TSMC updates

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

IN THE NEWS

Wednesday 29 October 2025

Samsung secures Tesla AI5 chip order as 3nm yield gains boost profit outlook

Samsung Electronics has secured the foundry order for Tesla's AI5 chip, following its earlier win of the next-generation AI6 chip contract. Some industry observers believe this reflects...

Wednesday 29 October 2025

TSMC drives US chip self-sufficiency push as Japan commits US$550 billion to energy

US Commerce Secretary Howard Lutnick said the Trump administration plans to lift the nation's semiconductor self-sufficiency target to 40%, citing TSMC's continued fab expansion in...

Tuesday 28 October 2025

Former TSMC SVP reportedly recruited by Intel to lead R&D division

Wei-Jen Lo, former senior vice president of Corporate Strategy Development at TSMC, who retired in July 2025, is reportedly being courted by Intel to head its R&D division. However,...

Tuesday 28 October 2025

TSMC breaks ground on second Kumamoto chip plant, expanding Japan footprint

TSMC's Japanese subsidiary, Japan Advanced Semiconductor Manufacturing (JASM), officially signed an agreement with the local government...

Monday 27 October 2025

Topco accelerates overseas push to align with clients’ new fab investments

Geopolitical tensions are creating turbulence in global trade. According to TSMC founder Morris Chang, globalization is dead. Semiconductor material distributor Topco Scientific also...

Monday 27 October 2025

Weekly news roundup: TSMC tightens China orders; Micron sees DRAM market tightening; CXMT, Huawei advance HBM3 chips

Below are the top DIGITIMES Asia stories from October 20 to 26, 2025.

Monday 27 October 2025

Tesla’s next AI chip taps both TSMC Arizona and Samsung Texas fabs

At its third-quarter 2025 earnings call, Elon Musk revealed a major "Made in America" development: Tesla's next-generation AI chip, AI5,...

Monday 27 October 2025

TSMC’s Cliff Hou calls for a stronger Taiwan chip ecosystem to turn crisis into advantage

The Taiwan Semiconductor Industry Association (TSIA) held its annual meeting on October 23. Chairman and Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president and...

Saturday 25 October 2025

TSIA chair talks Taiwan chipmakers' US challenges, 50-50 chip production remains unclear

Amid the advent of the artificial intelligence (AI) era and the influence of geopolitics, Taiwan's semiconductor industry continues to be a hub in the global supply chain. In response...

Friday 24 October 2025

TSMC's Hou confident rare earth reserves stable in short term, moves to reduce reliance on China

With the advent of the AI era and the concurrent influence of geopolitical developments, Taiwan's semiconductor industry continues to play a pivotal role in the global supply chain...

Thursday 23 October 2025

Samsung expresses confidence in 2nm development, reports solid progress

Samsung Electronics' Device Solutions (DS) division CTO Song Jae-hyuk expressed strong confidence in the revival of Samsung's foundry business and reported smooth progress on the...

Thursday 23 October 2025

Taiwan dispels US investment relocation fears

Taiwan's top economic and technology officials have dismissed concerns that the island's semiconductor ecosystem investments in the US represent industrial relocation. The pushback...

Thursday 23 October 2025

Broadcom and Marvell land major AI accelerator orders, TSMC remains key manufacturer

Nvidia currently holds over 90% of the GPU market. However, as Google and AWS continue to invest in self-developed AI accelerators and expand their applications, Nvidia's market share...

Wednesday 22 October 2025

TSMC strengthens foundry 2.0 leadership, backed by robust AI chip packaging demand

AI investment has boosted semiconductor demand, with TSMC reporting a third-quarter 2025 revenue of US$33.1 billion. Strong advanced packaging demand, supported by Nvidia GPUs, benefits...

Wednesday 22 October 2025

Will TSMC's 2nm price hike force Qualcomm and MediaTek to switch orders to Samsung?

As TSMC raises its 2nm prices, rumors have emerged suggesting Qualcomm and MediaTek might shift orders to Samsung. The speculation has gained traction in industry circles, with some...

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