$20.288 billion in revenue in the first quarter of 2026, increases...

Monday 4 May 2026

ESMC confirmed to be on schedule — and sets its sights on AI

The European Semiconductor Manufacturing Company (ESMC), a joint venture among TSMC, Bosch, Infineon Technologies, and NXP Semiconductors, is set to begin initial production in 2027...

Saturday 2 May 2026

MediaTek taps retiring TSMC packaging veteran to strengthen foundry ties, not to bridge to Intel

Chen-Hua Douglas Yu, one of the six R&D leaders known inside TSMC as the "six knights," and a central figure in the foundry's advanced packaging development, has joined MediaTek...

Friday 1 May 2026

TeraFab is already changing the semiconductor landscape — before a single chip is made

Elon Musk has a habit of building what he cannot buy.

Wednesday 29 April 2026

TSMC exits Arm investment with US$231 million sale

TSMC has fully divested its stake in Arm Holdings, selling approximately 1.11 million shares at US$207.65 each for a total of US$231 million, the company disclosed on April 29, 2026...

Wednesday 29 April 2026

Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within

As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost...

Wednesday 29 April 2026

Automotive and networking chips move directly to 2nm as AI demand tightens capacity

Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers...

Wednesday 29 April 2026

AI token demand drives TSMC node expansion, buoying Taiwan's economy

A global surge in artificial intelligence computing is accelerating demand for advanced semiconductors and reinforcing Taiwan's near-term economic momentum, even as leading indicators...

Wednesday 29 April 2026

Samsung doubles down on 2nm as TSMC pushes toward 1nm

Samsung Electronics and TSMC have taken increasingly different approaches to advanced semiconductor manufacturing as the industry moves beyond the 3nm generation. Although being the...

Tuesday 28 April 2026

Nanya breaks into Nvidia's AI memory ecosystem with LPDDR

Nvidia's next-generation AI platform Vera Rubin is approaching mass production, with a key architectural shift favoring low-power DRAM. Sources familiar with the matter say Nanya Technology...

Tuesday 28 April 2026

US chip packaging capacity to hit 10% by 2032

The Trump administration continues to push for reshoring the semiconductor industry to the US. As global foundry giants TSMC, Intel, and Samsung Electronics expand advanced manufacturing...

Tuesday 28 April 2026

TSMC 2nm leak case results in NT$150M fine for TEL; company says no confidential data was leaked and discussions are underway

In the trade secret leak case involving TSMC's 2nm process, the Intellectual Property and Commercial Court ruled on April 27, 2026, that Tokyo Electron (TEL), the equipment supplier...

Tuesday 28 April 2026

Why the AI boom still runs through Taiwan — and why that won't change

As trade tensions simmer and geopolitical flashpoints multiply, Taiwan's technology sector is holding firm. Anchored by surging AI infrastructure demand and a pivotal shift in how...

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