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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 6 August 2025
TSMC's 2nm leak: usual suspects and smoke screens galore
A recent incident involving employees from TSMC and Japan's Tokyo Electron Limited (TEL) has sparked a Taiwanese investigation into a possible breach of national security-level semiconductor...
Wednesday 6 August 2025
Samsung-Tesla deal marks new chapter in mission to challenge TSMC's dominance
Success in the foundry business lies in strong alliances with core clients. With Samsung Electronics winning a massive deal with Tesla, it has not only gained a lifeline to challenge...
Tuesday 5 August 2025
Who’s really after TSMC’s 2nm secrets? The trail may not lead to China
TSMC is dealing with a high-stakes internal security breach after several employees were dismissed over attempts to leak confidential information regarding its 2nm process technology,...
Tuesday 5 August 2025
TSMC embroiled in 2nm espionage scandal ahead of mass production
TSMC has dismissed several employees after uncovering unauthorized attempts to access and leak confidential information related to its next-generation 2nm process technology, just...
Tuesday 5 August 2025
CoWoS capacity utilization reportedly only 60% amid AI boom, supply chain on alert
Reports have emerged that TSMC's advanced packaging technology, CoWoS, is operating at only 60% capacity utilization. Such a supply-demand mismatch has confused the supply chain.
Monday 4 August 2025
Nvidia reportedly seeks new Hsinchu site for SiPh module testing amid growing demand
The long-rumored Nvidia Taiwan headquarters was finalized at the end of May 2025, with CEO Jensen Huang personally announcing its location in the Beitou-Shilin Technology Park (BSTP),...
Monday 4 August 2025
TSMC worries less about tariffs, more about who's still buying
Taiwan had aimed to match Japan and South Korea with a 15% reciprocal tariff rate. However, as of August 1, 2025, the US imposed a 20% tariff instead, with the initial impact falling...
Friday 1 August 2025
TSMC states exchange rates are uncontrollable as Taiwan's foundry sector faces significant pressure in 3Q25
The violent appreciation of the New Taiwan dollar (NT dollar) is gradually showing its impact. In the second quarter of 2025, the NT dollar appreciated by more than 10%, hitting export-oriented...
Thursday 31 July 2025
Samsung-Tesla AI chip deal: a potential four-way win for all?
Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting...
Thursday 31 July 2025
Commentary: Samsung’s Tesla deal opens door to Musk’s fab ambitions
Samsung Foundry has secured an eight-year, US$16.5 billion contract to manufacture Tesla's next-generation AI6 chip. The move is seen as a major strategic win that comes just as Intel...
Wednesday 30 July 2025
TSMC's C.C. Wei and Mark Liu receive semiconductor industry's highest honor
The Semiconductor Industry Association (SIA) has named TSMC Chairman and CEO C.C. Wei and former Chairman Mark Liu as co-recipients of the 2025 Robert N. Noyce Award, the semiconductor...
Wednesday 30 July 2025
Tesla AI chip deal marks dawn of Samsung's foundry comeback
Samsung Electronics has landed a next-generation AI chip order from Tesla, a deal seen as a potential inflection point for its lagging foundry business. The deal involves Tesla's...
Wednesday 30 July 2025
Samsung chairman heads to Washington as Musk backs chip pact amidst tariff standoff
Samsung Electronics Chairman Lee Jae-yong departed for Washington, DC, on July 29 in a bid to bolster South Korea's final efforts to avert a 25% reciprocal tariff from the US. The...
Wednesday 30 July 2025
Samsung likely to ramp Tesla chip production in 2028 and peak in 2029-2032, says DIGITIMES analyst
DIGITIMES analyst Luke Lin says Samsung's Tesla deal marks a pivotal entry into the US advanced foundry market. He projects AI6 high-volume production from 2028, with peak...
Wednesday 30 July 2025
Lip-Bu Tan's 1.4nm Pivot: A lifeline for Samsung Foundry?
Just four months into his tenure, new Intel CEO Lip-Bu Tan has introduced a decisive shift in strategy. During the company's second-quarter 2025 earnings call, Tan suggested a potential...